Consumer Direct Home Lending Advisor

Responsibilities

• Convert warm inbound inquiries and leads into qualified mortgage applications using proactive, consultative selling
• Efficiently record customer interactions and follow-up activities in the CRM system
• Conduct thorough phone consultations to guide clients through the mortgage process
• Uphold all industry regulations and manage associated risks
• Provide exceptional post-application support to build long-term client relationships

Requirements

• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
• Self-motivated, detail-oriented, and organized
• Excellent oral and written communication skills
• Ability to adhere to an in-office work schedule and participate in on-site training Monday through Friday

Preferred Qualifications

• Bachelor’s degree or equivalent experience in finance, business, or a related field
• 2 years of experience in mortgage sales, banking, or related financial services
• Strong understanding of mortgage products
• Proven track record of exceeding sales targets and delivering high conversion rates

About the Company

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products.