Senior Home Lending Advisor

Responsibilities

• Serve as the chief point of contact for home lending products, guiding clients through the mortgage process.
• Coach and mentor the branch team by providing training on mortgage products and services.
• Collaborate with bankers and retail branches to promote mortgage loan originations and identify new client opportunities.
• Utilize various marketing efforts, including direct mail, media advertisements, and outbound lead sourcing, to create an outstanding customer experience.
• Provide consultative recommendations based on financial analysis, product knowledge, and the customer's specific financial goals.
• Maintain strong relationships with customers and act as an internal and external mortgage expert.

Requirements

• Bachelor's degree or equivalent work experience in sales and/or real estate.
• 3+ years of mortgage lending experience and proven sales experience in retail banking.
• Strong knowledge of FHA, VA, FNMA, and FHLMC guidelines.
• Deep knowledge of the local real estate market.
• Excellent written and oral communication skills.

Preferred Qualifications

• Previous FHA/VA sales experience.
• Demonstrated skills in marketing, relationship building, and consulting.
• Intermediate PC skills in a Windows environment.

Benefits

• Competitive total rewards package including base salary and potential commission-based pay or discretionary incentive compensation.
• Comprehensive health care coverage.
• Retirement savings plans.
• Tuition reimbursement and mental health support.
• Financial coaching and other employee assistance programs.

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. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.