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Sales Consumer Direct Home Lending Advisor - Jacksonville

Sales Consumer Direct Home Lending Advisor - Jacksonville

JPMorgan ChaseJacksonville, FL, US
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Consumer Direct Home Lending Advisor

Join our dynamic and high-energy team as a Consumer Direct Home Lending Advisor at Chase Home Lending. Leverage your exceptional knowledge and understanding of home lending products to serve as the primary point of contact for your customers throughout the Home Lending Process. Our team will support you with their demonstrated expertise in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. This role offers a unique opportunity to grow your career and make a significant impact on our business.

As a Consumer Direct Home Lending Advisor within Chase Home Lending, you will guide clients through the home lending experience, ensuring strong sales results. Utilizing your extensive knowledge of home lending products, you will act as the main point of contact for your customers throughout the loan duration. You will comply with all regulatory requirements while marketing and promoting Chase's financial products.

Job Responsibilities

  • Convert warm inbound and outbound leads into mortgage loan applications.
  • Utilize our CRM tool to log all customer contacts and schedule follow-ups.
  • Employ consultative selling techniques in a call center environment.
  • Recommend optimal product / rate program combinations to prospects.
  • Ensure compliance with applicable statutes and procedures.
  • Meet required sales performance goals for pre-established volume and KPIs.

Required Qualifications, Capabilities, and Skills

  • Proficiency with Microsoft Applications (Word, Excel, and PowerPoint).
  • Self-motivated and detail-oriented.
  • Excellent oral and written communication skills.
  • Organized with a demonstrated ability to manage multiple tasks and meet deadlines.
  • Proven ability to provide superior customer service and consultative selling.
  • Ability to adhere to an in-office work schedule.
  • Ability to participate in on-site training Monday through Friday, with varying hours.
  • Preferred Qualifications, Capabilities, and Skills

  • Sales experience.
  • Call center experience.
  • Coachability, adaptability, and time management skills.
  • Skills in marketing, promoting, relationship building, and consulting.
  • Experience in the Financial Services, Mortgage, Auto, Medical, Phone, or Education industries or relevant education.
  • This position is subject to the Dodd Frank / Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act / Dodd Frank Loan Originator requirements.

    In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.

    Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting.

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    Advisor Jacksonville • Jacksonville, FL, US

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