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JC
JPMorgan Chase Bank, N.A.
Senior Home Lending Advisor - Newburgh NY - Route 17k Branch
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Based on New York data
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What they do
A Sales Advisor provides customers with information on company products or services, assists in selecting products, and completes sales orders. Handles customer phone calls and emails, or meets with customers in retail settings. Adds information to customer database.
$67,197 / year median in New York
-7% projected decline
Job Description
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership. Job responsibilities
- Coach and mentor the branch team by providing training on products and services.
- Works together with bankers, meet with customers, and introduce new clients to bankers for additional products and services.
- Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
- Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
- Builds role as the internal and external mortgage expert and maintains good relationships with customers.
- Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances. Required qualifications, capabilities, and skills
- Bachelor's degree or equivalent work experience in sales and/or real estate
- 3+ years of mortgage lending and proven sales experience in retail banking
- Knowledge of real estate market in local area
- Excellent written and oral communication skills
- Knowledge of FHA, VA, FNMA, and FHLMC guidelines
- Preferred qualifications, capabilities, and skills
- FHA/VA sales experience
- Marketing, promoting, relationship building, and consulting skills
- Intermediate PC skills in a Windows environment Preferred qualifications, capabilities, and skills
- FHA/VA sales experience
- Marketing, promoting, relationship building, and consulting skills
- Intermediate PC skills in a Windows environment