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About the Role

Serve as the primary point of contact for customers throughout the loan lifecycle, leveraging expertise in home lending products and adhering to regulatory requirements while promoting Chase's financial products. This role offers a significant opportunity for career growth and business impact.

Responsibilities

• Maintain up-to-date knowledge of Chase home lending products, local housing assistance programs, and grants for down payment/closing costs.
• Promote mortgage products to existing Chase customers and the community, cultivating a pipeline of potential homeowners through education and counseling.
• Act as an internal and external mortgage expert, driving mortgage loan originations through community engagement and external relationships.
• Partner with branch teams by providing product training, meeting with their customers, and introducing new clients for additional services.
• Deliver an exceptional customer experience through various marketing channels including direct mail, advertisements, cross-selling, and digital outreach.
• Serve as the sole point of contact for the mortgage loan origination process, adeptly managing customer concerns, explaining terms, coordinating with stakeholders, troubleshooting issues, and tracking progress from engagement to closing.

Requirements

• A Bachelor's degree or equivalent work experience in sales and/or real estate.
• Five years of proven mortgage sales experience with strong knowledge of products, credit, mortgage processes, and guidelines for FHA, VA, FNMA, and FHLMC, including low-down payment products.
• Knowledge of the local real estate market and the ability to develop external referral sources and networks (e.g., realtors, nonprofits, community groups).
• Demonstrated track record of customer satisfaction.
• Superior written and verbal communication skills for community outreach, homeowner education, and collaboration with community-based organizations.
• Intermediate Personal Computer skills in a Windows environment.
• Must be subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators, including a review of criminal conviction history, credit report, and NMLS information.
• Any felony conviction within the last seven years will disqualify candidates.
• Requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008, including successful registration and timely renewal.

Skills

• Home lending products
• Mortgage sales
• Product knowledge
• Credit knowledge
• Mortgage process knowledge
• FHA guidelines
• VA guidelines
• FNMA guidelines
• FHLMC guidelines
• Low-down payment products
• Real estate market knowledge
• Customer satisfaction
• Written communication
• Verbal communication
• Community outreach
• Homeowner education
• Microsoft Windows
• NMLS registration

Location

• Community

Work Type

• Full-time

Experience Level

• Five years of proven mortgage sales experience

Education Level

• Bachelor's degree or equivalent work experience

Salary/Compensations

• Base salary determined based on the role, experience, skill set and location.
• Commission-based pay and/or discretionary incentive compensation may be offered.

Benefits

• Comprehensive health care coverage
• On-site health and wellness centers
• Retirement savings plan
• Backup childcare
• Tuition reimbursement
• Mental health support
• Financial coaching

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.
• We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
• Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing.
• We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
• For many, owning a home is the ultimate dream and we’re here to help customers make responsible choices throughout the home buying process through our online tools and advice.
• Whether purchasing a first home or vacation home, refinancing an existing loan or tapping into a home equity line of credit, we offer comprehensive services to help homeowners at every stage of their journey.

Equal Opportunity

• We are an equal opportunity employer and place a high value on diversity and inclusion at our company.
• We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.
• We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs.
• Equal Opportunity Employer/Disability/Veterans