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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 marketing Chase's financial products. This role offers a unique opportunity for career growth and significant business impact.
Responsibilities
- Coach and mentor the branch team through product and service training.
- Partner with bankers, meet with their customers, and introduce new clients for additional products and services.
- Collaborate with the team to create outstanding customer experiences using various marketing efforts.
- Develop strong partnerships with assigned retail branches to promote mortgage loan originations.
- Act as the internal and external mortgage expert, maintaining strong customer relationships.
- Provide recommendations based on financial analysis, product knowledge, and customer needs.
Requirements
- 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 the local real estate market.
- Excellent written and oral communication skills.
- Knowledge of FHA, VA, FNMA, and FHLMC guidelines.
- Must meet Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
- Must register under the SAFE Act of 2008 via the National Mortgage Licensing System and Registry (NMLS).
Skills
- Home lending products
- Mortgage loan originations
- Consultative skills
- Financial analysis
- Product knowledge
- Sales
- Real estate
- FHA
- VA
- FNMA
- FHLMC guidelines
- Marketing
- Relationship building
- Consulting
- PC skills in a Windows environment
Location
- Remote
Work Type
- Full-time
Experience Level
- Senior
- 3+ years
Education Level
- Bachelor's degree or equivalent work experience
Salary/Compensations
- Competitive total rewards package including base salary, commission-based pay, and/or discretionary incentive compensation.
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.
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