What are the responsibilities and job description for the Home Lending Advisor CD - Jacksonville position at JPMorgan Chase?
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 Specialty Home Lending Advisor in Chase Home Lending, you will guide your clients through the process of refinance and home equity lines of credit (HELOC), ensuring strong sales results. Utilizing your extensive knowledge and understanding of home lending products, you will act as the primary point of contact for your customers throughout the duration of the loan. You will comply with all regulatory requirements while marketing and promoting the financial products offered by Chase.
Job Responsibilities
- Convert inbound and outbound leads into Prime Refinance and HELOC applications
- Source all business and logging all contacts with prospects
- Use consultative selling of Refinance Loans and HELOCs in a call center environment
- Recommend optimum product/rate program combinations to prospects
- Ensure compliance with applicable statues and procedures
- Provide feedback on lead quality
- Meet required sales performance for pre-established goal volume
Required qualifications, capabilities and skills
- Proficient 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 in a timely manner
- Demonstrated ability in providing superior customer service and consultative selling
- Ability to adhere to on-site training Monday - Friday 8:00 AM - 5:00 PM for the first 60 days
Preferred qualifications, capabilities, and skills
- Mortgage sales experience
- Call Center experience
- Marketing, promoting, relationship building, and consulting skills
- Experience in the Financial Services, Mortgage, Auto, Medical or Education industries
