Senior Home Lending Advisor - Santa Monica, CA
JPMorgan Chase
- Santa Monica, CA
- Permanent
- Full-time
- Coaches and mentors the branch team by providing training on products and services.
- Works together with bankers, meeting with their customers and introducing new clients to bankers for additional products and services.
- Partners 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 can function well within formal and dotted-line reporting relationships
- Builds role as the internal and external mortgage expert; builds and maintains good relationships with customers; and 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
- Minimum three years of mortgage lending and proven sales experience in retail banking required
- Knowledge of real estate market in local area
- Excellent written and oral communication skills
- Knowledge of FHA, VA, FNMA, and FHLMC guidelines
- FHA/VA sales experience preferred
- Marketing, promoting, relationship building, and consulting skills preferred
- Intermediate PC skills in a Windows environment preferred
- Bachelor's degree or equivalent work experience in sales and/or real estate