Senior Home Lending Advisor - Arroyo Grande CA
Core
Serve as the chief point of contact for customers throughout the life of the loan, guiding clients to fulfill the dream of homeownership while marketing and promoting Chase's financial products.
Role type
Senior Home Lending Advisor (Mortgage Loan Originator)
Builds
Mortgage loan originations in assigned retail branch territories
Domain
Financial Services / Real Estate / Mortgage Lending
Required skills
Mortgage lending, Retail banking sales, Real estate market knowledge, FHA/VA/FNMA/FHLMC guidelines, Financial analysis, Consultative selling
Preferred skills
FHA/VA sales experience, Marketing and relationship building, Consulting skills, Intermediate PC skills
Responsibilities
Coach and mentor the branch team on products and services, Collaborate with bankers to introduce new clients and cross-sell products, Develop partnerships with retail branches to promote mortgage loan originations, Utilize marketing efforts (direct mail, media, relocation programs) to generate leads, Provide consultative recommendations based on customer financial needs, Maintain strong relationships with customers as the internal and external mortgage expert