Senior Home Lending Advisor

Job responsibilities

Coaches and mentors the branch team by providing training on products and services.
Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
Collaborates 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 functions well within formal and dotted-line reporting relationships.
Builds role as the internal and external mortgage expert and maintains good relationships with customers.
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.

Required qualifications, capabilities, and skills

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 real estate market in local area

Excellent written and oral communication skills

Knowledge of FHA, VA, FNMA, and FHLMC guidelines

Preferred qualifications, capabilities, and skills

FHA/VA sales experience

Marketing, promoting, relationship building, and consulting skills

Intermediate PC skills in a Windows environment