JP Morgan Chase
Consumer Direct – Home Lending
Advisor (Home Equity/Refinance) –
Req #: 190010604
Location: Milwaukee, WI, US
Job Category: Relationship Management/Sales
Here at Chase, we focus on our customers first and foremost. Our employees are
initiators, collaborators, and results oriented individuals. They have a knack for looking at
the details, and finding solutions to everyday challenges. . As a Chase employee, you’ll
be part of a company that makes a real difference every day for our customers, our
communities and ourselves. We focus on customers’ best interests and strive to exceed
expectations by listening to and anticipating their needs. Our employees are empowered
to put our customers at the center of all we do, focus on doing what’s right, and create
solutions that make their lives better.
As a Home Lending Advisor, you will be responsible for the following:
· Proactively converting inbound and outbound leads into Prime/FHA mortgage loan
· Consultative selling of first mortgages (Purchases, Refinance and Home Equity
Loans in a telephone environment)
· Recommend optimum product / rate program combinations to prospects.
· Accurately source all business, log all contacts with prospects.
· Ensure compliance with applicable statues and procedures.
· Provide feedback on lead quality.
· Meet required sales performance for pre-established funded loan volume goal.
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for
Loan Originators. As such, an employment offer for this position is contingent on JPMC’s review
of your criminal conviction history, credit report, information available through NMLS, and any
other information relevant to a determination by JPMC that you demonstrate financial
responsibility, good character, and general fitness for the position. Note that any felony
conviction within the last seven years will disqualify you from consideration for this position. Your
continued employment in this position would be contingent upon compliance with Truth in
Lending Act/Dodd Frank Loan Originator requirements.
This position requires National Mortgage Licensing System and Registry (NMLS) registration under
the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be
required to either register on NMLS or re-register and move your previous registration to JPMorgan Chase’s registration rolls. Your continued employment in this position with JPMorgan
Chase is contingent upon successful registration immediately after your start date and annual
renewal of your registration thereafter. In addition, information obtained during the
registration process may impact your employment with the firm.
Any of the completed information you provide during the Chase on-line application process may
be transferred, on your behalf, to NMLS by Chase. Please carefully review the information you
provide to Chase for accuracy and consistency and with any current NMLS record, if applicable,
Further information about NMLS and the requirements of registration can be found
The specific experience needed for this role is:
-Proficient with Microsoft Applications (Word, Excel and PowerPoint)
-Extremely detail oriented.
-Excellent oral and written communication skills are necessary.
-Highly organized with a demonstrated ability to manage multiple tasks and meet
-Demonstrated ability in providing superior customer service and consultative selling.
-Self motivation and demonstration of initiatives.
To be considered for this role, you may be required to complete a video interview powered by HireVue