JPMorgan Chase Sr Home Lending Advisor - San Luis Obispo, CA in San Luis Obispo, California

As a Chase Private Client (CPC) Mortgage Banker, you will acquire and build relationships with clients through comprehensive review and marketing of mortgage products to clients inside and outside the branch, and develop and work to expand your customer base. As the customer's main point of contact with Chase throughout the life of the loan, you will be required to deliver strong results in mortgage and home lending products, and demonstrate strong interpersonal skills as well as provide exceptional service throughout the originations process.

As a Chase Private Client Mortgage Banker you will also be responsible for managing full-service mortgage banking relationships while delivering a superior service experience to a portfolio of affluent clientele. A successful Chase Private Client Mortgage Banker will be expected to contribute to acquisition of new clients by actively seeking referrals and developing internal and external sources. You will take a lead role in creating an outstanding customer experience. You will also partner with specialists (such as Personal Bankers, Relationship Bankers, Relationship Managers, and Financial Advisors), to ensure our customers get access to experts who can help them with specialized financial needs.

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.

In addition, 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 to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.

Any information obtained during the registration, update, and renewal processes or through NMLS notifications 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 JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx .

  • Five years of mortgage lending proven sales experience in retail banking required

  • Bachelor's degree or equivalent work experience in sales and/or real estate required

  • Marketing, promoting, relationship building and consulting skills required

  • Strong focus on customer satisfaction as demonstrated in CSAT scores and customer comments

  • Intermediate PC skills in a Windows environment required

  • FHA/VA sales experience preferred

  • Excellent written and verbal communication skills

  • Knowledge of real estate market in local area

  • Knowledge of FHA, VA, FNMA, and FHLMC guidelines

"Chase Private Client" is the marketing name for a business within JPMorgan Chase & Co. and its subsidiaries.

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.