Centralized Community Home Lending Advisor - Bilingual (English/Spanish) - Jacksonville, FL/Tempe, AZ/Columbus, OH

🏢 JP Morgan
📍 Tempe, United StatesFull-timeOn-site
📅 Posted: 2w ago🔄 Updated: 2w ago
CV%
✨ AI Summary
As a Centralized Community Home Lending Advisor, you will serve as the primary point of contact for customers throughout the home loan process, ensuring strong sales results. This role involves converting leads, sourcing business, and using consultative selling to recommend optimal product/rate program combinations while adhering to all regulatory requirements and promoting Chase's financial products. The position requires fluency in English and Spanish, proficiency in Microsoft Applications, strong communication and organizational skills, and a demonstrated ability in customer service and consultative selling.
Required Skills
Other
Spanish
Productivity & Workplace Tools
WordExcelPowerPoint
Soft Skills & Professional Competencies
Communication
Business, Sales & Management
Customer SuccessConsultative Selling
Nice to have:
Other
FHA/VA sales
Hospitality, Retail & Customer Service
Call Center Experience
Business, Sales & Management
Marketing Strategy
Soft Skills & Professional Competencies
Relationship Building
🎁 Benefits & Perks
Comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching.
Requirements
Candidates must be fluent in English and Spanish, proficient with Microsoft Office Suite, self-motivated, detail-oriented, possess excellent communication and organizational skills, and have demonstrated ability in customer service and consultative selling.
Description

Join our fun, high-energy team as a Centralized Community Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers’ chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.  You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business.

As a Centralized Community Home Lending Advisor in Chase Home Lending, you will guide your clients through the process of home ownership, ensuring strong sales results. Utilizing your extensive knowledge and understanding of home lending products, you will act as the primary point of contact for your customers throughout the duration of the loan. You will comply with all regulatory requirements while marketing and promoting the financial products offered by Chase.

Job Responsibilities

  • Convert inbound and outbound leads into mortgage loan applications
  • Source all business and logging all contacts with prospects
  • Use consultative selling of Purchases Loans in a call center environment
  • Recommend optimum product/rate program combinations to prospects
  • Ensure compliance with applicable statues and procedures
  • Provide feedback on lead quality
  • Meet required sales performance for pre-established goal volume

 

Required qualifications, capabilities and skills

  • Ability to read, write and speak Spanish fluently.
  • Proficient with Microsoft Applications (Word, Excel and PowerPoint)
  • Self-motivated and detail oriented
  • Excellent oral and written communication skills
  • Organized with a demonstrated ability to manage multiple tasks and meet deadlines in a timely manner
  • Demonstrated ability in providing superior customer service and consultative selling

 

Preferred qualifications, capabilities, and skills 

  • FHA/VA sales experience 
  • Call Center experience 
  • Marketing, promoting, relationship building, and consulting skills 
  • Experience in the Financial Services, Mortgage, Auto, Medical or Education industries
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🎯 Overalli74%
⚡ Skillsi85%
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Ontology Match: 85.0
Matched:✓ Requirements Matching✓ Ontology Skills Mapping
📜 Eligibilityi49%
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Local: 19600%
🏗️ Career Fiti91%
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Seniority: 91.0
📋 Requirementsi67%
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Domain: 67.0
🔥 Motivationi78%
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Title Fit: 78.00