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Consumer Direct Home Lending Advisor - Columbus, OH
Columbus, OH, United States, US
·
On-site
·
Full-time
·
1mo ago
必須スキル
Excel
Join our dynamic and high-energy team as a Consumer Direct Home Lending Advisor at Chase Home Lending. Leverage your exceptional knowledge and understanding of home lending products to serve as the primary point of contact for your customers throughout the life of the loan. Our Home Lending team will support you with their demonstrated expertise in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. This role offers a unique opportunity to grow your career and make a significant impact on our business.
As a Consumer Direct Home Lending Advisor within the Chase Home Lending team, you will guide clients through the home lending process, ensuring strong sales results. Utilizing your extensive knowledge of home lending products, you will act as the main point of contact for your customers throughout the loan duration. You will comply with all regulatory requirements while marketing and promoting Chase's financial products.
Job Responsibilities
- Lead Generation & Conversion: Convert warm inbound inquiries and leads into qualified mortgage applications using proactive, consultative selling.
- Manage CRM: Efficiently record customer interactions and follow-up activities in our CRM system.
- Conduct hone Consultations: Conduct thorough phone consultations to guide clients through the mortgage process.
- Ensure Regulatory Compliance: Uphold all industry regulations and manage associated risks.
- Retain Clients: Provide exceptional post-application support to build long-term client relationships
Required Qualifications, Capabilities, and Skills
- Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) or relevant financial software.
- Self-motivated, detail-oriented, and organized, with the ability to manage multiple tasks and meet deadlines.
- Excellent oral and written communication skills.
Ability to adhere to an in-office work schedule and participate in on-site training Monday through Friday, with varying hours.
Preferred Qualifications, Capabilities, and Skills
- Bachelor’s degree or equivalent experience in finance, business, or a related field.
- 2+ years of experience in mortgage sales, banking, or related financial services, with a strong understanding of mortgage products.
- Strong adaptability and time management skills, with a proven track record of exceeding sales targets and delivering exceptional conversion rates
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
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JPMorgan Chaseについて

JPMorgan Chase
PublicJPMorgan Chase & Co. is an American multinational banking institution headquartered in New York City and incorporated in Delaware. It is the largest bank in the United States, and the world's largest bank by market capitalization as of 2025.
300,000+
従業員数
New York City
本社所在地
$500B
企業価値
レビュー
3.8
10件のレビュー
ワークライフバランス
3.5
報酬
4.0
企業文化
3.8
キャリア
3.2
経営陣
2.8
68%
友人に勧める
良い点
Good benefits and compensation
Supportive colleagues and environment
Flexible work arrangements
改善点
Long hours and heavy workload
Management issues and lack of direction
High stress and expectations
給与レンジ
44件のデータ
Junior/L3
Mid/L4
Senior/L5
Junior/L3 · Analytics Solutions Associate
1件のレポート
$139,000
年収総額
基本給
$107,000
ストック
-
ボーナス
-
$139,000
$139,000
面接体験
4件の面接
難易度
3.0
/ 5
期間
14-28週間
内定率
50%
体験
ポジティブ 25%
普通 75%
ネガティブ 0%
面接プロセス
1
Application Review
2
HR Screen
3
Hiring Manager Interview
4
In-person/Final Interview
5
Offer
よくある質問
Behavioral/STAR
Past Experience
Culture Fit
Financial Knowledge
Case Study
ニュース&話題
JPMorgan’s Jamie Dimon says a credit-led recession would be ‘worse than people think’ - MarketWatch
MarketWatch
News
·
4d ago
JPMorgan's Jamie Dimon warns of looming bond market crisis (JPM:NYSE) - Seeking Alpha
Seeking Alpha
News
·
5d ago
JPMorganChase becomes Official Bank of Team USA and LA28 Olympic and Paralympic Games - LA 2028
LA 2028
News
·
5d ago
JPMorgan Chase becomes global Olympic partner, includes LA28, Team USA - Yahoo Sports
Yahoo Sports
News
·
5d ago