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Experienced Senior Home Lending Advisor – Mortgage Banking and Financial Services Expertise – Yorktown Heights, New York

Remote, USA Full-time Posted 2025-11-03

Introduction to JPMorgan Chase

JPMorgan Chase is a leading financial services firm that has been at the forefront of helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. With a strong commitment to diversity and inclusion, we recognize that our people are our strength, and the diverse talents they bring to our global workforce are directly linked to our success.

Job Overview

We are seeking an experienced and results-driven Senior Home Lending Advisor to join our team in Yorktown Heights, New York. As a Senior Home Lending Advisor, you will take your clients on a first-class journey to home ownership and deliver strong sales results. You will 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. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.

Key Responsibilities

  • Act as the home lending specialist at the branch, providing training on products and services to the branch team and coaching and mentoring them to achieve their sales goals.
  • Work closely with bankers to meet with their customers and introduce new clients to bankers for additional products and services, creating an outstanding customer experience.
  • Utilize centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts to promote mortgage loan originations.
  • Develop a strong partnership with the assigned retail branches to promote mortgage loan originations and function well within formal and dotted-line reporting relationships.
  • Build and maintain good relationships with customers, exhibiting consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.

Essential Qualifications

  • Minimum three years of mortgage lending experience, with proven sales experience in retail banking.
  • Bachelor's degree or equivalent work experience in sales and/or real estate.
  • Marketing, promoting, relationship building, and consulting skills.
  • Intermediate PC skills in a Windows environment.
  • FHA/VA sales experience.
  • Excellent written and oral communication skills.
  • Knowledge of real estate market in local area.
  • Knowledge of FHA, VA, FNMA, and FHLMC guidelines.

Preferred Qualifications

  • Experience working in a fast-paced sales environment.
  • Strong understanding of mortgage lending products and services.
  • Ability to work independently and as part of a team.
  • Excellent time management and organizational skills.
  • Strong analytical and problem-solving skills.

Career Growth Opportunities and Learning Benefits

At JPMorgan Chase, we are committed to helping our employees grow and develop in their careers. As a Senior Home Lending Advisor, you will have access to a range of training and development programs, including:

  • Comprehensive sales training programs to help you develop your skills and knowledge.
  • Leadership development programs to help you advance in your career.
  • Opportunities to work on complex and challenging projects, developing your problem-solving and analytical skills.
  • A supportive and collaborative work environment, with a strong focus on teamwork and camaraderie.

Work Environment and Company Culture

At JPMorgan Chase, we are proud of our diverse and inclusive culture, and we are committed to creating a work environment that is welcoming and supportive to all employees. We offer a range of benefits and programs to support our employees' physical and mental health, including:

  • Comprehensive health care coverage.
  • On-site health and wellness centers.
  • Backup childcare and tuition reimbursement programs.
  • Mental health support and financial coaching.

Compensation, Perks, and Benefits

We offer a competitive total rewards package, including:

  • Base salary determined based on the role, experience, skill set, and location.
  • Discretionary incentive compensation, which may be awarded in recognition of individual achievements and contributions.
  • A range of benefits and programs to meet employee needs, based on eligibility.

Conclusion

If you are a motivated and results-driven sales professional looking for a new challenge, we encourage you to apply for the Senior Home Lending Advisor role at JPMorgan Chase. With a strong commitment to diversity and inclusion, a supportive and collaborative work environment, and a range of training and development programs, we offer a unique and rewarding career opportunity. Don't miss out on this exciting role – apply now!

Equal Opportunity Employer/Disability/Veterans

We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.

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