Senior Home Lending Advisor, San Jose, CA
On-site · San Jose, California, United States
Job Summary
Senior Home Lending Advisor role in Chase Home Lending based in San Jose, CA, responsible for guiding clients through mortgage loan originations, providing consultative product recommendations, and collaborating with bankers and branch teams to promote mortgage services. The position emphasizes leadership and mentorship of branch staff, cross-selling through marketing efforts, knowledge of FHA/VA/FNMA/FHLMC guidelines, and regulatory compliance under TILA/Dodd-Frank and SAFE Act; requires a bachelor's degree (or equivalent), 3+ years of mortgage lending and sales experience, strong communication, market knowledge, and ability to build relationships with customers and partners.
Required Qualifications
- Bachelor's degree or equivalent work experience in sales and/or real estate
- 3+ years of mortgage lending and proven sales experience in retail banking
- Knowledge of real estate market in local area
- Excellent written and oral communication skills
- Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Additional Requirements
- National Mortgage Licensing System and Registry (NMLS) registration required; compliance with SAFE Act and related licensing requirements; successful completion of licensing and annual renewal and updates
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