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Senior Lending Advisor, Upland and Rancho Cucamonga, CA

Job in Claremont, Los Angeles County, California, 91711, USA
Listing for: JPMorganChase
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Consultant, Banking & Finance
  • Sales
    Banking & Finance
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Senior Home Lending Advisor, Upland and Rancho Cucamonga, CA

Join our fun, high-energy team as a Senior 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 Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfill the dream of home ownership.

Job Responsibilities
  • Coaches and mentors the branch team by providing training on products and services.
  • Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
  • Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, , electronic newsletters, outbound lead sourcing, and other marketing efforts.
  • Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
  • Builds role as the internal and external mortgage expert and maintains good relationships with customers.
  • Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required Qualifications , Capabilities, and Skills
  • 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
Preferred Qualifications , Capabilities, and Skills
  • FHA/VA sales experience
  • Marketing, promoting, relationship building, and consulting skills
  • Intermediate PC skills in a Windows environment
Regulatory and Licensing Requirements

FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act... (remaining regulatory text omitted for brevity).

About Us

Chase is a leading financial services firm, 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.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location...

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,... (remaining EEO text omitted for brevity).

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Position Requirements
10+ Years work experience
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