Sales - Consumer Direct Lending Advisor - Jacksonville, FL

Job Description

Join our dynamic and high‑energy team as a Consumer Direct Home Lending Advisor at Chase Home Lending. Leverage your 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.

• Lead Generation & Conversion:
  Convert warm inbound inquiries and leads into qualified mortgage applications using proactive, consultative selling.
• CRM Management:
  Efficiently record customer interactions and follow‑up activities in our CRM system.
• Phone Consultations:
  Conduct thorough phone consultations to guide clients through the mortgage process.
• Regulatory Compliance:
  Uphold all industry regulations and manage associated risks.
• Client Retention:
  Provide exceptional post‑application support to build long‑term client relationships.

• 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.

• Bachelor’s degree or equivalent experience in finance, business, or a related field.
• Two 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. An employment offer is contingent on JPMC’s review of your criminal conviction history, credit report, information available through NMLS, and any other relevant information demonstrating financial responsibility, good character, and general fitness for the position. Any felony conviction within the last seven years will disqualify you from consideration.

Continued employment is contingent on compliance with the Truth in Lending Act, Dodd‑Frank, and the SAFE Act, including NMLS registration and annual renewal.

Chase is a leading financial services firm helping nearly half of America’s households and small businesses achieve their financial goals. We offer a competitive total rewards package and a range of benefits including health, retirement, child­care, tuition reimbursement, and mental‑health support.

We are an equal‑opportunity employer and commit to diversity and inclusion. We do not discriminate on the basis of any protected attribute. We provide reasonable accommodations for applicants’ and employees’ religious practices and disability needs.

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We lead the U.S. in credit card sales and deposit growth and have the most‑used digital solutions, all while ranking first in customer satisfaction.