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 ...
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 ...
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Join Our Team as a Consumer Protection Attorney at Axiom We are currently seeking Consumer ... Experience advising on product safety, advertising compliance, and content moderation. * Strong ...
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Springfield, MA · On-site
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Springfield, MA · On-site
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Cleveland, OH · On-site +1
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Consumer Insights Director
Arlington, VA · On-site +1
... senior strategic advisor across the organization. The ideal candidate combines deep technical expertise in consumer insights with strong leadership, strategic thinking, and the ability to ...
Consumer Insights Director
Arlington, VA · On-site +1
... senior strategic advisor across the organization. The ideal candidate combines deep technical expertise in consumer insights with strong leadership, strategic thinking, and the ability to ...
Consumer Lending Manager
Hollywood, FL · On-site
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As a Trusted Advisor, BrightStar offers a diverse range of financial services and opportunities ... The Consumer Lending Manager is responsible for leading the credit union's consumer lending ...
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Consumer Lending Manager
Hollywood, FL · On-site
$107K - $115K/yr
As a Trusted Advisor, BrightStar offers a diverse range of financial services and opportunities ... The Consumer Lending Manager is responsible for leading the credit union's consumer lending ...
Consumer Insights Director
Arlington, VA · On-site +1
... senior strategic advisor across the organization. The ideal candidate combines deep technical expertise in consumer insights with strong leadership, strategic thinking, and the ability to ...
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Consumer Insights Director
Arlington, VA · On-site +1
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Manhattan, NY · On-site +1
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Consumer Advisor information
What are the key skills and qualifications needed to thrive as a Consumer Advisor, and why are they important?
What are Consumer Advisors?
What job makes $10,000 a month without a degree?
How does a Consumer Advisor typically collaborate with other departments within a company?
What jobs pay $2000 a day?
What is the role of a customer advisor?
How can I make 2000 a week working from home?
What is the difference between Consumer Advisor vs Customer Service Representative?
| Aspect | Consumer Advisor | Customer Service Representative |
|---|---|---|
| Credentials | High school diploma or equivalent; some roles may require certifications in finance or counseling | High school diploma or equivalent; training provided on the job |
| Work Environment | Financial institutions, consumer advocacy organizations, retail | Call centers, retail stores, service departments |
| Employer & Industry | Financial services, consumer advocacy, retail | Retail, telecommunications, service industries |
| Common Search/Comparison | Yes | No |
Consumer Advisors typically work in financial or advocacy settings, providing guidance on consumer rights and financial products, often requiring specialized knowledge or certifications. Customer Service Representatives handle customer inquiries and support in retail or service environments, usually with on-the-job training. While both roles involve assisting consumers, Consumer Advisors focus on advising and advocacy, whereas Customer Service Reps focus on support and issue resolution.

Full-time
Medical, Retirement
This job post has expired today. Applications are no longer accepted.
JPMorgan Chase & Co. rating
8.1
Based on 470 frontline employees who took The Breakroom Quiz
46th of 141 rated banks
Job description
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
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 also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. 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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
About the Team
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're proud to 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.
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About JPMorgan Chase & Co
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Industry
Finance and insurance and banking and credit intermediation
Company size
10,000+ Employees
Headquarters location
New York, NY, US