Chase · 1 month ago
Sales - Consumer Direct Home Lending Advisor - Jacksonville, FL
7255 Baymeadows Way, Jacksonville, FL, 32256, US
Full-time
Onsite
Entry, Mid Level
2+ years expChase 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. In this call center-based role, you’ll educate clients on home lending products, guide them through the loan process, and ensure compliance with regulatory requirements while delivering a customer-first experience.
BankingFinancial Services
Responsibilities
Convert warm inbound inquiries and leads into qualified mortgage applications using proactive, consultative selling
Efficiently record customer interactions and follow-up activities in our CRM system
Conduct thorough phone consultations to guide clients through the mortgage process
Uphold all industry regulations and manage associated risks
Provide exceptional post-application support to build long-term client relationships
Qualification
Required
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
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
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
Recent News
2026-01-24
Small Business Trends
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