Senior Home Lending Advisor - Colleyville TX

Location: Colleyville, TX, United States

Job Family: Originations

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a proud history of innovation and client focus. As a Senior Home Lending Advisor in our Colleyville, TX branch, you will play a pivotal role in helping clients achieve their dream of homeownership while driving exceptional sales results. This position within our Originations category involves taking clients on a personalized journey through the mortgage process, leveraging JP Morgan Chase's vast resources and expertise in home lending. You will originate high-quality loans, build lasting relationships, and contribute to our market leadership in the North Texas region, all while upholding our commitment to integrity and excellence in financial services. Your day-to-day responsibilities will include prospecting for new business in the affluent Colleyville community, conducting in-depth financial consultations, and structuring mortgage solutions that fit each client's unique needs—whether it's a first-time buyer, refinancer, or luxury home purchaser. Working closely with internal teams at JP Morgan Chase, you will ensure smooth loan processing, from application to closing, while navigating complex regulations like those from the CFPB. Success in this role demands a proactive approach to sales, with a focus on exceeding targets and fostering referrals through superior client service. We value professionals who thrive in a dynamic environment and are passionate about financial empowerment. As a Senior Home Lending Advisor, you will benefit from JP Morgan Chase's robust support systems, including advanced technology platforms and ongoing training, to deliver first-class results. Join us to advance your career in a firm renowned for its stability, growth opportunities, and dedication to diversity and inclusion in the financial industry.

Key Responsibilities

• Prospect and develop new client relationships through networking, referrals, and community events in the Colleyville, TX area
• Guide clients through the home lending process, from initial consultation to loan closing, ensuring a seamless experience
• Analyze client financial profiles to recommend tailored mortgage products, including conventional, FHA, VA, and jumbo loans
• Collaborate with JP Morgan Chase underwriting and processing teams to expedite approvals and resolve issues
• Meet or exceed sales goals by originating high-quality loans that align with bank standards and risk policies
• Stay current on market trends, interest rates, and lending regulations to provide expert advice
• Build and maintain a robust pipeline of leads using CRM tools and digital marketing strategies
• Ensure all loan applications comply with JP Morgan Chase's ethical standards and federal guidelines
• Mentor junior advisors and contribute to team sales initiatives in the North Texas market
• Participate in local real estate events to enhance JP Morgan Chase's brand presence

Required Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field, or equivalent work experience
• Minimum of 5 years of experience in mortgage lending, home financing, or financial services sales
• Active Mortgage Loan Originator (MLO) license in Texas, with NMLS registration
• Proven track record of achieving sales targets in a competitive lending environment
• Strong understanding of federal and state lending regulations, including TRID and HMDA compliance
• Excellent credit history and ability to pass background checks required for financial roles
• Proficiency in mortgage origination software and CRM systems

Preferred Qualifications

• Advanced certifications such as Certified Mortgage Banker (CMB) or equivalent
• Experience working with high-net-worth clients or in luxury home lending
• Bilingual proficiency in English and Spanish to serve diverse Texas communities
• Previous experience at a major financial institution like JP Morgan Chase
• MBA or advanced degree in Finance

Required Skills

• Expertise in mortgage products and lending processes
• Strong sales and negotiation abilities
• Proficiency in financial analysis and credit assessment
• Knowledge of regulatory compliance in banking
• Excellent communication and interpersonal skills
• Customer relationship management (CRM) software proficiency
• Analytical thinking for risk evaluation
• Time management and organizational skills
• Digital marketing and lead generation techniques
• Problem-solving in high-pressure environments
• Team collaboration and leadership
• Attention to detail in documentation
• Adaptability to market fluctuations
• Ethical decision-making in financial advising
• Bilingual communication (preferred for Texas market)

Benefits

• Competitive base salary plus uncapped commission structure with potential for six-figure earnings
• Comprehensive health, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with generous company matching up to 6%
• Paid time off including vacation, sick days, and 15+ paid holidays annually
• Professional development programs, including tuition reimbursement and access to JP Morgan Chase's learning academy
• Employee stock purchase plan and performance-based bonuses
• Wellness programs with gym memberships, mental health support, and financial counseling services
• Relocation assistance if applicable, plus commuter benefits for the Colleyville location

JP Morgan Chase is an equal opportunity employer.