Senior Home Lending Advisor-Puyallup, WA

Location: Puyallup, WA, United States

Job Family: Originations

About the Role

At JP Morgan Chase, we are a leading global financial services firm committed to helping clients achieve their dreams of homeownership. As a Senior Home Lending Advisor in Puyallup, WA, you will play a pivotal role in our Originations team, guiding clients through personalized mortgage solutions while driving exceptional sales results. This position offers the opportunity to leverage your expertise in a dynamic market, building lasting relationships and contributing to the firm's reputation for excellence in home lending. You will operate from our Puyallup branch, engaging with local communities to originate loans that align with JP Morgan Chase's innovative product suite, including jumbo, fixed-rate, and adjustable-rate mortgages tailored to diverse borrower needs. Your day-to-day responsibilities will focus on delivering a first-class client experience, from initial needs assessment to seamless loan closing. You will prospect for new business through targeted outreach, networking events, and digital channels, while collaborating with internal partners to ensure efficient processing and compliance with regulations like the Truth in Lending Act. Success in this role requires a deep understanding of the local Puyallup real estate landscape, including first-time buyer programs and affordability challenges, allowing you to provide strategic advice that empowers clients to make informed decisions. By consistently exceeding sales targets, you will contribute to JP Morgan Chase's growth in the competitive Pacific Northwest lending market. We value professionals who thrive in a client-centric environment and are passionate about financial inclusion. Joining JP Morgan Chase means access to cutting-edge resources, ongoing training, and a supportive culture that fosters career advancement. If you are a results-oriented advisor with a commitment to integrity and innovation, this Senior Home Lending Advisor role offers a rewarding path to impact lives and advance your career in one of the world's most respected financial institutions.

Key Responsibilities

• Prospect and develop new client relationships through community events, referrals, and digital outreach in Puyallup, WA
• Guide clients through the home lending process, from initial consultation to loan closing, ensuring a seamless experience
• Analyze client financial profiles to recommend suitable mortgage products, including conventional, FHA, and VA loans
• Collaborate with JP Morgan Chase internal teams, such as underwriters and processors, to expedite loan approvals
• Achieve and exceed monthly sales goals while maintaining high customer satisfaction scores
• Stay updated on lending market trends, interest rates, and JP Morgan Chase product offerings
• Ensure compliance with all regulatory requirements and internal policies during loan origination
• Build and maintain a robust pipeline of leads using CRM tools and networking strategies
• Provide education to clients on homeownership benefits and JP Morgan Chase's competitive financing options

Required Qualifications

• Bachelor's degree or equivalent experience in finance, business, or a related field
• Minimum of 5 years of experience in mortgage lending, sales, or financial services
• Active Mortgage Loan Originator (MLO) license with NMLS registration
• Proven track record of achieving sales targets in home lending or related areas
• Strong understanding of federal and state lending regulations, including TRID and HMDA
• Excellent credit history and ability to pass background checks required for financial roles
• Availability to work in Puyallup, WA, with flexibility for client meetings

Preferred Qualifications

• Advanced certifications such as Certified Mortgage Banker (CMB) or equivalent
• Experience working with diverse client bases in the Pacific Northwest market
• Bilingual proficiency in Spanish or other languages spoken in the Puyallup area
• Prior experience with JP Morgan Chase systems or similar enterprise banking platforms
• MBA or advanced degree in finance

Required Skills

• Expertise in mortgage origination and underwriting processes
• Proficiency in financial analysis and credit assessment
• Strong sales and negotiation abilities
• Excellent verbal and written communication skills
• Customer relationship management using tools like Salesforce
• Knowledge of lending software such as Encompass or LoanDepot
• Regulatory compliance and risk management acumen
• Digital marketing and lead generation techniques
• Problem-solving and decision-making under pressure
• Empathy and active listening for client consultations
• Time management and organizational skills
• Adaptability to changing market conditions
• Team collaboration in a fast-paced financial environment
• Data analysis for loan performance tracking
• Ethical judgment in high-stakes financial advising

Benefits

• Competitive base salary plus uncapped commission structure for top performance
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching contributions
• Paid time off, including vacation, sick days, and parental leave
• Professional development opportunities through JP Morgan Chase's learning programs
• Employee stock purchase plan and financial wellness resources
• Access to on-site fitness centers and wellness programs at select locations
• Relocation assistance if applicable for Puyallup, WA position

JP Morgan Chase is an equal opportunity employer.