Senior Home Lending Advisor - San Antonio TX - Bandera

Location: San Antonio, 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 San Antonio, TX Bandera branch, you will play a pivotal role in helping clients achieve their dream of home ownership while driving exceptional sales results. This position within our Originations category offers the opportunity to leverage JP Morgan Chase's extensive resources, market-leading mortgage products, and supportive team environment to deliver first-class service in a dynamic, high-growth market like San Antonio. You will engage directly with diverse clients, from first-time buyers to seasoned investors, guiding them through personalized financing solutions that align with their unique financial goals. Your day-to-day responsibilities will include prospecting for new business through local networks, analyzing client needs to recommend optimal loan options such as FHA, VA, or conventional mortgages, and ensuring seamless coordination from application to closing. Compliance is at the heart of our operations, so you will adhere to all federal and state regulations, including TRID and fair lending practices, while utilizing JP Morgan Chase's advanced digital tools and CRM systems to streamline processes. Success in this role means not only meeting but exceeding sales targets, building lasting client relationships, and contributing to our commitment to community impact in the San Antonio area. We value professionals who bring passion, expertise, and a client-first mindset to the table. Joining JP Morgan Chase as a Senior Home Lending Advisor means becoming part of a collaborative culture that invests in your growth through training, mentorship, and competitive rewards. If you thrive in a fast-paced environment and are licensed to originate loans in Texas, this role offers the platform to advance your career while making a tangible difference in people's lives.

Key Responsibilities

• Prospect and develop new client relationships through community networking, referrals, and branch partnerships in the San Antonio Bandera area
• Guide clients through the home lending process, from initial consultation to loan closing, ensuring a seamless and personalized experience
• Analyze client financial profiles to recommend suitable mortgage products, including conventional, FHA, VA, and jumbo loans
• Collaborate with internal teams, such as underwriters and processors, to expedite loan approvals and resolve issues efficiently
• Achieve and exceed monthly sales goals by leveraging JP Morgan Chase's market-leading products and resources
• Maintain compliance with all regulatory requirements and internal policies while documenting client interactions accurately
• Educate clients on home financing options, market trends, and financial planning to build long-term trust
• Participate in local events and initiatives to enhance JP Morgan Chase's community presence in San Antonio
• Monitor loan pipelines and follow up on leads to ensure high conversion rates
• Provide ongoing support to clients post-closing to foster repeat business and referrals

Required Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field
• Minimum of 5 years of experience in mortgage lending or home financing origination
• Active Mortgage Loan Originator (MLO) license in Texas and NMLS registration
• Proven track record of achieving sales targets in a competitive financial services environment
• Strong understanding of federal and state lending regulations, including TRID and HMDA
• Experience using CRM systems and mortgage origination software
• Ability to work independently in a branch-based setting

Preferred Qualifications

• Advanced certifications such as Certified Mortgage Banker (CMB)
• Experience in high-volume home lending markets like San Antonio
• Bilingual proficiency in English and Spanish to serve diverse client bases
• Previous leadership or mentoring experience in financial services teams
• Familiarity with JP Morgan Chase's proprietary lending platforms

Required Skills

• Expertise in mortgage products and lending processes
• Strong sales and negotiation abilities
• Excellent communication and interpersonal skills
• Proficiency in financial analysis and credit assessment
• Knowledge of regulatory compliance in banking
• CRM software proficiency, such as Salesforce
• Mortgage origination system experience
• Customer relationship management
• Problem-solving and decision-making
• Time management and organizational skills
• Attention to detail in documentation
• Adaptability to market changes
• Team collaboration and leadership
• Bilingual communication (English/Spanish)
• Data-driven sales strategies

Benefits

• Competitive base salary plus uncapped commission structure for top performance
• Comprehensive health, dental, and vision insurance with employer contributions
• 401(k) retirement savings plan with generous company matching
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs and tuition reimbursement for certifications
• Employee stock purchase plan and financial wellness resources
• Access to on-site fitness centers and wellness programs at select locations
• Relocation assistance for eligible roles within JP Morgan Chase

JP Morgan Chase is an equal opportunity employer.