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Description
title:
identify opportunities to expand client relatinoships and leverage cross-selling and promotional opportunities.va, fhlmc guidelines
fha/va sales experience preferred
intermediate pc skills required in a windows environment
internal: ability to develop a strong partnership with the assigned retail bank stores including tellers and personal bankers to promote morgtage loan originations (in footprint territories),
minimum of three years of mortgage lending or mortgage banking experience
college degree or 4 years equivalent work experience in sales and/or real estate is required
sales and consulting skills required
excellent written and oral communication skills
knowledge of real estate market in local area
knowledge of fha, fnma.
duties include:
obtain mortgage loans from referral sources including but are not limited to: bank branch custmoers, existing clients and realtors.
partner with co-workers to meet with and advise customers regarding their financial needs
be the premier partner (in footprint territories)
respond to cusotmer to customer needs and inquiries wihtin 24 hours
keep pbs and bm informed on status of client relatoinship and needs and objectives.market and cross-refer products that meet customers' financial needs and objectives,
promote.
balance internal and external sourcing
market and promote the financial products offered by the firm.resolves outstanding issues in order to complete the mortgage origination.
maitnain relationship by provdiing supreior customer consutlation, counesling and serivce, adivce.
cooridnate all aspcets of the mortgage appliaction proecss.bulids and mainatins good relatinoships with customers. can funtcion well within fomral and dotted line repotring relationships.
ability to actively listen and determine what financial products meet the customer needs and circumstances.
jpmorgan chase is an equal opportunity and affirmative action employer, m/f/d/v.
determine and recommend financial product and service solutions for customers based on analysis of customer finances and customer's needs and objectives.
customer (external): build customer perception as the mortgage expert.
meets minimum performance standards (determined by region manager).colleagues and management,
communicate effectively with peers.
use sound judgment and work independently, but is part of a team driving towards shared financial goals of the firm.
market and promote the financial mortgage products to the branch teams
recognize pbs & the branch team by advising and consulting regarding the financial mortgage products and opportunities.loan officer - nj - garfield branch
location: nj-garfield
as a chase loan officer, you will promote and market the firm's mortgage products to clients, team members and partners inside and outside the branch footprint.
using sound judgment and effective marketing and promotion techniques
assess and evaluate customer's financial needs to build strong relationships with customers following-up on a regular basis.exhibits consultative sales and promotional experience to provide recommendations based on financial analysis and acumen, product knowledge and knowledge of the customer's financial needs, goals and circumstances. is seen as a team player.
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