JPMorgan Chase
Sales Consumer Direct Home Lending Advisor - Jacksonville, FL
Jacksonville, FL · Full-time · Posted Aug 25, 2026
- Experience
- 2 years, listed as a preferred qualification, in mortgage sales, banking, or related financial services.
- Education
- Bachelor’s degree or equivalent experience in finance, business, or a related field (preferred).
About the job
Advises customers through the mortgage process, converts inbound leads into applications, and supports clients through the loan lifecycle while promoting Chase products and meeting regulatory requirements.
What you'll do
- Convert inbound inquiries into qualified mortgage applications and conduct phone consultations.
- Record customer interactions and follow-ups in the CRM system; provide post-application support.
- Promote Chase financial products while complying with industry regulations and managing risk.
What they ask for
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) or relevant financial software.
- Strong oral and written communication skills.
- Self-motivated, detail-oriented, and organized; able to manage multiple tasks and meet deadlines.
- Able to work in-office and attend on-site training Monday through Friday, with varying hours.
Nice to have
- 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; mortgage product knowledge and a record of exceeding sales targets are preferred.
Tools
Microsoft Office Suite (Word, Excel, PowerPoint), CRM system
Model-written summary · the original posting is authoritative