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Mortgage Banker Associate

Job Description

As a Mortgage Banker Associate, you will work closely with a designated Mortgage Banker to originate residential loans.  You will be expected to work with the designated Mortgage Banker to acquire and build relationships with clients through comprehensive review and marketing of mortgage products to clients inside and outside the branch, and develop and work to expand your customer base. As the customer's main point of contact with Chase throughout the life of the loan, you will be required to deliver strong results in mortgage and home lending products, and demonstrate strong interpersonal skills as well as provide exceptional service throughout the originations process.
You will also be responsible for managing full-service mortgage banking relationships while delivering a superior service experience to a portfolio of affluent clientele. A successful Mortgage Banker Associate will be expected to contribute to acquisition of new clients by actively seeking referrals and developing internal and external sources. You will take a lead role in creating an outstanding customer experience.  You will also partner with specialists (such as Personal Bankers, Relationship Bankers, Relationship Managers, and Financial Advisors), to ensure our customers get access to experts who can help them with specialized financial needs.
This position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008.   As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.   Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm.
Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by Chase.  Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting.
Further information about NMLS and the requirements of registration can be found at:
Business Description
Chase Private Client is part of a 200-year tradition of helping clients pursue their unique financial goals. By truly getting to know and understand clients, our trusted network of Mortgage Bankers, Private Client Advisors, Private Client Bankers, Branch Managers, Personal Bankers, Relationship Bankers, Business Bankers, and Financial Advisors provide exceptional service, customized wealth management solutions and a range of investment strategies to help clients meet their needs and long-term objectives.
Chase Private Client offers the best of Chase banking combined with the investment expertise of J.P. Morgan. Through a dedicated Mortgage Banker, Banker and Advisor team located in select Chase branches, Private Clients receive the highest level of personal attention, premium banking products and services, and exclusive access to J.P. Morgan's investment resources and capabilities. Learn more about Chase Private Client at
Chase Private Client also offers the finest benefits for the Chase Private Client Mortgage Banker. Targeted marketing, closing cost discount, expanded credit guidelines, specialized servicing advantage and dedicated operations team consisting of Scenario Desk, Processors and Underwriters with the higher level of training.
JPMorgan Chase offers an exceptional benefits program and a highly competitive compensation package.
JPMorgan Chase is an Equal Opportunity and Affirmative Action Employer, M/F/D/V
"Chase Private Client" is the marketing name for a business within JPMorgan Chase & Co. and its subsidiaries
Principle Duties
  • Will be assigned to work with a designated Mortgage Banker and get “hands on” expert Mortgage Banker Sales Support and Sales Leadership to ensure proper and successful ramp at Chase – credit, program, policy, technology, sales coaching, etc.
  • The Mortgage Banker Associate will actively solicit and originate new residential loans via self sourcing or leads provided by the designated Mortgage Banker the Associate is assigned to or a combination of both.
  • Will become expert with guidance and training on internal systems/technology
  • Will be educated to develop/achieve strong referral partnerships with branch integration (relationship bankers, private client bankers and personal bankers)
  • The Mortgage Banker Associate will report to a Lending Manager, the designated MB will not be considered his/her manager and will not be responsible for providing work direction to the Mortgage Banker Associate.
  • The Mortgage Banker Associate shall not provide administrative or sales support that is typically handled by a Mortgage Banker Assistant beyond incidental support as may occur in the normal course of business.
  • Sales background
  • Self starter
  • Ambitious
  • Driven

Demonstrated record of success and progressive career accomplishments

Excellent relationship building skills

Superior interpersonal communication skills

Technical savvy (Microsoft Suite)

Accountable to highest ethical standards

Req #: 160028160
Location: Dobbs Ferry, NY US
Job Category: Relationship Management/Sales
Employment Type: Full Time
Potential Referral Amount: US Dollar (USD)

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