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Assist Mortgage Loan Fulfillment with client, attorney, or appraiser document follow-up as determined through quality control or post-closing review. Two or more years of experience in residential mortgage lending with solid knowledge of the local market and regulations.
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Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships Builds role as the internal and external mortgage expert and maintains good relationships with customers.
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Consistently execute on Truist's referral process by introducing mortgage clients to other bank solutions for deepening client opportunities. Maintain a complete and thorough knowledge of the Mortgage Strategies, Policies and Procedures, as well as secondary market investor's guidelines utilized by Truist.
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Review, monitor, and renew Company, branch, and loan originator licenses through the Nationwide Mortgage Licensing System (NMLS), review federal and state legislative changes, complete annual reports, and mortgage call reports.
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Assist Mortgage Loan Fulfillment with client, attorney, or appraiser document follow-up as determined. Responsible for the sales and marketing of Truist Mortgage Loan products within bank policies and procedures as well as consistent, effective referrals of mortgage clients for other bank services, including the qualifying package of services, and insurance products.
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Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
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In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
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Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers.
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Through quality control or post-closing review. Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role including new. Provide mortgage clients sound mortgage advice based on a full understanding of client needs as well as.
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Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. 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.
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Provide mortgage clients sound mortgage advice based on a full understanding of client needs as well as Truist Mortgage products and their benefits. Execute effective mortgage marketing and development plans to meet or exceed agreed upon mortgage production goals.
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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.
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Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
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You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
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As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase’s affluent clients as well as other customers in the Branch. helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
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