Posted in General Business 30+ days ago.
Type: Full-Time
Location: Oakland, California
Mortgage Banking Retail Originations seeks to increase low-and-moderate income and
minority segment purchase penetration by our Mortgage Bankers. This position owns
the business development aspects of Affordable Lending relationships for the Retail
channel.
• Conducts ongoing business development activities focused on creating new Affordable Lending
partnerships, generating origination opportunities and managing lead conversion metrics for both
new and existing relationships.
• Represent Affordable Lending and promote Chase consumer originations channel in banking
centers, at Housing Fairs, Seminars and Community events as a means to establish consistent
referral sources and grow purchase business.
• Collaborates with and provides subject matter expertise to Region Manager and Senior Lending
Managers within Region to identify and engage the team in activities necessary to ensure
appropriate focus and Affordable Lending program success.
• Monitors and assesses performance and sales effectiveness at all levels in the Region, with
dedication to serving each relationship.
• Evaluates and communicates performance results of the Affordable Lending Program for the
Region with sales leaders and Affordable Lending channel management.
• Provides support for the Region sales organization with regard to Affordable Lending program
changes, updates, policies and procedures, ongoing program status, milestones tracking, and
overall success in meeting business objectives for the Region.
• Coordinate training and workshops ensuring Lending Managers and Mortgage Bankers receive
required knowledge development and skills training.
• Serves as the primary Affordable Lending point-of-contact for Senior Lending Managers, Lending
Managers and Mortgage Bankers in Retail Consumer and Branch Sales Center channels.
Core Competencies:
• Relationship Management - Ability to develop, manage, grow and leverage internal and external
relationships in support of reaching business objectives.
• Communication Skills - Strong verbal and written communication skills; ability to listen, present
and clearly express key concepts.
• Customer Service - Ability to respond to clients, anticipate their needs and deliver an exceptional
customer experience.
• Manage Performance - Ability to diagnose problems, develop solutions, monitor results and
provide constructive feedback; support efforts to achieve objectives by engaging resources and
removing obstacles.
• Collaboration - Ability to work as part of a team to achieve common goals by sharing knowledge
and building consensus.
• Business Acumen - Demonstrates thorough understanding of mortgage origination process;
ability to navigate internal and external organizations to achieve objectives.
• Flexibility - Ability to adapt to changes while keeping focus on goals and apply knowledge to new
circumstances.
Qualifications:
• 5+ years business development or mortgage lending experience
• Minimum 3 years experience managing sales professionals and/or influencing performance in a
matrix environment
• Proven record of building relationships and establishing strategic partnerships (e.g. realtors,
builders, non-profit organizations)
• Strong knowledge of mortgage origination process
• Working knowledge of Affordable Lending products preferred, including down payment and
closing costs assistance programs
• Excellent communication and presentation skills
• High school diploma or equivalent
• Bachelor's degree or equivalent preferredChase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
Equal Opportunity Employer/Disability/Veterans
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