Condo Builder Relationship Manager - San Francisco CA at JPMorgan Chase Bank, N.A.

Posted in General Business 4 days ago.

Type: Full-Time
Location: San Francisco, California





Job Description:

Position Summary
Mortgage Banking Originations seeks to increase penetration by our Mortgage Bankers on Condo/Builder purchase business. This position owns the business development aspects of condo/builder developer relationships for Retail. The Regional Condo Builder Sales Manager is responsible for program participation and results regionally. The position reports to and is accountable to the Regional Manager and National Purchase Director for results.

Business Description
Responsibilities include regional Condo/Builder Program build out, financial analysis, partner relations (internal and external), and service level execution within relationships. Finally, the Regional Condo Builder Sales Manager will need to assist sales in sourcing new relationships and grow purchase business within existing and newly established relationships.

Principle Duties and Responsibilities


  • Serve as primary point-of-contact for the Region Manager and National Purchase Team
  • The position is primarily responsible for ongoing Business Development activities focused on creating new Condo/Builder partnerships, and lead conversion improvement in existing relationships.
  • Monitor & assess the performance & effectiveness of sales force dedicated to servicing each relationship.

    • Partner and collaborate with Region Manager(RM)/Senior Lending Manager(SLM) within region to ensure program progress and appropriate focus.

  • Accountable for evaluating & sharing the performance results of the Condo/Builder Program within their supported region and with the National Purchase Team. Additionally, engage the National Purchase Team, Region Manager & Senior Lending Managers in activities necessary to ensure builder and condo success.
  • Serve as chief liaison to the sales region's lending management regarding Condo/Builder Program changes, updates, policy & procedures and is single-point-of-contact to National Purchase Director office regarding ongoing program status, milestones, success, etc. of assigned Retail Sales Channel region.
  • Collaborate with, and provide subject matter expertise to Region Managers and Senior Lending Managers.

    • The position will assist with identifying program participants (internal identification) and coordinate training and workshops ensuring Lending Managers and Mortgage Bankers receive required knowledge development & skills training.



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Core Competencies


  • Ability to build & manage successful relationships within & outside of the organization
  • Purchase loan origination subject matter expertise
  • Strong presentation and excellent follow up skills
  • Strong Intermediate MS Excel Skills and Power Point

Knowledge and Experience

  • High School Diploma or equivalent required
  • Successful candidates would typically have 7-10 years of lending experience
  • 5 plus years of management experience strongly preferred
  • Ability to influence individual contributors (Mortgage Bankers) & Managers

Unique Requirements

  • Strong loan origination & purchase mortgage knowledge
  • Strong New Construction Condo/Builder knowledge
  • Equal Opportunity Employer/Disability/Veterans

Chase 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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