Private Client Banker - San Juan Roosevelt Jacksonville Fl jobs at Jpmorgan in United States, Jacksonville
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Company (1)
Job type
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Job title (1)
United States
State
Jacksonville
21 jobs found
23.07.2025
JPM
JPMorgan US Private Bank - Banker Managing Director United States, Florida, Jacksonville
Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. Generate business results and acquire...
Convert warm inbound and outbound leads into mortgage loan applications. Utilize our CRM tool to log all customer contacts and schedule follow-ups. Employ consultative selling techniques in a call center...
Closes on Conventional Refi and Purchase, CEMA/Co-op, NY, New Construction, TX 50a6, FHA/VA, HAP/DPA, Coverage, Hotline, HELOC and manages and prioritizes individual pipelines. Works with vendors to cure all post...
Shares the value of Chase Private Client with clients that may be eligible. Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and...
Review loan files to ensure documentation meets investor mortgage guidelines, including Agency, FHA, VA, Seconds, and Non-Agency requirements. Accurately enter loan information into the Loan Origination System (LOS), Encompass. Communicate...
Own the customer experience for Chase-to-Chase refinances and outside lender refinances. Establish yourself as the trusted and strategic team member to drive continued value for the customer. Educate and nurture...
Efficiently manage and prioritize marketing and reactive leads, ensuring timely follow-up and transfer to Home Lending Advisors. Initiate contact with potential customers through marketing leads, providing information and assistance to...
Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. Generate business results and acquire...
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