Home Lending Outreach Specialist

Aumni; Metro Manila; On-site; PHP 360,000 - 600,000; Full time

Job summary

JPMorgan Chase in Manila seeks an Associate I to connect customers with home lending solutions and deliver exceptional client experiences. You will engage with potential clients, assess needs, and guide them to the right lending options while upholding regulatory standards.

The role focuses on outbound calling, cross-functional collaboration, and accurate use of loan origination systems to streamline applications. A customer-first mindset and strong communication are essential.

Qualifications

• Minimum of 3 years of voice customer service experience in a call center environment.
• Excellent written, verbal communication skills and demonstrates helpfulness, empathy and a positive attitude.
• Proficient in Microsoft Office (Outlook, Excel, Word) and able to work with multiple applications.
• Strong problem-solving, listening, and attention to detail.
• Ability to work effectively in a team environment.
• Willingness to take on new tasks as business needs change.
• Ability to work in a fast-paced, adaptable environment.
• High school diploma or equivalent.
• Strong adherence to compliance regulations.
• Extremely detail-oriented and highly organized.
• Experience utilizing priority reports, call reviews, or loan origination systems.

Responsibilities

• Conduct strategic outbound calls to assess home lending needs and promote financial products.
• Manage and prioritize leads across multiple campaigns for maximum engagement.
• Perform initial assessments and pre-screen customers for lending solutions.
• Facilitate warm transfers to Home Lending Advisors for application completion.
• Build strong relationships with internal teams, partners, and customers.
• Communicate in real time to support customer and team needs.
• Ensure compliance with regulations and company policies.
• Adhere to call monitoring and scorecard performance standards.
• Navigate advanced computer systems to support the lending process.
• Provide helpful, empathetic, positive customer interactions.

Skills

Voice customer service

Written and verbal communication

MS Office

Problem-solving

Teamwork

Adaptability

Attention to detail

Compliance awareness

Loan origination systems

Multi-application proficiency

Education

High school diploma or equivalent

Bachelor’s degree

Tools

Microsoft Office

Loan origination systems

NMLS registration

Job description

JPMorgan Chase in Manila seeks an Associate I to connect customers with home lending solutions and deliver exceptional client experiences. You will engage with potential clients, assess needs, and guide them to the right lending options while upholding regulatory standards.

The role focuses on outbound calling, cross-functional collaboration, and accurate use of loan origination systems to streamline applications. A customer-first mindset and strong communication are essential.