Home Lending Specialist — Empower Homeownership

JPMorganChase; Taguig; On-site; PHP 600,000 - 900,000; Full time

Job summary

JPMorganChase in the Philippines is seeking an Associate I in Home Lending to deliver outstanding service, assess client needs, and connect customers to the right lending solutions. You'll engage with potential clients and coordinate with Home Lending Advisors to move applications forward.

The role emphasizes compliance, concierge-style service, and building strong relationships with clients and internal teams, requiring clear communication, attention to detail, and the ability to manage

Qualifications

• Minimum of 3 years of voice customer service experience in a call center environment.
• Excellent written and verbal communication; empathetic and positive.
• Proficient in Microsoft Office and able to use multiple applications.
• Strong problem-solving, listening, and attention to detail; team oriented.
• Willingness to take on new tasks as business needs change and adapt quickly.
• High adherence to compliance regulations; extremely organized.

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.
• Navigate advanced computer systems to support the lending process.
• Provide helpful, empathetic, positive customer interactions.

Skills

Customer service

Communication

Microsoft Office

Problem solving

Teamwork

Compliance

Adaptability

Detail orientation

Loan processes

Education

High school diploma or equivalent

Bachelor's degree (preferred)

Tools

Loan origination systems

NMLS registration process

Priority reports / call reviews

Job description

JPMorganChase in the Philippines is seeking an Associate I in Home Lending to deliver outstanding service, assess client needs, and connect customers to the right lending solutions. You'll engage with potential clients and coordinate with Home Lending Advisors to move applications forward.

The role emphasizes compliance, concierge-style service, and building strong relationships with clients and internal teams, requiring clear communication, attention to detail, and the ability to manage