Spanish Bilingual Home Lending Assistant I

JPMorgan Chase & Co.; Taguig; On-site; PHP 279,000 - 390,600; Full time

Job summary

JPMorgan Chase & Co. is hiring a Spanish Home Lending Assistant I in Taguig, Metro Manila. The role involves collaborating with advisors to deliver excellent customer service for home buyers, managing loan processes, and communicating effectively with clients. Candidates must be fluent in Spanish and English, possess strong problem-solving skills, and have experience in customer service. This position requires working onsite in BGC, following US time.

Qualifications

• Must be fluent in both Spanish and English, with excellent verbal and written communication skills.
• Effectively utilizes tools such as priority reports and call reviews.
• Strong troubleshooting and problem-solving skills.
• Able to effectively prioritize workload and multi-task.

Responsibilities

• Delivers best in class customer service for inbound and outbound calls.
• Communicates updates to Home Lending Advisors on pipeline statuses.
• Contacts customers to discuss loan terms and conditions.
• Updates information in the system of record and communication logs.
• Follows up on aged leads and pipeline loans.

Skills

Fluent in Spanish and English

Excellent verbal and written communication

Strong troubleshooting and problem-solving

Ability to multi-task

Education

High school diploma or equivalent

Bachelor’s degree preferred

Job description

Join our team as a Spanish Home Lending Assistant I in Home Lending. You will collaborate closely with Home Lending Advisors to deliver an outstanding customer experience for home buyers and homeowners, leveraging excellent interpersonal skills to support and streamline the loan process.

Job Responsibilities

• Delivers best in class customer service throughout the process, for both inbound and outbound calls.
• Communicates updates to Home Lending Advisors on pipeline status and updates customers and third parties related to the transactions. Works daily priorities ensuring timely completion of tasks.
• Contacts the customer to discuss the terms and conditions of the loans to ensure understanding. Discusses proposed time frame for the loan signing at the request of, or in the absence of, the Home Lending Advisor(s).
• Updates the information in the system of record as well as keeps up to date and accurate communication logs ensuring a smooth downstream process for the customer.
• Follows up on aged leads, aged pipeline loans, requests missing documents and communicates with customers. Immediately addresses all issues and concerns raised by the customer and involves the Home Lending Advisor(s) when appropriate.
• Works as liaison between Home Lending Advisor(s), branch, processing center (if applicable), and group of established realtors, and builders to coordinate submissions and closings, allowing Home Lending Advisor(s) to concentrate on generating new business.
• Coordinates and manages marketing through internal systems.

Required qualifications, capabilities and skills

• Must be fluent in both Spanish and English, with excellent verbal and written communication skills in both languages.
• Effectively utilizes all tools such as priority reports, call reviews, and/or loan originations system in performing tasks and addressing concerns.
• Strong troubleshooting and problem‑solving skills. Able to propose solutions to problems and utilizes all available resources, when needed.
• Effectively prioritizes workload with the ability to multi‑task.
• Amenable to working onsite in BGC, following US time.

Preferred qualifications, capabilities and skills

• High school diploma or equivalent required, Bachelor’s degree preferred.
• Minimum of 3 years of voice customer‑service oriented experience in the call center industry required, blended‑account (voice and non‑voice) account handling, mortgage, upselling or collections experience, a plus.
• For Internals, minimum of 2 years of voice customer‑service oriented experience in the call center industry required, preferably with mortgage background.
• Excellent written and verbal communication skills, with the ability to communicate clearly and concisely while being aware of their audience. Exposure to high‑touch clients, an advantage.

Unique Requirements

This position is subject to the Dodd‑Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMorgan Chase's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMorgan Chase that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd‑Frank Loan Originator requirements.

In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. Upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.

You are required to undergo a screening process and fingerprinting. A valid Driver’s License or Passport will be required, together with an NBI clearance (validity should cover at least 6 months from initial interview date).

Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx