Consumer Originations Proactive Outreach Agent

JPMorgan Chase & Co.; Jacksonville (FL); On-site; USD 40,000 - 54,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Proactive Outreach Agent to join our Proactive Outreach team in Jacksonville, FL. You will generate and qualify mortgage leads, confirm interest, and hand off warm prospects to Home Lending Advisors for further action.

The role emphasizes collaboration across departments, adherence to compliance, and superior customer service in a fast-paced environment. Weekend coverage and flexible hours may be required to support sales teams.

Qualifications

• High school diploma or equivalent required.
• Prior call center or customer service experience preferred.
• Ability to thrive in a fast-paced environment with changing priorities.
• Strong communication and attention to detail, with a compliant mindset.

Responsibilities

• Call customers from various sources to confirm interest in mortgage products and transfer qualified leads to Home Lending Advisors.
• Initiate contact, provide information, and connect prospects with the right advisor.
• Respond to customer inquiries and ensure smooth transitions in the application process.
• Maintain data integrity across multiple shared mailboxes and systems.

Skills

Team player

Fast-paced

MS Office

Communication

Attention to detail

Compliance

Education

High School Diploma

Tools

Outlook

Excel

CRM systems

Job description

Are you energized by a fast-paced environment and passionate about helping customers achieve their homeownership dreams? Join our Proactive Outreach team, where you’ll connect potential customers with our expert Home Lending Advisors and play a key role in driving business growth.

As a Proactive Outreach Agent in our Proactive Outreach team, you’ll be at the forefront of our lead generation effort, calling customers from various sources, confirming interest for mortgage products, and seamlessly transferring qualified leads to our Home Lending Advisors. You’ll thrive in a dynamic, customer-centric team that values collaboration, adaptability, and a commitment to excellence.

Why You’ll Love This Role:

• Be part of a high-energy team that makes a real impact for customers and the business.
• Develop your skills across sales, customer service, and mortgage operations.
• Work closely with multiple departments and build strong professional relationships.
• Grow your career: At Chase, we’re committed to your professional development. This role offers a strong foundation for advancement into other areas of mortgage banking. You’ll learn from experienced professionals and explore a variety of career paths within our organization

Job Responsibilities

• Efficiently manage and prioritize a variety of lead types, ensuring timely follow-up and transfers to Home Lending Advisors
• Initiate contact with potential customers, provide information, and assist in connecting them with the right advisor
• Respond to customer application leads, address inquiries, and facilitate smooth transitions
• Leverage multiple shared mailboxes and systems, maintaining data integrity and quality for all records
• Foster strong relationships with internal partners and customers through real-time communication and follow-up
• Contribute to the development and refinement of procedures, templates, and job aids to enhance lead management
• Partner with the Sales teams to support overall objectives and foster a cooperative, dynamic work environment
• Ensure all activities comply with relevant regulations and company policies
• Demonstrate a commitment to customer service through helpful, empathetic, and positive interactions

Work Schedule

Candidates must be willing and able to work schedules that support our Sales Teams’ operating hours, which includes certain holidays and weekends.

Required Qualifications, Capabilities and Skills

• Ability to work effectively in a team environment, prioritizing support, service, and business needs
• Willingness to take on new tasks and responsibilities as business needs evolve
• Thrive in a fast-paced environment and adapt to change
• Proficient in Microsoft Office (Outlook, Excel, Word) and able to work with multiple applications simultaneously
• Strong problem-solving, attention to detail, communication, and listening skills
• Demonstrate helpfulness, empathy, and a positive attitude to support a winning team culture
• Use time effectively, focusing on value-added activities
• Strong adherence to compliance regulations
• High School Diploma or GED

Preferred Qualifications, Capabilities and Skills

• Familiarity with mortgage originations or servicing systems and processes
• Prior call center experience
• Some College

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 JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC 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. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase 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.

Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Your continued employment in this position with JPMorgan Chase 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.

Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx