Home Lending Advisor Assistant, Bethesda, Maryland

JPMorgan Chase & Co.; Bethesda (MD); On-site; USD 55,000 - 75,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Home Lending Assistant to work with Home Lending Advisors to deliver an outstanding experience for home buyers. This role supports prequalification calls, complete applications, and documentation collection.

You will manage a loan pipeline, review files for issues, liaise with realtors and builders, and assist in marketing to drive business while maintaining high productivity and service standards.

Qualifications

• Bachelor's degree or equivalent work experience in sales and/or real estate.

Responsibilities

• Take initial inquiry calls for prequalification and take complete applications.
• Request documentation from borrowers and review with Home Lending Advisors.
• Discuss products and pricing when requested, or in the absence of the Home Lending Advisors.
• Review complex files to identify problems and propose solutions with the Home Lending Advisor(s).
• Manage pipeline, communicate updates to Home Lending Advisors and borrowers, and monitor pipeline status.
• Coordinate submissions and closings with realtors and builders to support Home Lending Advisors' productivity.
• Assist in marketing to buyers, sellers, realtors, and builders; staff realtor/builder open houses and trade shows.

Skills

Excellent customer service

Written and verbal communication

Organization skills

Flexibility under changing demand

Education

Bachelor's degree or equivalent in sales/real estate

Tools

MS Office

Job description

As a Home Lending Assistant in our Home Lending Team, you will have the opportunity to work in unison with one or more Home Lending Advisor(s) to create an outstanding customer experience for home buyers.

Job responsibilities

• Utilize will use your understanding of the home loan process to take all initial inquiry calls for prequalification, take complete applications, request documentation from borrowers and review with Home Loan Advisor(s).
• Discuss products and pricing at the request of, or in the absence of, the Home Lending Advisor(s).
• Proactively review complex files to identify potential problems with loan applications and arrive at workable solutions with the Home Lending Advisor(s) prior to submission to processing.
• Manage pipeline, consistently communicating updates to Home Lending Advisor(s) on pipeline status and updating borrowers and builders on status of loans while watching for and preventing pipeline fallout and quote rate to pipeline floats.
• Act as a liaison between Home Lending Advisor(s), branch, processing center (if applicable), and group of established realtors (20-30) to coordinate submissions and closings to allow Home Lending Advisor(s) to concentrate on generating new business.
• Coordinate and manage marketing to buyers, sellers, realtors, and builders assist in staffing Realtor/builder open houses and trade shows.
• Establish with Home Lending Advisor(s) the annual number of loans required to fund and close and/or incremental increase in Home Lending Advisor(s)'s annual production; and, if applicable, support Home Lending Advisor(s) to achieve high usage of laptop originations.

Required qualifications, capabilities, and skills

• Bachelor's degree or equivalent work experience in sales and/or real estate
• A minimum of four years’ work experience in mortgage loan processing
• Intermediate computer skills (familiar with MS Office products or similar software)
• Excellent customer service skills
• Excellent written/oral communication
• Excellent organization skills
• Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand

Preferred qualifications, capabilities, and skills

• Marketing and advertising experience

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. 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 of registration can be found at: http://mortgage.nationwidelicensystem.org/SAFE/Pages/default.aspx