Home Lending Advisor Assistant - Boston, MA

Aumni; Boston (MA); Presencial; USD 60.000 - 85.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health care coverage

Retirement savings plan

Tuition reimbursement

On-site health centers

Mental health support

Descripción de la vacante

JPMorgan Chase is seeking a Home Lending Assistant to support the home loan process and provide exceptional service to clients and realtors. You will work closely with Home Lending Advisors to facilitate applications, gather documents, and promote loan products.

You will help manage a dynamic pipeline, coordinate submissions, and communicate effectively with customers and partners while adhering to regulatory requirements.

Formación

• Bachelor's degree or equivalent work experience in sales and/or real estate.
• Minimum four years’ work experience in mortgage loan processing.
• Intermediate computer skills (MS Office).
• Excellent customer service, written/oral communication, and organization.
• Ability to demonstrate control, flexibility, and maintain quality under changing work demands.
• Marketing and advertising experience preferred.

Responsabilidades

• Utilize understanding of the home loan process to take initial inquiry calls for prequalification and take complete applications.
• Discuss products and pricing with Home Lending Advisor(s) when requested or in their absence.
• Review complex files to identify potential problems and propose solutions with Home Lending Advisor(s) before submission to processing.
• Manage pipeline and communicate status updates to Home Lending Advisor(s) and borrowers/builders.
• Coordinate submissions and closings between Home Lending Advisors, branch, processing center, and realtors to focus advisors on generating new business.
• Coordinate and manage marketing to buyers, sellers, realtors, and builders; assist in staffing open houses and trade shows.
• Establish annual loan goals with Home Lending Advisors and support to achieve production targets.

Conocimientos

Customer service

Written/oral communication

Organization

MS Office

Educación

Bachelor's degree or equivalent in sales/real estate

Herramientas

MS Office

Descripción del empleo

Join our fun, high-energy team as a Home Lending Assistant in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business.

As a Home Lending Assistant in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.

As a Home Lending Assistant, 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. You will rely on your excellent interpersonal skills and dedication to provide exceptional support in facilitating the loan process to positively impact the customer experience for both internal and external customers. Your attention to detail, professionalism, and dedication will be reflected in your team’s ability to achieve strong sales results.

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.

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

• We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
• Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
• We also offer a range of benefits and programs to meet employee needs, based on eligibility.
• These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
• Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

For many, owning a home is the ultimate dream and we’re here to help customers make responsible choices throughout the home buying process through our online tools and advice. Whether purchasing a first home or vacation home, refinancing an existing loan or tapping into a home equity line of credit, we offer comprehensive services to help homeowners at every stage of their journey.

Support clients on their path to homeownership as a trusted home lending assistant within a motivated, client focused team.