Home Lending Assistant - Beverly Hills CA

JPMorganChase; Beverly Hills (CA); On-site; USD 50,000 - 70,000; Full time

Job summary

JPMorganChase is seeking a Home Lending Assistant in Beverly Hills, California. This role involves being the chief point of contact for customers and assisting with the home loan process. You will work closely with Home Lending Advisors to create an outstanding experience for home buyers while maintaining compliance with regulatory requirements.

The ideal candidate will have a bachelor’s degree, at least four years of mortgage loan processing experience, and excellent customer service skills.

Qualifications

• 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, communication, and organizational skills.
• Ability to maintain quality and high productivity under changing work demands.

Responsibilities

• Handle initial inquiry calls for prequalification and take complete applications.
• Discuss products and pricing with clients.
• Proactively review loan applications for potential problems.
• Manage pipeline updates and communications with clients.
• Coordinate submissions and closings with relevant parties.

Skills

Customer service skills

Communication skills

Organization skills

Sales experience

Mortgage loan processing

Education

Bachelor's degree or equivalent work experience

Tools

MS Office products

Job description

Job Description

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 by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. 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 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 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

Required Conditions and Licensing

This position is subject to Section 19 of the Federal Deposit Insurance Act. An employment offer is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. The position also requires compliance with the DoddFrank/Truth in Lending Act requirements for Loan Originators, including a review of criminal conviction history, credit report, information available through NMLS, and other relevant data. A felony conviction within the last seven years will disqualify consideration. The position requires NMLS registration under the SAFE Act of 2008. Upon active employment, you will be required to register or update your existing NMLS registration to reflect your employment with JPMorgan Chase. Compliance with the SAFE Act, including successful registration immediately after start date, timely renewal, and required updates thereafter, is mandatory. You can review the NMLS and registration requirements at mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx.

Equal Opportunity Employer / Disability / Veterans

We are an equal‑opportunity employer and place a high value on diversity and inclusion. 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. Visit our FAQs for more information about requesting an accommodation.