Home Lending Assistant: Customer Experience Champion

Next Frontier Capital; Brea (CA); On-site; USD 55,000 - 85,000; Full time

Job summary

JPMorgan Chase in the United States seeks a Home Lending Assistant to be the primary contact for customers, supporting loan processes and collaborating with Home Lending Advisors to deliver top-tier service. The role emphasizes compliance with regulatory requirements and active participation in driving sales and service excellence.

You'll support prequalification, applications, and documentation, while coordinating with Realtors and builders to manage pipeline and closings.

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 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.

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.

Skills

Mortgage loan processing

Customer service

Communication skills

MS Office

Sales

Education

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

Tools

MS Office

Job description

JPMorgan Chase in the United States seeks a Home Lending Assistant to be the primary contact for customers, supporting loan processes and collaborating with Home Lending Advisors to deliver top-tier service. The role emphasizes compliance with regulatory requirements and active participation in driving sales and service excellence.

You'll support prequalification, applications, and documentation, while coordinating with Realtors and builders to manage pipeline and closings.