Home Lending Assistant - Growth-Focused Support

JPMorganChase; Boston (MA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorganChase in Boston seeks a Home Lending Assistant to support the loan process, prequalify inquiries, gather documents, and collaborate with Home Lending Advisors to deliver a smooth homebuying experience.

The role emphasizes strong communication, organization, and problem-solving to keep pipelines moving, meet production goals, and uphold regulatory requirements while delivering exceptional service to clients.

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 (MS Office or similar).
• 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

Customer service

Written communication

Oral communication

Organization

Ability to adapt

Education

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

Tools

MS Office

Job description

JPMorganChase in Boston seeks a Home Lending Assistant to support the loan process, prequalify inquiries, gather documents, and collaborate with Home Lending Advisors to deliver a smooth homebuying experience.

The role emphasizes strong communication, organization, and problem-solving to keep pipelines moving, meet production goals, and uphold regulatory requirements while delivering exceptional service to clients.