Mortgage Lead Outreach Specialist

Aumni; Jacksonville (FL); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Total rewards package

Commission-based pay possible

On-site health and wellness support

Job summary

Chase, a leading financial services firm, seeks a Proactive Outreach Agent in Jacksonville, FL. You will drive lead qualification, initiate customer contact, and coordinate transfers to Home Lending Advisors to support mortgage growth.

You'll work in a dynamic, customer-focused team, collaborating across departments and maintaining data integrity while complying with regulatory requirements.

Qualifications

• Team-oriented, capable of supporting Sales Teams and internal partners.
• Thrives in a fast-paced environment and adapts to changing business needs.
• Proficient with Microsoft Office (Outlook, Excel, Word) and multiple applications.

Responsibilities

• Efficiently manage and prioritize different lead types, ensuring timely follow-up and transfers to Home Lending Advisors.
• Initiate contact with potential customers, provide information, and connect them with the right advisor.
• Respond to customer application leads, address inquiries, and facilitate smooth transitions.

Skills

Team player

Adaptable

MS Office

Communication skills

Active listening

Compliance

Time management

Education

High School Diploma or GED

Tools

MS Office

Job description

Chase, a leading financial services firm, seeks a Proactive Outreach Agent in Jacksonville, FL. You will drive lead qualification, initiate customer contact, and coordinate transfers to Home Lending Advisors to support mortgage growth.

You'll work in a dynamic, customer-focused team, collaborating across departments and maintaining data integrity while complying with regulatory requirements.