Mortgage Lead Outreach Specialist

JPMorganChase; Tempe (AZ); In loco; USD 42.000 - 54.000; Tempo pieno

Descrizione del lavoro

JPMorgan Chase in Tempe, AZ is seeking a Proactive Outreach Agent to connect potential customers with Home Lending Advisors and drive mortgage business growth. You will lead early contact with prospects, confirm interest in mortgage products, and transfer qualified leads to the appropriate advisor.

Ideal candidates thrive in fast-paced, customer-centric teams, possess strong communication skills, and maintain data integrity across systems.

Competenze

• Ability to work effectively in a team environment, prioritizing support, service, and business needs
• Willingness to take on new tasks and responsibilities as business needs evolve
• Thrive in a fast-paced environment and adapt to change
• Proficient in Microsoft Office (Outlook, Excel, Word) and able to work with multiple applications simultaneously
• Strong problem-solving, attention to detail, communication, and listening skills
• Demonstrate helpfulness, empathy, and a positive attitude to support a winning team culture
• Use time effectively, focusing on value-added activities
• Strong adherence to compliance regulations
• High School Diploma or GED

Mansioni

• Efficiently manage and prioritize a variety of lead types, ensuring timely follow-up and transfers to Home Lending Advisors
• Initiate contact with potential customers, provide information, and assist in connecting them with the right advisor
• Respond to customer application leads, address inquiries, and facilitate smooth transitions
• Leverage multiple shared mailboxes and systems, maintaining data integrity and quality for all records
• Foster strong relationships with internal partners and customers through real-time communication and follow-up
• Contribute to the development and refinement of procedures, templates, and job aids to enhance lead management
• Partner with the Sales teams to support overall objectives and foster a cooperative, dynamic work environment
• Ensure all activities comply with relevant regulations and company policies
• Demonstrate a commitment to customer service through helpful, empathetic, and positive interactions

Conoscenze

Team player

Call center experience

Microsoft Office

Attention to detail

Communication

Formazione

High School Diploma or GED

Strumenti

Outlook

Excel

CRM systems

Descrizione del lavoro

JPMorgan Chase in Tempe, AZ is seeking a Proactive Outreach Agent to connect potential customers with Home Lending Advisors and drive mortgage business growth. You will lead early contact with prospects, confirm interest in mortgage products, and transfer qualified leads to the appropriate advisor.

Ideal candidates thrive in fast-paced, customer-centric teams, possess strong communication skills, and maintain data integrity across systems.