Mortgage Leads Proactive Outreach Specialist

Aumni; Tempe (AZ); Sur place; USD 36 000 - 48 000; Plein temps

Résumé du poste

JPMorgan Chase in Tempe, AZ seeks a Proactive Outreach Agent to drive lead qualification and seamless transfers to Home Lending Advisors. You will initiate contact with potential customers, provide information, and ensure timely follow-up across multiple systems.

You'll thrive in a fast-paced, customer-focused team, collaborating with sales and mortgage operations, while upholding regulatory standards and delivering excellent service.

Qualifications

• Ability to work in a team and support business needs.
• Willingness to take on new tasks as needs evolve.
• Thrive in a fast-paced environment and adapt to change.
• Proficient with Outlook, Excel, and Word and multiple applications.
• Strong problem-solving, communication, and listening skills.
• Demonstrate helpfulness, empathy, and a positive attitude.
• Follow compliance regulations consistently.

Responsabilités

• Efficiently manage and prioritize lead types and transfers to Home Lending Advisors.
• Initiate contact with potential customers and provide information.
• Respond to leads and address inquiries for smooth handoffs.
• Maintain data integrity across shared mailboxes and systems.
• Foster relationships with internal partners and customers through real-time follow-up.
• Contribute to improving procedures and job aids for lead management.
• Support Sales teams to meet objectives and maintain compliance.
• Adhere to applicable regulations and company policies.
• Demonstrate commitment to customer service with empathy.

Connaissances

Teamwork

Adaptability

MS Office

Communication

Attention to detail

Empathy

Formation

High School Diploma or GED

Outils

Microsoft Office

Description du poste

JPMorgan Chase in Tempe, AZ seeks a Proactive Outreach Agent to drive lead qualification and seamless transfers to Home Lending Advisors. You will initiate contact with potential customers, provide information, and ensure timely follow-up across multiple systems.

You'll thrive in a fast-paced, customer-focused team, collaborating with sales and mortgage operations, while upholding regulatory standards and delivering excellent service.