Mortgage Loan Support Specialist

JPMorgan Chase & Co.; San Francisco (CA); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in San Francisco is seeking a Home Lending Assistant to support Home Lending Advisors and guide borrowers through the loan process. You will serve as the primary contact, coordinate documents, and help ensure a smooth experience for home buyers.

The role emphasizes excellent communication, organization, and attention to detail to drive timely processing and high-quality customer service in a regulated mortgage environment.

Qualifications

• Bachelor's degree or equivalent work experience in sales and/or real estate.
• Minimum four years mortgage loan processing experience.
• Intermediate MS Office.
• 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 understanding of the home loan process to take 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

Communication

Organization

MS Office

Mortgage processing

Education

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

Job description

JPMorgan Chase & Co. in San Francisco is seeking a Home Lending Assistant to support Home Lending Advisors and guide borrowers through the loan process. You will serve as the primary contact, coordinate documents, and help ensure a smooth experience for home buyers.

The role emphasizes excellent communication, organization, and attention to detail to drive timely processing and high-quality customer service in a regulated mortgage environment.