Proactive Mortgage Lead Outreach Specialist

JPMorganChase; Jacksonville (FL); On-site; USD 38,000 - 48,000; Full time

Job summary

JPMorgan Chase, a leading financial services firm, seeks a Proactive Outreach Agent to connect potential home loan customers with Home Lending Advisors. You will drive lead generation, confirm interest, and ensure smooth transfers in a fast-paced team environment.

The role offers growth within mortgage banking, with opportunities to develop sales, service, and operations skills while upholding regulatory standards and customer care excellence.

Qualifications

• Proven ability to work in a fast-paced, customer-focused environment.
• Strong communication and listening skills.
• Willingness to comply with regulatory requirements and training.

Responsibilities

• Efficiently manage and prioritize 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.
• Leverage multiple shared mailboxes and systems, maintaining data integrity and quality for all records.
• Collaborate with Sales teams to support overall objectives and foster a cooperative work environment.

Skills

Teamwork

Fast-paced environment

Microsoft Office

Communication skills

Regulatory compliance

Education

High School Diploma or GED

Some College

Tools

Outlook

Excel

Word

Job description

JPMorgan Chase, a leading financial services firm, seeks a Proactive Outreach Agent to connect potential home loan customers with Home Lending Advisors. You will drive lead generation, confirm interest, and ensure smooth transfers in a fast-paced team environment.

The role offers growth within mortgage banking, with opportunities to develop sales, service, and operations skills while upholding regulatory standards and customer care excellence.