Remote Mortgage Client Relationship Lead

Testing Site - JPMC; Washington (District of Columbia); Teletrabalho; USD 140 000 - 345 000; Tempo integral

Resumo da oferta

Chase is seeking a seasoned Client Relationship Manager for Correspondent Lending to lead strategic client relationships nationwide. You will own executive-level contacts, align client objectives with Chase products, and drive growth by designing client-specific growth plans across the distribution chain.

You will manage risk, educate clients on Chase processes, and coordinate cross-functional teams to deliver best-in-class service.

Qualificações

• Bachelor’s degree in Business, Finance or related field (or equivalent experience).
• 10+ years in mortgage/correspondent lending, capital markets, secondary marketing or client/account management.
• Deep understanding of Business to Consumer/Correspondent channel, loan delivery, purchase processes and agency/investor requirements.
• Working knowledge of operational policies and practices to effectively represent Chase processes.
• Success in managing a portfolio of clients with measurable production growth
• Excellent communication and executive presentation skills.

Responsabilidades

• Serve as the primary relationship owner establishing executive-level and day-to-day contacts for assigned clients
• Develop deep understanding of client strategies and align Chase’s value proposition to their business objectives
• Conduct volume analysis to identify opportunities; design and execute client-level strategies to increase share
• Educate client Production Leads and other functional areas on Chase products and processes
• Identify risks through interactions with all levels of the client, responding to requests from Risk and facilitating the resolution of all client risk events
• Prospect and build the active client base by sourcing, qualifying and facilitating the approval process for new clients
• Lead client focused strategies by leveraging the full suite of JPMC products and services
• Influence and advocate for policy and process changes that support client needs and improve the client experience
• Participate actively in in-person client meetings, regional and national events
• Mentor junior team members by sharing best practices, providing coaching, and supporting development

Conhecimentos

Communication

Executive presentations

Formação académica

Bachelor’s degree in Business/Finance or related field

Descrição da oferta de emprego

Chase is seeking a seasoned Client Relationship Manager for Correspondent Lending to lead strategic client relationships nationwide. You will own executive-level contacts, align client objectives with Chase products, and drive growth by designing client-specific growth plans across the distribution chain.

You will manage risk, educate clients on Chase processes, and coordinate cross-functional teams to deliver best-in-class service.