Home Lending Proactive Outreach Agent

Join our team as a Proactive Outreach Agent where you will have the opportunity to connect consumers with our Home Lending Advisors, ensuring an excellent customer experience. This role offers a dynamic work environment, the chance to work across multiple departments, and the opportunity to facilitate the mortgage application process.

As a Consumer Originations Proactive Outreach Agent within our Specialty Sales team, you will play a pivotal role in supporting our Home Lending Advisors by managing both marketing and customer application leads. Your passion for exceptional customer service and your drive to grow and develop will empower you to thrive in our team. Join us in making a difference by facilitating seamless connections between customers and our expert Home Lending Advisors.

Work Schedule: Candidates must be willing and able to work schedules that support our Sales Team's operational hours, which includes an 8-hour shift between 8am and 7pm, as well as certain holidays and weekends (on rotation).

Job Responsibilities
• Efficiently manage and prioritize marketing and reactive leads, ensuring timely follow-up and transfer to Home Lending Advisors.
• Initiate contact with potential customers through marketing leads, providing information and assistance to seamlessly connect them with an expert Home Lending Advisor.
• Respond to reactive customer application leads, addressing inquiries and facilitating a smooth transition to Home Lending Advisors.
• Foster strong relationships with internal teams and customers by maintaining real-time communication and follow-up for all questions and concerns.
• Contribute to the development and refinement of internal procedures, templates, and job aids to enhance lead management efficiency.
• Partner with the Sales team to enhance lead management strategies and support overall team objectives, fostering a cooperative and dynamic work environment.
• Ensure all activities are conducted in compliance with relevant regulations and company policies.
• Demonstrate a commitment to customer service by providing helpful, empathetic, and positive interactions with all potential and existing customers.

Required qualifications, capabilities and skills
• You must exhibit the ability to work effectively in a team environment by prioritizing support and service, partnerships, and business needs first.
• Your willingness to take on new tasks and responsibilities as business needs and capacity fluctuates.
• Ability to work in a fast-paced environment and adaptable to change. (market fluctuations and competing priorities)
• Proficient in Microsoft Office (Outlook, Excel, Word) with the ability to work with multiple applications at the same time.
• Strong problem-solving, communication and listening skills, and pays attention to detail.
• Supports a winning team culture by demonstrating helpfulness, empathy, and a positive attitude.
• Uses time effectively by understanding what will help or hinder progress and directing efforts toward value-added activities.
• Strong adherence to compliance regulations.
• High School Diploma or GED required.

Preferred qualifications, capabilities and skills
• Familiarity with Mortgage Originations or Servicing systems and processes.
• Prior experience with Billing, Accounts Payable, & Accounts Receivable.
• Microsoft Access Database familiarity.

This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.

In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.

Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx