Full-Time

Home Lending Assistant

Chase

Chase

10,001+ employees

Consumer and commercial banking services provider

No salary listed

Bellevue, WA, USA

In Person

Category
💰Finance & Banking (1)
Required Skills
Sales
Marketing
Customer Service
Requirements
  • Bachelor's degree or equivalent work experience in sales and/or real estate
  • A minimum of four years’ work experience in mortgage loan processing
  • Intermediate computer skills (familiar with MS Office products or similar software)
  • 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 all 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
Desired Qualifications
  • Marketing and advertising experience

Chase is a national bank that provides a variety of financial products and services for both individuals and businesses. For consumers, Chase offers savings and checking accounts, mortgages, auto financing, credit cards, and investment services. Businesses can access services such as business loans, checking and savings accounts, credit cards, merchant services, and commercial real estate financing. The bank operates by earning revenue through the difference between interest rates on loans and deposits, as well as through fees for its services. What sets Chase apart from its competitors is its extensive range of offerings and its status as one of the largest banks in the United States. The goal of Chase is to meet the diverse financial needs of its customers while providing reliable banking services.

Company Size

10,001+

Company Stage

N/A

Total Funding

N/A

Headquarters

New York City, New York

Founded

1984

Simplify Jobs

Simplify's Take

What believers are saying

  • Chase's free checking account for kids aligns with financial literacy trends.
  • The United Gateway card launch attracts customers with no annual fee and bonus miles.
  • Freedom Flex and Unlimited card enhancements boost customer loyalty post-COVID.

What critics are saying

  • Chase faces competition from fintechs offering innovative financial products.
  • Digital-only banks threaten Chase's traditional banking model with lower fees.
  • PPP loan fraud investigation could harm Chase's reputation and invite regulatory scrutiny.

What makes Chase unique

  • Chase offers a comprehensive range of financial products for individuals and businesses.
  • Chase's new child-friendly checking account targets financial literacy for younger generations.
  • Partnerships like United Gateway card enhance Chase's competitive edge in credit card offerings.

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Benefits

Professional Development Budget

Company News

Moguldom
Dec 3rd, 2020
Big Companies Raided PPP Piggy Bank, Got More Than Half The Small-business Funds, New Data Shows

Officials from the Treasury Department and the Small Business Administration have long insisted that the government’s Paycheck Protection Program (PPP), set up as a coronavirus emergency fund for small businesses, primarily benefited small businesses because 87 percent of the loans were for less than $150,000.

PYMNTS
Nov 19th, 2020
PayPal Customers Can Now Fundraise Up To $20K

PayPal has rolled out new enhancements to its Giving platform as a way to boost crowdfunding and charity donations, a press release says.

PYMNTS
Oct 19th, 2020
The Rise Of Teen Checking Accounts And Creating A ‘Fiscally Intelligent’ Consumer

Americans have a financial literacy problem, and innovators are stepping up to address that.

PYMNTS
Oct 13th, 2020
Chase Launches Free Checking Account For Kids, Teens

Chase's new child-friendly checking account and debit card program aims to teach young people about responsible finances.

PYMNTS
Oct 5th, 2020
United Airlines, Chase Card Services Launch No-Fee Credit Card

United Airlines and Chase Card Services today launched a “United Gateway” credit card that carries no annual fee and offers new users who charge $1,000 within three months of enrolling 20,000 frequent-flier miles.