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JP Morgan Chase

Runs a consumer bank and an investment bank

Home Lending Assistant

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeSan Francisco, CA, USA$19.61In-person

About the Job

Requirements

  • A bachelor's degree or equivalent work experience in sales and/or real estate is required.
  • A minimum of four years of work experience in mortgage loan processing is required.
  • Intermediate computer skills, including familiarity with Microsoft Office products or similar software, are required.
  • Customer service skills are required.
  • Written and oral communication skills are required.
  • Organization skills are required.
  • The ability to maintain control, flexibility, quality, and high productivity when dealing with customers and changing work demands is required.

Responsibilities

  • Take initial inquiry calls for prequalification, complete loan applications, request documentation from borrowers, and review it with Home Loan Advisors.
  • Discuss products and pricing at the request of, or in the absence of, Home Lending Advisors.
  • Review complex files proactively to identify potential problems with loan applications and develop workable solutions with Home Lending Advisors before submission to processing.
  • Manage the pipeline, communicate pipeline status to Home Lending Advisors, update borrowers and builders on loan status, and monitor and prevent pipeline fallout and quote-rate-to-pipeline floats.
  • Act as a liaison among Home Lending Advisors, the branch, the processing center when applicable, and an established group of 20–30 realtors to coordinate submissions and closings so Home Lending Advisors can focus on generating new business.
  • Coordinate marketing to buyers, sellers, realtors, and builders, and assist with staffing realtor and builder open houses and trade shows.
  • Establish with Home Lending Advisors the annual number of loans required to fund and close and/or incremental increases in their annual production; where applicable, support Home Lending Advisors in achieving high usage of laptop originations.

Desired Qualifications

  • Marketing and advertising experience is preferred.

About the Company

JP Morgan Chase

Runs a consumer bank and an investment bank

JPMorgan Chase runs the largest bank in the United States, which serves households and small businesses as Chase and large companies, governments, and investors as J.P. Morgan. During the 2008 financial crisis it bought the failing investment bank Bear Stearns and lender Washington Mutual, and in 2023 it took over First Republic Bank after regulators seized it. Chase takes deposits and earns interest on credit cards, mortgages, and car loans, while the investment side earns fees for advising on mergers, raising money for companies, trading stocks and bonds, and managing wealth. Formed in a 2000 merger, JPMorgan Chase traces its roots to 1799 and is based in New York City.

Company size
10,001+
Company stage
IPO
Headquarters
New York City, New York
Founded
1799

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