Home Lending Assistant I
JPMorgan Chase View all jobs
- Metro Manila
- Permanent
- Full-time
- Delivers best in class customer service throughout the process, for both inbound and outbound calls.
- Communicates updates to Home Lending Advisor(s) on pipeline status and updating customers and third parties related to the transactions. Work daily priorities ensuring timely completion of tasks.
- Contacts the customer to discuss the terms and conditions of the loans to ensure understanding. Discuss a proposed time frame for the loan signing at the request of, or in the absence of, the Home Lending Advisor(s).
- Updates the information in the system of record as well as keep up to date and accurate communication logs ensuring a smooth downstream process for the customer.
- Follows up on aged leads, aged pipeline loans, request missing documents and communicate with customers. Immediately address all issues and concerns raised by the customer and involve the Home Lending Advisor(s) when appropriate.
- Works as liaison between Home Lending Advisor(s), branch, processing center (if applicable), and group of established realtors, and builders to coordinate submissions and closings to allow Home Lending Advisor(s) to concentrate on generating new business.
- Coordinates and manages marketing through internal systems.
- Effectively utilizes all tools such as priority reports, call reviews, and/or loan originations system in performing tasks and addressing concerns
- Strong trouble-shooting and problem-solving skills. Able to propose solutions to problems and utilizes all available resources, when needed (Mortgage Banking Guide Team, Service Level Agreements, etc.)
- Effectively prioritizes their workload with ability to multi-task
- Amenable to working onsite in BGC, following US time
- High school diploma or equivalent required, Bachelor's degree preferred
- Minimum of 3 years of voice customer service-oriented experience in the call center industry required, blended-account (voice and non-voice) account handling, mortgage, upselling or collections experience, a plus
- For Internals, minimum of 2 years of voice customer service-oriented experience in the call center industry required, preferably with mortgage background
- Excellent written and verbal communication skills, with ability to communicate clearly and concisely while being aware of their audience. Exposure to high-touch clients, an advantage
Jobs. Attaching your updated resume is encouraged.In partnership, Hiring Managers and Recruiters will review applications to determine which candidates best meet the required skills and experience specified in the job description. While not every application will result in an interview, applications will be acknowledged.About Us:JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our for more information about requesting an accommodation.About the Team: Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.