Consumer Originations Proactive Outreach Agent - Tempe, AZ & Jacksonville, FL

Job Responsibilities

• Efficiently manage and prioritize a variety of lead types, ensuring timely follow-up and transfers to Home Lending Advisors
• Initiate contact with potential customers, provide information, and assist in connecting them with the right advisor
• Respond to customer application leads, address inquiries, and facilitate smooth transitions
• Leverage multiple shared mailboxes and systems, maintaining data integrity and quality for all records
• Foster strong relationships with internal partners and customers through real-time communication and follow-up
• Contribute to the development and refinement of procedures, templates, and job aids to enhance lead management
• Partner with the Sales teams to support overall objectives and foster a cooperative, dynamic work environment
• Ensure all activities comply with relevant regulations and company policies
• Demonstrate a commitment to customer service through helpful, empathetic, and positive interactions

Required Qualifications, Capabilities And Skills

• Ability to work effectively in a team environment, prioritizing support, service, and business needs
• Willingness to take on new tasks and responsibilities as business needs evolve
• Thrive in a fast-paced environment and adapt to change
• Proficient in Microsoft Office (Outlook, Excel, Word) and able to work with multiple applications simultaneously
• Strong problem-solving, attention to detail, communication, and listening skills
• Demonstrate helpfulness, empathy, and a positive attitude to support a winning team culture
• Use time effectively, focusing on value-added activities
• Strong adherence to compliance regulations

Preferred Qualifications, Capabilities And Skills

• Familiarity with mortgage originations or servicing systems and processes
• Prior call center experience
• Some College

Work Schedule

Candidates must be willing and able to work schedules that support our Sales Teams' operating hours, which includes certain holidays and weekends.

About the Role

Join our Proactive Outreach team, where you'll connect potential customers with our expert Home Lending Advisors and play a key role in driving business growth. As a Proactive Outreach Agent in our Proactive Outreach team, you'll be at the forefront of our lead generation effort, calling customers from various sources, confirming interest for mortgage products, and seamlessly transferring qualified leads to our Home Lending Advisors. You'll thrive in a dynamic, customer-centric team that values collaboration, adaptability, and a commitment to excellence.

About Us

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 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 FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

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.