Home Lending Advisor Assistant - Boston, MA

About the role

Join our high-energy team as a Home Lending Assistant in Chase Home Lending and apply your deep knowledge of home lending products. You’ll ensure regulatory compliance while promoting Chase’s financial products, grow your career, and help clients achieve homeownership. Work alongside one or more Home Lending Advisor(s) to deliver an outstanding customer experience and support the entire loan process.

Responsibilities

• Handle initial inquiry calls for prequalification, take complete applications, and request borrower documentation; review with Home Lending 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 application issues and collaborate on solutions before submission.
• Manage the pipeline: communicate updates to Home Lending Advisor(s), update borrowers and builders on loan status, and prevent pipeline fallout.
• Act as liaison between Home Lending Advisor(s), branch, processing center, and a group of 20–30 established realtors to coordinate submissions and closings.
• Coordinate and execute marketing to buyers, sellers, realtors, and builders; assist in staffing Realtor/builder open houses and trade shows.
• Establish annual loan-funding targets with Home Lending Advisor(s) and support laptop originations to boost production.

Requirements

• Bachelor’s degree or equivalent work experience in sales and/or real estate.
• Minimum of four years’ experience in mortgage loan processing.
• Intermediate computer skills (MS Office or similar software).
• Excellent customer service, written/oral communication, and organization skills.
• Ability to manage control, flexibility, and high productivity amid changing demands.

Preferred Qualifications

• Marketing and advertising experience.

Licensing & Compliance

This position is subject to Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators. Employment is contingent on JPMC’s review of your criminal conviction history, credit report, NMLS information, and other relevant factors. Any felony conviction within the last seven years will disqualify you. Continued employment requires compliance with Truth in Lending Act/Dodd-Frank Loan Originator requirements and NMLS registration under the SAFE Act of 2008. You must register or update your NMLS record upon hire and complete annual renewals.

Benefits

We offer a competitive total rewards package including base salary, commission-based pay, discretionary incentives (cash and/or forfeitable equity), and a range of benefits:

• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support and financial coaching.