Home Lending Assistant - Los Angeles/Orange County CA

About the role

Join our team as a Home Lending Assistant in Chase Home Lending. You will serve as the chief point of contact for customers throughout the life of the loan, leveraging your knowledge of home lending products while adhering to regulatory requirements. This role offers a unique opportunity to grow your career and make a significant impact on our business by delivering an outstanding customer experience for home buyers.

You will work closely with one or more Home Lending Advisor(s) to facilitate the loan process, ensuring exceptional support for both internal and external customers. Your attention to detail, professionalism, and dedication will contribute to strong sales results and a positive customer experience.

Responsibilities

• Utilize your understanding of the home loan process to handle initial inquiry calls for prequalification, take complete applications, and request documentation from borrowers.
• Review applications with Home Loan Advisor(s) and discuss products and pricing at their request or in their absence.
• Proactively review complex files to identify potential issues with loan applications and collaborate with Home Lending Advisor(s) to find workable solutions before submission.
• Manage the loan pipeline, communicate updates to Home Lending Advisor(s), and keep borrowers and builders informed on loan status while preventing pipeline fallout and managing rate floats.
• Act as a liaison between Home Lending Advisor(s), branches, processing centers, and a group of established realtors (20-30) to coordinate submissions and closings, allowing Advisor(s) to focus on generating new business.
• Coordinate and manage marketing efforts targeting buyers, sellers, realtors, and builders, including assisting with staffing Realtor/builder open houses and trade shows.
• Establish annual loan funding and closing targets with Home Lending Advisor(s) and support them in achieving high usage of laptop originations.

Requirements

• Bachelor’s degree or equivalent work experience in sales and/or real estate.
• A minimum of four years of work experience in mortgage loan processing.
• Intermediate computer skills (familiarity with MS Office products or similar software).
• Excellent customer service, written, and oral communication skills.
• Strong organizational skills and the ability to manage changing work demands with control, flexibility, and high productivity.

Preferred Qualifications

• Marketing and advertising experience.

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 products. Our mission is to create engaged, lifelong relationships by putting customers at the heart of everything we do. We serve small businesses, nonprofits, and cities, delivering solutions to meet their financial needs.

Our Consumer & Community Banking division serves Chase customers through personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. We lead the U.S. in credit card sales and deposit growth, offer the most-used digital solutions, and rank first in customer satisfaction.

Benefits

We offer a competitive total rewards package, including base salary determined by role, experience, skill set, and location. Eligible roles may receive commission-based pay and/or discretionary incentive compensation, awarded in cash and/or forfeitable equity. Benefits include:

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

Additional details about total compensation and benefits will be provided during the hiring process.

Compliance Notes

This position is subject to Section 19 of the Federal Deposit Insurance Act and the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. Employment is contingent on JPMorgan Chase’s review of criminal conviction history, credit report, NMLS information, and other relevant factors. Any felony conviction within the last seven years will disqualify you from consideration. Continued employment requires compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.

This role also requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. Upon employment, you must register or update your existing registration to reflect your role at JPMorgan Chase. Compliance with the SAFE Act, including annual renewal, is mandatory. Information obtained during registration may impact your employment.