Are you passionate about helping people achieve their homeownership dreams? Join us and make a meaningful impact by connecting customers to the right financial solutions. In this role, you’ll be at the forefront of our client experience, building relationships and driving business growth. You’ll work in a dynamic environment where your communication skills and dedication to service are valued. Take the next step in your career and help us shape the future of home lending.

As an Associate I in the Home Lending team, you play a key role in delivering outstanding service and connecting customers to the right lending solutions. You engage with potential clients, assess their needs, and facilitate seamless transitions to our Home Lending Advisors. You help us grow our business while ensuring every client interaction is positive and compliant. Join us to build strong partnerships and make a difference in our customers’ lives.

Job Responsibilities

Conduct strategic outbound calls to assess home lending needs and promote financial productsManage and prioritize leads across multiple campaigns for maximum engagementPerform initial assessments and pre-screen customers for lending solutionsFacilitate warm transfers to Home Lending Advisors for application completionBuild strong relationships with internal teams, partners, and customersCommunicate in real time to support customer and team needsEnsure compliance with regulations and company policiesAdhere to call monitoring and scorecard performance standardsNavigate advanced computer systems to support the lending processProvide helpful, empathetic, positive customer interactions.

 

Required Qualifications, Capabilities, and Skills

Minimum of 3 years of voice customer service experience in a call center environmentExcellent written, verbal communication skills and demonstrates helpfulness, empathy and a positive attitudeProficient in Microsoft Office (Outlook, Excel, Word) and able to work with multiple applicationsStrong problem-solving, listening, and attention to detailAbility to work effectively in a team environmentWillingness to take on new tasks as business needs changeAbility to work in a fast-paced, adaptable environmentHigh school diploma or equivalentStrong adherence to compliance regulationsExtremely detail-oriented and highly organizedExperience utilizing priority reports, call reviews, or loan origination systems

Preferred Qualifications, Capabilities, and Skills

Bachelor’s degreeExperience with high-touch clientsExposure to home lending or financial servicesFamiliarity with automated lending programs and softwareProven ability to meet deadlines in a dynamic environmentExperience supporting a winning team cultureDemonstrated ability to manage multiple tasks and competing priorities

This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. 

In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. 

You are required to undergo a screening process and fingerprinting. A valid Driver’s License or Passport will be required, together with an NBI clearance (validity should cover at least 6 months from initial interview date).

 

Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: 

http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx

Internal Application Eligibility Requirements

TENURE:

Must meet minimum employment tenure requirement. Specific roles require longer tenure in current position to be eligible to apply. Unless established for specific positions by the line of business, the standard tenure requirement is 12 months.

PERFORMANCE:

Meets satisfactory performance standards as defined by the firm

By submitting an application and/or joining the interview, you affirm to meet the Internal Mobility Eligibility Requirements as stated in the Applying for Internal Positions Firmwide Standard. You are expected to provide true and accurate information to the Company during the recruitment and application process. Knowingly giving false or misleading information shall be subjected to the imposition of appropriate corrective action, following the firm’s Human Resource Policies and Guidelines.

Inform your manager once scheduled for an interview. Include in your discussion if you have questions about eligibility or Line of Business specific guidelines.

Make sure your profile is updated in the new me@jpmc > 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.