Consumer Originations Proactive Outreach Agent

Job Title: Consumer Originations Proactive Outreach Agent

About the Role

• Join a high-energy team focused on helping customers achieve homeownership dreams.
• Play a key role in driving business growth by connecting potential customers with Home Lending Advisors.
• Be at the forefront of lead generation efforts.

Key Responsibilities

• Initiate contact with potential customers from various sources.
• Confirm interest for mortgage products.
• Seamlessly transfer qualified leads to Home Lending Advisors.
• Efficiently manage and prioritize a variety of lead types, ensuring timely follow-up and transfers.
• Respond to customer application leads and address inquiries.
• Leverage multiple shared mailboxes and systems, maintaining data integrity.
• Foster strong relationships with internal partners and customers through real-time communication.
• Contribute to the development and refinement of procedures, templates, and job aids.
• Partner with Sales teams to support overall objectives.
• Ensure all activities comply with relevant regulations and company policies.
• Demonstrate a commitment to customer service through helpful, empathetic, and positive interactions.

Work Schedule

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

Requirements & Tech Stack

• Microsoft Office (Outlook, Excel, Word)
• Ability to work with multiple applications simultaneously.

Qualifications

• 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.
• Ability to thrive in a fast-paced environment and adapt to change.
• Strong problem-solving, attention to detail, communication, and listening skills.
• Demonstrate helpfulness, empathy, and a positive attitude.
• Ability to use time effectively, focusing on value-added activities.
• Strong adherence to compliance regulations.
• High School Diploma or GED.

Preferred Qualifications

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

Regulatory Requirements

• This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
• Employment offer is contingent on JPMC's review of criminal conviction history, credit report, information available through NMLS, and other relevant factors for financial responsibility, good character, and general fitness.
• Any felony conviction within the last seven years will disqualify you.
• Continued employment is contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
• This position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008.
• Upon active employment, you will be required to register on NMLS or update your existing registration.
• Continued employment is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date and timely completion of annual renewals and updates.
• Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact employment.
• Information provided during the Chase online application process may be transferred to NMLS by JPMorgan Chase.