Home Lending- Closer jobs at Jpmorgan in United States, Tempe

As a Consumer Direct Home Lending Advisor, you will guide clients through the home lending process, ensuring strong sales results. Utilizing your extensive knowledge of home lending products, you will act as the main point of contact for your customers throughout the loan duration. You will comply with all regulatory requirements while marketing and promoting Chase's financial products.

Job Responsibilities

• Convert warm inbound and outbound leads into mortgage loan applications.
• Utilize our CRM tool to log all customer contacts and schedule follow-ups.
• Employ consultative selling techniques in a call center environment.
• Recommend optimal product/rate program combinations to prospects.
• Ensure compliance with applicable statutes and procedures.
• Meet required sales performance goals for pre-established volume and KPIs.

Required Qualifications, Capabilities, and Skills

• Proficiency with Microsoft Applications (Word, Excel, and PowerPoint).
• Self-motivated and detail-oriented.
• Excellent oral and written communication skills.
• Organized with a demonstrated ability to manage multiple tasks and meet deadlines.
• Proven ability to provide superior customer service and consultative selling.
• Ability to adhere to an in-office work schedule.
• Ability to participate in on-site training Monday through Friday, with varying hours.

Preferred Qualifications, Capabilities, and Skills

• Sales experience.
• Call center experience.
• Coachability, adaptability, and time management skills.
• Skills in marketing, promoting, relationship building, and consulting.
• Experience in the Financial Services, Mortgage, Auto, Medical, Phone, or Education industries or relevant education.

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.

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:

Join our fun, high-energy team as a Centralized Community Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers’ chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business.

As a Centralized Community Home Lending Advisor in Chase Home Lending, you will guide your clients through the process of home ownership, ensuring strong sales results. Utilizing your extensive knowledge and understanding of home lending products, you will act as the primary point of contact for your customers throughout the duration of the loan. You will comply with all regulatory requirements while marketing and promoting the financial products offered by Chase.

Job Responsibilities

• Convert inbound and outbound leads into mortgage loan applications
• Source all business and logging all contacts with prospects
• Use consultative selling of Purchases Loans in a call center environment
• Recommend optimum product/rate program combinations to prospects
• Ensure compliance with applicable statues and procedures
• Provide feedback on lead quality
• Meet required sales performance for pre-established goal volume

Required qualifications, capabilities and skills

• Ability to read, write and speak Spanish fluently.
• Proficient with Microsoft Applications (Word, Excel and PowerPoint)
• Self-motivated and detail oriented
• Excellent oral and written communication skills
• Organized with a demonstrated ability to manage multiple tasks and meet deadlines in a timely manner
• Demonstrated ability in providing superior customer service and consultative selling

Preferred qualifications, capabilities, and skills

• FHA/VA sales experience
• Call Center experience
• Marketing, promoting, relationship building, and consulting skills
• Experience in the Financial Services, Mortgage, Auto, Medical or Education industries

As a Hedge Funds Trade Support Analyst in the Private Bank’s Alternatives Middle Office team, you will play a crucial role in the trade support operations for hedge fund transactions. You will be responsible for ensuring that trades initiated by investors are executed accurately and efficiently. Post-execution, you will ensure timely settlement and accurate reflection of these trades in our accounting systems. As a key member of the Hedge Funds Trade Support team, you will ensure that all business activities are conducted in a controlled, efficient, and timely manner.

Job responsibilities

• Monitors the daily hedge fund trading flow, conducting necessary control checks, and generating reports
• Processes trade instructions, manages bookings, settlements, and monitor cut-offs
• Ensures accurate and timely execution, confirmation, and settlement of all hedge fund trades
• Manages cash and stock positions related to hedge fund orders
• Performs daily and periodic position and risk controls, identifying and resolving discrepancies
• Supports project and regulatory initiatives to meet evolving industry standards, drive efficiency, and reduce risk within the team
• Interacts globally with investors, custodians, fund administrators, and various internal stakeholders to address queries and resolve issues, valuing diverse perspectives in problem-solving

Required qualifications, capabilities, and skills

• A highly motivated self-starter with a strong client service mindset
• Excellent communication skills and a team player
• Strong organizational skills, attention to detail, and high level of accuracy
• Ability to work under pressure and meet tight deadlines
• An analytical approach with creative problem-solving skills to resolve complex issues using sound judgment
• Proficiency in MS Office, with advanced Excel
• Excellent written and verbal communication skills in English

Preferred qualifications, capabilities, and skills

• Transformation skills such as Alteryx

A typical day consists of assisting customers and performing transactions. You will also look for opportunities to make customers lives easier by setting up self-service options and building relationships. Throughout the week, you will schedule time to review branch operations and share updated policy and procedures with branch employees. This results in the business is adhering to control expectations.

As a Home Lending Account Specialist within the Chase brand, you will be responsible for providing exceptional service by managing incoming calls from customers inquiring about their mortgage accounts. Being the primary point of contact, you will be thoroughly trained in the product to address any questions our customers might have, from simple payment inquiries to more complex issues such as escrow. You will collaborate with internal specialists to ensure our customers have access to experts for further assistance if needed. As a representative of the Chase brand, you will strive to deliver exceptional client service by assisting our customers throughout their mortgage needs, offering options and finding the right solutions. Our team members are dynamic, proactive, adaptable to change, maintain a positive attitude, continuously develop their skills, and contribute to achieving the organization's broader objectives.

Job Responsibilities

• Own the customer experience from start to finish while treating customers with respect and displaying empathy
• Inspires customer confidence through business knowledge, reliability, and making appropriate decisions on behalf of our customers quickly and effectively
• Balance the competing responsibilities and goals of a metrics-driven environment
• Demonstrate resiliency and extreme adaptability in a fast-paced environment
• Navigate multiple technologies while staying engaged with our customers
• Document customer account activities thoroughly and concisely
• Demonstrates personal excellence including punctuality, reliability, integrity, and accountability
• Approach problems logically and with good judgment to ensure the appropriate customer outcome
• Leverages business knowledge, tools and resources to deliver results that meet all Regulatory, Compliance, quality standards and departmental practices
• Maintain the highest standards of honesty, fairness and ethics. May be exposed to confidential information
• Effectively prioritize work, critical thinking and exercise independent judgement to ensure efficiency

Required Qualifications, Capabilities, and Skills

• High School diploma/GED required
• Minimum of one year of customer interaction or customer support, either by phone or face-to-face
• Must be willing to work in an environment that requires 100% high volume phone-based customer interaction
• Detail oriented with exceptional communication, interpersonal and problem solving skills
• Proven ability to work effectively in a fast-paced environment
• Ability to think strategically, understand the business objectives, and translate them into actionable items
• Strong desire to learn and become better educated in the mortgage industry
• Demonstrated ability to work independently and as a member of a high performing team
• Maintain the highest standards of honesty, fairness and ethics. May be exposed to confidential information
• Intermediate analytical, computer, and research skills