JPMorgan Consumer Originations Proactive Outreach Agent - Columbus OH Tempe AZ 

United States, Ohio, Columbus 

539868003

Job Responsibilities

• Mortgage Leads management – Create and/or disposition Specialty Sales’ mortgage leads, leveraging multiple shared mailboxes and systems, while adhering to all service level agreements (SLAs) and distributing to the Sales team equitably.
• Mortgage Leads/Supplier Payments managemen t - Onboard new Relocation suppliers into the system of record and initiate payments to each supplier for services rendered.
• Relocation Direct Bill Invoicing and Payments managemen t - Validate mortgage originations expenses that are considered reimbursable by the Relocation Clients, create and send client invoices, and track and collect payments for those invoices.
• Data quality - Ensure data integrity and quality (input/output) for all managed records in our systems of record.
• Shared Information Governance - Create, manage, and recertify (annually at minimum) internal operating procedures, shared email templates, team job aids, and mortgage lead distribution lists
• Partnerships – Prioritize internal and external client and customer relationships by maintaining real time communications and follow up for all questions and concerns.

Work Schedule

• Candidates must be willing and able to work schedules that support our Sales Teams’ operating hours; including Monday through Friday, 8am – 5pm local time, as well as certain holidays and weekends (on rotation)

Required qualifications, capabilities and skills

• You must exhibits ability to work effectively in a team environment by prioritizing support and service, partnerships, and business needs, first.
• Your willingness to take on new tasks and responsibilities as business needs and capacity fluctuates.
• Ability to work in a fast-paced environment and adaptable to change. (market fluctuations and competing priorities)
• Proficient in Microsoft Office (Outlook, Excel, Word) with the ability to work with multiple applications at the same time.
• Strong problem-solving, communication and listening skills, and pays attention to detail.
• Supports a winning team culture by demonstrating helpfulness, empathy, and a positive attitude.
• Uses time effectively by understanding what will help or hinder progress and directing efforts toward value-added activities.
• Strong adherence to compliance regulations.
• High School Diploma or GED required.

Preferred qualifications, capabilities and skills

• Familiarity with Mortgage Originations or Servicing systems and processes.
• Prior experience with Billing, Accounts Payable, & Accounts Receivable.
• Microsoft Access Database familiarity.