Are you passionate about helping people achieve their dream of homeownership? Do you thrive in a fast-paced, customer-focused environment? If so, we have an exciting opportunity for you to join our team as a Home Lending Assistant at Chase Bank. As a Home Lending Assistant, you will play a crucial role in supporting our Home Lending team and providing exceptional service to our clients. We are looking for individuals who are highly motivated, detail-oriented, and have excellent communication skills. If you are ready to take your career to the next level and make a positive impact on the lives of others, then we encourage you to apply for this position.
- Assist in the processing and underwriting of mortgage applications and ensuring all necessary documentation is collected and submitted accurately and in a timely manner.
- Collaborate with loan officers and other team members to provide exceptional service to clients and answer any questions or concerns they may have.
- Conduct thorough research and analysis to identify potential clients and assist in developing strategies to reach them.
- Maintain a strong understanding of current mortgage products, rates, and industry trends to effectively communicate with clients and provide guidance on the best options for their needs.
- Build and maintain relationships with clients, real estate agents, and other partners to generate leads and referrals.
- Maintain a high level of professionalism and confidentiality when handling sensitive client information.
- Keep accurate and organized records of all client interactions and loan progress.
- Assist in coordinating and scheduling appointments, meetings, and events for the Home Lending team.
- Continuously seek opportunities to improve processes and enhance the overall client experience.
- Adhere to all company policies, procedures, and regulatory requirements.
- Participate in ongoing training and development to stay up-to-date on industry changes and advancements.
- Act as a brand ambassador for Chase Bank and represent the company in a positive and professional manner at all times.
Strong Communication Skills: A Home Lending Assistant Should Possess Excellent Communication Skills, Including Verbal, Written, And Interpersonal. They Must Be Able To Effectively Communicate With Clients, Loan Officers, And Other Team Members To Ensure A Smooth Loan Process.
Knowledge Of Mortgage Lending: Candidates For This Role Should Have A Thorough Understanding Of Mortgage Lending, Including Loan Products, Underwriting Guidelines, And Industry Regulations. This Knowledge Is Essential For Providing Accurate Information And Guidance To Clients.
Organizational Skills: Home Lending Assistants Must Be Highly Organized And Detail-Oriented. They Will Be Responsible For Managing Various Tasks, Documents, And Deadlines, So The Ability To Prioritize And Multitask Effectively Is Crucial.
Customer Service Experience: As The Primary Point Of Contact For Clients, A Home Lending Assistant Must Have Previous Customer Service Experience. This Includes The Ability To Handle Inquiries And Complaints Professionally And Provide Exceptional Service To Clients.
Computer Proficiency: In Today's Digital Age, Proficiency With Computers And Relevant Software Is A Must For A Home Lending Assistant. They Will Be Responsible For Managing Loan Applications And Documents, So Strong Computer Skills Are Essential For Success In This Role.
Financial Analysis
Data Entry
Communication
Time Management
Organizational Skills
customer service
Compliance
Sales Support
Detail-oriented
Problem-Solving
Loan Processing
Document Preparation
Communication
Conflict Resolution
Emotional Intelligence
Leadership
Time management
Interpersonal Skills
Critical thinking
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Home Lending Assistant in Plano, TX, USA is between $38,000 and $50,000 per year. This may vary depending on factors such as the specific company, experience level, and job responsibilities of the individual.
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JPMorgan Chase Bank, N.A., doing business as Chase Bank, is a national bank headquartered in Manhattan, New York City, that constitutes the consumer and commercial banking subsidiary of the U.S. multinational banking and financial services holding company, JPMorgan Chase.

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