Home Lending Assistant - Palo Alto, CA

Join our fun, high-energy team as a Home Lending Assistant 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 Home Lending Assistant in Chase Home Lending, you will have the opportunity to work in unison with one or more Home Lending Advisor(s) to create an outstanding customer experience for home buyers.

You will rely on your excellent interpersonal skills and dedication to provide exceptional support in facilitating the loan process to positively impact the customer experience for both internal and external customers.

Your attention to detail, professionalism, and dedication will be reflected in your team's ability to achieve strong sales results.

Job responsibilities


* Utilize your understanding of the home loan process to take all initial inquiry calls for prequalification, take complete applications, request documentation from borrowers and review with Home Loan Advisor(s).


* Discuss products and pricing at the request of, or in the absence of, the Home Lending Advisor(s).


* Proactively review complex files to identify potential problems with loan applications and arrive at workable solutions with the Home Lending Advisor(s) prior to submission to processing.


* Manage pipeline, consistently communicating updates to Home Lending Advisor(s) on pipeline status and updating borrowers and builders on status of loans while watching for and preventing pipeline fallout and quote rate to pipeline floats.


* Act as a liaison between Home Lending Advisor(s), branch, processing center (if applicable), and group of established realtors (20-30) to coordinate submissions and closings to allow Home Lending Advisor(s) to concentrate on generating new business.


* Coordinate and manage marketing to buyers, sellers, realtors, and builders assist in staffing Realtor/builder open houses and trade shows.


* Establish with Home Lending Advisor(s) the annual number of loans required to fund and close and/or incremental increase in Home Lending Advisor(s)'s annual production; and, if applicable, support Home Lending Advisor(s) to achieve high usage of laptop originations.

Required qualifications, capabilities, and skills


* Bachelor's degree or equivalent work experience in sales and/or real estate


* A minimum of four years' work experience in mortgage loan processing


* Intermediate computer skills (familiar with MS Office products or similar software)


* Excellent customer service skills


* Excellent written/oral communication


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