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Join our team as a Proactive Outreach Agent where you will have the opportunity to connect consumers with our Home Lending Advisors, ensuring an excellent customer experience. This role offers a dynamic work environment, the chance to work across multiple departments, and the opportunity to facilitate the mortgage application process.
As a Proactive Outreach Agent in our Home Lending team, you will have the opportunity to connect consumers with our Home Lending Advisors, ensuring an excellent customer experience. This role offers a dynamic work environment, the chance to work across multiple departments, and the opportunity to facilitate the mortgage application process. Your sales experience, software proficiency, and problem-solving skills will be key to your success in this fast-paced, high-pressure environment.
Job Responsibilities
- Make outbound calls to facilitate the application process by interfacing with customers who have filled out an online mortgage application, expressed interest in a Home lending product, or who have been prescreened for a Home Lending product
- Identify priorities and use time effectively to support the Home Lending Advisors
- Meet required performance targets for volume of customers contacted and transfers to Home Lending Advisors
- Familiarize with the diversity of Chase products/services and the advantages of each
- Build rapport and establish customer trust in Chase Home Lending
- Pay attention to Customer Satisfaction with internal and external clients
- Share information and expertise with partners and team members; working together to achieve work goals
Required Qualifications, Capabilities and Skills
- Telemarketing or phone sales experience
- Intermediate software proficiency
- Ability to work in a high-pressure, fast paced, time sensitive environment
- Problem solving, organizational, negotiation, and interpersonal skills
- Results-oriented with a high level energy and personal initiative ability
- Excellent organizational, communication and attention to detail
- Team player; ability to work with different level, work within & support team with integrity
Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans
ABOUT THE TEAM
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
