jpmorgan-chase-%26-co. - Columbus, OH, United States | 2024-09-06 04:27:28

As a Consumer Originations Proactive Outreach Agent in our Specialty Sales team, you will support our Home Lending Advisors by working all purchase and refinance  lead sources to connect consumers who are shopping for a mortgage. Your passion for customer service and your promote to grow and develop will allow you to excel on our team. You will also support Corporate Relocation customers, clients, and account managers by facilitating customer relocation benefits application, client invoicing, and client payment processes.

 

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 management - Onboard new Relocation suppliers into the system of record and initiate payments to each supplier for services rendered.
• Relocation Direct Bill Invoicing and Payments management -  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.

Consumer Originations Proactive Outreach Agent - Columbus, OH or Tempe, AZ job opportunities 2025, Consumer Originations Proactive Outreach Agent - Columbus, OH or Tempe, AZ Jobs 2025, Consumer Originations Proactive Outreach Agent - Columbus, OH or Tempe, AZ job opening 2025, Consumer Originations Proactive Outreach Agent - Columbus, OH or Tempe, AZ job vacancies 2025, Consumer Originations Proactive Outreach Agent - Columbus, OH or Tempe, AZ job descriptions 2025, Consumer Originations Proactive Outreach Agent - Columbus, OH or Tempe, AZ job listing 2025 JPMorgan Chase & Co. job opportunities 2025, JPMorgan Chase & Co. Jobs 2025, JPMorgan Chase & Co. job opening 2025, JPMorgan Chase & Co. job vacancies 2025, JPMorgan Chase & Co. job descriptions 2025, JPMorgan Chase & Co. job listing 2025 Columbus, OH, United States job opportunities 2025, Columbus, OH, United States Jobs 2025, Columbus, OH, United States job opening 2025, Columbus, OH, United States job vacancies 2025, Columbus, OH, United States job descriptions 2025, Columbus, OH, United States job listing 2025, New Zealand Postal Service Jobs 2025, New Zealand Postal Service job opportunities 2025, New Zealand Postal Service job opening 2025, New Zealand Postal Service job vacancies 2025, New Zealand Postal Service job descriptions 2025, New Zealand Postal Service job listing 2025

For more information please click the link below