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Chase · 18 hours ago

Home Lending Assistant - Indianapolis IN

200 E Carmel Dr, Carmel, IN, 46032, US

Full-time

Onsite

Mid Level

4+ years exp

Chase is a leading financial institution, and they are seeking a Home Lending Assistant to serve as the primary point of contact for customers throughout the loan process. This role involves supporting Home Lending Advisors, managing loan applications, and ensuring a positive customer experience while adhering to regulatory requirements.

BankingFinancial Services

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

Qualification

Mortgage loan processingCustomer serviceSales experienceReal estate knowledgeMarketing experienceComputer skillsWritten communicationOral communicationOrganizational skillsFlexibilityAttention to detail