Apply on Employer Site

Chase · 1 day ago

Consumer Originations Proactive Outreach Agent - Tempe, AZ

100 W University Dr, Tempe, AZ, 85281, US

Full-time

Onsite

New Grad, Entry Level

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. As a Proactive Outreach Agent, you will connect potential customers with Home Lending Advisors, driving business growth through lead generation and customer engagement.

BankingFinancial Services

Responsibilities

Efficiently manage and prioritize a variety of lead types, ensuring timely follow-up and transfers to Home Lending Advisors

Initiate contact with potential customers, provide information, and assist in connecting them with the right advisor

Respond to customer application leads, address inquiries, and facilitate smooth transitions

Leverage multiple shared mailboxes and systems, maintaining data integrity and quality for all records

Foster strong relationships with internal partners and customers through real-time communication and follow-up

Contribute to the development and refinement of procedures, templates, and job aids to enhance lead management

Partner with the Sales teams to support overall objectives and foster a cooperative, dynamic work environment

Ensure all activities comply with relevant regulations and company policies

Demonstrate a commitment to customer service through helpful, empathetic, and positive interactions

Qualification

Customer serviceLead generationMortgage knowledgeMicrosoft OfficeEmpathyCompliance adherenceCall center experienceTeam collaborationProblem-solvingAttention to detailCommunication skillsAdaptabilityTime management