Consumer Originations Proactive Outreach Agent - Jacksonville FL jobs in United States
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JPMorganChase · 22 hours ago

Consumer Originations Proactive Outreach Agent - Jacksonville FL

JPMorgan Chase is a leading financial services firm, helping customers achieve their homeownership dreams. As a Proactive Outreach Agent, you will connect potential customers with Home Lending Advisors, manage lead generation, and contribute to business growth through customer engagement.

Asset ManagementBankingFinancial Services
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Growth Opportunities
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H1B Sponsor Likelynote

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

Microsoft OfficeCustomer serviceCompliance regulationsMortgage knowledgeCall center experienceHigh School DiplomaTeamworkAdaptabilityProblem-solvingAttention to detailCommunication skills

Required

Ability to work effectively in a team environment, prioritizing support, service, and business needs
Willingness to take on new tasks and responsibilities as business needs evolve
Thrive in a fast-paced environment and adapt to change
Proficient in Microsoft Office (Outlook, Excel, Word) and able to work with multiple applications simultaneously
Strong problem-solving, attention to detail, communication, and listening skills
Demonstrate helpfulness, empathy, and a positive attitude to support a winning team culture
Use time effectively, focusing on value-added activities
Strong adherence to compliance regulations
High School Diploma or GED

Preferred

Familiarity with mortgage originations or servicing systems and processes
Prior call center experience
Some College

Benefits

Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

Company

JPMorganChase

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With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.

H1B Sponsorship

JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)

Funding

Current Stage
Public Company
Total Funding
unknown
1998-02-01IPO

Leadership Team

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Allison Beer
CEO of Card Services and Connected Commerce
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Dan Mendelson
CEO, Morgan Health
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Company data provided by crunchbase