Chase · 4 hours ago
Home Lending Advisor Assistant-Chicago, IL
10 S Dearborn St, Chicago, IL, 60603, US
Full-time
Onsite
Mid Level
$16.60/hr - $16.60/hr
4+ years expChase 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. They are seeking a Home Lending Advisor Assistant to serve as the chief point of contact for customers throughout the loan process, ensuring excellent customer service and support in facilitating loans. The role involves working closely with Home Lending Advisors to create outstanding customer experiences and manage loan pipelines effectively.
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
Required
Bachelor's degree or equivalent work experience in sales and/or real estate
A minimum of four years' work experience in mortgage loan processing
Intermediate computer skills (familiar with MS Office products or similar software)
Excellent customer service skills
Excellent written/oral communication
Excellent organization skills
Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand
Preferred
Marketing and advertising experience
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
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
Recent News
2026-01-24
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