As an Assumption Account Specialist III - Relationship Manager you will be responsible for guiding the customer throughout the loan process, which may include requesting any additional documentation, following up on the conditions needed, and answering any customer questions along the way. The Assumption Account Specialist III is responsible for effectively communicating the terms and conditions of the loan approval, which may include, but is not limited to, the loan program, terms, conditions and fees.
In this role you will focus on the Assumption product - Freddie Mac, Fannie Mae, VA, FHA, and non-agency. You will be the liaison between processing/UW and the customer. The discussions may involve, but are not limited to the review and request for outstanding conditions or documents, discussing next steps in the process, conveying specific decline information, and alerting the customer when a file has been closed as incomplete. You will complete all duties as assigned within the specified SLAs.
This is a hybrid (3 days in office / 2 days remote) role located in Milwaukee WI.. Job Responsibilities Own the customer experience from start to finish. Establish yourself as the trusted and strategic team member to drive continued value for the customer Educate and nurture customers through proactive outreach including delivery of follow- up's and status updates during the loan process Focus on day-to-day production Learn industry best practices, and identify how the solution can be leveraged to implement these practices to drive successful customer results Work with customers to identify success stories and areas of opportunity to promote process improvement across the industry Act as a liaison to expedite resolution for our customers and internal business partners Provide exceptional service to customers, as well as our internal and external partners Work in collaboration with Processing, Underwriting, Support, Operations and all internal/external business partners to ensure the delivery of a seamless customer experience Act as the champion for the customer; be a true advocate for the customer and work cross-departmentally with internal groups at all levels, including Senior Management to triage, and resolve customer issues Understand Chase strategy, communicating valued outcomes to team members and partners Required Qualifications, Capabilities, and Skills 1 year of experience in relevant Customer Service environment Strong desire to learn and become better educated in the mortgage industry Proven ability to work effectively in a fast-paced environment Demonstrated ability to work independently and as a member of a high performing team Proven track-record of delivering exceptional customer service Able to collaborate with an organization of all sizes associated with multiple levels, including, but not limited to, Management, Senior Management, Executive Directors, and Sr. Executive Directors Ability to think strategically, understand the business objectives, and translate them into actionable items Detail oriented with exceptional communication, interpersonal and problem solving skills Possess skills in conflict resolution, change management, influencing, leadership, and coaching Successful track record of meeting and/or exceeding quarterly and annual targets Intermediate analytical, computer, and research skills
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: .
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. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
