Home Lending Client Care Specialist II

Posted 4 Days Ago
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Manila, First District NCR, National Capital Region
Hybrid
Junior
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
As a Home Lending Client Care Specialist II, you guide customers through the loan process by answering inquiries, requesting documentation, ensuring timely action on loan items, and maintaining accurate record-keeping. You'll prioritize customer service through effective communication and problem-solving while working with a mortgage banker when issues arise.
Summary Generated by Built In

Job Description
Join a team that provides outstanding customer experience and issue resolution through expert analysis and investigation.
As a Client Care Specialist in Home Lending, you are responsible in 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. Visit go/manila/ccs for more information.
Job Responsibilities

  • Consistently focus on customer service throughout the process that leads to delivering best in class service, thru both inbound and outbound calls.
  • Ensure completion of any action item necessary in progressing with customer's loan in the form of information of documentation within a given timeframe.
  • Ensure to update the information in the system of record as well as keep up to date and accurate communication logs ensuring a smooth downstream process for the customer.
  • Contact the customer to discuss the final terms and conditions of the loans to ensure understanding. Discuss a proposed time frame the loan signing.
  • Immediately address all issues and concerns raised by the customer and involve the Mortgage Banker when appropriate.
  • Work daily priorities as assigned by the system ensuring timely completion of tasks.


Required Qualifications, Skills and Capabilities

  • Minimum of 2 years of voice customer service-oriented experience in the call center industry required.
  • Excellent written and verbal communication skills, with ability to communicate clearly and concisely while being aware of their audience.
  • Effectively utilizes all tools such as priority reports, call reviews, and/or loan originations system in performing tasks and addressing concerns.
  • Strong trouble-shooting and problem-solving skills. Able to propose solutions to problems and utilizes all available resources, when needed (Mortgage Banking Guide Team, Service Level Agreements, etc.).
  • Effectively prioritizes their workload with ability to multi-task.
  • Amenable to working onsite in BGC, following US time


Preferred Qualifications, Skills and Capabilities

  • High school diploma or equivalent required, Bachelor's degree preferred.
  • Ability to explain underwriting conditions to customers.
  • Exposure to high-touch clients is an advantage.


This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, your continued assignment in this position is contingent upon compliance with the SAFE Act, including timely completion of annual renewal and required updates thereafter. You are required to undergo a screening process and fingerprinting. A valid Driver's License or Passport will be required, together with an NBI clearance (validity should cover at least 6 months from initial interview date).
In case you are not NMLS registered after the above mentioned process, the Hiring Manager/s will look for an assignment within the function or line of business.
Internal Application Eligibility Requirements
TENURE:

  • Must meet minimum employment tenure requirement. Specific roles require longer tenure in current position to be eligible to apply. Unless established for specific positions by the line of business, the standard tenure requirement is 12 months.


PERFORMANCE:

  • Meets satisfactory performance standards as defined by the firm


By submitting an application and/or joining the interview, you affirm to meet the Internal Mobility Eligibility Requirements as stated in the Applying for Internal Positions Firmwide Standard . You are expected to provide true and accurate information to the Company during the recruitment and application process. Knowingly giving false or misleading information shall be subjected to the imposition of appropriate corrective action, following the firm's HR Policies and Guidelines.
Consult your Manager for any specific guidelines for your line of business or if you're unsure about your eligibility for an internal application.
Make sure your profile is updated in the new me@jpmc > Hiring and discuss internal mobility plans with your Manager at the soonest time possible. Attaching your updated resume is encouraged.
In partnership, Hiring Managers and Recruiters will review applications to determine which candidates best meet the required skills and experience specified in the job description. While not every application will result in an interview, applications will be acknowledged.
About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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.
About the Team
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.

What the Team is Saying

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The Company
HQ: New York, NY
289,097 Employees
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Year Founded: 1799

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.

Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.

Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

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