As a Client Specialist you will support one or more Client Managers and serve as a contact point for customers to resolve issues/difficulties across multiple departments. In this role, you will be responsible for the following functions:

• Facilitate application process by interfacing with customers in taking complete applications

• Requesting documentation from borrowers

• Discussing products, pricing and quoting and locking interest rates at the request of the Client Manager

• Act as a liaison between the Client Manager and the processing team and coordinate Letter of Interest submissions as well as loan closings

• Review complex files with multi-layered entity documentation and examine third party reports and leases

• Identify potential problems with loan applications and arrive at a workable solution prior to submission to underwriting

• Manage pipeline, including updating Client Manager on pipeline status and updating borrowers on the status of their loan

• Assist the Client Manager in building customer and real estate broker relationships

• Coordinate and manage marketing to customers and brokers

• Assist and attend team marketing events and trade shows

• Size new loans with Client Manager’s assistance

• Establish with Client Manager the number of loans required to fund and close in Client Manager annual production goal setting process

• Support Client Manager to achieve high originations and retain existing clients. You will provide a high level of customer service to both internal and external customers.

Qualifications:

• College graduate preferred

• Minimum 2-4 years’ experience in mortgage lending preferably with inside sales/customer service background

• Marketing and advertising experience a plus

• Intermediate computer skills (familiar with MS Office products or similar software)

• Enthusiastic and self-motivated

• Excellent written and oral communication

• Excellent customer service skills

• Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand

JPMorgan Chase is one of the world's oldest, largest and best-known financial institutions. With a history that traces our roots to 1799 in New York City, we carry forth the innovative spirit of our heritage firms in our global operations in over 60 countries.