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Account Specialist III Mortgage - PHL

ExperiencedNo visa sponsorship
J.P. Morgan logo

at J.P. Morgan

Bulge Bracket Investment Banks

Posted 10 days ago

No clicks

**Account Specialist III Mortgage - PHL**: Solve complex mortgage scenarios, support sales partners, improve productivity. Key responsibilities: Navigate systems, apply policies, resolve issues, analyze lending scenarios. Required skills: 3+ years in mortgage banking, strong communication, problem-solving, detailed focused. Based in Metro Manila, National Capital Region, Philippines.

Compensation
Not specified

Currency: Not specified

City
Manila
Country
Not specified

Full Job Description

Location: Metro Manila, National Capital Region, Philippines

Make a direct impact on the home lending experience by helping sales partners solve questions quickly and correctly. In this role, you will be a go-to expert for guidance on systems, policies, procedures, and product guidelines, helping prevent issues by analyzing complex income, credit, and pricing scenarios. Your support will improve productivity, raise quality, and strengthen the customer experience, offering meaningful, fast-paced work for those who enjoy problem-solving and helping others succeed.

As a/an HLA Support Line Specialist in Home Lending Support, you provide expert, real-time support to our home lending sales partners to help them navigate systems, apply policies and procedures, and resolve complex loan scenarios. You will use sound judgment and strong communication to deliver accurate, one-call resolutions whenever possible. You will help us elevate quality, reduce friction, and improve the customer experience through consistent, dependable support.

Job responsibilities:

  • Participate fully in required training provided by Sales and Fulfillment to build and maintain role readiness
  • Provide timely support on system navigation and end-to-end application walkthroughs
  • Explain policies, procedures, and product guidelines clearly and consistently to internal partners
  • Analyze complex income, credit, and pricing scenarios and recommend appropriate next steps within guidelines
  • Assess loan details to identify potential issues early and help prevent downstream impacts
  • Deliver accurate, one-call resolutions by using job aids, procedures, and subject matter expert consultation as needed
  • Prioritize inquiries by urgency and set clear expectations for actions and timelines
  • Communicate updates and responses in a way that keeps internal partners informed and confident in the path forward
  • Manage your time independently to meet individual and team performance expectations for call handling, quality, and service
  • Support home lending projects and initiatives that improve the onboarding and ongoing success of new and experienced partners

Required qualifications, capabilities and skills:

  • 3 years of experience in mortgage banking origination, processing, or underwriting
  • Current knowledge of Chase Home Lending origination channels, processes, and systems
  • Strong oral and written communication skills
  • Strong problem-solving, reasoning, and learning agility, with the ability to retain and apply information quickly
  • Demonstrated ability to build relationships and collaborate effectively with internal partners
  • Ability to analyze and synthesize loan information and apply guidelines with sound judgment
  • Strong attention to detail and commitment to accuracy
  • Ability to adapt quickly to change and shifting priorities
  • Ability to remain patient, composed, and professional in a high-volume support environment
  • Proficiency with computers, including the ability to navigate multiple systems simultaneously
  • Ability to work proactively and independently to meet performance expectations

Preferred qualifications, capabilities, and skills:

  • Experience in customer service, technical support, and/or training
  • College degree

Unique Requirements

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 JPMCs 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: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx

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 firms Human Resource Policies and Guidelines.

Inform your manager once scheduled for an interview. Include in your discussion if you have questions about eligibility or Line of Business specific guidelines.

Make sure your profile is updated in the new me@jpmc > Jobs. 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.

Support home lending sales teams with expert guidance on systems, policies, and complex loan scenarios to improve outcomes.

Account Specialist III Mortgage - PHL

Compensation

Not specified

City: Manila

Country: Not specified

J.P. Morgan logo
Bulge Bracket Investment Banks

10 days ago

No clicks

at J.P. Morgan

ExperiencedNo visa sponsorship

**Account Specialist III Mortgage - PHL**: Solve complex mortgage scenarios, support sales partners, improve productivity. Key responsibilities: Navigate systems, apply policies, resolve issues, analyze lending scenarios. Required skills: 3+ years in mortgage banking, strong communication, problem-solving, detailed focused. Based in Metro Manila, National Capital Region, Philippines.

Full Job Description

Location: Metro Manila, National Capital Region, Philippines

Make a direct impact on the home lending experience by helping sales partners solve questions quickly and correctly. In this role, you will be a go-to expert for guidance on systems, policies, procedures, and product guidelines, helping prevent issues by analyzing complex income, credit, and pricing scenarios. Your support will improve productivity, raise quality, and strengthen the customer experience, offering meaningful, fast-paced work for those who enjoy problem-solving and helping others succeed.

As a/an HLA Support Line Specialist in Home Lending Support, you provide expert, real-time support to our home lending sales partners to help them navigate systems, apply policies and procedures, and resolve complex loan scenarios. You will use sound judgment and strong communication to deliver accurate, one-call resolutions whenever possible. You will help us elevate quality, reduce friction, and improve the customer experience through consistent, dependable support.

Job responsibilities:

  • Participate fully in required training provided by Sales and Fulfillment to build and maintain role readiness
  • Provide timely support on system navigation and end-to-end application walkthroughs
  • Explain policies, procedures, and product guidelines clearly and consistently to internal partners
  • Analyze complex income, credit, and pricing scenarios and recommend appropriate next steps within guidelines
  • Assess loan details to identify potential issues early and help prevent downstream impacts
  • Deliver accurate, one-call resolutions by using job aids, procedures, and subject matter expert consultation as needed
  • Prioritize inquiries by urgency and set clear expectations for actions and timelines
  • Communicate updates and responses in a way that keeps internal partners informed and confident in the path forward
  • Manage your time independently to meet individual and team performance expectations for call handling, quality, and service
  • Support home lending projects and initiatives that improve the onboarding and ongoing success of new and experienced partners

Required qualifications, capabilities and skills:

  • 3 years of experience in mortgage banking origination, processing, or underwriting
  • Current knowledge of Chase Home Lending origination channels, processes, and systems
  • Strong oral and written communication skills
  • Strong problem-solving, reasoning, and learning agility, with the ability to retain and apply information quickly
  • Demonstrated ability to build relationships and collaborate effectively with internal partners
  • Ability to analyze and synthesize loan information and apply guidelines with sound judgment
  • Strong attention to detail and commitment to accuracy
  • Ability to adapt quickly to change and shifting priorities
  • Ability to remain patient, composed, and professional in a high-volume support environment
  • Proficiency with computers, including the ability to navigate multiple systems simultaneously
  • Ability to work proactively and independently to meet performance expectations

Preferred qualifications, capabilities, and skills:

  • Experience in customer service, technical support, and/or training
  • College degree

Unique Requirements

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 JPMCs 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: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx

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 firms Human Resource Policies and Guidelines.

Inform your manager once scheduled for an interview. Include in your discussion if you have questions about eligibility or Line of Business specific guidelines.

Make sure your profile is updated in the new me@jpmc > Jobs. 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.

Support home lending sales teams with expert guidance on systems, policies, and complex loan scenarios to improve outcomes.