Correspondent Client Support Manager

Job Description

Join our fun, high-energy Correspondent team as a Client Support Manager in Chase Home Lending, where you’ll apply your strong understanding of home lending products while serving as a key point of contact for correspondent clients.  Our Chase Correspondent Home Lending Team purchases closed mortgage loans and mortgage servicing rights from independent mortgage banks and financial institutions across the country with a focus on delivering liquidity, reliability and market leading services.  We’re a relationship-driven investor committed to our clients and the communities we serve together. With Chase, clients get unparalleled access to the full capabilities of JPMorgan Chase — extending far beyond the services of a traditional correspondent investor.

As a Client Support Manager in Correspondent Lending you will maintain effective relationships with current Mortgage Bankers and financial institution clients.  You will support the Client Relationship Manager across all client-facing activities by building and maintaining effective relationships with existing mortgage banking and financial institution clients. You’ll help manage a portfolio of 45–60 clients through responsibilities such as client training, strategic planning, and account maintenance.

Job responsibilities

• Demonstrate understanding of client needs, communicate Chase priorities, and identify opportunities to increase product penetration
• Collaborate with key internal partners on process integration and promote a culture of continuous improvements of end-to-end workflow and process that are client facing 
• Identify risks through interactions with all position levels of the client (Administrative to Executive), respond to requests from Counterparty Risk Management, and facilitate the resolution of all client risk events (Negative news, legal actions, poor performance)
• Support Client Relationship Manager. Establish and maintain effective relationships with current clients and maximize their opportunity while ensuring they remain in good standing with Chase 

Required qualifications, skills and capabilities

• 3+ years experience with direct exposure to most of the following areas: Product development, Mortgage Finance and Mortgage Origination Operations (Underwriting, Processing, Loan Delivery)
• Competent at using personal computer, managing remote system connection, intermediate skills in Excel, navigating multiple systems and software types 
• Proven analytical skills needed to analyze issues/opportunities and recommend solutions
• Interact with Executives, Loan Originators and Capital Markets managers
• Proven track record in gaining working knowledge of mortgage loan pricing, Correspondent contract requirements, and understanding potential risks of mortgage banking
• Capable of gaining general mortgage loan credit policy and loan purchase process knowledge in a short period of time (<90days)
• Talents and skills must be matched with the ability to facilitate issues and opportunities between Chase and clients with reasonable guidance from their manager

Preferred qualifications, skills and capabilities

• Ability to build client relationships with strategic planning to maximize opportunities
• Mortgage margin management and pricing skills
• Ad-hoc client facing skills
• Bachelor's degree in finance or business

About Us

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. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, 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

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.

For many, owning a home is the ultimate dream and we’re here to help customers make responsible choices throughout the home buying process through our online tools and advice. Whether purchasing a first home or vacation home, refinancing an existing loan or tapping into a home equity line of credit, we offer comprehensive services to help homeowners at every stage of their journey.