Are you looking for an exciting opportunity to join a dynamic team? This is a unique opportunity just for you.

As a Home Lending - Business Analysis in our Home Lending Sales Team, you will support our Home Lending Advisors by working all purchase and refinance leads. Your passion for customer service and your promote to grow and develop will allow you to excel on our team. You will also support Corporate Relocation customers, clients, and account managers by facilitating customer relocation benefits application, client invoicing, and client payment processes

Job Responsibilities

• Create and/or disposition Specialty Sales’ mortgage leads, leveraging multiple shared mailboxes and systems, while adhering to all service level agreements (SLAs) and distributing to the Sales team equitably.
• Manage Leads/Supplier Payments management - Onboard new Relocation suppliers into the system of record and initiate payments to each supplier for services rendered.
• Handle Direct Bill Invoicing and Payments management - Validate mortgage originations expenses that are considered reimbursable by the Relocation Clients, create and send client invoices, and track and collect payments for those invoices.
• Ensure quality - Ensure data integrity and quality (input/output) for all managed records in our systems of record.
• Govern Information - Create, manage, and recertify (annually at minimum) internal operating procedures, shared email templates, team job aids, and mortgage lead distribution lists
• Prioritize internal and external client and customer relationships by maintaining real time communications and follow up for all questions and concerns.

Required qualifications, capabilities and skills

• You must exhibits ability to work effectively in a team environment by prioritizing support and service, partnerships, and business needs, first.
• Your willingness to take on new tasks and responsibilities as business needs and capacity fluctuates.
• Ability to work in a fast-paced environment and adaptable to change. (market fluctuations and competing priorities)
• Proficient in Microsoft Office (Outlook, Excel, Word) with the ability to work with multiple applications at the same time.
• Strong problem-solving, communication and listening skills, and pays attention to detail.
• Supports a winning team culture by demonstrating helpfulness, empathy, and a positive attitude.
• Uses time effectively by understanding what will help or hinder progress and directing efforts toward value-added activities.
• Strong adherence to compliance regulations.
• High School Diploma or GED required.

Preferred qualifications, capabilities and skills

• Familiarity with Mortgage Originations or Servicing systems and processes.
• Prior experience with Billing, Accounts Payable, & Accounts Receivable.
• Microsoft Access Database familiarity.

Work Schedule

• Candidates must be willing and able to work schedules that support our Sales Teams’ operating hours; including Monday through Friday, 8am – 5pm local time, as well as certain holidays and weekends (on rotation)

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