Lending Assistant - Los Angeles/Orange County CA
Listed on 2026-07-09
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Finance & Banking
Regulatory Compliance Specialist, Wealth Management
Join our fun, high-energy team as a Home Lending Assistant in Chase Home Lending. You will serve as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you with demonstrated knowledge of home lending products. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase, and you will have a unique opportunity to grow your career while making a significant impact on our business.
Responsibilities- Utilize your understanding of the home loan process to take all initial inquiry calls for prequalification, take complete applications, request documentation from borrowers and review with Home Loan Advisor(s).
- Discuss products and pricing at the request of, or in the absence of, the Home Lending Advisor(s).
- Proactively review complex files to identify potential problems with loan applications and arrive at workable solutions with the Home Lending Advisor(s) prior to submission to processing.
- Manage pipeline, consistently communicating updates to Home Lending Advisor(s) on pipeline status and updating borrowers and builders on status of loans while preventing pipeline fallout and quote rate to pipeline floats.
- Act as a liaison between Home Lending Advisor(s), branch, processing center (if applicable), and a group of established realtors (20‑30) to coordinate submissions and closings to allow the Home Lending Advisor(s) to concentrate on generating new business.
- Coordinate and manage marketing to buyers, sellers, realtors, and builders; assist in staffing Realtor/builder open houses and trade shows.
- Establish with Home Lending Advisor(s) the annual number of loans required to fund and close and/or incremental increase in the Advisor(s)' annual production; if applicable, support the Advisor(s) to achieve high usage of laptop originations.
- Bachelor's degree or equivalent work experience in sales and/or real estate
- A minimum of four years' work experience in mortgage loan processing
- Intermediate computer skills (familiar with MS Office products or similar software)
- Excellent customer service skills
- Excellent written/oral communication
- Excellent organization skills
- Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand
- Marketing and advertising experience
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