What are the responsibilities and job description for the Chase Home Lending Correspondent Client Relationship Manager position at JPMorganChase?
Job Description
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 Relationship Manager (CRM) for Correspondent Lending you will be responsible for prospecting, owning and growing strategic relationships with correspondent clients (Independent Mortgage Bankers and Financial Institutions). You will facilitate production growth, optimize strategic initiatives and oversee overall correspondent relationships. You will also serve as the primary point of contact and trusted advisor, developing a deep understanding of client’s objectives, operating model and growth priorities. You will develop strategies and actionable plans that deliver the full value of Chase as an investor. The role advances business opportunities and coordinates engagement across cross‑functional internal partners to ensure cohesive execution and best in class client experience.
Job responsibilities
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.
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 Relationship Manager (CRM) for Correspondent Lending you will be responsible for prospecting, owning and growing strategic relationships with correspondent clients (Independent Mortgage Bankers and Financial Institutions). You will facilitate production growth, optimize strategic initiatives and oversee overall correspondent relationships. You will also serve as the primary point of contact and trusted advisor, developing a deep understanding of client’s objectives, operating model and growth priorities. You will develop strategies and actionable plans that deliver the full value of Chase as an investor. The role advances business opportunities and coordinates engagement across cross‑functional internal partners to ensure cohesive execution and best in class client experience.
Job responsibilities
- Serve as the primary relationship owner establishing executive‑level and day‑to‑day contacts for assigned clients
- Develop deep understanding of client strategies and align Chase’s value proposition to their business objectives
- Conduct volume analysis to identify opportunities; design and execute client-level strategies to increase share
- Educate client Production Leads and other functional areas on Chase products and processes
- Identify risks through interactions with all levels of the client, responding to requests from Risk and facilitating the resolution of all client risk events (negative news, legal actions, poor performance)
- Prospect and build the active client base by sourcing, qualifying and facilitating the approval process for new clients
- Lead client focused strategies by leveraging the full suite of JPMC products and services
- Influence and advocate for policy and process changes that support client needs and improve the client experience
- Participate actively in in-person client meetings, regional and national events
- Mentor junior team members by sharing best practices, providing coaching, and supporting development
- Bachelor’s degree in Business, Finance or related field (or equivalent experience)
- 10 years in mortgage/correspondent lending, capital markets, secondary marketing or client/account management
- Deep understanding of Business to Consumer/Correspondent channel, loan delivery, purchase processes and agency/investor requirements
- Working knowledge of operational policies and practices to effectively represent Chase processes
- Success in managing a portfolio of clients with measurable production growth
- Excellent communication and executive presentation skills
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.
Salary : $158,550 - $319,200