Operations Specialist II - (AZ - FL)

Join our dynamic team as an Operations Specialist II in the Project Approval Group (PAG) within Chase Mortgage Banking.

Be the key player in ensuring seamless project documentation and customer satisfaction.

As an Operations Specialist II in the Project Approval Group (PAG) within Chase Mortgage Banking, you will be responsible for the collection and review of essential project documentation, ensuring completeness and accuracy.

Your role is crucial as the main point of contact for customers, requiring a sense of urgency and teamwork to deliver exceptional service.

Job Responsibilities


* Prepare and move loans to PAG Underwriting in a timely manner for final underwriting.


* Complete loan submissions and update the conversation log as needed.


* Work directly with Management Agents/HOA/Developers to ensure high customer satisfaction.


* Order, review, and submit Condo/Coop and Attached PUD documents before submission to underwriting.


* Check alternative documentation for accuracy and potential problems.


* Manage pipeline effectively.

Required Qualifications, Capabilities, and Skills


* Experience in mortgage loan processing (conventional and government, purchase and refinance, FHA/VA) with a minimum of 1+ years.


* Strong customer service skills and ability to manage difficult conversations to a successful outcome.


* Ability to manage pipeline daily while meeting monthly production and quality goals.


* High school diploma or equivalent required.

Preferred Qualifications, Capabilities, and Skills


* Solid analytical and problem-solving skills.


* Excellent organizational and time management skills with the ability to prioritize.


* Excellent written and verbal communication skills.


* Strong computer skills, familiar with Microsoft Windows and Microsoft Office software.

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 benef...