Maintain an active knowledge of Chase home lending products, as well as local housing assistance programs and grants available for down payment and/or closing cost assistance • Promoting mortgage products to existing Chase customers and to other customers in the community you serve, continually engaging with a pipeline of customers 'not mortgage ready' for home ownership through education and counseling processes until they are ready to apply, while maintaining compliance with current lending guidelines and Chase policies • Act as the internal and external mortgage expert, conduct productive activities that promote mortgage loan originations with external relationships in the community you serve • Partner with the branch team, by providing training on products and services, meeting with their customers and introducing new clients to bankers for additional products and services • Create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing and other marketing efforts • Serve as the single point of contact through the customer mortgage loan origination process while being adept at addressing customer concerns and reservations, explaining financial terms and requirements, coordinating with partners and stakeholders, troubleshooting and tackling obstacles, and tracking progress from initial engagement to application through closing. Knowledge of real estate market in local area and the ability to build new external referral sources and networks (e.g., realtors, nonprofits, community groups, civic/professional organizations required) Track record of customer satisfaction as demonstrated in customer satisfaction scores and customer comments Superior written and verbal communication skills for preparing and presenting in your community outreach when providing homeowner education and demonstrating knowledge while working with community-based nonprofits, community groups, consumer advocacy groups, and civic/professional groups.