Account Specialist II - Lease to Loan
New
J
JPMorgan Chase & Co.Financial Services
PhilippinesFull-TimeMiddle
Salary not disclosed
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Job Details
- Required Skills
- CRMCustomer support
Requirements
- Experience providing customer support in a financial services, automotive, or related environment
- Strong verbal and written communication skills, including the ability to explain processes and requirements clearly
- Strong attention to detail and organizational skills to manage documentation and application steps accurately
- Ability to manage multiple priorities independently in a fast-paced, customer-facing setting
- Proficiency with standard productivity tools and customer relationship management systems
- Experience supporting auto lending or lease-end servicing processes (preferred)
- Experience reviewing documentation for completeness and accuracy in a regulated environment (preferred)
- Experience handling high-volume phone interactions while maintaining service quality (preferred)
- Familiarity with loan disclosures, customer communications, and process controls (preferred)
Responsibilities
- Respond to inbound and outbound customer calls related to lease-to-loan requests and general account questions
- Guide customers through application steps, required documentation, and next actions to support on-time completion
- Monitor application status and follow up on missing or incomplete information to keep processing on track
- Communicate decisions, disclosures, and key terms in a clear, customer-friendly manner while following required procedures
- Verify loan and closing details for completeness and accuracy prior to document preparation
- Escalate or route requests to the appropriate internal teams to support efficient resolution and customer satisfaction
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