▷ (15h Left) Wealth Management Mortgage Solutions Analyst

3 weeks ago

Mumbai, India JP Morgan Chase & Co. Full time

Job Description Leverage your analytical skills and industry knowledge to enhance client satisfaction and operational efficiency. You'll play a key part in maintaining a dynamic loan portfolio and fostering continuous improvement. As a Wealth Management Mortgage Solutions Analyst in the Wealth Management Mortgage Solutions team, you partner with Mortgage Specialists and Operations to manage the full mortgage lifecycle. You'll apply your financial-services expertise to drive process enhancements, deliver exceptional service, and maintain compliance from application through post-funding portfolio administration. Job Responsibilities: - Partner with Mortgage Specialists to manage the end-to-end mortgage pipeline, including but not limited to: submitting applications, amendments, collect material information for processing and underwriting and provide post funding support. - Respond to all inquiries on any and all applications in pipeline promptly. - Ensure all service-level agreement processes and deadlines are met in compliance and within the code of conduct - Coordinate with Mortgage Operations to ensure all requirements for home owner's insurance, title contacts, ownership structure, power of attorney and legal entity documents are accurately completed in a timely manner. - Support the underwriting development process by researching and answering underwriting inquiries - Own and operate the mortgage pipeline independently - Assist in portfolio maintenance by monitoring covenants, insurance renewals, maturing loans, and general client inquiries - Partner with senior Mortgage Specialists,Client Advisors and Lending Solutions on all residential real estate transactions or queries - Drive continuous improvement initiatives to enhance operational efficiency and client satisfaction Required Qualifications, Capabilities, and Skills: - Bachelor's degree plus 3+ years of experience in the financial services industry with U.S. mortgage experience - Excellent verbal and written communication skills with strong attention to detail - Superior time management and organizational abilities in a high-volume, high-pressure environment - Self-motivated change agent with the ability to facilitate process improvements - Proficiency in Microsoft Excel and PowerPoint for data analysis and presentation - Ability to collaborate effectively with internal and external partners, stakeholders, and clients - Flexibility to work any shift, including late EMEA hours (from 3:30 pm onwards Preferred Qualifications, Capabilities, and Skills: . Comfort operating in a highly regulated environment with frequent process updates . Mortgage Underwriting experience is a plus . MBA or relevant advanced degree

  • JP Morgan Chase

    2 weeks ago

    Mumbai, India JP Morgan Chase Full time

    Description: Leverage your analytical skills and industry knowledge to enhance client satisfaction and operational efficiency. You'll play a key part in maintaining a dynamic loan portfolio and fostering continuous improvement. As a Wealth Management Mortgage Solutions Analyst in the Wealth Management Mortgage Solutions team, you partner with Mortgage...

  • Mortgage Underwriting Analyst

    3 weeks ago

    Mumbai, India JPMorganChase Full time

    Job Description Job Description Are you ready to make a significant impact in private banking At JPMorgan Chase, we seek a dedicated and detail-oriented Underwriting QC Analyst for our Private Banking Mortgage team. Your expertise in Accounting, Banking & Finance, Mathematics, and US mortgages will help us uphold the highest standards of credit risk...

  • Senior Wealth Manager

    2 weeks ago

    Mumbai, Maharashtra, India Nuvama Wealth Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    Company DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role located in Mumbai for a Senior Wealth Manager. The Senior Wealth Manager will be responsible for developing comprehensive financial plans, managing investment portfolios, and providing investment advice. The incumbent will also be responsible for evaluating...

  • Wealth Manager

    2 weeks ago

    Mumbai, India Stack Wealth Full time

    About us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...

  • Wealth Manager

    2 weeks ago

    Mumbai, Maharashtra, India Stack Wealth Full time ₹ 10,00,000 - ₹ 30,00,000 per year

    About us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India's emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...

  • Private Wealth Manager

    1 week ago

    Mumbai, Maharashtra, India SMIFS Wealth Management Ltd Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Position: Wealth Advisor – HNI/UHNI SegmentLocation: Mumbai, IndiaExperience: 3–15 years in Wealth/Private Banking/Investment AdvisoryCTC: As per industry standards (Expected revenue generation: 3x of fixed salary)About the RoleWe are looking for a dynamic and entrepreneurialWealth Advisorto join our fast-growing private wealth management team. This role...

  • 15h Left: Manager – Wealth

    4 days ago

    Mumbai, India RenewBuy Full time

    Job Description Job Summary: We are seeking a dynamic and results-driven Relationship Manager to manage high-value client relationships and offer personalized life insurance solutions to HNIs and affluent customers. The role involves meeting clients, understanding their financial and insurance needs, and recommending suitable life insurance and allied...

  • Wealth Manager

    2 weeks ago

    Mumbai, Maharashtra, India JM Financial Ltd Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Company DescriptionJM Financial Ltd is an integrated and diversified financial services group. The Group's primary businesses include investment banking, institutional equities, private equity funds, private wealth management, mortgage lending, and asset reconstruction. Additionally, JM Financial provides an integrated investment platform to individual...

  • Wealth Manager

    4 weeks ago

    Mumbai, Maharashtra, India, Maharashtra Stack Wealth Full time

    About us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...

  • Mortgage Disclosure Analyst

    2 weeks ago

    Mumbai Metropolitan Region, India UBS Full time

    Job Reference #324648BRJob TypeFull TimeYour roleYour role :The Disclosure Specialist is accountable for managing and overseeing the residential mortgage disclosure process, ensuring compliance with all regulatory requirements and Firm policies. Your role involves preparing, reviewing, and delivering required disclosures to clients within specified...