Wealth Management Mortgage Solutions Analyst

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

ABOUT US

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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.

ABOUT THE TEAM

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.