Wealth Management Mortgage Operations Processing Specialist
Join a team where your attention to detail and problem-solving skills make a real impact for Private Bank clients. As a Wealth Management Mortgage Processing Specialist, you'll play a key role in ensuring mortgage applications are processed accurately and efficiently. This is your chance to grow your career, collaborate with experts, and develop specialized knowledge in wealth management. Experience a supportive environment that values your initiative and drive for excellence. Unlock new opportunities and advance your professional journey with us.
As a Wealth Management Mortgage Processing Specialist within our Private Bank team, you process mortgage applications and ensure all documentation is complete and accurate. You coordinate with internal and external partners to facilitate the mortgage origination process and maintain compliance with regulatory requirements. You demonstrate accuracy, meet time-sensitive deadlines, and proactively solve problems in a high-production environment. Together, we strive for excellence and support each other in meeting our goals. Join us to make a meaningful difference for our clients and our firm.
Job responsibilities
- Process mortgage applications and simultaneous HELOCs
- Obtain all required third-party and vendor information
- Engage with Underwriting, Rate Lock, Closing, Quality, and Mortgage Solutions teams
- Communicate with internal and external groups to resolve issues
- Obtain clear to close from quality and remediate all QC findings
- Submit files to closing in accordance with federal and state regulatory requirements
- Validate required documents and disclosures for accuracy
- Coordinate with stakeholders to facilitate the mortgage origination process
- Meet time-sensitive deadlines and production targets
- Maintain compliance with all regulatory controls
- Act independently in a high-production environment
Required qualifications, capabilities, and skills
- Possess two or more years of experience in U.S. mortgage loan originations
- Demonstrate excellent written and verbal communication skills
- Show proficiency in analyzing documents such as Title, Home Owners Insurance, Flood, and Appraisal
- Exhibit experience in production management, work allocation, prioritization, exception handling, and process documentation
- Act independently and meet tight deadlines in a high-production environment
Preferred qualifications, capabilities, and skills
- Hold a bachelor's degree
- Demonstrate willingness to work flexible schedules
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 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 benefits will be provided during the hiring process.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
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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.
Perks and Benefits
Health and Wellness
Parental Benefits
Work Flexibility
Office Life and Perks
Vacation and Time Off
Financial and Retirement
Professional Development
Diversity and Inclusion