Mortgage Solutions Specialist
JPMorgan Chase & Co., Chicago, IL, United States
Key Responsibilities
Joint ownership with senior Mortgage Specialists in advising and delivering residential real estate solutions for JP Morgan Private Bank Clients
Daily proactive management of the loan origination process, including: liaising with clients, coordinating with key internal partners, third parties (attorneys, title companies, CPAs, etc); submission of mortgage applications, completing pricing analyses, and coordinating all steps needed for an efficient and timely closing of each deal.
Respond efficiently and effectively to client and internal inquiries
Assist with the underwriting development process, including identifying thorough financial packages for underwriting purposes, proactively identifying and solutioning potential underwriting issues, and detailed credit risk analysis.
Ensuring client needs and expectations are consistently met and/or exceeded
Respond to data quality questions and research/resolve all issues
Following on-the-job training
Identify and structure mortgage loan opportunities during conversations with clients, Bankers and/or other integrated team members
Analyze client balance sheets and cash flow to formulate a mortgage solution that meets the client’s needs and is consistent with the firm’s risk parameters
Coordinate the application, origination and closing process end-to-end, including receipt of all necessary documentation from clients and/or Bankers
Serve as a Subject Matter Expert for our clients and internal partners
Partner with senior Mortgage Specialists to market and promote JP Morgan’s mortgage solutions platform to JP Morgan banking partners, clients, prospects, and third-party centers of influence
Key Requirements
Excellent communication skills (verbal and written)
Excellent time management and organizational skills; sense of urgency & critical thinking
Ability to handle a high volume of client and Banker communication and requests for information while multi-tasking
Self-motivated and ability to facilitate change
Ability to consistently deliver accurate and organized work
Exemplary professional disposition, presence, punctuality and ownership over professional development
Strong partnership and relationship building skills to work effectively with internal teams (Bankers, Lending Specialists, Underwriters, etc) and external constituents as needed for each transaction
Proficiency in Microsoft software applications (Excel, Word, Outlook, Teams, PowerPoint)
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Joint ownership with senior Mortgage Specialists in advising and delivering residential real estate solutions for JP Morgan Private Bank Clients
Daily proactive management of the loan origination process, including: liaising with clients, coordinating with key internal partners, third parties (attorneys, title companies, CPAs, etc); submission of mortgage applications, completing pricing analyses, and coordinating all steps needed for an efficient and timely closing of each deal.
Respond efficiently and effectively to client and internal inquiries
Assist with the underwriting development process, including identifying thorough financial packages for underwriting purposes, proactively identifying and solutioning potential underwriting issues, and detailed credit risk analysis.
Ensuring client needs and expectations are consistently met and/or exceeded
Respond to data quality questions and research/resolve all issues
Following on-the-job training
Identify and structure mortgage loan opportunities during conversations with clients, Bankers and/or other integrated team members
Analyze client balance sheets and cash flow to formulate a mortgage solution that meets the client’s needs and is consistent with the firm’s risk parameters
Coordinate the application, origination and closing process end-to-end, including receipt of all necessary documentation from clients and/or Bankers
Serve as a Subject Matter Expert for our clients and internal partners
Partner with senior Mortgage Specialists to market and promote JP Morgan’s mortgage solutions platform to JP Morgan banking partners, clients, prospects, and third-party centers of influence
Key Requirements
Excellent communication skills (verbal and written)
Excellent time management and organizational skills; sense of urgency & critical thinking
Ability to handle a high volume of client and Banker communication and requests for information while multi-tasking
Self-motivated and ability to facilitate change
Ability to consistently deliver accurate and organized work
Exemplary professional disposition, presence, punctuality and ownership over professional development
Strong partnership and relationship building skills to work effectively with internal teams (Bankers, Lending Specialists, Underwriters, etc) and external constituents as needed for each transaction
Proficiency in Microsoft software applications (Excel, Word, Outlook, Teams, PowerPoint)
#J-18808-Ljbffr