Mortgage Specialist Analyst
JPMorgan Chase, 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 and third parties (attorneys, title companies, CPAs, etc); submission of mortgage applications, completion of pricing analyses, and coordination of 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 solving 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
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 multitasking
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)
Compensation and Benefits We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in cash and/or forfeitable equity, awarded for individual achievements. A range of benefits is available, including comprehensive health‑care coverage, on‑site 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.
Equal Opportunity Statement 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 and 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/Veteran.
#J-18808-Ljbffr
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 and third parties (attorneys, title companies, CPAs, etc); submission of mortgage applications, completion of pricing analyses, and coordination of 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 solving 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
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 multitasking
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)
Compensation and Benefits We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in cash and/or forfeitable equity, awarded for individual achievements. A range of benefits is available, including comprehensive health‑care coverage, on‑site 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.
Equal Opportunity Statement 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 and 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/Veteran.
#J-18808-Ljbffr