DescriptionIntroductory market language
Take a lead role in acquiring managing and retaining meaningful relationships that deliver outstanding experience to our customers
Job Summary
As a Wealth Management Mortgage Operations Closing Analyst within our Mortgage Solutions team you will be responsible for sourcing fees preparing closing documents reviewing conditions and working directly with various partners to close transactions. You will gain a comprehensive understanding of the origination cycle regulations and mortgage documents. Your role will require excellent communication interpersonal analytical and problemsolving skills and the ability to work in a fastpaced high production environment. You will be expected to demonstrate client service excellence adhere to all fair lending practices and achieve work goals for productivity quality and turnaround time.
Job Responsibilities
- Source and disclose all applicable fees from the title company and other vendors to the client within the regulatory timeframe.
- Prepare closing documents in accordance with state regulatory and internal guidelines ensuring a thorough understanding of their at the closing table.
- Review and ensure all credit and noncredit conditions are met.
- Collaborate with Mortgage solutions vendors and internal/external partners to successfully close and fund the transaction.
- Develop a comprehensive understanding of the origination cycle regulations and all relevant mortgage documents.
- Provide excellent client service and demonstrate proficiency in reviewing loan details and documentation for regulatory compliance.
- Resolve complex problems by identifying innovative solutions addressing documentation deficiencies and communicating findings clearly while ensuring accurate disbursement of funds and adherence to J.P. Morgans fair lending practices. Prioritize workflows to achieve and exceed productivity quality and turnaround time goals.
Required qualifications capabilities and skills
- Possess excellent communication interpersonal analytical and problemsolving skills.
- Have a solid understanding of mortgage documents and the mortgage origination life cycle with past exposure to regulatory state and federal guidelines.
- Demonstrate expertise in exception handling and challenging the status quo.
- Capable of working independently in a fastpaced highproduction environment consistently meeting or exceeding targets for volume timing and quality.
- Ability to communicate effectively motivate others and foster a highperformance work environment while learning adapting and achieving proficiency quickly.
- Exhibit strong coordination and teamwork skills both internally and across teams with effective time management flexibility and adaptability to changes.
- Show a strong commitment to customer service and teamwork contributing to highperforming teams with proficiency in MS Office and willingness to work North America schedules including adjustments for Daylight Savings Time.
Required Experience:
IC