Wealth Management Mortgage Solutions Analyst
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Job Location:
Monthly Salary:
Posted on:
17-10-2025
Vacancies:
1 Vacancy
Department:
Job Summary
Leverage your analytical skills and industry knowledge to enhance client satisfaction and operational efficiency. Youll 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. Youll 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 owners 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 SpecialistsClient 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:
- Bachelors 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
Required Experience:
IC
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About Company
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 ov ... View more
