AWM- Mortgage Specialist Analyst
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Job Location:
Chicago, IL - USA
Monthly Salary:
Not Disclosed
Posted on:
2 days ago
Vacancies:
1 Vacancy
Job Summary
JPM Private Bank Mortgage Solutions Mortgage Specialist Analyst
J.P. Morgan Asset & Wealth Management with client assets of $4.0 trillion is a global leader in investment and wealth management. Its clients include institutions high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities fixed income alternatives multi-asset and money market funds. For individual investors the business also provides retirement products and services brokerage and banking services including trusts and estates loans mortgages and deposits.
J.P. Morgan Wealth Management serves clients across the entire wealth spectrum. It includes the Private Bank and select J.P. Morgan Advisors mortgage business which serve high net worth and ultra-high net worth clients and Chase Wealth Management serving mass affluent and affluent clients.
The Mortgage Solutions business is a top 10 Jumbo Mortgage Originator in the US with $70 billion in outstanding mortgage balances and exclusively serves the clients of the JPMorgan Private Bank and J.P. Morgan Wealth Management businesses.
Global Mortgage Solutions business is a leading mortgage provider to Ultra High & High Net Worth Global Private Bank clients servicing our global clients for their residential mortgages needs secured by properties in the US UK and French markets. The Global Mortgage Solutions team includes a large team of Mortgage Specialists in multiple global locations who work with clients and bankers to guide them in their home lending financing needs and a global mortgage product team managing the products that enable our business.
KeyResponsibilities include:
- Joint ownership with senior Mortgage Specialistsinadvising and delivering residential real estate solutions for JP Morgan Private Bank Clients
- Daily proactive management of loan origination processincluding:liaising with clients coordinating with key internal partners third parties (attorneys title companies CPAs etc);submissionofmortgageapplicationscompletingpricinganalysesand 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
- Analyzeclientbalancesheetsandcashflowtoformulateamortgagesolutionthatmeetstheclientsneedsandis consistentwiththefirmsriskparameters
- 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 Morgans mortgage solutions platform to JP Morgan banking partners clients prospects and third-party centers of influence
KeyRequirements
- 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)
Required Experience:
IC
Key Skills
- Loan Origination
- Sales Experience
- Microsoft Office
- Financial Services
- Customer Service
- Organizational skills
- Communication skills
- Military Experience
- Fair Housing Regulations
- Inside Sales
- Outside Sales
- Word Processing
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
