Mortgage Specialist - Global Private Bank Mortgage Solutions

About J.P. Morgan

JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.

About Wealth Management

With more than 160 years of experience, J.P. Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to high net worth individuals and families around the world. Our teams deliver highly customized and comprehensive solutions to help clients with the many complexities they face on their balance sheets.  The Private Bank is involved with every facet of wealth management, including investments, liquidity and credit management, and tax and estate planning. 

About Mortgage Solutions

The Global Private Bank Mortgage Solutions team delivers customized, complex mortgage lending solutions to clients. Mortgage Specialists work with Bankers, Lending Specialists, Financial Advisors, and additional members of the integrated team to deliver sophisticated lending solutions and excellent service to clients. 

Role Overview

Job Responsibilities:

• Support Mortgage Specialists located in the United States (US) in managing the mortgage pipeline, including but not limited to: submitting applications, amendments, collecting material information for processing and underwriting and providing post funding support.  
• Partner with clients, banking teams, third party vendors, and Operations to ensure all client’s requirements to originate a mortgage are collected promptly and processed accurately (e.g., home owner’s insurance, title contacts, ownership structure, power of attorney and legal entity documents).
• Ability to own and manage end-to-end mortgage pipeline; respond to inquiries with a sense of urgency and ensure deadlines are met and within the code of conduct
• Assist with the underwriting development process by answering underwriting inquiries.
• Assist in maintenance of the portfolio and identify mortgage opportunities (Covenants, insurance, maturing loans, excess equity, general client enquiries) 
• Play support role in driving business initiatives and collaborate across functions effectively (Operations, Treasury, Marketing, Compliance, Banking teams, etc) 
• Identify and execute on process improvement opportunities; present fact-based findings to identify issues, explain root-cause and propose compelling solutions

Required qualifications, capabilities, and skills

• Highly self-motivated individual with a strong solutions orientation: able to concisely articulate and explain needs and recommend solutions
• Bachelor's degree required with minimum of 1 year work experience in the financial services industry and US mortgage experience
• Excellent communication skills (both verbal and written) with attention to detail
• Superior multi-tasking and organizational skills, including end-to-end task ownership
• Ability to perform well in a deadline-driven, fast-paced environment
• Proficiency in Microsoft software applications (specifically Outlook, Excel, PowerPoint)
• Ability to collaborate effectively with internal and external partners, stakeholders and clients
• Flexible to work any shifts including night shift (US Hour)

JPMorgan Chase & Co., 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 over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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 practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.