Closing Specialist III - PHX at JPMorgan Chase Bank, N.A.

Posted in General Business 2 days ago.

This job brought to you by eQuest

Type: Full-Time
Location: Phoenix, Arizona

Job Description:

Core Competencies

Excellent verbal and written communication skills

Empathizes, enjoys, and is effective at working with customers

Understands and works to resolve customer issues in a timely manner

Ability to multitask and manage multiple items in a queue

Communicates clearly and regularly with customers

Proficient in the technical components of the job

Demonstrates a determination to get the job done right the first time

Demonstrates a sense of urgency


Works well under pressure

Able to build relationships quickly

Demonstrates ownership and follow through

Ability to research and understand the load process

Has a thorough understanding of the end-to-end mortgage loan process

Principal Duties and Responsibilities (in order of importance)

Working with the customer and/or settlement agent to cure all post signing related issues or concerns

Communicating to the settlement agent or closing attorney to verify that funds can be disbursed

Retrieve disbursement delay monetary shortages from settlement agents

Communicate with vendor, such as the settlement agent concerning issues with documents not being signed or signed in-correctly, or a Schedule A condition not being met

Review the preliminary and final HUD-1 settlement statements validating the fees are accurate and acceptable

Analyze and notate documentation that is outstanding

Verify receipt of all closing documents to ensure they are correct and have been executed properly

Work with the settlement agent to make any necessary revisions to the HUD-1 settlement statement and come to an agreement on the fees contained within the final HUD-1 settlement statement

Responsible for all wire reconciliation and communicating with settlement agents and vendors on any wire issues.

Providing back up for the Hotline or Coverage roles for Closing Specialist I roles as needed

Knowledge and Experience

High school diploma or equivalent

Minimum of 3 to 5 years of experience in mortgage closing or processing working experience in conventional, FHA and VA financing

A minimum of 3 years customer service experience that includes a minimum of 1 year of direct phone experience working with customer and real estate agents

Possess strong attention to detail and strong problem solving skills

Ability to work in a fast paced environment

Ability to prioritize competing tasks

Basic office and computer skills, including Microsoft Office Suite

Ability to work independently or as part of a team

Strong teamwork and customer service skills required

Able to understand and explain HUD 1 settlement statement preferredChase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans