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Wealth Management, Mortgage Business Analyst - Associate at JPMorgan Chase Bank, N.A.

Posted in General Business 8 days ago.

This job brought to you by eQuest

Type: Full-Time
Location: Downers Grove, Illinois

Job Description:

The Wealth Management Mortgage Center provides end to end mortgage origination in all 50 states for Wealth Management clients with unique needs. Our loans are generally complex transactions due to the financial diversity and sophistication of the client base. Our clients expect the highest levels of quality service throughout the process, resulting in an exceptional client experience.

The Mortgage Business Analyst, will be an integral part of the WM Mortgage Center Operations teams and will manage the day-to-day operational aspect of balancing department objectives while providing process and pipeline management support. The ideal candidate will possess mortgage origination experience, a strong aptitude for analysis to ensure optimal management and performance, and a strong background in mortgage controls and regulatory requirements.

Primary Responsibilities

  • Strong interest in new technology and trends with the ability to relate concepts to practical application.
  • Demonstrated knowledge of using statistical and/or digital methods to improve business processes
  • Self-starter; with the ability to solve problems creatively and deliver results while working in a dynamic, collaborative, and challenging environment

  • Supports the fulfillment team with project management, analysis and requirements gathering for new development and integration projects
  • Develops project requirements, assigns priorities, establishes deadlines, and tracks problems while ensuring capacity within the operations team is properly assessed
  • Closely works with Systems Project team for prioritization of system enhancement that directly impacts the operations work flow
  • Initiate the design and development of pipeline management/monitoring tools and dashboards and work with IT and MIS for execution
  • Research, gather, arrange, compile, summarize and evaluate data in recommending solutions
  • Ability to take initiative and work with a high degree of autonomy
  • Effectively partners with diverse array of constituents in order to deliver high quality work in a deadline driven and fast paced environment
  • Facilitate/lead/participate in meetings at the business, operational and project levels
  • Participates in projects related to productivity improvements, compliance, and other matters as needed
  • Is a trusted resource, generating creative solutions/fresh approaches to internal and external client issues
  • Must be a great team player with a high degree of flexibility, prepared to work in a deadline-driven and fast paced environment
  • Facilitate/lead/participate in meetings at the business, operational and project levels
  • Ability to take initiative and work without constant supervision


  • Minimum 5 years of experience in residential mortgage operations, residential mortgage process improvement, analytics, or technology roles
  • Demonstrated ability in process and pipeline management with extensive experience in residential Mortgage Operations (i.e. underwriting, processing and controls)
  • Extensive process, policy, systems, procedural and reporting knowledge within the mortgage industry
  • Project management and business analysis skills are required.
  • Ability to manage, organize, and control activities of projects that may be complex in scope
  • Ability to manage and maintain productivity during peak periods, high volumes, and stressful situations.
  • Ability to multitask, reprioritize tasks throughout the business and adapt well to changes in the work environment
  • Strong organizational, triage and prioritization skills with strong attention to detail
  • Ability to identify gaps and opportunities for process improvement
  • Ability to understand the customer viewpoint and experience in order to deliver results and solutions to the customer
  • Excellent verbal and written communication skills required with the ability to effectively train others as needed
  • Ability to effectively communicate across all levels with the ability to provide Senior Management updates, as well as necessary escalations
  • Proficiency with Microsoft Office tools with particular skill with Excel, PowerPoint and VISIO.
  • Knowledge and understanding of federal, state and local residential mortgage regulations preferred
  • BS/BA or equivalent preferred
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. 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