The Global Wealth Management Mortgage Advisory team delivers customized, complex mortgage lending solutions to GWM clients. Mortgage Advisors work with Bankers, Capital Advisors, Financial Advisors and additional members of the integrated team to deliver sophisticated lending solutions and excellent service to GWM clients.
The Mortgage Analyst works in support of a Mortgage Advisor in originating and funding Mortgage applications.
Key Responsibilities include:
Support Mortgage Advisors in managing application pipelines, including: submission of mortgage applications into the system, completing pricing tools, deal worksheets, etc.
Respond rapidly to client and internal inquiries on mortgages and HELOCs
Respond to data quality questions and research/resolve all issues
Assist with the underwriting development process by following-up on underwriting inquiries
Following on-the-job training:
Identify and structure mortgage loan opportunities during conversations with clients, Bankers and/or other integrated team members
Analyze noncomplex client balance sheets and cash flow to formulate a mortgage solution that meets the client's needs and is consistent with the firm's risk parameters
Coordinate the application, origination and closing process end-to-end, including receipt of all necessary documentation from clients and/or Bankers
Fluent in Spanish
Excellent communication skills (both verbal and written)
Excellent time management & organizational skills
Ability to handle a high volume of client and Banker/Capital Advisor communication and requests for information
Self motivator and ability to facilitate change
Proficiency in Microsoft software applications (Excel, Word, Outlook), as well as a knowledge of the various JPMorgan systems
Strong partnership skills to work effectively with internal teams (Bankers, Capital Advisors, Underwriters, etc.) and external constituents as needed for each transaction
SAFE Act This position will require / requires National Mortgage Licensing System and Registry (NMLS) registration under the terms of the Safe Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register via the NMLS registry or re-register and move your previous registration to JP Morgan Chase's registration rolls. Your continued employment in this position with JPMorgan Chase is contingent upon successful registration after your start date and annual re-registration thereafter. In addition, information obtained during the registration process may impact your employment with the firm.
Further information about the registry and the requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspxJPMorgan 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.