Mortgage Solutions Specialist

JPMorgan Chase • Chicago, IL • 2h ago

Ke y Responsibilities include:

Joint ownership with senior Mortgage Specialists in advising and delivering residential real estate solutions for JP Morgan Private Bank Clients

Daily proactive management of loan origination process , including: liaising with clients, coordinating with key internal partners, third parties (attorneys, title companies, CPAs, etc); submission of mortgage applications, completing pricing analyses, and 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

Followin g on-the-job training :

Identify and structure mortgage loan opportunities during conversations with clients, Bankers and/or other integrated team members

Analyze 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

Serve as a Subject Matter Expert for our clients and internal partners

Partner with senior Mortgage Specialists to market and promote JP Morgan's mortgage solutions platform to JP Morgan banking partners, clients, prospects, and third-party centers of influence

Ke y Requirements

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)

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 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

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