Wealth Management Mortgage Operations Processing Specialist III

JPMorgan Chase • Chicago, IL • 4h ago

Join a team where your attention to detail and problem-solving skills make a real impact for Private Bank clients. As a Wealth Management Mortgage Processing Specialist, you'll play a key role in ensuring mortgage applications are processed accurately and efficiently. This is your chance to grow your career, collaborate with experts, and develop specialized knowledge in wealth management. Experience a supportive environment that values your initiative and drive for excellence. Unlock new opportunities and advance your professional journey with us.

As a Wealth Management Mortgage Processing Specialist within our Private Bank team, you process mortgage applications and ensure all documentation is complete and accurate. You coordinate with internal and external partners to facilitate the mortgage origination process and maintain compliance with regulatory requirements. You demonstrate accuracy, meet time-sensitive deadlines, and proactively solve problems in a high-production environment. Together, we strive for excellence and support each other in meeting our goals. Join us to make a meaningful difference for our clients and our firm.

Job responsibilities

Process mortgage applications and simultaneous HELOCs

Obtain all required third-party and vendor information

Engage with Underwriting, Rate Lock, Closing, Quality, and Mortgage Solutions teams

Communicate with internal and external groups to resolve issues

Obtain clear to close from quality and remediate all QC findings

Submit files to closing in accordance with federal and state regulatory requirements

Validate required documents and disclosures for accuracy

Coordinate with stakeholders to facilitate the mortgage origination process

Meet time-sensitive deadlines and production targets

Maintain compliance with all regulatory controls

Act independently in a high-production environment

Required qualifications, capabilities, and skills

Possess two or more years of experience in U.S. mortgage loan originations

Demonstrate excellent written and verbal communication skills

Show proficiency in analyzing documents such as Title, Home Owners Insurance, Flood, and Appraisal

Exhibit experience in production management, work allocation, prioritization, exception handling, and process documentation

Act independently and meet tight deadlines in a high-production environment

Preferred qualifications, capabilities, and skills

Hold a bachelor's degree

Demonstrate willingness to work flexible schedules

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.

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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Base Pay/Salary

Chicago,IL $24.98 - $36.05 / hour

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