Wealth Management Mortgage Operations Processing Specialist

Overview

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.

• 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

• 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

• Hold a bachelor's degree
• Demonstrate willingness to work flexible schedules

JPMorgan Chase & Co. is a leading financial services firm offering innovative financial solutions to consumers, small businesses, and many of the world's most prominent corporate, institutional, and government clients. We provide a competitive total rewards package including base salary determined by role, experience, skill set, and location. Eligible roles may receive commission-based pay and/or discretionary incentive compensation. We offer benefits such as health care coverage, retirement savings plans, and additional programs to meet employee needs.

We are an equal opportunity employer and value diversity and inclusion. We do not discriminate on the basis of protected characteristics or other bases protected by law. We provide reasonable accommodations for applicants and employees with religious practices, mental health needs, or physical disabilities. Visit our FAQs for more information about requesting an accommodation.