AWM- Mortgage Specialist Analyst

JPM Private Bank Mortgage Solutions – Mortgage Specialist Analyst

J.P. Morgan Asset & Wealth Management, with client assets of $4.0 trillion, is a global leader in investment and wealth management. Its clients include institutions, high‑net‑worth individuals and retail investors across all major markets worldwide. The division offers investment management across all major asset classes, including equities, fixed income, alternatives, multi‑asset and money‑market funds. For individual investors it also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

J.P. Morgan Wealth Management serves clients across the entire wealth spectrum, including the Private Bank and select J.P. Morgan Advisors mortgage business, which serve high net‑worth and ultra‑high net‑worth clients, and Chase Wealth Management, serving mass affluent and affluent clients. The Mortgage Solutions business is a top‑10 Jumbo Mortgage Originator in the U.S. with $70 billion in outstanding mortgage balances, exclusively serving clients of the JPMorgan Private Bank and J.P. Morgan Wealth Management.

• Joint ownership with senior Mortgage Specialists in advising and delivering residential real‑estate solutions for JP Morgan Private Bank clients
• Daily proactive management of the loan origination process, including liaising with clients, coordinating with key internal partners and third parties (attorneys, title companies, CPAs, etc), submission of mortgage applications, completion of pricing analyses, and coordination of 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

• 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

• Excellent communication skills (verbal and written)
• Excellent time‑management and organizational skills; a sense of urgency and critical thinking
• Ability to handle a high volume of client and banker communication and requests for information while multi‑tasking
• Self‑motivated and able 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)

We offer a competitive total rewards package, including a base salary determined based on the role, experience, skill set and location. Eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in cash or forfeitable equity, awarded in recognition of individual achievements and contributions. Benefits for eligible employees 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.

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 value diversity and inclusion. 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.

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