Business Operations Analyst- Loan Sales

Overview

Embark on a rewarding and challenging career as an Operations Analyst with our dynamic team. You will support process improvements, key initiatives, and expand your creative skills in a collaborative environment. In the Operations Analyst - Loan Sales in Home Lending role, you will allocate and deliver mortgaged-backed securities (MBS), ensure compliance with investor and regulatory requirements, and support the line of business with complex operational loan sales and analytical tasks focused on investor-related loan edit problem solving.

You will drive end-to-end loan quality, identify operational reengineering opportunities, and lead automation initiatives to streamline salability processes.

• Control tasks for loan sales operations including end-to-end pooling, allocation, defect identification/remediation, and oversight.
• Understand investor data requirements and accurately cure related loan quality edits efficiently.
• Develop and understand automation solutions for internal operational workflows and build tools to optimize and reduce manual processes.
• Lead citizen development initiatives to benefit streamlined salability processes.
• Create reporting, interpret results, and convey in a concise, professional manner for all levels of operational staff from supervisors to senior management.
• Spearhead projects and tasks with timely completion and articulate issues and risks to management.
• Ensure the integrity of data through automated extraction, translation, processing, analysis, and reporting.

• Analytical, independently solving problems with logical rigor while synthesizing data to identify trends and project outcomes.
• Organized, capable of prioritizing multiple projects and responsibilities with accuracy and attention to detail under tight deadlines.
• Decisive, able to respond quickly under pressure while leading projects, prioritizing work, meeting deadlines, and escalating issues appropriately.
• Expert-level proficiency in PowerPoint and Excel, with working knowledge of Alteryx, UiPath, Xceptor, or Tableau.
• Influential, with strong written and verbal communication skills to collaborate across diverse, cross-functional teams and build stakeholder relationships.
• Executive-ready, capable of creating presentations for all management levels and producing complex reports with clear, compelling key messages.
• Accountable, partnering with audit, compliance, and regulatory teams to operate per procedures and manage risks and controls effectively.

• Integrate artificial intelligence solutions to enhance project outcomes and drive data-driven decision-making.
• Implement automation to streamline project workflows and increase operational efficiency.
• Bachelor’s degree in Finance, Economics, Statistics, Math, Business Administration, or Computer Science.
• 3–5 years of Mortgage Banking experience.
• Knowledge of mortgage operating systems including Black Knight, FHLMC Loan Selling Advisor, FNMA Loan Delivery, and GNMA SFPDM.

We offer a competitive total rewards package including base salary, with compensation determined based on role, experience, skill set, and location. Some roles may include commission-based pay and/or discretionary incentive compensation. Benefits include comprehensive health care coverage, retirement savings, 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.

Chase is an equal opportunity employer and values diversity and inclusion. We do not discriminate on the basis of protected attributes and provide reasonable accommodations for applicants and employees for religious practices, mental health, and disability needs. For more information about requesting an accommodation, visit our FAQs.