AWM- Mortgage Specialist Analyst

JPM Private Bank Mortgage Solutions - Mortgage Specialist Analyst

J.P. Morgan Asset & Wealth Management is a global leader in investment and wealth management, serving institutions, high‑net‑worth individuals, and retail investors worldwide. The Mortgage Solutions business is a top 10 Jumbo Mortgage Originator in the US and serves the JPMorgan Private Bank and J.P. Morgan Wealth Management clients.

• 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, 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.

• Identify and structure mortgage loan opportunities during conversations with clients, bankers, and 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 clients and internal partners.
• Partner with senior Mortgage Specialists to market and promote JP Morgan's mortgage solutions platform to banking partners, clients, prospects, and third‑party centers of influence.

• 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).

The role offers a competitive total rewards package including base salary, and may include commission‑based pay and/or discretionary incentive compensation. 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.

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