Mortgage Advisory - Mortgage Professional, Analyst - NY
Posted on: 30 Jan 2021
New York City, New York
Job Description
The Global Wealth Management Mortgage Advisory team delivers customized, complex mortgage lending solutions to GWM clients. Mortgage Advisors work with Bankers, Capital Advisors, Financial Advisors and additional members of the integrated team to deliver sophisticated lending solutions and excellent service to GWM clients.
The Mortgage Analyst works in support of a Mortgage Advisor in originating and funding Mortgage applications.
Key Responsibilities include:
* Support Mortgage Advisors in managing application pipelines, including: submission of mortgage applications into the system, completing pricing tools, deal worksheets, etc.
* Respond rapidly to client and internal inquiries on mortgages and HELOCs
* Respond to data quality questions and research/resolve all issues
* Assist with the underwriting development process by following-up on underwriting inquiries
Following on-the-job training:
* Identify and structure mortgage loan opportunities during conversations with clients, Bankers and/or other integrated team members
* Analyze noncomplex 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
Key Requirements
* Fluent in Spanish
* Excellent communication skills (both verbal and written)
* Excellent time management & organizational skills
* Ability to handle a high volume of client and Banker/Capital Advisor communication and requests for information
* Self motivator and ability to facilitate change
* Proficiency in Microsoft software applications (Excel, Word, Outlook), as well as a knowledge of the various JPMorgan systems
* Strong partnership skills to work effectively with internal teams (Bankers, Capital Advisors, Underwriters, etc.) and external constituents as needed for each transaction
* Education Requirements
* Undergraduate Degree
SAFE Act
This position will require / requires National Mortgage Licensing System and Registry (NMLS) registration under the terms of the Safe Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register via the NMLS registry or re-register and move your previous registration to JP Morgan Chase's registration rolls. Your continued employment in this position with JPMorgan Chase is contingent upon successful registration after your start date and annual re-registration thereafter. In addition, information obtained during the registration process may impact your employment with the firm.
Further information about the registry and the requirements of registration can be found at:
http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx
JPMorgan Chase & Co.
New York, New York
JPMorgan Chase & Co. operates as a financial services company worldwide. It operates in four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers deposit and investment products and services to consumers; lending, deposit, and cash management and payment solutions to small businesses; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit card, payment processing, auto loan, and leasing services.
The CIB segment provides investment banking products and services, including corporate strategy and structure advisory, and equity and debt markets capital-raising services, as well as loan origination and syndication; cash management and liquidity solutions; and cash securities and derivative instruments, risk management solutions, prime brokerage, and research.
This segment also offers securities services, including custody, fund accounting and administration, and securities lending products for asset managers, insurance companies, and public and private investment funds. The CB segment provides financial solutions, including lending, treasury, investment banking, and asset management to corporations, municipalities, financial institutions, and nonprofit entities, as well as financing to real estate investors and owners.
The AWM segment offers investment and wealth management services across equities, fixed income, alternatives, and money market fund asset classes; multi-asset investment management services; retirement products and services; and brokerage and banking services comprising trusts, estates, loans, mortgages, and deposits. The company also provides ATM, digital covering online and mobile, and telephone banking services. JPMorgan Chase & Co. has a collaboration agreement with Chicagoland Chamber of Commerce. The company was founded in 1799 and is headquartered in New York, New York.
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IndustryBanking/Financial Services
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No. of Employees255,998
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Website
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Jobs Posted9051
