JPMorgan Chase & Co.

Closing Specialist II- Phoenix, AZ

Posted on: 12 Feb 2021

Phoenix, AZ

Job Description

As part of JPMorgan Chase, a leading global financial services firm, Chase has locations nationwide to serve our home lending customers with their mortgage or home equity loans. This Closing Specialist II role will operate as a Wire Specialist.

Duties:

Accurately verify and enter wire instruction information in MX

Review our payment hub system to ensure wire information matches and will not expire per policy guidelines

Verify CPL and wire instructions meet the requirements in policy and that the closing agent information matches MX for name and address, (CPL requirements, including Chase information, customer name and property address, closing agent information, loan number if present and Wire instructions requirements, including agent name, address, phone number if applicable, city and state of bank)

Obtain corrections to documents or MX when needed

Complete manual wires

Use the share point tracker to report errors found

Give clear notes when a file is worked, as well as updating the status of the task

Meeting daily production goal set for the role

Complete all tasks in a timely manner to meet the 48hr SLA

Complete all aged tasks in a timely manner and escalate for assistance

Provide good customer service as well as teamwork

Work loans assigned by ACD

Complete all assigned training on time

Minimum of 1 year of mortgage processing or closing experience

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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