AWM- Mortgage Specialist Analyst
About The Position
Description Ke y Responsibilities include: Joint ownership with senior Mortgage Specialists in advising and delivering residential real estate solutions for JP Morgan Private Bank Clients Daily proactive management of loan origination process , including: liaising with clients, coordinating with key internal partners, 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 Followin g on-the-job training : 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 Ke y Requirements
Requirements
- 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)
Responsibilities
- Joint ownership with senior Mortgage Specialists in advising and delivering residential real estate solutions for JP Morgan Private Bank Clients
- Daily proactive management of loan origination process , including: liaising with clients, coordinating with key internal partners, 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/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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
