Business Insights Improvement Specialist jobs at Jpmorgan in Philippines, Cebu City

As a Tech Risk & Controls - Quality Management & Controls SME within the CTC organization, you will act as a risk partner and consultant, promoting control compliance with policies and standards while focusing on quality management practices. This role will be critical in enhancing existing processes and ensuring the integrity of controls across various technology initiatives.

Job Responsibilities:

• Provide guidance and best practices to drive awareness and understanding of the technology risk and controls framework, specifically focusing on quality management and controls challenges.
• Serve as a Controls-focused escalation Subject Matter Expert (SME) for customers and the CTC Service Desk, addressing complex queries and providing expert advice on control-related issues.
• Lead quality assessments and control reviews to identify risks and ensure compliance with organizational standards.
• Collaborate with cross-functional teams to ensure the accuracy and relevance of quality management processes and controls.
• Enhance the Quality Assurance/Quality Control (QA/QC) processes of the CTC Service Desk, implementing best practices to improve service delivery and customer satisfaction.
• Develop and implement governance frameworks for quality assurance and control processes.
• Monitor and evaluate the effectiveness of quality management initiatives, making recommendations for continuous improvement.
• Provide training and support to stakeholders on quality management processes and tools, including best practices for control implementation.
• Stay updated on industry trends and emerging technologies in quality management, controls and cybersecurity.

Required Qualifications:

• Experience : In technology risk management, quality management, or controls.
• Analytical Skills : Ability to analyze quality from a risk and governance perspective, identifying gaps and improvement opportunities.
• Technical Proficiency : Familiarity with quality management systems, control frameworks, and integration techniques.
• Project Management : Strong organizational skills with the ability to manage multiple tasks and priorities, focusing on risk reduction.
• Cybersecurity Knowledge : Strong understanding of cybersecurity principles and practices as they relate to quality management.
• Agile Methodologies : Familiarity with Agile methodologies and the Scrum framework.
• Customer Service Experience : Understanding of how quality management adds value to self-service and operational process.
• Communication Skills : Excellent communication and collaboration skills, with the ability to represent governance forums effectively.

Preferred Qualifications:

• Certifications : Relevant certifications such as Six Sigma, Quality Management Professional (QMP), or similar are a plus.

As an Underwriting Specialist in Private Banking Mortgage, you will play a critical role in supporting the mortgage business through comprehensive underwriting analysis. You will review and enter loan information, analyze income and credit, and assess collateral and financial statements to determine credit risk. You will partner with internal teams to resolve exceptions and ensure loans progress to final decisions, all while adhering to regulatory timelines. You will leverage your expertise to identify risks, suggest process enhancements, and contribute to a culture of accuracy and compliance.

Job Responsibilities:

• Achieve daily production targets and complete priority reviews within stipulated timelines
• Maintain process accuracy targets, ensuring less than 5% high QA error rate, and uphold high hygiene standards by following all process controls without lapses
• Assist in data collection and report preparation on various metrics to support business initiatives
• Identify and escalate issues, exceptions, and procedure gaps to management for timely resolution
• Interact with global stakeholders to resolve process issues and enhance process controls
• Allocate 90% of productive time to processing and 10% to business initiatives, reporting, and training activities
• Suggest process enhancements and automations for improved controls, and perform periodic risk and controls analysis with the team
• Review and enter loan information according to current underwriting guidelines, ensuring accuracy and compliance
• Analyze income by reviewing and validating US documents for debt-to-income ratio calculations, and conduct credit analysis including review of credit reports, scores, and public records in adherence to FACT ACT and FCRA regulations
• Analyze personal financial statements and asset statements to determine liquidity and leverage ratios, and assess collateral risks by reviewing purchase contracts, addendums, and property appraisal reports
• Coordinate with Mortgage Solutions Team and other internal teams to develop necessary credit information, add and review relevant underwriting conditions, resolve exceptional scenarios, identify credit risks and collateral variances, and ensure adherence to the 30-day timeline for all credit decisions per Regulation B (ECOA).

Required qualifications, capabilities and skills:

• Bachelor’s degree in Business, Finance, Accounting, or related field
• Two years of mortgage underwriting experience in US mortgage loan originations
• Experience reviewing and analyzing US financial documents, including asset statements, personal financial statements, profit and loss statements, personal tax returns, and credit reports
• Exposure to production management, work allocation, prioritization, exception handling, and process documentation
• Thorough understanding of all stages of the mortgage originations life cycle
• Expertise in mortgage underwriting concepts, ratios, and calculation methods, including debt-to-income, loan-to-value, liquidity, and leverage ratios
• Working knowledge of major US mortgage regulations

Preferred qualifications, capabilities, and skills:

• Three years of mortgage underwriting experience in US mortgage loan originations
• Advanced proficiency in risk and controls analysis
• Experience collaborating with global teams
• Strong analytical skills with attention to detail
• Effective time management and adaptability to US, Asia, and EMEA shifts
• Excellent communication and teamwork skills
• Proven ability to suggest process enhancements and automations

As a Project Manager within the Business Support Management group, you will partner with BSM Leadership and the Centers of Excellence to support Global BSM initiatives and their respective change management needs. You will have the opportunity to leverage your exceptional promote and energy, data fluency, and interpersonal skills to gather critical information and present it clearly.

Job responsibilities:

• Partner with leadership on a broad range of projects and initiatives of varying complexity inclusive of project tracking, process flows, leading focus groups and training programs, communicating status updates, and escalating issues when appropriate.

• Contribute to the implementation of project management best practices, project standards, and procedures including development and maintenance of Standing Operating Procedures

• Work closely with senior leadership on capacity/utilization reviews and detailed tracking of headcount positions and requisitions

• Analyze data and offer actionable insights to leadership, identify data hygiene issues and define data cleansing actions items for managers, and monitor accurate execution of data corrections

• Partnership with in-region stakeholders, aggregate business data from multiple sources, and develop effective periodic business update materials, scorecard reviews, and presentations on demand. Assist with data analysis and Key Performance Indicators (KPI).

• Assist with execution of innovative opportunities and track progress.

• Plan, coordinate, and execute internal meetings and off-sites (e.g., All Hands team meetings).

• Assist with various People Agenda programs (e.g., coordinate recognition programs and new hire training).

Required qualifications, capabilities, and skills:

• Bachelor's degree or equivalent.
• Minimum of 5 years of experience in project and/or operational roles
• Proven track record in successful business management and/or project management.
• Ability to thoroughly understand business systems data and relate it effectively to operations and strategies.
• Strong problem-solving and analytical skills, capable of translating findings into meaningful business insights.
• Advanced presentation skills and proficiency in Microsoft Office Suite, particularly MS Excel and PowerPoint PitchPro.
• Excellent communication, interpersonal, and change management skills.
• Self-starter with strong organizational skills, capable of operating independently and prioritizing effectively.
• Collaborative mindset, recognizing accomplishments and participating effectively in cross-functional teams.
• Adaptability to new technologies and a willingness to learn. Comfortable leading initiatives or supporting broader team efforts.

• Must be willing and able to work onsite full-time, including night shifts

TENURE:

• Must meet minimum employment tenure requirement. Specific roles require longer tenure in current position to be eligible to apply. Unless established for specific positions by the line of business, the standard tenure requirement is 12 months.

PERFORMANCE:

• Meets satisfactory performance standards as defined by the firm

You affirm that you meet the Internal Application Eligibility Requirements. This includes checking or declaring potential conflict of interest as stipulated in the

By submitting an application and/or joining the interview, you affirm to meet the Internal Mobility Eligibility Requirements as stated in theYou are expected to provide true and accurate information to the Company during the recruitment and application process. Knowingly giving false or misleading information shall be subjected to the imposition of appropriate corrective action, following the firm’s Human Resource (HR) Policies and Guidelines.

In partnership, Hiring Managers and Recruiters will review applications to determine which candidates best meet the required skills and experience specified in the job description. While not every application will result in an interview, applications will be acknowledged.

Job responsibilities

• Lead and conduct analysis and reporting using various data sources to identify optimization, automation and data opportunities, providing actionable insights that shape strategic decisions and measure benefits.
• Gather information and prepare independent research and analysis, developing executive-ready recommendations and innovative solutions for business challenges.
• Partner with business stakeholders to surface, synthesize, and prioritize demand, ensuring strategic alignment and preventing duplication.
• Translate operational challenges and business needs into structured, actionable requirements for technical teams, clearly articulating ROI, risk reduction, and efficiency gains.
• Facilitate and support design workshops, process documentation, and journey mapping to frame opportunities and refine requirements.
• Collaborate with business operations, optimization, automation and data or tech teams throughout solution development and testing, ensuring business context is preserved.
• Track delivery outcomes, adoption rates, efficiency gains, and ROI metrics; prepare executive-ready reports and presentations.
• Drive post-delivery enablement by overseeing solution adoption, leading user training, facilitating knowledge transfer, and gathering feedback from business units to ensure solutions meet needs and inform future improvements through lessons learned and continuous improvement.
• Validate delivered solutions against expected outcomes, map current processes, and quantify potential ROI.
• Coach and mentor less experienced team members and contribute to building and evolving the Insights & Enablement practice.

• Validate delivered solutions against expected outcomes, map current processes, and quantify potential ROI.

• Coach and mentor less experienced team members, and contribute to building and evolving the Insights & Enablement practice.

Required qualifications, capabilities, and skills

• 3+ years of experience in business analysis, process improvement, or operations strategy.
• Strong analytical, qualitative, and quantitative skills; ability to conduct independent research and provide actionable recommendations.
• Knowledge of or strong understanding of dashboards, business information systems, and data management practices.
• Experience with Lean Six Sigma, process improvement, or continuous improvement methodologies.
• Ability to document and visualize processes; familiarity with journey mapping techniques and tools (e.g., Visio, Lucidchart, Miro).
• Ability to synthesize findings into executive-ready documents and presentations with clear recommendations.
• Proven problem-solving and critical thinking capabilities.
• Effective communicator with strong verbal and written skills, including the ability to engage with senior management.
• Strong project planning and organizational skills; able to manage multiple demands simultaneously.

Preferred qualifications, capabilities, and skills

• Bachelor's degree or higher
• Exposure to data visualization tools (Power BI, Tableau, Qlik).
• Background in change management, enablement, or user adoption.
• Prior experience in preparing executive-level insights and ROI tracking.

Job Summary:

As a Data Operations Associate in Commercial and Investment Bank - Middle Office, you conduct independent analysis to uncover patterns leading to new questions and solutions through data collection, integrity, utilization, requirements, and analysis. You apply your technical knowledge and problem-solving methodologies across multiple applications of moderate scope. Use your elevated technical skills to support the design and development of metrics reporting and dashboards to enable Operations Management to execute their strategic objectives and ensure conformance with all controls, policies, and procedures.

Job Responsibilities:

• Execute data migration efforts, ensuring seamless integration and minimal disruption to business operations.
• Develop and maintain ETL processes to support data migration and integration.
• Create and maintain dashboards and reports using tools like Qlik, Tableau and Power BI to provide insights to business stakeholders.
• Collaborate with business units to understand functional requirements and reporting needs, translate them into technical and data requirements, and deliver actionable insights.
• Implement data quality checks and validation processes to ensure data accuracy and reliability.
• Provide technical expertise and support for data-related projects and initiatives.
• Troubleshoot and resolve data issues in a timely manner.
• Maintain detailed documentation of data processes, systems, and workflows. Ensure adherence to regulatory requirements and company standards.

Required qualifications, capabilities, and skills:

• Minimum of 2 years of experience in data operations, data migration, and data visualization.
• Proven experience with data migration projects and tools
• Proven experience working with structured and semi-structured data
• Strong understanding of data warehousing and data modeling concepts.
• Familiarity with ETL processes and tools ( Python, Alteryx, Snowflake, and AWS environment)
• Proficiency in data analysis tools such as SQL, Python, Tableau, and Power BI.
• Strong analytical and problem-solving skills with high attention to detail
• Excellent verbal and written communication skills to convey complex data insights to non-technical stakeholders.
• Ability to manage multiple projects and meet deadlines.
• Strong team player with the ability to work collaboratively in a cross-functional environment.

Preferred qualifications, capabilities, and skills:

• Bachelor’s degree.
• Knowledge of query writing and execution using data analysis tools.
• Certification in Data Technology, Agile, or other project management applications.
• Experience with additional data analysis tools and technologies such as R, SAS, Hadoop, and Spark. (Plus)
• Understanding of data governance and data quality management principles.

As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you’ll be managing a portfolio of large profitable business clients with annual revenue greater than ~$5MM. You’ll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank share. As a Senior Deepening banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management while deepening existing relationships and leveraging referrals to acquire new relationships.

Job Responsibilities

• Manage, retain and deepen a portfolio of approximately 100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed
• Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
• Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio. Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques, utilizing Chase resources and materials to develop business network and prospects
• Regularly conduct in-person/virtual calls with existing clients, referrals and centers of influence at their places of business, looking for ways to cultivate long-term, primary banking relationships
• Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions
• Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities
• Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements

Required qualifications, capabilities, and skills

• Minimum of 5 years’ experience in a Business Banking Relationship Management role or related business lending experience
• Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate
• Demonstrated ability to anticipate clients’ issues, own problems on clients’ behalf, and follow through with commitments
• Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes, and leverage technology to interact with clients effectively and efficiently
• Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
• Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done
• Balance needs of clients with associated risks and interests of the firm

Preferred qualifications, capabilities, and skills

• Bachelor’s degree in Finance or related field, or equivalent work experience
• Minimum of 3 years’ managing clients >$10+MM revenue
• Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint
• In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts

As a Workforce Senior Specialist II in Workforce Planning, you will be a part of the Scorecard & Compliance Team. You will be responsible for processing, tracking, and distributing monthly compliance products for several groups across Workforce Planning.

Job Responsibilities

• Process, track, and distribute monthly compliance products for various groups within Workforce Planning.
• Collaborate with team members to ensure timely and accurate delivery of compliance products.
• Build and maintain strong relationships with internal and external stakeholders to facilitate effective communication and collaboration.
• Utilize critical thinking and problem-solving skills to identify and implement innovative solutions to compliance challenges.
• Adapt to a fluid business environment, managing changing job priorities and working effectively with individuals at various organizational levels.
• Demonstrate high proficiency in Microsoft Office products, including Excel and Word, to support compliance tracking and reporting.
• Maintain professionalism and confidentiality in all interactions, ensuring compliance with organizational standards and practices.
  

Required Qualifications, Capabilities, and Skills

• Excellent written and oral communication skills
• Strong critical thinking, problem solving, and innovation
• Comfortable with a fluid business environment, changing job priorities, and working with people at a variety of levels internally and externally with the ability to work independently and in a group
• High proficiency in Microsoft Office products (Excel, Work, etc.)
  

Preferred Qualifications, Capabilities, and Skills

• Proficiency with scheduling software (eWFM) and Teams
• Experience with collaboration, communication, and presentation skills
• Show high levels of professionalism and confidentiality at all times
• Basic knowledge and understanding of Workforce Planning platforms and practices, both internal and cross Lines of Business