Loan Origination Associate - Ctl Closing jobs at Jpmorgan in United States, Fort Worth

Job Responsibilities:

• Own and evolve the MMF clearing platform and associated off-balance sheet liquidity products with a client-first mindset
• Lead the design and execution of product enhancements to support scale, automation, and operational resilience
• Collaborate with Legal, Compliance, and Risk to ensure product structures align with regulatory and internal control frameworks
• Define product strategy and roadmap across multiple geographies and business lines
• Partner with Service and Sales to define and develop product positioning, client collateral, and training
• Drive development and delivery of data, reporting, and analytics tools for internal stakeholders and external clients
• Manage product governance forums, documenting decisions and delivering executive level updates
• Lead cross-functional project teams from idea to implementation including onboarding flows, system enhancements, and client migrations
• Develop and maintain product KPIs, dashboards, and MIS tools to measure performance and inform strategy
• Ensure scalability of platforms by defining product and operational processes and leading control improvements

Required Qualifications, Capabilities, and Skills:

• Experience in Product Management, Product Development, or related functions within financial services
• Deep understanding of institutional money market funds, liquidity management, and sweep and client-directed trading solutions
• Proven ability to lead cross-functional projects and influence without direct authority
• Experience working in or with broker-dealers and clearing organizations preferred but not required
• Strong knowledge of regulatory considerations and financial market infrastructure
• Ability to write high-quality business documents, governance materials, and product specifications
• Proficiency with data visualization and reporting tools (e.g., Tableau, Visio, Excel, PowerPoint)
• Strategic thinker with strong execution capabilities
• Exceptional communication and stakeholder management skills across functions and seniority levels
• Ability to manage complex issues independently while escalating when needed
• FINRA Series 99 (or willingness to obtain within first 6 months)

Job Summary

You will oversee the finalization of closing packages, including HUD Settlement Statements, and manage a national portfolio with accountability for turn time. Your responsibilities include reviewing hold-backs, escrows, and related fees, requiring knowledge of real estate tax and escrow setups. You’ll work closely with internal and external partners to resolve issues and ensure smooth closings.

Job responsibilities

• Review documented transactions based on credit approval and note receipt of collateral, file, or policy exceptions
• Interact with business teams, management, and third-party vendors to close transactions in a timely manner
• Identify closing and collateral-related issues using basic knowledge of title policy and survey exceptions
• Apply current real estate laws in a multi-state environment, including zoning, title, and escrow regulations
• Understand and review complex borrowing entities such as LLCs, corporations, and trusts
• Review SNDA’s, estoppels, tenant leases, and abstracts
• Audit loan documents to ensure compliance with policy and servicing procedures
• Oversee and coordinate the finalization of the Closing Funding Package, including HUD Settlement Statements
• Manage national portfolio and ensure accountability for turn time
• Review applicable hold-backs, escrows, and related fees to be paid at closing
• Apply knowledge of real estate tax and escrow setups during the closing process

Required qualifications, capabilities, and skills

• High School Diploma or GED
• One year of related experience in loan closing or real estate transactions
• Strong organizational skills demonstrated in previous roles
• Attention to detail in reviewing documents and transactions
• Ability to make independent decisions and solve problems
• Superior customer service skills in a professional environment
• Clear and coherent written and verbal communication skills
• Ability to work with minimal supervision
• Dependable and adaptable in a fast-paced, deadline-driven environment
• Proficient computer skills, including Microsoft Word and Excel
• Willingness to work overtime as needed

Preferred qualifications, capabilities, and skills

• Associate’s or Bachelor’s Degree in business, finance, or related field
• Three years of experience in multifamily or commercial loan closings
• Experience with HUD Settlement Statements
• Familiarity with SNDA’s, estoppels, and tenant lease abstracts
• Experience working with complex borrowing entities (LLCs, corporations, trusts)
• Advanced proficiency in Microsoft Excel
• Experience coordinating with third-party vendors in real estate transactions

Required or additional information

• Visa sponsorship is not available for this position.
• Work schedules will be full-time in office, on a 40-hour per week schedule.

Job Summary:

As a Loan Servicing Analyst in the Global Securitized Product team, you will process funding and paydown requests from Mortgage Finance customers. You will ensure daily balancing of accounts and provide end-of-day reports, managing each assigned customer facility to meet Service Level Agreements.

Job Responsibilities:

• Process customer funding and paydown requests
• Balance customer funding and operating accounts
• Perform warehouse facility maintenance and facilitate training for new application users
• Report, research, and review cash flows
• Ensure timely escalation and resolution of inquiries
• Utilize technology to analyze client disputes and offer solutions
• Report on defects and enhancements to applications/processes
• Participate in application user acceptance testing
• Drive risk and control agenda
• Prioritize and manage workflow, escalating when required
• Read and analyze loan level activity with resolution

Required Qualifications, Capabilities, and Skills:

• Bachelor’s degree from an accredited university
• 5+ years’ experience in accounting and collateral management
• Proven ability to work independently with excellent judgment
• Experience reading and interpreting loan documentation
• Experience managing high volume workflow to comply with SLA
• Experience in approval and release of agency forms
• Team-oriented with excellent communication and client service skills
• Self-reliant, requires minimal supervision
• Highly organized with ability to manage multiple priorities
• Intermediate knowledge in performance metrics and client invoices
• Intermediate Excel and PowerPoint knowledge

Preferred Qualifications, Capabilities, and Skills:

• Experience communicating with clients over the phone

Optional Additional Information:

• Schedule: 100% in office, Monday – Friday, 9:30am – 6:30pm (CST)