Loan Origination Specialist Iv jobs at Jpmorgan in United States, Fort Worth
JPMorgan Loan Origination Associate - CTL CLOSING United States, Texas, Fort Worth
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- Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
- Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
- Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
- Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions – introducing them to our team of experts to help achieve their financial goals.
- Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
- Ability to put clients first and exceed their expectations – delivering attentive and friendly service, creating a welcoming environment.
- Ability to build trusted relationships – demonstrating genuine care and concern during interactions with clients.
- Ability to engage clients – communicating clearly and politely to understand and help, anticipating client needs.
- Ability to quickly and effectively resolve client issues with attention to detail – providing a consistent client experience.
- Ability to elevate the client experience – working collaboratively as a team to deliver seamless service with care and sincerity.
- Ability to quickly and accurately learn products, services, and procedures.
- Client service experience or comparable experience.
- High school diploma or GED equivalent.
- Strong desire and ability to influence, educate, and connect customers to technology solutions.
- Cash handling experience.
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JPMorgan Loan Origination Specialist IV United States, Texas, Fort Worth
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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.
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JPMorgan Wholesale Lending Real Estate & Collateral Svc Specialist II... United States, Texas, Fort Worth
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Job Summary:
As a Collateral Perfection Specialist in the Real Estate Team, you will ensure the lien on collateral is accurately managed and documented. You will support Business Banking, Commercial & Investment Banking, and the Commercial Term Lending portfolio by reviewing collateral files, preparing legal documentation, and assisting internal departments with collateral disposition.
Job Responsibilities:
- Research and obtain outstanding recorded loan documents via phone/email contact with third parties.
- Conduct quality reviews of recorded loan documents to ensure accuracy and lien position.
- Obtain and review outstanding title policies for accuracy and lien position.
- Perform notary duties.
- Conduct collateral file reviews and prepare/mark-up schedules, including for loan Consolidation Extension Modification Agreements (CEMAs).
- Prepare commercial loan documents accurately and with high attention to detail.
- Provide back-up support for peers.
- Participate in projects and working groups as required.
- Understand and follow Bank policy and established procedures.
- Meet or exceed established Service Level Agreements.
- Perform other duties as needed and assigned.
Required Qualifications, Capabilities, and Skills:
- 5 years of loan operations experience in a banking or financial services industry.
- Experience reading, interpreting, and/or preparing real estate legal loan documents.
- Detail-oriented with a methodical approach to tasks.
- Customer service oriented with strong communication skills.
- Team-oriented and technologically adept.
- Strong organizational, time management, and prioritization skills.
- Must be willing to interact verbally and in writing with third parties professionally.
- Must be able to lift 30LBs (collateral files/boxes).
- Must be (or be able to become) a Notary.
Preferred Qualifications, Capabilities, and Skills:
- Experience with commercial real estate legal loan documents.
- Understanding of Consolidation Extension Modification Agreements (CEMAs).
- Production-oriented with a quality focus.
- Critical and independent thinking skills.
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JPMorgan Real Estate Oil & Gas Insurance Specialist United States, Texas, Fort Worth
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Job responsibilities
- Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
- Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
- Engage in clear, polite, consultative communication to understand and help clients, building trust – ask questions and listen to understand, anticipate their needs.
- Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
- Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
- Adhere to policies, procedures, and regulatory banking requirements.
- 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
- Ability to create memorable experiences for our clients – elevate the client experience.
- Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
- Ability to quickly and effectively resolve client issues with attention to detail – providing consistent client experience.
- Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
- High school degree, GED, or foreign equivalent.
- The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC’s licensing program within 180 days of hire, study materials and support provided.
- Ability to work branch hours including weekends and some evenings.
- College degree or military equivalent.
- Experience adhering to banking policies, procedures, and regulatory requirements.
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JPMorgan Commercial Loan Closer Specialist United States, Texas, Fort Worth
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As a Markets and Trading intern in the Treasury area (Trading Desk) you will be the right hand of the traders of the table in all issues of risk control and monitoring. The position will give you the opportunity to learn about different financial products and therefore enrich the knowledge on topics such as FX, Bonds and derivatives. As many subjects are tangentially touched during the university, it is important to have an open attitude, to receive information constantly so that it can be applied day by day in the assigned tasks. Also, you will Assist senior traders in managing risk, liquidity and neutralizing exposure, pricing of products such as FX Spot/NDFs/DFs, Local Bonds, Bond and FX Futures, Interest Rate Swaps, Cross Currency Swaps, Credit Linked Notes, Bond and FX options, among others, support the team by providing daily market facts prepared with updates inclusive of economic research views used in the morning meetings to discuss daily strategy, develop trade ideas based on statistical models that help to build optimal trading strategies, construct daily Reports of P&L & Risk and trade Capture and Trade Reconciliation.
Job responsibilities:
Generate the daily information to the front office (regulatory limits reports)
Generate the weekly, biweekly, monthly and quarterly reports to be submitted to Regulator to be check by other person in the area.
Maintain current manuals related to the local regulatory reports (changes, process, etc).
Include rates and counterparties in the system daily
Required qualifications, capabilities and skills:
Advanced English.
Full-time availabilityto work in Bogotá, Colombia
Ability to multi-task and manage priorities effectively.
Knowledge in regulatory report
After you click‘Apply’, the first step is to fully complete your application.
Once you have submitted your application, if you meet the minimum requirements for our program you will be invited to complete a video interview throughHireVue.
• HireVue is required, and your application will not be considered for further review until you have completed this step.
• Applications will be reviewed on a rolling basis; we strongly encourage you to complete your HireVue video(s) within 1 week of receiving.
Keep in mind your video submission should be complete in
English, unless directly advised otherwise.
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JPMorgan Loan Servicing Analyst United States, Texas, Fort Worth
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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)
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JPMorgan Loan Servicing Associate United States, Texas, Fort Worth
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Job Description
As a Virtual Banking Assistant in Consumer Banking, you will contribute significantly to the success of the Virtual Branch helping clients by providing strong customer service, offering advice and sharing products and services to help them meet their financial needs. You will engage clients over the phone and video both inbound and outbound providing strong customer service, offering advice, sharing products and services to help them meet their financial needs by making them feel appreciated and being their advocate. You will also show initiative and proactively prevent problems for our clients while being able to maintain success in an ever-changing environment.
Job Responsibilities
Operates within established risk parameters/tolerances, and meets internal/external risk and compliance obligations, including completion of required training while learning products, services and procedures quickly and accuratelyExhibits excellent communication skills in person, over the phone and through email while professional, thorough and organized with strong follow-up skills
Possesses drive, initiative and knowledge to provide financial options for clients using a consultative approach while educating and connecting clients to technology solutions tailoring features and benefits of products and services to clients with differing needs
Displays confidence with clients when sharing advice, product knowledge and solutions while making personal connections, engaging, educating them and building lasting relationships
Required qualifications, capabilities, and skills
High school degree, GED or foreign equivalent
6+ months of customer service experience
Ability to work Virtual Branch hours, including evenings and some weekends
Preferred qualifications, capabilities, and skills
These jobs might be a good fit
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- Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
- Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
- Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
- Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions – introducing them to our team of experts to help achieve their financial goals.
- Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
- Ability to put clients first and exceed their expectations – delivering attentive and friendly service, creating a welcoming environment.
- Ability to build trusted relationships – demonstrating genuine care and concern during interactions with clients.
- Ability to engage clients – communicating clearly and politely to understand and help, anticipating client needs.
- Ability to quickly and effectively resolve client issues with attention to detail – providing a consistent client experience.
- Ability to elevate the client experience – working collaboratively as a team to deliver seamless service with care and sincerity.
- Ability to quickly and accurately learn products, services, and procedures.
- Client service experience or comparable experience.
- High school diploma or GED equivalent.
- Strong desire and ability to influence, educate, and connect customers to technology solutions.
- Cash handling experience.
These jobs might be a good fit
