Real Estate Oil & Gas Insurance Specialist jobs at Jpmorgan in United States, Fort Worth

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 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.

As a Trust & Estate Operations Insurance Officer in our Asset Wealth Management team, you will oversee and manage insurance operations within Trust & Estate client accounts. You will coordinate with various stakeholders to ensure effective management of insurance policies, claims, and renewals, enhancing operational efficiency and mitigating risks.

Job Responsibilities:

• Manage and oversee Real Estate and Oil & Gas insurance operations within Trust & Estate client accounts.
• Coordinate with internal and external stakeholders, including vendors, underwriters, and property managers, to ensure effective management of insurance policies, claims, and renewals.
• Leverage expertise in Real Estate, Oil & Gas, and insurance to enhance operational efficiency and mitigate risks.
• Handle documentation and renewal of external insurance policies for real estate properties, tenants, and Oil & Gas working interests.
• Conduct insurance assessments during triennial appraisals and annual reviews to ensure adequate coverage.
• Prepare and maintain monthly reports to monitor financial activities, new assets, and claim statuses.
• Support the annual renewal process of the Master Insurance Program (MIP).
• Assist in evaluating existing policies, carrier quality, and coverage limits to ensure compliance and adequacy.
• Develop and maintain detailed procedures, workflows, and models to optimize operational efficiency.
• Collaborate with external vendors and internal business partners to resolve issues and implement process improvements.
• Work closely with management to prioritize and implement improvement opportunities.

Required Qualifications, Capabilities, and Skills:

• Minimum of 3 years of experience managing Real Estate and Oil & Gas insurance industry operations.
• Strong expertise in Real Estate, Oil & Gas, and insurance fields.
• Excellent coordination and communication skills to work with internal and external stakeholders.
• Experience in conducting insurance assessments and preparing financial reports.
• Ability to collaborate effectively across multiple lines of business, suppliers, and various levels of management.
• Excellent written and verbal communication skills.
• Strong attention to detail and organizational skills.
• Must be able to work efficiently and independently.
• Highly proficient in Microsoft Suite of Applications, including Access, Excel, OneNote, and PowerPoint.

Preferred Qualifications, Capabilities, and Skills:

• Insurance License.
• Strong resilience when working in high-pressure, deadline-oriented environments.
• Ability to prioritize and manage multiple simultaneous responsibilities.
• Flexible “can-do” approach.

As an Audit Manager on the Asset Wealth Management - Private Bank Internal Audit Team, you will develop and execute the annual audit plan, manage audit engagements, oversee and perform audit testing, and participate in applicable control and governance forums.

Job responsibilities

• Lead and participate on audit engagements, from planning to reporting, and produce quality deliverables to both department and professional standards, while ensuring audits are completed timely and within budget
• Work closely with global Audit colleagues in the early identification of emerging control issues, and report them in a timely manner to Audit management and business stakeholders
• Partner with stakeholders, business management, other control groups (i.e. risk management, compliance, fraud prevention), external auditors, and regulators, establishing strong working relationships while maintaining independence
• Effectively manage teams where required, performing timely review of work performed and providing honest and constructive feedback
• Implement and execute an effective program of continuous auditing for assigned areas, including monitoring of key metrics to identify control issues and adverse trends
• Stay up to date with evolving industry trends, external news and regulatory changes, and analyze the impact to the business
• Find ways to drive efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies

Required qualifications, capabilities and skills

• 7+ years of internal or external auditing experience, or relevant business experience
• Bachelor's degree (or relevant financial services experience)
• Experience with internal audit methodology and applying concepts in audit delivery and execution
• Solid understanding of internal control concepts, with the ability to evaluate and determine the adequacy of controls by considering business and technology risks in an integrated manner
• Knowledge of applicable laws and regulatory requirements related to broker/dealer and fiduciary activities
• Strong interpersonal and influencing skills, with the ability to establish credibility and build partnerships with senior business and control partners; adept at presenting complex and sensitive issues to senior management

Preferred qualifications, capabilities and skills

• CPA, CIA, and/or Advanced Degree in Finance or Accounting is preferred

As a Product Delivery Manager within Acquiring Platforms and Rails (APR), you will focus on executing project management for various initiatives aimed at enhancing and optimizing product delivery to customers. As a key member of the team, you create solutions and efficiencies that enable successful implementations in an expedient and organized way. Your strong analytical reasoning and adaptability skills will enable you to navigate through ambiguity and change, ensuring that initiatives align with business goals. With advanced communication and stakeholder management abilities, you will foster productive working relationships and influence decision-making to achieve mutually beneficial outcomes.

Job responsibilities

• Leads end-to-end product delivery processes including intake, dependency management, release management, product operationalization, delivery feasibility decision-making, and product performance reporting, while escalating opportunities to improve efficiencies and functional coordination.
• Leads the completion of change management activities across functional partners and ensures adherence to the firm’s risk, controls, compliance, and regulatory requirements
• Effectively manages timelines and dependencies while monitoring blockers, ensuring adequate resourcing, and liaising with stakeholders and functional partners
• Collaborate with cross-functional teams, including engineering, product, and business stakeholders, to define program scope, objectives, and deliverables, ensuring alignment with overall business goals
• Develop and execute comprehensive project plans across APR eCommerce strategic initiatives, incorporating product and technical requirements, resource allocation, and timelines to ensure on-time delivery of solutions
• Identify and mitigate risks, proactively addressing potential roadblocks, and implementing contingency plans to maintain project and program momentum
• Utilize advanced analytical reasoning based on data from systems of record to assess program performance, identify areas for improvement, and implement data-driven optimizations to enhance efficiency and effectiveness
• Ensure good data hygiene of project data points across suite of project management tools and repositories (e.g., JIRA, SharePoint, Confluence, Teams), and comply to all product and project management controls throughout the life of the programs/projects
• Develop and implement dashboards to effectively monitor program performance, providing stakeholders with real-time insights and data-driven decision-making tools.
• Communicate program progress to audiences of every level, including executive stakeholders, clearly summarizing program status and risks appropriately and effectively, and ensuring adherence to company standards for communication

Required qualifications, capabilities, and skills

• 5+ years of experience or equivalent expertise in product delivery or program management, leading complex technology projects and programs in a large organization
• Advanced expertise in stakeholder management, with the ability to establish productive working relationships and influence decision-making across cross-functional teams and clients
• Proven track record of effectively managing resources, budgets, and high-performing teams in a fast-paced, agile environment
• Demonstrated proficiency in applying analytical reasoning and problem-solving techniques to break down business, technical, or operational objectives into manageable tasks and activities

Preferred qualifications, capabilities, and skills

• Proficient knowledge of the product development life cycle, design, and data analytics
• Excellent written, visual, and verbal communication skills, including ability to communicate technical topics to a non-technical audience and business needs to a technical audience
• Strong time-management, organizational skills, and attention to detail
• Capacity to handle a highly complex effort, with ability to objectively prioritize across multiple workstreams
• Skilled at Excel, Jira, Confluence, SharePoint, and PowerPoint/PitchPro
• Bachelor’s degree required; PMP certification a plus