Loan Origination Specialist Iv jobs at Jpmorgan

As the Content Design Vice President Communications Lead for the Global Finance Technology organization at JP Morgan, you will play a key role in shaping communication strategies, developing impactful content, and analyzing insightful data. This position is part of the Chief of Staff Office and requires a proactive self-starter to help advance our objectives and foster a positive culture within our 1,600-person organization.

In this role, you will craft and implement comprehensive communication strategies that effectively convey our narrative to both business and technical partners, while enhancing employee engagement. You will design, write, and create content for the organization’s global communication channels, offering solutions that align with product development, operational, and cultural goals. Your exceptional verbal communication skills and senior stakeholder management abilities will cultivate productive relationships and influence decision-making to achieve beneficial outcomes. Your experience in managing complex initiatives, coupled with your proficiency in data analysis and adaptability, will empower you to navigate through complexity and change. Beyond leading strategic communications, you will also be responsible for developing and maintaining dashboards and reports to support operational programs and monitor key performance indicators. Your expertise in data analytics will provide actionable insights that inform strategic decision-making within the Global Finance Technology group.

Job Responsibilities

• Develop and execute program development and communications strategies by identifying and recommending communication needs, capabilities, and solutions that support the organization's operational and cultural objectives.
• Write and design content for various channels, including executive messages and presentations, global and location-specific events, and strategic communications initiatives.
• Measure the effectiveness of communication messages, channels, and programs using data-driven insights, and assess their overall impact on the organization.
• Utilize advanced data analytic skills to provide insights that clarify and enhance messaging, enabling data-driven optimizations to improve efficiency and effectiveness within the tech organization.
• Develop and maintain dashboards and reports to track key performance indicators and metrics. Analyze data to provide actionable insights that inform strategic decision-making within the Global Finance Technology group.
• Identify and mitigate risks, proactively addressing potential roadblocks and implementing contingency plans to maintain momentum.
• Collaborate with cross-functional teams, working closely with senior stakeholders across regions and lines of business.
• Champion globally inclusive cultural initiatives focused on engaging and motivating our global population.

Required Qualifications, Capabilities, and Skills

• Proven experience in communications, content design, or a related field, preferably within a corporate or technology environment.
• Expertise in written and verbal storytelling, crafting clear, engaging content that effectively conveys complex information.
• Excellent verbal communication skills and experience collaborating with senior leaders.
• Strong creative problem-solving skills, data-driven critical thinking, and a willingness to learn (e.g., identifying trends and patterns using a diverse and ever-growing toolkit).
• Ability to design effective content architecture, organizing and structuring content for enhanced user experience and easy navigation within products or websites.
• Experience with data visualization tools such as Tableau, Databricks, or similar platforms to develop and maintain dashboards and reports.
• Strong organizational skills and the ability to manage multiple projects simultaneously.
• Ability to build relationships and influence, organize, and direct people across various seniorities, teams, and departments.

Job responsibilities

• Manage closing and delivery of commercial real estate multifamily loans (GSE), primarily Fannie Mae and Freddie Mac, from application to post closing status
• Work closely with outside counsel, credit officers and bankers on various transactional matters to ensure that the anticipated time frames are met
• Ensure that the appropriate requirements are received and required approvals are obtained for the issuance of commitment letters and rate lock
• Review loan documents to ensure accuracy and compliance with Lender and Agency requirements
• Prepare and issue Commitment Letters, Prepare escrow analysis and Closing Statements in preparation of loan closing
• Work closely with counsel and credit teams on loan document negotiations and modifications
• Ensure all approvals and waivers are in place including insurance reviews and confirmation on payment of taxes
• Ensure compliance with bank policies, procedures and regulatory requirements are met
• Coordinate with outside counsel, title/escrow and closing partners to ensure timely funding on closing day
• Confirm loan information in systems and documents are accurate for loan servicing and boarding
• Prepare and submit the final data and upload the appropriate documents timely and accurately to ensure final settlement with the appropriate agency

Required qualifications, capabilities, and skills

• 3+ years of experience with closing and delivery of Fannie Mae and Freddie Mac multifamily loans."
• Knowledge of Fannie Mae and Freddie Mac applications.
• Ability to work as part of a team, interact, and collaborate.
• Ability to train and provide guidance to less experienced associates
• Strong analytical and problem-solving skills; ability to resolve issues with management guidance
• Demonstrated excellent attention to detail and accuracy
• Ability to work autonomously to manage time effectively and prioritize work appropriately to meet deadlines
• Strong business communication skills; able to write/speak clearly and professionally with a variety of stakeholders
• Demonstrated ability to establish credibility and rapport with internal and external stakeholders
• Proven ability to maintain confidentiality and professionally handle sensitive documents

Preferred qualifications, capabilities, and skills

• Proficient with Microsoft (word, excel, PowerPoint) systems and Adobe.
• Knowledge of Commercial Real Estate terms
• Bachelor’s degree is preferred

As an Investment Specialist in the U.S. Private Bank, you are responsible for helping the Banker win new clients and deepen and strengthen existing client relationships through advisement on investment solutions.

Job Responsibilities

• Conduct investment reviews with clients to validate the clients’ current investment objectives and prepare recommendations of appropriate investment products
• Develop investment policy statements and advise on asset allocation
• Closes sales of complex investment products
• Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser clients and act as primary resource for investment communication
• Build excellent working relationships with internal clients
• Adhere to internal and external policies and procedures regarding securities transactions and code of conduct
• Provide guidance to junior staff

Required Qualifications, Capabilities, and Skills

• Bachelor’s degree required
• Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Seven plus years of experience in Private Banking or Financial Services industry
• Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and financial planning

Preferred Qualifications, Capabilities, and Skills

• MBA or CFA preferred
• Prior experience providing complex investment solutions to individuals
• In depth experience and/or knowledge of hedge funds, private equity and alternative investments
• Ability to execute trades smoothly and seamlessly and tasked with managing brokerage activity
• Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals

Job responsibilities

• Executes software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems
• Creates secure and high-quality production code and maintains algorithms that run synchronously with appropriate systems
• Produces architecture and design artefacts for complex applications while being accountable for ensuring design constraints are met
• Gives insightful and constructive feedback when reviewing code, technical designs and requirements
• Gathers, analyses, synthesises, and develops visualisations and reporting from large, diverse data sets in service of continuous improvement of software applications and systems
• Proactively identifies hidden problems and patterns in data and uses these insights to drive improvements to coding hygiene, system architecture and team processes
• Mentors and empowers junior and mid-level talent within our team, and adds to a team culture of diversity, equity, inclusion, and respect
• Drives decisions that influence the product design, application functionality, and technical operations and processes
• Serves as a function-wide subject matter expert in one or more areas of focus
• Actively contributes to the engineering community as an advocate of firm-wide frameworks, tools, and practices of the Software Development Life Cycle
• Influences peers and project decision-makers to consider the use and application of leading-edge technologies

Required qualifications, capabilities, and skills

• Formal training or certification on software engineering concepts and proficient advanced experience
• Solid understanding of fundamental data structures including arrays, linked lists, stacks, queues, trees, graphs, and hash tables.
• Ability to design, analyse, and implement algorithms, with a focus on sorting and searching techniques.
• Experience in modern architecture patterns (e.g. micro-services, reactive architectures, event-driven architectures)
• Programming experience in at least 2 modern programming languages/frameworks such as JavaScript, React, Node.js, Java, Kotlin, Python, Go
• Experience working with HTML/ CSS and at least 1 modern JavaScript framework such as React.js, Vue.js, Hapi.js, Ember.js, Angular.js
• Experience with relational and non-relational databases (e.g. PostgreSQL, MongoDB, CouchDB, Redis, Elasticsearch, Cassandra, etc.)
• Experience in engineering practices such as code refactoring, design patterns, design-driven development, TDD, CI/CD, building highly scalable applications, application security
• Experience with Agile development methodologies and working knowledge of DevOps principles
• Ability to interact with people at all levels in an organisation
• Ability to communicate complex ideas effectively
• Passion for growing your skills, tackling interesting work and challenging problems

• Experience/Knowledge of model governance, data governance is a plus
• Familiarity with modern full-stack technologies
• Experience in writing and utilising RESTful and GraphQL API services and performance tuning large-scale applications
• Experience with cloud providers (e.g. AWS, Azure, GCP) and containerisation (e.g. Docker, Kubernetes)

As a Client Documentation Associate within the Commercial and Investment Bank, you will work with external clients, internal implementation managers and other partners to ensure all required documentation is on hand for new or updated client accounts. You will be responsible for the research and preparation of all documents required for account opening, products and services for our commercial customers. This role educates clients as well as internal partners on various aspects and requirements of the authorization and Treasury Services product documentation.

Job Responsibilities

• Manage the account opening and client documentation workflow for external clients and internal business partners from creation, collection, negotiation oversight and execution – this will require heavy phone work and communication of status
• Perform required research for a product set-up and account opening to assess documentation requirements on internal systems as applicable
• Ensure documentation conforms to the Bank’s legal guidelines and policies and standards, including risk mitigation through adherence to the control framework
• Ensure deal deliverables are met and hold owners accountable by managing implementation issues, escalations and error resolution
• Demonstrate creative problem solving and solid judgment/decision making
• Identify risks in processes in a timely manner; exhibit adherence to policy and procedures and meet or exceed established Service Level Agreements
• Manage clear expectations and understanding by establishing clear timelines and managing documentation requirements; exhibit ownership, escalation and resolution of risk issues when they occur in a timely manner

Required Qualifications, skills and capabilities

• 3+ years of relevant experience or knowledge of legal documentation and account products, entity organizational documents, tax documentation and other documentation types
• Proven ability to independently identify issues, analyze problems and provide viable account and documentation solutions with the ability to review and analyze information from multiple sources and determine relevancy
• Excellent time management, organizational conflict resolution, verbal and written communication skills
• Bachelor of Arts/Bachelor of Science degree with excellent attention to detail
• Working knowledge of risk factors that may impact specific products and industries
• Ability to multi-task effectively and leverage internal resources with strong client focus and ability to partner
• Independent, self-motivated with an ability to adapt and be flexible in a team environment with experience in financial services

Preferred qualifications, skills and capabilities

• Paralegal or Juris Doctor certificate

Joining our diverse and innovative global organization will provide you with endless opportunities for career and personal growth.

• Become a part of our many Business Resource Groups, employees who come together on topics such as ethnicity, gender, age, accessibility, special interests and more
• Help the community through expansive volunteer opportunities
• Join one of our focus groups aimed at Innovation and Transformation, creating the future experience for our clients and employees