דרושים Senior Home Lending Advisor - Ann Arbor Mi ב-גיי פי מורגן ב-United States, Ann Arbor

Job Summary:

As a Legal Entity Controller (LEC) within the Singapore and Australia Asset Management Legal Entities, you will be responsible for ensuring the accurate and timely submission of financial reporting and regulatory filings. You will focus on enhancing efficiency, delivering precise financial information, and collaborating with various groups to establish effective controls. Additionally, you will have the opportunity to engage in the analysis of legal entity implications for new business developments and changes in the regulatory framework.

Job responsibilities

• Ensure accurate month end close process to complete close of books and records under US GAAP as well as local GAAP for Singapore and Australia Asset Management Legal Entities
• Perform analytical review to identify any significant misstatement on Balance Sheet and Income Statement, and liaise with other functions to identify business drivers for significant variances
• Involve in the monthly general ledger certification and substantiation process
• Work closely with the Regional MIS team in HK on financial planning and analysis processes such as monthly Flash vs Actual reporting and reviewing outlook revenue and expenses
• Assist in the regulatory, tax and management reporting.
• Support the annual statutory and tax audits in Singapore and Australia
• Support the preparation of meeting materials for various location management committee meetings and regional finance control meetings
• Participate in working groups for projects and new initiatives impacting the Singapore and Australia Asset Management Legal Entities
• Maintain high level of internal control standards

Required qualifications, capabilities, and skills:

• A bachelor's degree in Accounting or a related discipline
• Candidates with a strong foundation, even fresh graduates, in finance are encouraged to apply
• Deep knowledge of International Financial Reporting Standards (IFRS) and US GAAP.
• Excellent analytical skills with the ability to think broadly and connect diverse issues and tasks.
• Effective communication skills and ability to build strong working relationships with global counterparts
• Meticulous and strong control awareness
• Committed, proactive and demonstrates initiative to drive better workflow efficiency
• Excellent project management, multi-tasking and collaboration skills

Preferred qualifications, capabilities, and skills:

• At least 1 year of experience in a public accounting firm or a financial institution.
• Proficient user of MS suite of products (e.g. Word, Excel. Powerpoint)
• Knowledge/experience with one or several dash-boarding/automation tools (Tableau, Alteryx, Python, etc.)
• Familiarity with Risk-based Capital adequacy requirements for local regulatory reporting related to CMSL license legal entities is a plus

Job Profile:

Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers’ chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business.

As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.

Job responsibilities

• Coaches and mentors the branch team by providing training on products and services.
• Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
• Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
• Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
• Builds role as the internal and external mortgage expert and maintains good relationships with customers.
• Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.

Required qualifications, capabilities, and skills

• Bachelor's degree or equivalent work experience in sales and/or real estate
• 3+ years of mortgage lending and proven sales experience in retail banking
• Knowledge of real estate market in local area
• Excellent written and oral communication skills
• Knowledge of FHA, VA, FNMA, and FHLMC guidelines

Preferred qualifications, capabilities, and skills

• FHA/VA sales experience
• Marketing, promoting, relationship building, and consulting skills
• Intermediate PC skills in a Windows environment

This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.

In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.

Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx.

Job Profile:

As a Senior Home Lending Manager within Chase Home Lending, you will be presented with a unique opportunity to progress your career and make a substantial impact on the business. Your role will involve promoting Mortgage Banking strategies, managing P/L, and influencing business investments. You will also be responsible for leading and developing Lending Managers and Advisors, cultivating partnerships, and recruiting top talent.

Job Responsibilities:

• Significantly impacts business P/L by developing and executing Mortgage Banking strategies and managing regulatory controls.
• Leads P/L ownership for the market, guiding pricing, staffing, and expense management.
• Manages relationships with key partners, including Retail Bank, IT, Product, Operations, and external vendors.
• Actively recruits talent, recognizes high-potential employees, and fosters an inclusive work environment.
• Monitors loan applications and closings, provides business-building advice, and ensures regulatory compliance.
• Uses strategic skills to maintain a broad market perspective and identify opportunities in sales, staffing, and processes.
• Applies Mortgage Banking expertise to understand offerings, guidelines, and local market needs, and guides new lead source development for market growth.

Required Qualifications, Capabilities, and Skills:

• Bachelor's degree or equivalent experience in mortgage sales and banking.
• 7+ years of management experience, including leading teams of Sr. Managers.
• In-depth knowledge of Federal and State regulatory policies.
• Strong problem-solving, analytical, and organizational skills.
• Excellent communication and interpersonal abilities.
• Proficient in PC skills, including Excel, Word, and PowerPoint.
• Ability to perform well under stress.

Preferred Qualifications, Capabilities, and Skills:

• Strong Technical background preferred.

A typical day consists of assisting customers and performing transactions. You will also look for opportunities to make customers lives easier by setting up self-service options and building relationships. Throughout the week, you will schedule time to review branch operations and share updated policy and procedures with branch employees. This results in the business is adhering to control expectations.