דרושים Senior Home Lending Advisor - Portland ב-גיי פי מורגן ב-United States, Portland

Job responsibilities

• Applies technical knowledge and problem-solving methodologies to projects of moderate scope, with a focus on improving the data and systems running at scale and ensures end to end monitoring of applications.
• Resolves most nuances and determines appropriate escalation path.
• Executes conventional approaches to build or break down technical problems.
• Drives the daily activities supporting the standard capacity process applications.
• Partners with application and infrastructure teams to identify potential capacity risks and govern remediation statuses.
• Considers upstream/downstream data and systems or technical implications.
• Take accountability for making significant decisions for a project consisting of multiple technologies and applications.

Required qualifications, capabilities, and skills

• Bachelor’s Degree in Computer Science, Cybersecurity, Data Science, or related disciplines
• Minimum of 3+ years of experience working on support of products / infrastructure
• Strong knowledge of one or more infrastructure disciplines such as hardware, operation systems, networking terminology, databases, storage engineering, deployment practices, integration, automation, scaling, resilience, and performance assessments
• Strong knowledge of one or more scripting languages (e.g., Scripting, Python, etc.)
• Strong communications skills, verbal, written, ability to drive meetings and knowledge sharing sessions to teams.
• Experience with multiple cloud technologies with the ability to operate in and migrate across public and private clouds.
• Drives to develop infrastructure engineering knowledge of additional domains, data fluency, and automation knowledge.
• Knowledge and hands on experience with tools like (Jira, Confluence, ServiceNow, Netcool)

Preferred qualifications, capabilities, and skills

• Hands-on experience with AWS, Azure, GCP, or other cloud environments and hold relevant cloud certifications.
• Utilize Terraform or other infrastructure-as-code technologies for cloud resource management.
• Implement CI/CD pipelines, perform code reviews using GitHub, and automate processes with Python and scripting.
• Knowledge of observability tools and SRE best practices to monitor and optimize cloud operations.

Campbell Global is a leading global investment manager focused on forestland. We are widely recognized as an authority on both forest management and timberland investing. Based in Portland, Oregon, we have nearly four decades of experience in forestland management and value creation. A pioneer in the field, over the last 40+ years we have managed 5.5 million acres (2.2 million hectares) worldwide for pension funds, foundations, and other institutional investors. Campbell Global is a subsidiary of J.P. Morgan.

As a Senior Accountant within Campbell Global’s Client Accounting group, you will take on a leading role in managing the general ledger and overseeing all accounting tasks for the Funds under your supervision. Collaborating closely with Cash Management, Accounts Receivable, and Accounts Payable, your role will ensure the books are closed accurately and promptly. Your duties will encompass the preparation of monthly and/or quarterly client financial statements, investor reports, and annual audit reports. Additionally, you will be involved in researching and implementing new accounting processes and procedures. Your role is crucial in maintaining the accuracy and integrity of the accounting system, client reporting, and accounting procedures.

Job Responsibilities

• Prepare monthly and quarterly client financial statements as well as special ad-hoc reports for investors.
• Prepare annual audit support and tax schedules.
• Prepare and analyze journal entries and maintain all general ledger supporting schedules and reconciliations.
• Perform fixed asset accounting (maintain fixed asset register and maintain the capital expenditures system).
• Have the ability to learn and understand reporting differences between US GAAP and IFRS.
• Review check requests, bank statements, adjustments to accounts payable and receivable, and cash management.
• Respond to internal and external information requests in conjunction with management and team members.

Required qualifications, capabilities and skills

• Bachelor’s Degree in Accounting, Finance, or Business.
• Three years’ work experience in Accounting, other qualified experienced candidates will be considered.
• High proficiency in Excel.
• Experience with Investment Accounting and tax.
• Self-starter and ability to work independently and as a team.
• Positive attitude and willingness to learn new skills and take on new challenges.
• Demonstrated interpersonal and teamwork skills.

Preferred qualifications, capabilities and skills

• Exposure to Oracle, SmartView and Essbase or similar software.

Job responsibilities

• Develop new and manage existing client relationships, providing exceptional service that exceeds expectations
• Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person calls with prospects and clients at their places of business and other external locations
• Network and build strong relationships with referral sources and other centers of influence outside of the office environment to generate banking and investment leads
• Develop strong internal partnerships across all lines of business in order to best meet client’s specific needs
• Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach
• Strictly adhere to all risk and control policies, regulatory guidelines and security measures

Required qualifications, capabilities, and skills

• A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence
• Proven trusted relationship builder with a track record of delivering an exceptional client experience
• Demonstrated success driving sales growth by focusing on deepening relationship across multiple product lines and an ability to work collaboratively in a team environment to deliver solutions for clients
• Demonstrated understanding of investments, wealth planning, credit and banking concepts
• Required Licenses: Series 7 and 66 (or 63 and 65). Unlicensed candidates considered, but required to obtain licenses within 150 days of start date

Preferred qualifications, capabilities, and skills

• A bachelor’s degree
• Experience cultivating relationships through delivering Home or Business lending needs

This role is located in Portland, OR and will report in the office.

Dodd Frank/Truth in Lending Act

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:

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.

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.