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JPMorgan Wealth Management Mortgage Operations - Closing 
India, Karnataka, Bengaluru 
874952400

18.03.2025

Job Summary

As a Wealth Management Mortgage Operations - Closing in our team, you will be responsible for sourcing applicable fees, preparing closing documents, reviewing conditions, and working directly with various partners to close transactions. You will gain a comprehensive understanding of the origination cycle, regulations, and mortgage documents. Your role will require excellent communication, interpersonal, analytical, and problem-solving skills, and a strong commitment to customer service and teamwork. You will be expected to meet or exceed work goals for productivity, quality, and turnaround time.

Job Responsibilities

  • Source and disclose all applicable fees from the title company and other vendors to the client within the regulatory timeframe.
  • Prepare closing documents in accordance with state, regulatory, and internal guidelines, ensuring a thorough understanding of their execution at the closing table.
  • Review and ensure all credit and non-credit conditions are met.
  • Collaborate with Mortgage solutions, vendors, and internal/external partners to successfully close and fund the transaction.
  • Develop a comprehensive understanding of the origination cycle, regulations, and all relevant mortgage documents.
  • Provide excellent client service and demonstrate proficiency in reviewing loan details and documentation for regulatory compliance.
  • Resolve complex problems by identifying innovative solutions, addressing documentation deficiencies, and communicating findings clearly, while ensuring accurate disbursement of funds and adherence to J.P. Morgan's fair lending practices. Prioritize workflows to achieve and exceed productivity, quality, and turnaround time goals.


Required qualifications, capabilities and skills

  • Excellent communication, Interpersonal, analytical and problem solving skills.
  • Understanding of mortgage documents and mortgage origination life cycle.
  • Past exposure to regulatory, state, Federal guideline
  • Exception Handling & Subject Matter Expertise, challenges status quo.
  • Ability to act independently and work in a fast paced, high production environment while meeting or exceeding agreed upon targets for volume, timing and quality.
  • Ability to communicate, motivate and foster a high-performance work environment.
  • Ability to learn, adapt and cope up with reasonably higher time to proficiency.
  • Coordination and team work (Internal and across teams)
  • Time Management, flexibility and adaptability to changes
  • Must have a strong commitment to customer service and teamwork to contribute to high-performing teams
  • Proficiency in MS Office.

Willing to work in North America schedules (May shift slightly during Daylight Savings Time)