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JPMorgan Wealth Management Mortgage Operations Processing Specialist 
United States, Illinois, Chicago 
708010662

Yesterday


As a Mortgage Processing Specialist within the Asset & Wealth Management team, you will play a crucial role in processing Private Bank mortgage applications, ensuring accuracy and compliance with regulatory requirements. You will collaborate with internal and external stakeholders to facilitate the mortgage origination process, contributing to the firm's success and client satisfaction. In this role, you will be part of a team that values precision, efficiency, and a client-centric approach, providing you with the opportunity to grow and develop your expertise in a supportive environment.


The Asset & Wealth Management team at J.P. Morgan is dedicated to delivering exceptional service and innovative solutions to our clients. As a Mortgage Processing Specialist, you will be at the forefront of this mission, working with a diverse range of clients and products. Your contributions will be integral to maintaining our reputation for excellence and ensuring that we continue to meet the evolving needs of our clients.

Job Responsibilities

  • Process mortgage applications and simultaneous HELOCs with precision and efficiency.
  • Obtain all required third-party and vendor information to ensure complete documentation.
  • Collaborate with Underwriting, Rate Lock, Closing, Quality, and Mortgage Solutions teams as needed.
  • Communicate effectively with internal and external groups to resolve any issues.
  • Secure a clear to close from quality and address all QC findings promptly.
  • Submit files to closing in compliance with federal and state regulatory requirements.

Required Qualifications, Capabilities, and Skills

  • Two or more years of experience in U.S. mortgage loan originations.
  • Excellent written and verbal communication skills.
  • Proficiency in analyzing documents such as Title, Home Owners Insurance/Flood, and Appraisal.
  • Experience in production management, work allocation, prioritization, exception handling, and process documentation.
  • Ability to work independently in a high-production environment while meeting tight deadlines.

Preferred Qualifications, Capabilities, and Skills

  • Bachelor’s degree.
  • Willingness to work flexible schedules.