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JPMorgan Loan Origination Specialist IV 
United States, Texas, Fort Worth 
939453404

Yesterday

Job Summary


You will oversee the finalization of closing packages, including HUD Settlement Statements, and manage a national portfolio with accountability for turn time. Your responsibilities include reviewing hold-backs, escrows, and related fees, requiring knowledge of real estate tax and escrow setups. You’ll work closely with internal and external partners to resolve issues and ensure smooth closings.

Job responsibilities

  • Review documented transactions based on credit approval and note receipt of collateral, file, or policy exceptions
  • Interact with business teams, management, and third-party vendors to close transactions in a timely manner
  • Identify closing and collateral-related issues using basic knowledge of title policy and survey exceptions
  • Apply current real estate laws in a multi-state environment, including zoning, title, and escrow regulations
  • Understand and review complex borrowing entities such as LLCs, corporations, and trusts
  • Review SNDA’s, estoppels, tenant leases, and abstracts
  • Audit loan documents to ensure compliance with policy and servicing procedures
  • Oversee and coordinate the finalization of the Closing Funding Package, including HUD Settlement Statements
  • Manage national portfolio and ensure accountability for turn time
  • Review applicable hold-backs, escrows, and related fees to be paid at closing
  • Apply knowledge of real estate tax and escrow setups during the closing process

Required qualifications, capabilities, and skills

  • High School Diploma or GED
  • One year of related experience in loan closing or real estate transactions
  • Strong organizational skills demonstrated in previous roles
  • Attention to detail in reviewing documents and transactions
  • Ability to make independent decisions and solve problems
  • Superior customer service skills in a professional environment
  • Clear and coherent written and verbal communication skills
  • Ability to work with minimal supervision
  • Dependable and adaptable in a fast-paced, deadline-driven environment
  • Proficient computer skills, including Microsoft Word and Excel
  • Willingness to work overtime as needed

Preferred qualifications, capabilities, and skills

  • Associate’s or Bachelor’s Degree in business, finance, or related field
  • Three years of experience in multifamily or commercial loan closings
  • Experience with HUD Settlement Statements
  • Familiarity with SNDA’s, estoppels, and tenant lease abstracts
  • Experience working with complex borrowing entities (LLCs, corporations, trusts)
  • Advanced proficiency in Microsoft Excel
  • Experience coordinating with third-party vendors in real estate transactions

Required or additional information

  • Visa sponsorship is not available for this position.
  • Work schedules will be full-time in office, on a 40-hour per week schedule.