Wealth Management - Credit Middle Office - Mortgage Support Team Analyst

  • Not Disclosed
  • Edinburgh, Scotland, United Kingdom
  • Permanent, Full time
  • JPMorgan.
  • 18 Oct 17 2017-10-18

Wealth Management - Credit Middle Office - Mortgage Support Team Analyst

Business Description


J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.


Role Description


The new Mortgage Support Team analyst will support the Mortgage Solutions business in processing Mortgage transactions.


Main Responsibilities:

  • Produce all UK Mortgage related documentation and provide support with a number of regular ancillary activities

  • Regularly partner with and support the Mortgage Solutions business throughout the Mortgage transactions

  • Work with internal & external legal teams and valuation agents as required

  • Liaise with Mortgage Solutions, Credit Executives and Legal teams on documentation requirements and validation

  • Regularly partner with and provide support for colleagues in other locations (London, Singapore, Hong Kong)

  • Prepare required supporting documentation in accordance with the standard templates provided by the legal department

  • Documents include, among others, the Mortgage Offer, acceptance letter, redemption and annual mortgage statements  

  • Maintaining accurate data in the Documentation Tracking System and the loan origination system

  • Responsible for tracking the status of documents and resolving exceptions

  • Responsible for the scanning and filing of all documents received

  • Develop an in-depth understanding of the UK mortgage regulations and end-to-end process

  • Understand, ensure adherence to and compliance with, JPMorgan policies and regulatory requirements



Essential skills and qualifications:


•Degree or relevant qualification (preferably Law or Finance) and/or  commercial experience in a similar role

•Knowledge of UK mortgage documentation and regulation is a plus

•Experience within a financial institution is a plus

•Excellent interpersonal skills with an ability to communicate at all levels

•Strong organisational skills and strong attention to detail

•Ability to work independently, self motivated with ability to prioritize work and meet tight deadline

•Familiarity with credit and lending products

•Ability to suggest improvements and engineer process changes

•Strong Word, Excel and Access skills an advantage

•Control and Risk mitigation mind-set, able to challenge the status quo and identify process efficiencies


JPMorgan Chase & Co offers an exceptional benefits programme and a highly competitive compensation package.


JPMorgan Chase & Co is an Equal Opportunity Employer