Wealth Management: The Mortgage Advisory Team - Mortgage Analyst Wealth Management: The Mortgage Advisory Team -  …

in Houston, TX, United States
Permanent, Full time
Be the first to apply
in Houston, TX, United States
Permanent, Full time
Be the first to apply
Wealth Management: The Mortgage Advisory Team - Mortgage Analyst
J.P. MorganAsset & Wealth Management, with client assets of $2.8 trillion, is a globalleader in investment and wealth management. Its clients include institutions,high-net-worth individuals and retail investors in every major marketthroughout the world. The division offers investment management across allmajor asset classes including equities, fixed income, alternatives, multi-assetand money market funds. For individual investors, the business also providesretirement products and services, brokerage and banking services includingtrusts and estates, loans, mortgages and deposits.

The Global Wealth Management Mortgage Advisory team delivers customized,complex mortgage lending solutions to GWM clients. Mortgage Advisors work withBankers, Capital Advisors, Financial Advisors and additional members of theintegrated team to deliver sophisticated lending solutions and excellentservice to GWM clients.

The Mortgage Analyst works in support of a Mortgage Advisor inoriginating and funding Mortgage applications.

Key Responsibilities include:
  • Support Mortgage Advisors in managing application pipelines, including: submission of mortgage applications into the system, completing pricing tools, deal worksheets, etc.
  • Respond rapidly to client and internal inquiries on mortgages and HELOCs
  • Respond to data quality questions and research/resolve all issues
  • Assist with the underwriting development process by following-up on underwriting inquiries

Following on-the-job training:
  • Identify and structure mortgage loan opportunities during conversations with clients, Bankers and/or other integrated team members
  • Analyze noncomplex client balance sheets and cash flow to formulate a mortgage solution that meets the client's needs and is consistent with the firm's risk parameters
  • Coordinate the application, origination and closing process end-to-end, including receipt of all necessary documentation from clients and/or Bankers

Key Requirements
  • Excellent communication skills (both verbal and written)
  • Excellent time management & organizational skills
  • Ability to handle a high volume of client and Banker/Capital Advisor communication and requests for information
  • Self motivator and ability to facilitate change
  • Proficiency in Microsoft software applications (Excel, Word, Outlook), as well as a knowledge of the various JPMorgan systems
  • Strong partnership skills to work effectively with internal teams (Bankers, Capital Advisors, Underwriters, etc.) and external constituents as needed for each transaction

  • Undergraduate Degree

This position will require / requiresNational Mortgage Licensing System and Registry (NMLS) registration under theterms of the Safe Act of 2008. As such, upon active employment withJPMorgan Chase, you will be required to either register via the NMLS registryor re-register and move your previous registration to JP Morgan Chase'sregistration rolls. Your continued employment in this position with JPMorganChase is contingent upon successful registration after your start date andannual re-registration thereafter. In addition, informationobtained during the registration process may impact your employment with thefirm.

Further information about the registry andthe requirements of registration can be found at: