JPMorgan Chase Operations Analyst II in Columbus, Ohio
Coordinates internally with all affected lines of business on all aspects of the acquisition using tools to promote visibility and awareness to assigned deals. Coordinates externally with selling counterparties, prior servicers and additional representatives involved in an acquisition. Position will problem solve and ensure all requirements, both internally and regulatory, are met and accomplished to purchase mortgage rights. Position will gather, compile and review information and data, evaluating existing systems and procedures, identifying alternative courses of actions, developing tools and/or improvements.
Position will lead calls both internally and externally tracking milestones and deliverables on assigned deals. Communicate status to management and stakeholders as necessary through summary reports, review decks, project plans, agendas, minutes, issue / risk tracking, etc.
Manage Performance - work independently on assigned deal managing task level checklist and deal level requirements
Manage Improvements - Leadership in driving improvements and managing to success implementation
Partnering -Collaborate both internally and externally to build strategic relationships and achieve common goals
Individually solves business problems and completes analysis. Performs proactive assessment of deal status and communicates roadblocks
Able to lead transfers and drive execution of transfer deliverables. Able to work with key partners to fully execute
Able to communicate effectively to an audience at all levels of management
Capability to review and translate 3rd party information to validate and ensure business requirements are met
Competent organizational skills with attention to detail
Understands end to end business processes to fully provide vision needed for the department to perform tasks
Principal Duties and Responsibilities (in order of importance):
Single point of contact for entire process related to bulk acquisition of loans from 3rd party sellers based on an executed Purchase and Sale agreement
Manage day-to-day task level checklist of position required milestones
Manage deal level milestones associated with internal partners requirements for successful on-boarding of purchased loans
Interact with external and internal partners on the phone and through e-mail, being concise and clear with direction and requests
Problem solve issues based on information received from 3rd party sellers. Review and translate when needed into Chase nomenclature to suppress confusion
Constantly assess and define areas of improvement and work to solution gaps and/or smooth edges
SME of all activities related to acquisition of loans, regulatory and internally, as well as manage relationship with counterparties. Understanding at a deal level data points, document structure and any inconsistency in normal acquisition protocol.
Knowledge & Experience:
3 years of related experience in mortgage banking
Strong organizational and analytical skills
Strong oral and written communication skills
Strong preparation skills
Strong phone presence, ability to be personable and direct
Working knowledge of mortgage lending systems
Experience with process improvement & problem solving
Proficiency with office products such as Word and Excel, Access and business presentation tools such as Power Point
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
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As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. These requirements may include sharing information in the firm's vaccine record tool, vaccination or regular testing, mask wearing, social distancing and daily health checks. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests.
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