JOB DESCRIPTION As a Vice President - Wealth Management Mortgages, you are an integral part of the team that Support Mortgage Specialists in managing application pipelines, including: submitting amendments to mortgage applications, completing pricing tools, providing post funding support Job Responsibilities:
Support Mortgage Specialists in managing application pipelines, including: submitting amendments to mortgage applications, completing pricing tools, providing post funding support, etc.
Preparing presentations and materials for client and prospective client meetings
Ensure all processes and deadlines for service level agreements are met
Respond to data quality questions and research/resolve all issues
Coordinate with Mortgage Solutions to ensure all requirements for home owners insurance, title contacts, ownership structure, and legal documents are completed
Assist with the underwriting development process by following-up on underwriting inquiries
Coordinate the application, origination, and closing process end-to-end, including receipt of all necessary documentation from clients and/or Bankers
Go-to mortgage resource for bankers, integrated team members, management, and all stakeholders
Regular (ideally monthly and at least quarterly) attendance on market huddles, including preparation and presentation of material for updates on behalf of mortgage solutions and banker training/engagement
Focused on proactive business development and networking activities; able to lead meetings with clients, prospects, and COIs to grow the mortgage business
Ability to explain rationale for pricing exceptions
Ensures regulatory accountability & that business is executed in controlled manner, continues identifying risk and escalates as appropriate. Helps sustain our firms culture of character, commitment and strength
Required Qualifications, capabilities & skills:
Minimum of 12 Years of work experience in the financial services industry preferred
Well versed in industry knowledge with the ability to effectively use data to develop and implement business plans that deliver results; and be nimble to make tactical shifts based on broader macro environment as needed
Exceptional leadership skills and executive presence to drive growth and excellence within the practice along with strong connectivity across the firm
Be an owner of the practice, the products and experience with an ability to drive, influence, co-create and be accountable for the different aspects impacting the business
Excellent time management & organizational skills to ensure timely collection of loan documentation.
Self-motivator with an ability to facilitate change
Ability to attract, support, develop and lead the firms diverse talent; demonstrate the strength to train the team in the core business (Mortgage Solutions) roles and responsibilities
Mentorship, participation in BRGs, Affinity Groups, DE&I initiatives and community service through nonprofit boards and organizations to have a broader impact
PowerPoint and Excel expertise required
To be flexible to work any shifts including night shift.
ABOUT US
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the worlds most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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. We also make reasonable accommodations for applicants and employees religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
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