Wealth Management Mortgage Operations - Closing Analyst

Introductory market language

Take a lead role in acquiring, managing and retaining meaningful relationships that deliver outstanding experience to our customers

Job Summary

As a Wealth Management Mortgage Operations - Closing Analyst within our Mortgage Solutions team, you will be responsible for sourcing fees, preparing closing documents, reviewing conditions, and working directly with various partners to close transactions. You will gain a comprehensive understanding of the origination cycle, regulations, and mortgage documents. Your role will require excellent communication, interpersonal, analytical, and problem-solving skills, and the ability to work in a fast-paced, high production environment. You will be expected to demonstrate client service excellence, adhere to all fair lending practices, and achieve work goals for productivity, quality, and turnaround time.

• Source and disclose all applicable fees from the title company and other vendors to the client within the regulatory timeframe.
• Prepare closing documents in accordance with state, regulatory, and internal guidelines, ensuring a thorough understanding of their execution at the closing table.
• Review and ensure all credit and non-credit conditions are met.
• Collaborate with Mortgage solutions, vendors, and internal/external partners to successfully close and fund the transaction.
• Develop a comprehensive understanding of the origination cycle, regulations, and all relevant mortgage documents.
• Provide excellent client service and demonstrate proficiency in reviewing loan details and documentation for regulatory compliance.
• Resolve complex problems by identifying innovative solutions, addressing documentation deficiencies, and communicating findings clearly, while ensuring accurate disbursement of funds and adherence to J.P. Morgan's fair lending practices. Prioritize workflows to achieve and exceed productivity, quality, and turnaround time goals.

• Possess excellent communication, interpersonal, analytical, and problem-solving skills.
• Have a solid understanding of mortgage documents and the mortgage origination life cycle, with past exposure to regulatory, state, and federal guidelines.
• Demonstrate expertise in exception handling and challenging the status quo.
• Capable of working independently in a fast-paced, high-production environment, consistently meeting or exceeding targets for volume, timing, and quality.
• Ability to communicate effectively, motivate others, and foster a high-performance work environment, while learning, adapting, and achieving proficiency quickly.
• Exhibit strong coordination and teamwork skills, both internally and across teams, with effective time management, flexibility, and adaptability to changes.
• Show a strong commitment to customer service and teamwork, contributing to high-performing teams, with proficiency in MS Office and willingness to work North America schedules, including adjustments for Daylight Savings Time.