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Wealth Management, Private Bank Mortgage Operations Mortgage Closer/Funder, Analyst

Req #: 180017347
Location: Westmont, IL, US
Job Category: Operations
Potential Referral Amount: 0 US Dollar (USD)
About JP Morgan Wealth Management
J.P. Morgan 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.

Our Business


Global Wealth Management Operations supports the JPMorgan Private Bank in JP Morgan’s Asset Management line of business. The Private Bank is the world’s premier service provider for ultra and high net worth individuals.  Our goal is to help these affluent individuals across the globe optimize their wealth, after taxes and across generations.  Global Wealth Management Operations provides end-to-end support for all aspects of the client experience, working closely with client service, fiduciary, product specialty groups, third party vendors and other internal groups.




Candidate will work closely with Mortgage Advisors to provide an exceptional mortgage experience to their high net worth clients.  The Closer is required to complete tasks assigned in an accurate and timely manner. These tasks include but are not limited to providing exceptional customer service, ensuring mortgage loans are properly set up for closing, working with the Client and Mortgage Advisors for timely closing of loan and preparing and finalizing loan closing documents.  The position entails utilizing various systems as well as maintaining pipelines and workflow queues to prioritize deal flow.

  • 3 plus years experience in mortgage loans
  • Conventional loan experience is a plus
  • Knowledge of Federal and State regulatory requirements
  • Detail oriented with ability to set goals, meet objectives, take initiative and complete tasks within deadlines.
  • Must have organizational, planning and problem solving skills
  • Excellent written and verbal communication skills
  • Must be able to multi-task
  • Flexible / Adaptable
  • Analytical / Critical thinking - be able to anticipate problems and resolve early
  • MS Access / Excel / Word / Adobe Acrobat knowledge preferred
  • Bachelors Degree is a plus
  • Overtime may be required
  • Mon-Fri 10:30-7
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