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Wealth Management, Private Bank Mortgage Operations, Post Funding Specialist

Req #: 170122603
Location: Westmont, IL, US
Job Category: Asset Management
Potential Referral Amount: 0 US Dollar (USD)

About JP Morgan Asset and Wealth Management

J.P. Morgan Asset and 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.



The Post Funding Specialist is a hybrid role that will provide oversight, follow up and reconciliation for multiple functions.



    ·         Post Funding Specialist is responsible to ensure research items are reviewed within SLA and required provide assistance to onshore & offshore peers as needed.

    ·         Ability to work independently with direction as needed

    ·         Multifunctional

    o    The ability to learn and handle multiple functions at a time

    o     Cross-train on all function within the department.

    o    Ability to train and mentor new peers

    o    Ability to manage and maintain productivity / quality during peak periods, high volumes, & stressful situations

    ·         Communicate information in a timely and complete manner in an effort to meet goals

    ·         Exercises sound and independent judgment regarding when to refer issues to Lead/Supervisor/Manager/Credit Exec  

    o    Work closely with Underwriting, Quality. Processing, Prelim, Closing assigned market, mortgage advisory  team and other Mortgage Center teams to solidify relationships

    o    Recommend decisions based on specific  policy/guidelines

    o    Make sound recommendations based on specific state policy guidelines

    o    Demonstrate decisiveness by making thoughtful and timely decisions in stressful and ambiguous situations

    o    Speaks up with own ideas/viewpoints in an effort to improve or change current process to enhance efficiency

    o    Excellent written and verbal communication required to maintain email/phone correspondence with internal and external customers

    o    Ability to work standard scenario production files and ability to partner with senior peers or supervisor to resolve complicated files.

    o    Can effectively negotiate with partners



    ·         Knowledge of State specific items which can include but not limited to; CEMA, REMA, and MIM, state specific disclosures and processing requirements and deadlines.

    o    Can analyzes complex collateral issues and is able to identify and mitigate risks as wells as address  issues as they arise

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