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Wealth Management, Private Bank Mortgage Operations Funding Specialist

Req #: 170122630
Location: Westmont, IL, US
Job Category: Asset Management
Potential Referral Amount: 0 US Dollar (USD)

Description

 

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 Funding specialist role reviews documents, provided final funding approval and initiates funds to 3rd parties.

 

Duties include:

  • Review executed loan documents for accuracy in execution  
  • Review loan conditions for acceptance
  • Complete the accurate disbursement of funds to various parties 

      Qualifications

       

      • The candidate should be detail-oriented
      • Possess strong problem solving capabilities. 
      • Individual must be able to work in a high production environment while meeting or exceeding agreed upon targets for volume, timing and quality. 
      • Must have a strong commitment to customer service and teamwork to contribute to high-performing teams through development of self and others.
      • At least three years of mortgage lending experience. 
      • Possess strong PC skills  
      • Strong analytical and organizational skills
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