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Wealth Management, Private Bank Mortgage Operations - Processing Specialist

Req #: 170122724
Location: Westmont, IL, US
Job Category: Asset Management
Job Description:
Firm Introduction: J.P. Morgan Asset & 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

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


Duties include:

-Review of executed loan documents for accuracy in execution

-Review loan conditions for acceptance

-Complete the accurate disbursement of funds to various parties


-The candidate should be detail-oriented

-Possess strong problem solving capabilities

-Individual must be able to work in high production environment while meeting or exceeding agreed upon targets for volume, timing and quality

-Must have strong commitment to customer service and team work at contribute to high-performance 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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