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Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
* Bilingual in English and Spanish required.
Must be able to speak, read, and write in English and Spanish.
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony convicti...
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Type: Permanent Location: Phoenix, US-AZ
Salary / Rate: Not Specified
Posted: 2025-02-27 07:50:57
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JOB DESCRIPTION
This Senior Assistant Actuary position is responsible for supporting portfolio management efforts in the Global Casualty Domestic (GCD) unit.
Key responsibilities include supporting profit studies, pricing factor reviews, reserve review support, reporting, and planning.
The role is based in Philadelphia, PA reporting to the Vice President of Planning Reporting for Global Casualty Domestic.
Duties and Responsibilities related to this position:
* Actuarial support for the Annual GCD Profitability Studies.
* Actuarial support for the review and implementation of pricing factor/model updates to GCD's pricing systems.
* Actuarial pricing support for the GCD Reserve reviews including Expected Loss Ratio (ELRs), EBUB/EBNR reviews, XS of Agg monitor and other inputs as needed.
* Actuarial support for GCD monthly, quarterly, and annual monitoring and reporting of results, including current accident year indications, AvE, and claim trend monitoring.
* Actuarial support for GCD planning, including detailed trend and portfolio bridging analyses.
* Actuarial support for the annual WC CAT treaty renewal submission.
* Work on other projects as requested or identified.
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law.
Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees.
Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.
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Type: Permanent Location: Philadelphia, US-PA
Salary / Rate: Not Specified
Posted: 2025-02-27 07:50:56
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JOB DESCRIPTION
Major Duties and Responsibilities:
* Takes information from underwriters and agents on renewals, endorsements, and new business to correctly code and rate.
* Directs requests for missing information to underwriters and agents.
* Evaluates information and determines acceptance or referral to underwriters.
* Manually and electronically rates policies, renewals, and endorsements.
May also produce/issue quote letters, policies and endorsements.
* Identify forms and endorsements used in policy construction for the purpose of distribution.
* Answers routine questions regarding rating and processing for agents; participates in team-based problem solving.
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law.
Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees.
Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.
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Type: Permanent Location: Johnston, US-IA
Salary / Rate: Not Specified
Posted: 2025-02-27 07:50:56
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You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
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Type: Permanent Location: Syracuse, US-NY
Salary / Rate: Not Specified
Posted: 2025-02-27 07:50:55
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JOB DESCRIPTION
Main responsibilities include:
* Underwrite and negotiate renewals and endorsements with a total Commercial portfolio premium of approximately $5M and 500 policies.
* Lines of business include commercial package, automobile, umbrella, international and workers compensation.
* Achieve favorable rate and retention within given territory
* Underwriting duties will include:
* Target touch underwriting of Commercialaccounts
* Marketing and servicing accounts based on Chubb guidelines
* Develop strong relationships with independent agents and brokers and overseas counterparts in order to successfully manage our business
QUALIFICATIONS
Skills Education
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law.
Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees.
Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.
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Type: Permanent Location: ALPHARETTA, US-GA
Salary / Rate: Not Specified
Posted: 2025-02-27 07:50:54
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JOB DESCRIPTION
The Commercial Renewal Underwriter contributes to the achievement of customer group or specialty goals as well as corporate goals relating to growth, profit, renewal retention, and service and producer/client management.
Major responsibilities include:
* Risk Assessment: Evaluate and analyze the risk associated with renewing Umbrella and Excess insurance policies, ensuring that Chubb underwriting guidelines and standards are met.
* Policy Review: Review existing policies to assess performance, claims history, and changes in risk profiles to determine appropriate renewal terms and premiums at least 120 days prior to renewal.
* Client Communication: Collaborate with brokers to discuss renewal terms, address inquiries, and negotiate adjustments as necessary.
* Data Analysis: Utilize Chubb data and analytics tools to identify trends and determine the adequacy of pricing and coverage for renewal business.
* Documentation Management: Ensure all underwriting documentation is complete, accurate, and compliant with internal policies and regulatory requirements no more than 60 days after binding.
* Risk Mitigation: Identify potential risks and suggest risk mitigation strategies to enhance underwriting practices and minimize exposure.
* Collaboration: Work closely with other departments, including claims and actuarial teams, to gather insights and feedback that inform renewal decisions.
* Market Research: Stay current with industry trends, market conditions, and competitor offerings to make informed underwriting decisions, i.e.
mindful deployment of limits and attachments.
* Regulatory Compliance: Ensure all renewal processes follow regulatory requirements and company policies, maintaining adherence to legal standards.
* Continuous Improvement: Contribute to the development and enhancement of underwriting processes and policies to improve efficiency and effectiveness.
* Underwriters handle a book of 130 customers
* Candidates with strong casualty lines background are preferred but not required.
QUALIFICATIONS
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, n...
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Type: Permanent Location: ALPHARETTA, US-GA
Salary / Rate: Not Specified
Posted: 2025-02-27 07:50:53
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JOB DESCRIPTION
Chubb is currently seeking a Workers' Compensation Lost Time Senior Claim Examiner for our West Coast/Pacific region.
The successful applicant will be handling claims from California.
The position will report and reside in our Los Angeles, CA office.
Duties & Responsibilities:
* Handles all aspects of workers' compensation lost time claims from set-up to case closure ensuring strong customer relations are maintained throughout the process.
* Reviews claim and policy information to provide background for investigation.
* Conducts 3-part ongoing investigations, obtaining facts and taking statements as necessary, with insured, claimant and medical providers.
* Evaluates the facts gathered through the investigation to determine compensability of the claim.
* Informs insureds, claimants, and attorneys of claim denials when applicable.
* Prepares reports on investigation, settlements, denials of claims and evaluations of involved parties, etc.
* Timely administration of statutory medical and indemnity benefits throughout the life of the claim.
* Sets reserves within authority limits for medical, indemnity and expenses and recommends reserve changes to Team Leader throughout the life of the claim.
* Reviews the claim status at regular intervals and makes recommendations to Team Leader to discuss problems and remedial actions to resolve them.
* Prepares and submits to Team Leader unusual or possible undesirable exposures when encountered.
* Works with attorneys to manage hearings and litigation
* Controls and directs vendors, nurse case managers, telephonic cases managers and rehabilitation managers on medical management and return to work initiatives.
* Complies with customer service requests including Special Claims Handling procedures, file status notes and claim reviews.
* Files workers' compensation forms and electronic data with states to ensure compliance with statutory regulations.
* Refers appropriate claims to subrogation and secures necessary information to ensure that recovery opportunities are maximized.
* Works with in-house Technical Assistants, Special Investigators, Nurse
Consultants, Telephonic Case Managers as well as Team Supervisors to exceed customer's expectations for exceptional claims handling service.
Technical Skills & Competencies:
* Lost Time Claim Examiner position with prior experience in workers' compensation as a lost time examiner, or similar examiner experience in short-term / long-term disability, auto personal injury protection / medical injury, or general liability claims.
* Requires basic knowledge of workers' compensation statutes, regulations, and compliance.
* Ability to incorporate data analytics and modeling into daily activities to expedite fair and equitable resolution of claims and claim issues.
* Exceptional customer service and focus.
* Ability to openly collaborate with lea...
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Type: Permanent Location: Los Angeles, US-CA
Salary / Rate: Not Specified
Posted: 2025-02-27 07:50:52
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JOB DESCRIPTION
Senior P&C Underwriter, Commercial Insurance
Chubb Commercial Insurance is currently seeking a skilled Core Commercial Underwriter to join the Middle Market Commercial Insurance team in Chicago.
Position Description:
Commercial Insurance writes companies with revenues up to $1B, including both guaranteed cost and loss sensitive program structures.
As a Senior Underwriter, responsibilities including a renewal book of $8-9M and generating new business of approximately $1.5-2M annually.
The position will be responsible for driving profitable growth with Chicago agents and brokers.
Products include Package, Property, General Liability, Auto, Worker's Compensation, Umbrella/Excess and Foreign.
The Underwriter will be charged with directly underwriting and growing a book consisting mainly of Manufacturing, Professional Services, Cultural Institutions, Real Estate, Wholesale, Food and Other services.
We are looking for a candidate who is highly motivated, results oriented with solid business and underwriting acumen.
Responsibilities
The Production Underwriter will:
* Establish relationships with key trading partners and drive submission activity across assigned Agents and Brokers in our desired industry segments.
* Be responsible for profit, growth, and retention of assigned book.
* Develop and negotiate price, coverage, terms and conditions for all new business and renewals while actively identifying account rounding opportunities for other Chubb practices.
* Meet or exceed new business production goals while maintaining profitability across assigned portfolio and adhering to authority and strategies.
* Maintain and develop relationships with the branch, our brokers and clients.
* Develop a prospect pipeline with our major trading partners and engage other business units for cross-selling opportunities.
* In conjunction with Underwriting Associate, retain key assigned renewals and lead coordination of Loss Control and Claims Service plans for service level accounts.
QUALIFICATIONS
DesiredQualifications:
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ances...
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Type: Permanent Location: Schaumburg, US-IL
Salary / Rate: Not Specified
Posted: 2025-02-27 07:50:51
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JOB DESCRIPTION
* Work with an assigned Premier Underwriter(s) to acquire and retain Premier and Family Office clients.
* Provide a total service for assigned clients, working with designated key contacts across all internal departments within Operations.
* Provide new line quotes, option quotes, quote proposals, rewrites, endorsements, renewal account management; create client excel spreadsheets for underwriting account review.
* Manage and prioritize all requests meeting expectations timely
* Create spreadsheets for agents to organize client information
* Identify additional service options for Premier clients
* Liaison for internal and external business partners
* Business travel to agent's offices with business partner to review Premier client accounts
* Understand business acumen and marketing concepts as they relate to the Premier clients
* Demonstrate flexibility with work hours based on business/department demands
* Assist with special training requests
QUALIFICATIONS
*
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law.
Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees.
Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.
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Type: Permanent Location: Whitehouse Station, US-NJ
Salary / Rate: Not Specified
Posted: 2025-02-27 07:50:50
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The Store Manager is responsible for the success of store and donation center operations.
This position is accountable for the achievement of sales and revenue goals, customer and donor growth, while serving as a community partner to promote an engaging customer experience.
RESPONSIBILITY LEVEL:
Implements strategy for daily store and donation operations for assigned store.
Oversees daily operations, direct staff and ensures implementation of departmental policies, procedures and programs.
Maintains operating budget and manages expenses.
Communicates budgetary performance.
Typically works on projects and initiatives that span 1-2 years and focuses on the creation of systems, processes and programs.
PRINCIPAL DUTIES:
1.
Leading and Developing Talent: Manages departmental structure, development and training of staff.
Actively networks and sources for positions within the team.
2.
Project and Change Management: Plans and manages projects of low to moderate complexity related to departmental function.
Manages change with direct reports and participates in the leadership coalition that supports the change.
3.
Community Engagement: Understands social trends driving Goodwill's community engagement initiatives, and champions initiatives.
4.
Optimize process work flow, inventory management and work schedules to maximizing output of sales and production team.
5.
Accountable for achievement of established customer and donor service goals.
6.
Maintain store environment, staffing and production quality and volume to sufficiently service customers and reach revenue and margin goals.
Maintain store presentation standards in accordance with Store Environment guidelines.
7.
Comfortably operates, troubleshoots and has the ability to train others on all processes, equipment and customer service, increasing the effectiveness to monitor compliance and productivity.
8.
Supervise completion of safety audits with follow up on outstanding items, consumer product safety compliance and support incident rate targets.
9.
Calculate accurate projection figures to achieve goals from budgets or other report data.
Responsible for timeliness and accuracy of all required reports.
10.
Anticipate business needs and proactively solves problems.
11.
Responsible for completing other duties/responsibilities as assigned.
REQUIREMENTS:
1.
Associates Degree or experience equivalency, and a minimum of 3 years' managerial experience or Associates Degree or experience equivalency, and a minimum of 7 years' experience.
2.
Forklift certification, if required at site.
3.
Work varied schedule and flexible hours; a minimum of one closing shifts per week and every other weekend as scheduled.
Additional nights and weekend shifts to meet business needs.
4.
Proficient in Windows-based PC and Microsoft Office.
LEADERSHIP COMPETENCIES:
1.
Business Insight: Shares knowledge, keeps others informed of industry developments and provides education on business fundamentals.
Applies insights and indu...
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Type: Permanent Location: Arlington Heights, US-IL
Salary / Rate: Not Specified
Posted: 2025-02-27 07:50:47
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You are creative, energetic and enjoy building relationships and providing support and advice to your constituents.
A role as a Relationship Executive is for you.
As a Relationship Executive within the Middle Market Banking team, your role is to act as an "individual contributor" to the firm, working with the team's Managing Director, Vice President and Associate to grow the business profitably.
You will work directly with the Managing Director to develop the discipline's strategy and the Vice President and Associate to execute the strategy.
As a Relationship Executive, you will focus on supporting new client development and existing client deepening activities across the entire Middle Market Banking & Specialized Industries platform.
You will have direct interaction with senior and local leaders, as well as individual bankers.
Job Responsibilities
* Execution of established operating rhythms, including data analysis, report distribution and internal communications with various stakeholders
* Provide guidance to and partner with Vice President and Associate to aid in their development and advance discipline objectives
* Development and management of comprehensive "Credit Book" for entire discipline that details comparable transactional details across each sub-sector
* Development and management of detailed client and prospect prioritization lists for each sub-sector
* Maintain knowledge of industry trends to identify opportunities for strategic partnerships with LOB partners
* Development and management of Salesforce Dashboard to monitor and report discipline activities
* Travel to top markets for in person banker training and business development meetings with clients and prospects
Required Qualifications, Capabilities and Skills
* Advanced knowledge of professional services business model
* Seven plus years direct lending or credit support related experience, with a focus on business relationships
* Advanced knowledge of Salesforce CRM system
* Advanced understanding of Commercial Banking credit and treasury products
* Strong oral and written communication skills
* Ability to collaborate with internal partners and resources
* Demonstrated experience of meeting or exceeding goals; proven top individual contributor
* Sales management and business development skills
* FINRA Series 79, 63 and Securities Exam Essentials licenses required or must obtain within 180 days of hire
Preferred Qualifications, Capabilities and Skills
* Master's degree and formal credit training preferred
* Strong creative solution and problem solving abilities
* Proficiency in building and maintaining positive stakeholder relationships
* Proven ability to self-start and complete complicated projects
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most promi...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-02-27 07:50:46
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Department
The Internal Audit Department provides the Board of Directors, senior management and regulators with an independent assessment of JPMorgan Chase's ('JPMC') control environment.
Audit works closely with the Lines of Business ('LOBs') and their support functions to achieve its mission through the execution of a comprehensive audit program designed to test the effectiveness of the controls in place to mitigate the risks inherent in each business.
The department is respected throughout the firm for the caliber of the staff and their ability to add value beyond the audit opinion.
Globally, Internal Audit has over 1000 auditors.
Description
The Consumer and Community Banking Audit Team ("CCB") is responsible for assessing the adequacy of the control environments across firm-wide CCB retail business including Consumer and Business Banking, Home Lending, Card, Auto, Digital and Product Strategy and others.
This is achieved through a program of audit coverage, which is performed and managed by a global team of CCB auditors.
This role is for an experienced audit data analytics professional to join the team.
This position will be based in Jersey City New Jersey or Columbus Ohio.
As an Analytics Solutions Associate you will partner with Internal Auditors to leverage data, technology, and techniques for the purpose delivering data analytics and helping to drive the data analytics agenda across the CCB Audit team, foster constant learning of new tools and techniques, and continually influence the maturation of the overall DA program.
Job Responsibilities
Your day-to-day job will require close partnership with Internal Audit teams as well as data analytic peers to design relevant audit testing that leverages data.
This includes strong interpersonal skills to clarify requests, help shape and identify requirements, and continually report on progress.
In addition, you will develop and leverage skills for sourcing, cleansing and staging data, developing analytics solutions, and delivering results.
You will work with peers and audit stakeholders to gain a deep understanding of the data and architecture in order to deliver relevant solutions and results.
More specifically, responsibilities will also include:
* Propose, build and execute data analytics solutions in support of the full Audit life-cycle objectives using tools such as SQL, Python, Alteryx, QlikView, TOAD, Hadoop, Business Objects, and others.
* Work closely with, and manage stakeholder relationships to help determine and drive the analytics audit plan.
* Help to develop repeatable analytics & tools geared toward efficiency and Auditor 'self-service' capabilities.
* Design and develop analytics solutions to support non-cycle based audit activities, including Continuous Auditing & Monitoring.
* Understand key Data Management concepts and apply Analytics to support audit testing
* Manage multiple analytics deliverables according to timelines and budget.
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-02-27 07:50:44
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If you are a collaborative team member, solutions orientated and delivers premier client service, J.P.
Morgan is the place for you!
As a Client Service Associate within the U.S.
Private Bank at J.P.
Morgan, you will be responsible for fostering, improving, and growing client relationships.
You will serve as the primary contact for all service-related needs of a Private Banking client.
Your role will necessitate working in a dynamic, team-focused environment alongside advisors, product partners, and operations teams to guarantee a comprehensive and seamless approach across all Private Banking products.
Job responsibilities
* Provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, security transfers, and loan transactions including escalated research requests
* Adhere to and maintain the firm's controls policies and procedures and FINRA regulations as well as protecting client assets against potential fraud activities
* Collaborate with respective client facing teams and internal business groups to deliver and execute client transactions
* Review and identify potential business opportunities for clients to engage in additional products and services
Required qualifications, capabilities, and skills
* FINRA Securities Industry Essentials, Series 7 and Series 63 licenses required for the position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven ability to operate effectively in a matrix organization with the ability to work under pressure with tight deadlines
* Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Microsoft Outlook
Preferred qualifications, capabilities, and skills
* College degree or equivalent client service experience preferred
* Experience with a wide array of financial products preferred
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based on eligibility.
These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbur...
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Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2025-02-27 07:50:44
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You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as a Commercial Banker is for you.
As a Commercial Banker within the Middle Market Banking team, your role is to be the focal point of client acquisition and ongoing relationships; Bankers work both independently and as part of a team to introduce our comprehensive solutions to clients.
As a Banker, you are responsible for growing and retaining profitable relationships within the Middle Market and Specialized Industries target space.
Our Bankers are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Syndicated Finance, Commercial Card and Chase Paymentech Solutions.
Our strongest Bankers have a methodical approach to the market activity and prospecting.
We deliver locally and therefore our ideal candidate has deep local connections and market knowledge.
Job Responsibilities
* Champion a culture of innovation and a customer centric mindset
* Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required Qualifications, Capabilities and Skills
* Five plus years direct lending or credit support related experience with a focus on business relationships
* Understanding of Commercial Banking products and services
* Ability to collaborate with internal partners and resources
* Demonstrated experience of meeting or exceeding sales goals
* Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
* Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree and formal credit training preferred
* Sales management, business development skills, proficiency in building and maintaining positive client relationships
* Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
* Excellent business judgment, strategic thinking, self-directed, proactive and creative
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, ...
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Type: Permanent Location: Charlottesville, US-VA
Salary / Rate: Not Specified
Posted: 2025-02-27 07:50:43
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We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences.
You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
* Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
* Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
* Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
* Assists clients and the branch team by helping with new account openings when needed
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
* 6+ months of customer service experience
* High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
* Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
* Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
* Strong desire and ability to influence, educate, and connect customers to technology
* Cash handling experience
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their fina...
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Type: Permanent Location: Scottsdale, US-AZ
Salary / Rate: Not Specified
Posted: 2025-02-27 07:50:41
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You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as a Commercial Banker is for you.
As a Commercial Banker within the Middle Market Banking team, your role is to be the focal point of client acquisition and ongoing relationships; Bankers work both independently and as part of a team to introduce our comprehensive solutions to clients.
As a Banker, you are responsible for growing and retaining profitable relationships within the Middle Market and Specialized Industries target space.
Our Bankers are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Syndicated Finance, Commercial Card and Chase Paymentech Solutions.
Our strongest Bankers have a methodical approach to the market activity and prospecting.
We deliver locally and therefore our ideal candidate has deep local connections and market knowledge.
Job Responsibilities
* Champion a culture of innovation and a customer centric mindset
* Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required Qualifications, Capabilities and Skills
* 5+ years of experience in direct lending or credit support related experience with a focus on business relationships
* Understanding of Commercial Banking products and services
* Ability to collaborate with internal partners and resources
* Demonstrated experience of meeting or exceeding sales goals
* Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
* Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree and formal credit training preferred
* Sales management, business development skills, proficiency in building and maintaining positive client relationships
* Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
* Excellent business judgment, strategic thinking, self-directed, proactive and creative
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on ...
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Type: Permanent Location: Melville, US-NY
Salary / Rate: Not Specified
Posted: 2025-02-27 07:50:40
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Within J.P.
Morgan's Asset and Wealth Management (AWM) division, the Alternative Investments Group consists of 100+ experienced professionals globally whose goal is to identify and provide clients with access to alternative investment opportunities.
With over $150 billion of client capital invested across hedge funds, private equity, private credit, infrastructure and real estate opportunities, the team brings a unique perspective to sourcing and offering private funds and co-investment opportunities.
As a senior member on the Fund Structuring team you will assume a critical role as a deal captain leading the product development, project management and fund onboarding efforts related to alternative investments.
You will have regular interaction with senior management across AWM's alternative investments business, while working in close collaboration with fund managers and internal stakeholders to provide the firm's clients access to the alternative investment asset class.
Job Responsibilities
* Provide strategic product development solutions for the alternative private funds platform, including transaction management of new and existing hedge funds, private equity and real estate funds.
* Conduct structuring due diligence to confirm structure-specific terms, underscore non-standard provisions, highlight disclosure concerns or identify distribution hurdles/ risks.
* Work with internal and external legal and tax counsel to review all fund offering materials, including the private placement memorandum, subscription documents and partnership agreements.
* Develop marketing materials including cover letters, flipbook presentation, and executive summary that present a clear, concise message that highlights key marketing points and investment considerations.
* Utilize appropriate firm and industry resources to complete analysis of investment strategy, competitor funds, as required.
* Educate and advise product specialists and advisor teams, ensuring they can adequately address client questions regarding investment opportunity and structure.
* Coordinate ongoing relationship management with fund managers, as well as internal and external service partners (e.g., middle office, legal, compliance, tax, fund accounting, administrators, etc.).
* Participate in strategic decisions related to the alternatives pipeline and all aspects of a fund offering, including: overseeing production of marketing and closing documents, legal documentation, and ensuring successful fund closings.
* Assist the due diligence and investor relations teams in monitoring funds post-placement, including participating in periodic update calls/meetings with managers and coordinating review of corporate actions.
* Provide input and innovative ideas to contribute to the development and enhancement of the group's business strategy.
* Ensure compliance with corporate policies, laws and regulations impacting the alternatives busines...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-02-27 07:50:38
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We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
Required Qualifications, Capabilities, and Skills
* Three plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
* Experience with and in-depth knowledge of the equity and fixed inc...
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Type: Permanent Location: Nashville, US-TN
Salary / Rate: Not Specified
Posted: 2025-02-27 07:50:36
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Bring your expertise to JPMorganChase.
As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient.
You help the firm grow its business in a responsible way by anticipating new and emerging risks and using your expert judgement to solve real-world challenges that impact our company, customers, and communities.
Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo, and striving to be best-in-class.
As a Payments Risk Strategy Vice President within our Commercial and Investment Bank (CIB) Wholesale Credit Risk Team, you will manage a portfolio of high impact projects, have exposure to senior leadership and most of all, be a thought leader to shape and execute on critical assignments that effect positive change across the organization.
Job Responsibilities
* Lead programs end to end from the concept development to execution.
* Drive business analysis, conduct independent review and risk assessment of related to Payment products.
* Develop project proposals and execution plans in collaboration with Payments SMEs, credit experts and functional partners.
* Develop strong working relationships with Sales, Client Service, Operations, and business teams.
* Lead implementation plan for risk frameworks and change management programs, partnering with functional groups across (Product, Risk, Finance, Technology, Operations, Legal)
* Influence stakeholders and guide teams to collaborate to improve governance, efficiency, and risk processes.
* Lead cross line of business and regional engagement on transformation of initiatives.
* Own and contribute to wider medium/long-term Risk Management projects (with opportunities to run and participate in committees, working groups and help drive the technology agenda)
* Conduct research on emerging risks, regulatory news, industry, and portfolio trends to inform decision making.
* Design performance metrics, KPIs and executive presentations to key stakeholders.
* Assist in developing policy and procedure to drive governance, awareness, and control with regards to Payments
Required qualifications, capabilities, and skills
* Bachelor's degree in finance or a similar technical field
* 5+ years of experience in credit risk, payment products, Strategy or Process Transformation within financial services
* Ability to work independently and demonstrate leadership skills, capable of using data and critical thinking to make real-time decisions
* Strong, clear and concise written and verbal communication with ability to prepare executive level communication
* Excellent organizational and project management skills; able to manage competing priorities under tight deadlines
* Proven ability to collaborate, influence and build strong partnerships
* High degree of initiative, self-direction and ability to work well under pressure
...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-02-27 07:50:36
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We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs.
As an Associate Banker- Market Expansion in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences.
You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
* Engages clients as they enter the branch by welcoming them and making them feel appreciated including managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures and performing account origination for consumer clients
* Provides proactive client outreach to gauge success and offer new tools to help them meet their consumer banking and investment goals
* Champions new Associate Banker skills such as tablet utilization, account opening, and other key initiatives, helping Associate Bankers as they learn
* Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
* Shares best practices across the supported branches to deliver a strong controls environment and exceptional customer experience
Required qualifications, capabilities, and skills
* 6+ months of customer service experience
* High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
* Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
* Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
* Strong desire and ability to influence, educate, and connect customers to technology
* Cash handling experience
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the h...
....Read more...
Type: Permanent Location: Washington, US-DC
Salary / Rate: Not Specified
Posted: 2025-02-27 07:50:34
-
We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs.
As an Associate Banker- Market Expansion in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences.
You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
* Engages clients as they enter the branch by welcoming them and making them feel appreciated including managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures and performing account origination for consumer clients
* Provides proactive client outreach to gauge success and offer new tools to help them meet their consumer banking and investment goals
* Champions new Associate Banker skills such as tablet utilization, account opening, and other key initiatives, helping Associate Bankers as they learn
* Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
* Shares best practices across the supported branches to deliver a strong controls environment and exceptional customer experience
Required qualifications, capabilities, and skills
* 6+ months of customer service experience
* High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
* Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
* Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
* Strong desire and ability to influence, educate, and connect customers to technology
* Cash handling experience
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the h...
....Read more...
Type: Permanent Location: Herndon, US-VA
Salary / Rate: Not Specified
Posted: 2025-02-27 07:50:34
-
Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will take your clients on a first-class journey to home ownership and deliver strong sales results.
You will put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meeting with their customers and introducing new clients to bankers for additional products and services
* Partners with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and can function well within formal and dotted-line reporting relationships
* Builds role as the internal and external mortgage expert; builds and maintains good relationships with customers; and exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances
Required qualifications, capabilities, and skills
* Minimum three years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
* Bachelor's degree or equivalent work experience in sales and/or real estate
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, informatio...
....Read more...
Type: Permanent Location: Groton, US-CT
Salary / Rate: Not Specified
Posted: 2025-02-27 07:50:32
-
We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs.
As an Associate Banker- Market Expansion in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences.
You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
* Engages clients as they enter the branch by welcoming them and making them feel appreciated including managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures and performing account origination for consumer clients
* Provides proactive client outreach to gauge success and offer new tools to help them meet their consumer banking and investment goals
* Champions new Associate Banker skills such as tablet utilization, account opening, and other key initiatives, helping Associate Bankers as they learn
* Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
* Shares best practices across the supported branches to deliver a strong controls environment and exceptional customer experience
Required qualifications, capabilities, and skills
* 6+ months of customer service experience
* High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
* Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
* Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
* Strong desire and ability to influence, educate, and connect customers to technology
* Cash handling experience
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the h...
....Read more...
Type: Permanent Location: Bowie, US-MD
Salary / Rate: Not Specified
Posted: 2025-02-27 07:50:32
-
JPMorgan Chase is seeking a Senior Associate to join our Home Lending Finance & Business Management team within the Consumer and Community Bank.
As a Finance and Business Management Senior Associate in Home Lending Finance, you will be responsible for identifying, escalating, and mitigating business risks, managing financial planning activities, providing business rationale for financial performance and forecasting, and influencing business strategy.
You will also manage annual/continual financial planning activities for product areas, providing business rationale and decisions for all month-end financial performance and forecasting.
In this role, you will have the opportunity to influence and shape business strategy by acting as a counterweight to Home Lending Operations Executives.
Job responsibilities:
* Manage annual/continual financial planning activities for product areas, providing business rationale and decisions for all month-end financial performance and forecasting
* Analyze financial performance, including expenses and headcount; identify productivity initiatives and drive implementation
* Create financial business cases supporting business initiatives and align with business on implementation strategies
* Report on and monitor key metrics, driving data quality initiatives across the product area, and helping define future needs of the product area
* Develop and track business operations headcount capacity plans
* Create presentations with effective storytelling, and generally providing financial analysis on a variety of topics to senior management
* Perform variance analysis to understand the key drivers of financial results and present to senior leaders
Required Qualifications, Skills, and Capabilities:
* Bachelor's degree in Accounting, Finance or a subject of a technical nature
* 4+ years of Financial Services, and/or accounting/controller experience
* Advanced skills in Excel and PowerPoint
* Proficiency with data mining/gathering and manipulation of data sets
* Ability to create ad hoc reporting for senior management
* Proven track record for executing on special projects / assignments, often with little lead time or information
* Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely
Preferred Qualifications, Skills, and Capabilities:
* Able to thrive and think clearly under pressure and tight deadlines
* Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams
* Highly motivated self-starter with excellent time management/prioritization skills
* Inquisitive, enthusiastic and diligent, and capable of challenging peers
* Strong verbal and written communication skills, with the ability to articulate complex issues clearly
Chase is a leading financial services firm, helping nearly half of America's households and sma...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-02-27 07:50:31
-
Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will take your clients on a first-class journey to home ownership and deliver strong sales results.
You will put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meeting with their customers and introducing new clients to bankers for additional products and services
* Partners with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and can function well within formal and dotted-line reporting relationships
* Builds role as the internal and external mortgage expert; builds and maintains good relationships with customers; and exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances
Required qualifications, capabilities, and skills
* Minimum three years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
* Bachelor's degree or equivalent work experience in sales and/or real estate
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, informatio...
....Read more...
Type: Permanent Location: Hollywood, US-FL
Salary / Rate: Not Specified
Posted: 2025-02-27 07:50:30
