-
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
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Six 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 ...
....Read more...
Type: Permanent Location: Ponte Vedra Beach, US-FL
Salary / Rate: Not Specified
Posted: 2025-12-27 07:36:06
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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 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
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 conviction within the last seven years will disqualify you from consideration for this position.
Your con...
....Read more...
Type: Permanent Location: Sugar Land, US-TX
Salary / Rate: Not Specified
Posted: 2025-12-27 07:36:06
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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: Sunnyside, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-27 07:36:05
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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: Flushing, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-27 07:36:04
-
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 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
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 conviction within the last seven years will disqualify you from consideration for this position.
Your con...
....Read more...
Type: Permanent Location: Medina, US-OH
Salary / Rate: Not Specified
Posted: 2025-12-27 07:36:04
-
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...
....Read more...
Type: Permanent Location: Denver, US-CO
Salary / Rate: Not Specified
Posted: 2025-12-27 07:36:03
-
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 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
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 conviction within the last seven years will disqualify you from consideration for this position.
Your con...
....Read more...
Type: Permanent Location: Cleveland, US-OH
Salary / Rate: Not Specified
Posted: 2025-12-27 07:36:02
-
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 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
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 conviction within the last seven years will disqualify you from consideration for this position.
Your con...
....Read more...
Type: Permanent Location: Indianapolis, US-IN
Salary / Rate: Not Specified
Posted: 2025-12-27 07:36:02
-
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 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
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 conviction within the last seven years will disqualify you from consideration for this position.
Your con...
....Read more...
Type: Permanent Location: Youngstown, US-OH
Salary / Rate: Not Specified
Posted: 2025-12-27 07:36:01
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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
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 conviction within the last seven years will disqualify you from consideration for this position.
Your continued employm...
....Read more...
Type: Permanent Location: Greenville, US-SC
Salary / Rate: Not Specified
Posted: 2025-12-27 07:36:01
-
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
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Six 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 ...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-12-27 07:36:00
-
You enjoy shaping the future of product innovation as a core leader, driving value for customers, guiding successful launches, and exceeding expectations.
Join our dynamic team and make a meaningful impact by delivering high-quality products that resonate with clients.
As a Product Manager in Marketing Acquisitions Platform, you are an integral part of the team that innovates new product offerings and leads the end-to-end product life cycle.
As a core leader, you are responsible for acting as the voice of the customer and developing profitable products that provide customer value.
Utilizing your deep understanding of how to get a product off the ground, you guide the successful launch of products, gather crucial feedback, and ensure top-tier client experiences.
With a strong commitment to scalability, resiliency, and stability, you collaborate closely with cross-functional teams to deliver high-quality products that exceed customer expectations.
Job responsibilities
* Develops a product strategy and product vision that delivers value to customers
* Manages discovery efforts and market research to uncover customer solutions and integrate them into the product roadmap
* Owns, maintains, and develops a product backlog that enables development to support the overall strategic roadmap and value proposition
* Builds the framework and tracks the product's key success metrics such as cost, feature and functionality, risk posture, and reliability
* Proven ability to lead product life cycle activities including discovery, ideation, strategic development, requirements definition, and value management
* Create requirements from high level business drilled down to technical execution plan in partnering with impacted stakeholders
* Worked with enterprise level applications from Proof of Concept to maintenance of mature environments
* Drive discovery for new lines of business, capturing key requirements and writing user stories for the development teams
* Be a center for knowledge - have a deep curiosity about marketing operations and able to communicate what has been learned to other team members
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in product management or a relevant domain area
* Advanced knowledge of the product development life cycle, design, and data analytics
* Proven ability to lead product life cycle activities including discovery, ideation, strategic development, requirements definition, and value management
* Ability to absorb, process, and formulate large amounts of complex technical subject matter and translate them into written requirements around business problems or impacts to solve
* Tangible and direct experience in formulating and communicating a clear product strategy in both written and verbal form
* Ability to navigate a large web of partners to efficiently gain necessary input to derive a proper ...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-12-27 07:35:58
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Washington, US-DC
Salary / Rate: Not Specified
Posted: 2025-12-27 07:35:58
-
Join a dynamic team making a real impact in wealth management lending.
Apply today to help clients achieve their financial goals!
Job Summary
As a Securities Based Lending Underwriter in the Credit Middle Office Securities Based Lending team, you review and decision client applications for credit products secured by marketable securities.
You help maintain the loan portfolio and support our team's commitment to client service and risk management.
Job Responsibilities
* Analyze, structure, price, risk-grade, and document lines of credit, term loans, and standby letters of credit
* Provide guidance to partners on client needs within the SBL credit mandate
* Review transactions with credit risk, including annual reviews of existing products
* Approve new deals, amendments, and reviews within credit authority
* Maintain the overall loan portfolio
Required Qualifications, Capabilities, and Skills
* Bachelor's degree or related prior experience
* Strong communication and interpersonal skills
* Good organizational skills and ability to work independently in a fast-paced environment
* Ability to work well in an integrated team with diverse personalities
Preferred Qualifications, Capabilities, and Skills
* 4 years of private banking, asset management, or credit/lending experience
* General understanding of financial markets and securities industry
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 reimbursement, mental health support, financial coaching and more.
Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success.
We are an equal opportunity employer and place a high value on diversity and inclusion at our company.
We do not discriminate on the basis of any protected attribute, including race, religion, color, national o...
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Type: Permanent Location: Newark, US-NJ
Salary / Rate: Not Specified
Posted: 2025-12-27 07:35:55
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first.
You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success.
You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients.
Job responsibilities
* Be a motivating force for the branch team by sharing a clear vision and embodying our company's culture and values of Service, Heart, Curiosity, Courage, and Excellence.
* Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments.
* Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust.
* Build and cultivate a high-performing team through coaching, feedback, and celebrating successes to boost morale and motivation.
* Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry.
* Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community.
* Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures.
Required qualifications, capabilities, and skills
* You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture.
* You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
* You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success.
* You thrive in a fast-paced, changing environment, using your strong decision-making skills to navigate challenges and lead the team confidently.
* You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies.
* You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and ex...
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Type: Permanent Location: Flint, US-MI
Salary / Rate: Not Specified
Posted: 2025-12-27 07:35:53
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform 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
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
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Type: Permanent Location: Bay Shore, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-27 07:35:52
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform 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
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
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Type: Permanent Location: Pittsburgh, US-PA
Salary / Rate: Not Specified
Posted: 2025-12-27 07:35:49
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Bring your expertise to JPMorgan Chase.
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 an Executive Director, Credit Risk Director within Commercial and Investment Banking Risk, you will lead a team of risk professionals, overseeing credit approvals and portfolio management for clients in Colorado, Utah, Arizona, and Nevada.
Clients would include family-owned businesses, mid-cap corporates and sponsor-owned companies.
Additionally, you will be responsible for structuring and negotiating complex credit transactions, maintaining accurate risk ratings, proactively managing portfolio health, and ensuring adherence to internal policies.
You will serve as a subject matter expert, mentor team members, and drive execution in a dynamic, fast-paced environment.
Occasional travel required.
Job Responsibilities
* Lead credit analysis, financial modeling, and structuring of new transactions and portfolio management.
* Develop and communicate independent views on credit decisions to stakeholders and senior leadership.
* Oversee negotiations and legal documentation for bilateral, syndicated, and institutional loan structures.
* Assess risks and mitigants, manage renewals and amendments, and maintain credit reporting metrics.
* Ensure accurate, forward-looking risk ratings, proactively manage deteriorating credits, and maintain a strong control environment.
* Serve as an expert on structuring, credit policy, and current risk issues.
* Mentor and coach team members, embrace change, and contribute to organizational improvement.
Required Qualifications, Capabilities, and Skills
* Bachelor's degree required.
* Completion of major bank credit training or equivalent experience; strong understanding of bank credit policies.
* Minimum 10 years' experience in commercial banking/lending, including credit analysis, structuring, loan documentation, and ancillary bank products.
* Superior credit, accounting, corporate finance, analytical, and financial modeling skills.
* Experience with leveraged M&A and sponsor transactions.
* Solid knowledge of loan documentation and negotiation of complex credit agreements.
* Strong interpersonal, communication, and attention to detail skills.
* Excellent organizational, analytical, and project management abilities; adept at managing multiple priorities.
* Proven ability to build collaborative relationships and foster teamwork.
* Quick learner with intellectual curiosity and initiative; able to perform well under pressure.
JPMorg...
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Type: Permanent Location: Denver, US-CO
Salary / Rate: Not Specified
Posted: 2025-12-27 07:35:47
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Leverage your deep technical expertise and leadership to guide cutting-edge projects, fostering growth and innovation in a dynamic environment.
As a Lead Technical Program Manager in Consumer and Community Banking within Infrastructure and Production Management team, you will drive the successful delivery of complex technology projects and programs that will help reaching business goals across the firm.
Leveraging your deep knowledge of technical principles, practices, and theories is essential for developing innovative solutions, while simultaneously effectively managing resources, budgets, and high-performing teams.
Your strong analytical reasoning and adaptability skills will enable you to navigate through ambiguity and change, ensuring that technology initiatives align with business goals.
With advanced communication and stakeholder management abilities, you will foster productive working relationships and influence decision-making to achieve mutually beneficial outcomes.
As a subject matter expert, you will contribute to the development of operational plans and risk management strategies, ensuring the highest quality and professionalism in service delivery.
Job responsibilities
* Develop and execute comprehensive project plans, incorporating technical requirements, resource allocation, and timelines to ensure on-time delivery of technology solutions
* Identify and mitigate risks, proactively addressing potential roadblocks and implementing contingency plans to maintain project and program momentum
* Collaborate with cross-functional teams, including engineering, product, and business stakeholders, to define program scope, objectives, and deliverables, ensuring alignment with overall business goals
* Utilize advanced analytical reasoning to assess program performance, identify areas for improvement, and implement data-driven optimizations to enhance efficiency and effectiveness
* Champion the adoption of agile methodologies and technical solutions, fostering a culture of continuous learning and innovation within the team
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in technical program management, leading complex technology projects and programs in a large organization
* Advanced expertise in stakeholder management, with the ability to establish productive working relationships and influence decision-making across cross-functional teams and clients
* Advanced experience in utilizing technical fluency, including knowledge of vendor products and managing vendor relations, to enable on-demand access to shared pools of applications and services
* Proven track record of effectively managing resources, budgets, and high-performing teams in a fast-paced, agile environment
* Demonstrated proficiency in applying analytical reasoning and problem-solving techniques to break down business, technical, or operational objectives into manageable task...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-27 07:35:45
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Join the firm thatFORTUNE has named one of the top five "World's Most Admired Companies" andLinkedInranked #1 out of 50 of thebest companies in the U.S.forbest places to work and grow your career.
The Loan Servicing Specialist III position is a Processing role within the Centralized Money Movement Team.
The candidate is responsible for processing high complexity credit and debit loan transactions, in a fast-paced environment associated with various supported market segments.
(i.e.
CPC, WM, MMBSI, Real Estate Banking, Dealer Commercial Services, etc.) The Loan Servicing Specialist III is responsible for various forms of monetary related transactions on the applicable commercial loan system.
The position also entails escalated researching and processing maintenance transactions for monetary and non-monetary transactions.
In depth knowledge of reconciling differences, understanding how credits or debits impact the general ledger, monitoring interest/fee/principal transactions & various maintenance requests ensuring system integrity.
Career progression is based on following performance metrics: productivity, quality, customer satisfaction and contributions to the team.
Job responsibilities
* Interpret and analyze loan documents, ensuring accurate understanding and application of terms and conditions in line with established protocols.
* Manage and monitor assigned loan portfolio, ensuring timely and accurate servicing activities such as funding, re-pricings, and payments.
* Engage with internal and external stakeholders, providing clear and concise communication to address queries and resolve routine issues.
* Apply critical thinking to identify potential conflicts of interest within loan servicing tasks, and facilitate discussions to reach mutually beneficial solutions.
* Contribute to the team's efficiency by organizing and prioritizing tasks, ensuring adherence to deadlines and maintaining quality under tight timelines.
Required qualifications, capabilities, and skills
* Baseline knowledge or equivalent expertise in loan servicing operations, including understanding of loan documents and related procedures.
* Demonstrated ability to manage conflicts, with experience in facilitating discussions and creating solutions in a business setting.
* Proven skills in critical thinking, with the ability to organize, compare, and evaluate various aspects of loan servicing tasks.
* Experience in stakeholder management, with the ability to establish productive working relationships with internal and external clients.
* Proficiency in time management and organization, with a track record of efficiently managing multiple tasks and achieving goals effectively.
Preferred qualifications, capabilities, and skills
* Flexibility and adaptability in adjusting to changing conditions and priorities, maintaining a positive and optimistic outlook during periods of change.
* Proficiency in utilizing contin...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-12-27 07:35:40
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At JPMorganChase, we offer you the opportunity to enhance your career in a role that impacts the financial industry.
You will be part of a team that values growth, collaboration, and innovation.
Your skills will be pivotal in shaping the future of our lending services, providing you with a platform for career advancement and personal development.
As a Loan Origination Associate II within our team, you will play a crucial role in the loan lifecycle, ensuring seamless transaction closings.
You will collaborate with various stakeholders to optimize processes and drive improvements.
Your work will have a meaningful impact on our operations and contribute to the success of our clients and the firm.
You will engage with both internal and external clients, managing expectations and ensuring compliance with credit and asset conditions.
Your strategic planning and problem-solving skills will be key in identifying opportunities for process enhancements, making a significant contribution to our equipment finance loan/lease deals.
Job responsibilities
* Collaborate with Sales, Client, Relationship Managers, and Underwriters to ensure accurate documentation and facilitate seamless transaction closing.
This involves leveraging strong communication and teamwork skills to align all parties and address any discrepancies promptly.
* Engage with clients to manage expectations and gather necessary items for closing, utilizing interpersonal skills to build trust and ensure a positive client experience throughout the loan origination process.
* Ensure credit and asset conditions are met in compliance with guidelines by applying analytical skills and attention to detail, reviewing all documentation thoroughly to maintain high standards of accuracy and compliance.
* Utilize strategic planning skills to optimize the loan origination process, identifying opportunities for efficiency improvements and implementing solutions that enhance workflow and reduce processing times.
* Prepare and send documentation packages with meticulous attention to detail, ensuring all required information is included and accurately presented to support successful loan closings.
* Work on projects to improve current processes and procedures, contributing innovative ideas and solutions that drive continuous improvement and enhance the overall efficiency and effectiveness of the loan origination function.
Required qualifications, capabilities, and skills
* Expertise in loan origination or related lending services, proven with at least four years of experience, demonstrating strong conflict management and critical thinking capabilities.
* Advanced strategic planning skills, enabling effective resource allocation and long-term goal setting.
* Strong time management and organizational skills, ensuring efficient handling of multiple tasks and projects.
Preferred qualifications, capabilities, and skills
* Expertise in equipment finance loan/le...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-12-27 07:35:39
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Join us as a Loan Origination Specialist IV and make a significant impact on our lending services.
You'll have the opportunity to grow your career while leveraging your expertise in loan origination to solve complex problems and mentor junior team members.
Be part of a team that values collaboration, critical thinking, and personal resiliency, and enjoy the benefits of working with a leading financial institution.
As a Loan Origination Specialist IV within JPMorganChase, you will play a crucial role in the loan origination process, ensuring smooth documentation and transaction closing.
Your work will directly impact our clients and the efficiency of our lending services.
You'll collaborate with stakeholders to meet credit and asset conditions, contributing to the firm's success and enhancing your professional growth.
Job responsibilities
* Facilitate documentation and transaction closing for loan origination by preparing and dispatching accurate documentation packages, ensuring precision and compliance with lending standards.
* Collaborate with clients to manage expectations and ensure compliance, using strong communication skills and a thorough understanding of lending policies to address and resolve non-routine issues effectively.
* Apply problem-solving skills and knowledge of lending policies to resolve non-routine issues, maintaining smooth operations and client satisfaction.
* Participate actively in projects aimed at improving loan origination processes, contributing innovative ideas and leveraging process knowledge to enhance efficiency and effectiveness.
* Engage in continuous collaboration with stakeholders to optimize workflows, ensuring alignment with organizational goals and regulatory requirements.
Required qualifications, capabilities, and skills
* Demonstrated knowledge of loan origination processes and procedures, applying this expertise to ensure compliance and efficiency in operations.
* Skilled in managing conflicts and facilitating discussions, utilizing strong listening and questioning skills to navigate challenges and reach resolutions.
* Experienced in critical thinking and problem-solving, effectively analyzing situations to develop and implement solutions.
* Proven ability to build productive relationships with stakeholders, leveraging interpersonal skills to foster collaboration and trust.
* Capable of integrating communication and analytical skills to enhance stakeholder engagement and process outcomes.
Preferred qualifications, capabilities, and skills
* Experience in creating legal documents (guaranties, security agreements, leases, notes, etc.) for client execution.
* Experienced in mentoring junior team members, fostering their development and enhancing team capabilities through guidance and support.
* Utilize market product knowledge to align lending services with industry trends and client needs, ensuring relevance and competitiveness.
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-12-27 07:35:37
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Be part of JPMorganChase's Wholesale Lending Services group! Join our WLS Insurance Originations - Real Estate Banking and Community Development Real Estate team and be the compliance expert we're looking for.
As an Insurance Service Manager I within JPMorganChase, you will play a pivotal role in ensuring the appropriate insurance coverage for assets and collateral.
Your expertise will be crucial in reviewing the quality and timeliness of servicing activities, and in maintaining alignment with portfolio servicing guidelines.
You will be a key partner to our vendor/servicing team, leading the charge in identifying trends and root causes of errors.
Your ability to manage conflicts, think critically, and maintain personal resiliency will be essential as you navigate the complexities of insurance servicing.
Your role will also involve strategic planning and effective time management, as you work towards improving our current working methods and achieving short-term objectives that impact our department.
Job responsibilities
* Conduct thorough reviews of insurance coverage for assets and collateral, ensuring alignment with established guidelines and procedures.
* Collaborate with the vendor/servicing team to identify trends and root causes of errors, contributing to the continuous improvement of our insurance servicing processes.
* Utilize advanced strategic planning skills to propose and implement improvements to current working methods, enhancing efficiency and effectiveness.
* Apply proficient conflict management skills to facilitate discussions and negotiations, resolving any arising conflicts in a timely and effective manner.
* Generate and maintain comprehensive reports on servicing activity, providing valuable insights for short-term decision making and departmental planning.
Required qualifications, capabilities, and skills
* Two or more years of experience or equivalent expertise in insurance servicing, specifically in reviewing assets and collateral for appropriate coverage.
* Demonstrated proficiency in conflict management, with a track record of facilitating discussions and creating win-win solutions.
* Proven ability to apply critical thinking skills to organize, compare, and critically evaluate various aspects of insurance servicing.
* Experience in strategic planning, with the ability to define organizational direction and make decisions on resource allocation.
* Advanced proficiency in time management and organization, with a demonstrated ability to efficiently manage and monitor multiple tasks and activities.
Preferred qualifications, capabilities, and skills
* Developing understanding of AI/ML technologies to enhance insurance processes and improve insurance servicing.
* Innovative mindset, motivated to continuously improve processes.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small busi...
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Type: Permanent Location: Tempe, US-AZ
Salary / Rate: Not Specified
Posted: 2025-12-27 07:35:37
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Apply today to join a team that values your expertise and fosters a positive culture.
Make a difference in loan servicing and customer experience.
Your skills will help drive operational excellence.
Job Summary:
As a Loan Servicing Specialist IV in the Global Securitized Product team, you will manage daily loan servicing activities for Mortgage Finance customers.
You will balance accounts, provide daily reports, and ensure all service agreements are met.
You will identify and resolve discrepancies, acting as the primary interface with customers.
Your attention to detail and commitment to service will help us achieve our business goals.
Job Responsibilities:
* Process customer funding and paydown requests
* Balance customer funding and operating accounts
* Receive and review prefunding and post-closing documents
* Create and maintain checklists for fundings and settlements
* Work with trade desk to ensure timely settlements
* Perform warehouse facility maintenance and train new application users
* Report, research, review, and approve cash flows
* Escalate and resolve inquiries accurately and timely, adapting to business needs
* Analyze client disputes and offer effective solutions
* Report defects and enhancements to applications and processes
* Participate in application user acceptance testing
Required Qualifications, Capabilities, and Skills:
* Bachelor's degree
* Minimum of 3 years' experience with mortgage
* Minimum of 5 years' experience in client service and relationship management
* Proven ability to work independently with excellent judgment
* Experience reading and interpreting loan documentation or related analytical experience
* Extensive experience managing high volume workflow and account assignments to meet required service levels
* Experience in approval and release of required agency forms submitted by clients
* Team-oriented with excellent communication, interpersonal, and client service skills
* Self-reliant, requires minimal supervision
* Highly organized with ability to manage multiple competing priorities
* Intermediate knowledge of performance metrics, client invoices, and Excel
Preferred Qualifications, Capabilities, and Skills:
* Advanced Excel skills
* Experience with application user acceptance testing
* Experience in reporting defects and enhancements
* Ability to train new users on applications
* Strong analytical and problem-solving skills
* Experience in risk and control management
* Ability to adapt to changing business needs
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...
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Type: Permanent Location: Fort Worth, US-TX
Salary / Rate: Not Specified
Posted: 2025-12-27 07:35:36
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Do you love improving the lives of millions of customers by building innovative products? Are you excited about creating a fintech platform that fuels the next wave of growth in payments? Join the Payments team, where talented product leaders are revolutionizing payment experiences and promoting the expansion of digital payments.
The Payments organization is a team of highly talented product leaders focused on delivering innovative payment experiences and platforms.
We're transforming the buying and selling experiences for millions of our customer and nurturing the growth of digital payments.
As a Product Delivery Manager in Connected Commerce on the Payments team, you will help build the next generation of payment platforms that become the foundation of Chase digital payments and commerce experiences.
We're looking for someone who is customer obsessed, has strong experience leading 0-1 development efforts in large companies, and a strong inclination for innovative thinking.
We are looking for a product delivery leader who will drive the successful completion of product feature delivery, proactively identify and manage dependencies, and coordinate cross-organizational impacts.
Job responsibilities
* Communicate product portfolio's progress and escalate risks to all stakeholders through executive level reporting such as Monthly Business Reviews and Executive Management Reviews
* Assess and help manage intake, key dependencies and risks across the product delivery life cycle
* Leverage storytelling and delivery insights to communicate results, upcoming focus areas and key risks in a compelling manner aligned with business objectives
* Responsible for clean, accurate data into systems of record (e.g.
JIRA, Align)
* Work with Agility Office to scale best practices and standards within the portfolio
* Manage agile metrics for the team by leading team reviews, quarterly planning, ongoing reporting, and development of interpretive commentary to accompany metrics
* Maintain deep knowledge of area product vision, strategy, roadmap, technical implementation, operations, and reporting
* Collaborate with Product Owners, Agility Leads, Engineering Leads, Design, & Analytics teams in ceremonies to confirm impacts and scope, sprint sequencing, and delivery against committed timelines
* Partner with the Agility Leads in driving continuous improvement across Enterprise/ Line of business (LOB) to reduce waste, drive efficiencies, and improve the overall effectiveness of agile
* Manage intake requests after items have been vetted for the product and its prioritization, key dependencies and risks across the product delivery life cycle
* Facilitate Legal, Risk, Compliance and Controls communication forum, approval processes, monthly reporting, audit compliance and decisions needed
Required qualifications, capabilities, and skills
* 7+ years of experience in project and/or program management with demon...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-27 07:35:33
