Join a team that safeguards loan quality and shapes how mortgage-backed securities are delivered at scale. You’ll turn data into decisions, streamline processes, and build intelligent solutions that speed time to sale while strengthening controls. From root-cause analysis to end-to-end automation, your work will reduce defects and elevate customer and investor outcomes. You’ll partner across business, technology, and operations to deliver real impact. If you thrive on solving complex problems and building better ways of working, this role is for you.
As a Process Improvement Associate in the Mortgage Operations team, you will allocate and deliver mortgage-backed securities while ensuring investor and regulatory compliance. You will drive end-to-end loan quality, reengineer critical workflows, and lead citizen development and automation that enhances salability and cycle time. You will use tools such as Alteryx, Python, and SQL to transform data into insights and action. Together, we will document processes, build reliable controls, and communicate results through clear reporting and executive-ready presentations.
Job responsibilities
- Deliver pooled loans to Government-Sponsored Enterprises and ensure accurate, timely completion of all transactions.
- Resolve loan delivery defects and route issues to the appropriate resolution center with clear, documented outcomes.
- Review loan data and transactions, identify discrepancies (e.g., payment history), and update internal and GSE systems.
- Execute pre-pooling data quality checks, open and clear exceptions, and escalate issues in real time to stakeholders.
- Analyze outputs to detect trends, root causes, and opportunities to improve salability and first-pass yield.
- Write clear Business Requirement Documents for technology releases and enhancements.
- Coordinate with Technology and UAT teams to align requirements, test plans, and deployment timelines.
- Build and deploy intelligent solutions and automated workflows; validate with rigorous data and system testing.
- Implement multiple releases into production and update procedures, controls, and training materials.
- Partner across operations, risk, and product to align improvements with business objectives and compliance needs.
- Prepare concise reporting and executive presentations that communicate status, impact, and next steps.
Required qualifications, capabilities, and skills
- 3 years of experience in mortgage banking, loan delivery, or mortgage operations.
- Experience writing Business Requirement Documents for technology changes.
- Proficiency in data analysis with Alteryx and SQL for data validation and issue resolution.
- Hands-on experience conducting system and user acceptance testing for operational releases.
- Proficiency with JIRA for intake, tracking, and documentation.
- Familiarity with Government-Sponsored Enterprise loan delivery requirements.
- Strong Excel and PowerPoint skills for analysis and executive reporting.
- Ability to manage multiple priorities with accuracy and attention to detail in fast-paced environments.
- Strong problem-solving and critical thinking skills with a focus on root-cause analysis.
- Clear, concise communication skills with the ability to influence cross-functional teams.
- Demonstrated accountability for risk and controls, including timely issue escalation.
Preferred qualifications, capabilities, and skills
- Experience with Tableau or UIPath and a track record of registered/production automations.
- Knowledge of mortgage platforms such as Black Knight, FHLMC Loan Selling Advisor, FNMA Loan Delivery, and GNMA SFPDM.
- Experience leading citizen developer initiatives and automation pipelines.
- Background in solutions management, including workflow design and timeline planning.
- Experience creating complex operational reporting with clear executive narratives.
- Familiarity working with audit, compliance, and regulatory stakeholders.
- Experience driving cross-functional process reengineering initiatives from concept to production.
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 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 origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Skills Required
- 3 years of experience in mortgage banking, loan delivery, or mortgage operations.
- Experience writing Business Requirement Documents for technology changes.
- Proficiency in data analysis with Alteryx and SQL for data validation and issue resolution.
- Hands-on experience conducting system and user acceptance testing for operational releases.
- Proficiency with JIRA for intake, tracking, and documentation.
- Familiarity with Government-Sponsored Enterprise loan delivery requirements.
- Strong Excel and PowerPoint skills for analysis and executive reporting.
- Ability to manage multiple priorities with accuracy and attention to detail in fast-paced environments.
- Strong problem-solving and critical thinking skills with a focus on root-cause analysis.
- Clear, concise communication skills with the ability to influence cross-functional teams.
- Demonstrated accountability for risk and controls, including timely issue escalation.
- Experience with Tableau or UIPath and a track record of registered/production automations.
- Knowledge of mortgage platforms such as Black Knight, FHLMC Loan Selling Advisor, FNMA Loan Delivery, and GNMA SFPDM.
- Experience leading citizen developer initiatives and automation pipelines.
- Background in solutions management, including workflow design and timeline planning.
- Experience creating complex operational reporting with clear executive narratives.
- Familiarity working with audit, compliance, and regulatory stakeholders.
- Experience driving cross-functional process reengineering initiatives from concept to production.
JPMorganChase Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.
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Healthcare Strength — Medical, dental, vision, and mental health coverage are comprehensive, with on-site clinics, preventive care, and specialized supports such as maternity nurse guidance and fertility treatments. Wellness activities can help offset copays and out-of-pocket costs, reinforcing the perceived strength of health benefits.
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Retirement Support — A 401(k) with dollar-for-dollar matching and additional automatic pay credits reflect strong employer-backed retirement savings. An employee stock purchase plan and related financial programs further bolster long-term financial support.
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Leave & Time Off Breadth — Paid time off, sick time, holidays, and generous parental leave are provided alongside family medical leave and adoption/fertility assistance. Additional programs like caregiver support and volunteer time off expand the breadth of time-away options.
JPMorganChase Insights
What We Do
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
Why Work With Us
Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.
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