Role Summary
Embark on a new career with Home Lending Servicing Loan Administration team were you will build strong partnerships across Mortgage Operations, Finance, Controls, MIS, and other stakeholders to deliver measurable results and help your business partners be successful. You’ll contribute to process improvements and critical initiatives in a collaborative environment where your work directly supports business performance and a stronger customer experience. Join us and contribute to our mission while advancing your career.
As a Business Analysis Associate II within JPMorganChase, you will play a pivotal role in driving operational efficiency and strategic initiatives. Leveraging your advanced understanding of business processes and data analytics, you will develop innovative solutions to support business strategies. Your expertise in cross-functional collaboration will enable you to work effectively with diverse teams and ensure alignment with organizational goals. You will be responsible for planning and directing work, making decisions that impact departmental outcomes, and managing complex situations. Your ability to think strategically, coupled with your strong customer service skills, will be crucial in delivering results that enhance the customer journey and drive the success of our business.
Job responsibilities
- Analyze data from multiple sources to support business decisions and planning.
- Build business case analysis with cost/benefit view for operational and strategic initiatives and present results to stakeholders.
- Collaborate with cross-functional teams to align assumptions, build capacity requirements, and execute strategy.
- Deliver capacity and financial insights for budgeting, resource use, cost per unit, allocations, headcount and expense trends.
- Track efficiency goals in forecasts and track actual results against forecast.
- Partner with Finance/Capacity teams to maintain capacity models as forecasted volume and headcount trends change.
- Automate and streamline processes to improve efficiency.
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Assess scenarios and risks to support informed decisions that impact department outcomes.
Required qualifications, capabilities and skills
- 3+ years of experience analyzing data, identifying variances/trends, and producing clear, actionable reporting.
- Advanced experience with Excel and PowerPoint.
- Demonstrate knowledge of finance and accounting concepts and the ability to build basic financial models, develop a business case scenario, and explain results and build business cases that include accurate cost/benefit analysis and impacts to productivity, headcount, expense and P&L's
- Logical problem-solver who can analyze capacity data, forecast outcomes, and perform under tight deadlines; works independently while collaborating well with others.
- Strong communication skills: concise writing and speaking, active listening, can summarize discussions and create executive-ready summaries/presentations including managing complex inquiries, analytical problem solving, organization and data analytics including understanding financial concepts and analyzing financial data
- Strong cross-functional leadership and partnership skills; able to work with on-site and distributed teams and communicate complex topics clearly in writing and verbally.
- Knowledge of key operational metrics used for capacity modeling, budgeting, unit cost analysis, and trend reporting.
- Ability to apply controls/validation from data source through reporting to ensure accuracy and integrity and assess risk impact.
- Provide exemplary Customer service: communicates consistently, partners with Finance, and helps resolve issues for business partners.
Preferred qualifications, capabilities and skills
- Bachelor’s degree (or equivalent experience) in Accounting, Finance, Economics, Statistics, Math, Business, Computer Science, or related field and Knowledge of mortgage banking servicing/operations/originations.
- Knowledge of Essbase/Dodeca (or similar financial tools) is a plus. Experience with Alteryx/Tableau.
- Experience planning and implementing automation to improve processes; understanding of Loan Administration Operations.
- Intermediate data literacy skills, with ability to read, write, and communicate data in context and apply appropriate controls and the ability to use AI tools to improve analysis, identify trends, and provide actionable insights for decision-making.
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 financial needs.
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 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.
Equal Opportunity Employer/Disability/Veterans
About the TeamSkills Required
- 3+ years of experience analyzing data, identifying variances and trends, and producing actionable reporting
- Advanced experience with Excel and PowerPoint
- Knowledge of finance and accounting concepts
- Ability to build basic financial models and cost-benefit business cases
- Ability to analyze capacity data, forecast outcomes, and work under tight deadlines
- Strong written, verbal, communication, analytical, and problem-solving skills
- Strong cross-functional leadership and partnership skills
- Knowledge of operational metrics for capacity modeling, budgeting, unit cost analysis, and trend reporting
- Ability to apply controls and validation throughout data-to-reporting processes and assess risk impact
- Customer service and business-partner support skills
- Bachelor's degree or equivalent experience in Accounting, Finance, Economics, Statistics, Math, Business, Computer Science, or a related field
- Knowledge of mortgage banking servicing, operations, or originations
- Knowledge of Essbase, Dodeca, or similar financial tools
- Experience with Alteryx or Tableau
- Experience planning and implementing process automation
- Knowledge of Loan Administration Operations
- Intermediate data literacy and ability to use AI tools to improve analysis
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 broad, with wellness incentives, on-site or virtual care, and an EAP offering coaching and counseling. Plan materials emphasize accessible options, including multiple medical choices and tools to manage costs.
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Parental & Family Support — Paid parental leave extends up to 16 weeks for all parents, supplemented by paid Critical Caregiver Leave. Family resources include backup childcare via Bright Horizons, lactation support and milk-shipping, family-building assistance, and even a free five-month SNOO rental for newborns.
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Retirement Support — Retirement programs include a 401(k) with an annual company match and automatic pay credits for most employees, with a legacy pension available to earlier hires. An Employee Stock Purchase Plan at a 5% discount further supports long-term savings.
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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