Join a team that helps protect clients and the firm through disciplined, detail-focused quality control. You will lead by example, drive consistency, and help improve how work gets done across deal setup activities.
Job SummaryAs a Quality Control Analyst Team Lead in Deal Setup Quality Control, you execute and oversee assigned work while ensuring adherence to service level agreements, policies, and controls. You perform quality control across key deal setup activities and partner with stakeholders to resolve issues and prevent rework. You strengthen the team’s performance through sound judgment, careful validation, and a continuous improvement mindset.
Job Responsibilities- Meet service level agreements for quality and volume on a consistent basis
- Follow established policies, procedures, and control standards to reduce risk and ensure consistent execution
- Perform quality control reviews of deal setup activities, including approvals, renewals, pricing changes, and fee updates
- Review and validate client and transaction documentation for completeness, accuracy, and required approvals
- Confirm data and terms across documentation, credit, and loan processing systems to ensure alignment
- Coordinate deal closing tasks and related financial activities within required timelines
- Partner with internal stakeholders (such as business and legal teams) to resolve issues, confirm requirements, and prevent rework
- Request and track missing documents, notifications, and confirmations from agents or clients, following up promptly
- Complete same-day funding tasks within required timelines, ensuring accurate system updates and complete records
- Serve as a primary contact for process questions, providing guidance and sharing best practices with the team
- Escalate process issues promptly and identify recurring defects, control gaps, and improvement opportunities
- Bachelor’s degree in Finance or a related field, or equivalent work experience
- 4 years of experience in financial services operations, including exposure to lending or loan processing
- Understanding of loan documentation and lending concepts
- Ability to interpret business financial statements and validate key information accurately
- Strong research, analytical, and comprehension skills across multiple sources and systems
- Strong attention to detail with the ability to detect errors and inconsistencies
- Effective time management and prioritization skills to meet deadlines while maintaining quality standards
- Strong written and verbal communication skills, including the ability to work independently and remain accountable
- Ability to manage stakeholders effectively and partner across teams to drive timely resolution of issues
- Experience serving as a process subject matter resource and leading issue resolution in a controlled operations environment
- Experience producing or interpreting control reporting and using results to reduce defects and improve performance
- Experience supporting deal setup activities such as renewals, pricing changes, or fee maintenance
- Familiarity working across multiple lending products or business lines
- Demonstrated continuous improvement experience (for example, standard work, rework reduction, or cycle time improvement)
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
Skills Required
- Bachelor's degree in Finance or related field, or equivalent work experience
- 4 years of experience in financial services operations, including exposure to lending or loan processing
- Understanding of loan documentation and lending concepts
- Ability to interpret business financial statements and validate key information accurately
- Strong research, analytical, and comprehension skills across multiple sources and systems
- Strong attention to detail with the ability to detect errors and inconsistencies
- Effective time management and prioritization skills to meet deadlines while maintaining quality standards
- Strong written and verbal communication skills, ability to work independently and remain accountable
- Ability to manage stakeholders effectively and partner across teams to drive timely resolution of issues
- Experience serving as a process subject matter resource and leading issue resolution in a controlled operations environment
- Experience producing or interpreting control reporting and using results to reduce defects and improve performance
- Experience supporting deal setup activities such as renewals, pricing changes, or fee maintenance
- Familiarity working across multiple lending products or business lines
- Demonstrated continuous improvement experience (standard work, rework reduction, cycle time improvement)
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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