Are you energized by a fast-paced environment and passionate about helping customers achieve their homeownership dreams? Join our Proactive Outreach team, where you'll connect potential customers with our expert Home Lending Advisors and play a key role in driving business growth.
As a Proactive Outreach Agent in our Proactive Outreach team, you'll be at the forefront of our lead generation effort, calling customers from various sources, confirming interest for mortgage products, and seamlessly transferring qualified leads to our Home Lending Advisors. You'll thrive in a dynamic, customer-centric team that values collaboration, adaptability, and a commitment to excellence.
Why You'll Love This Role:
Be part of a high-energy team that makes a real impact for customers and the business.
Develop your skills across sales, customer service, and mortgage operations.
Work closely with multiple departments and build strong professional relationships.
Grow your career: At Chase, we're committed to your professional development. This role offers a strong foundation for advancement into other areas of mortgage banking. You'll learn from experienced professionals and explore a variety of career paths within our organization
Job Responsibilities
Efficiently manage and prioritize a variety of lead types, ensuring timely follow-up and transfers to Home Lending Advisors
Initiate contact with potential customers, provide information, and assist in connecting them with the right advisor
Respond to customer application leads, address inquiries, and facilitate smooth transitions
Leverage multiple shared mailboxes and systems, maintaining data integrity and quality for all records
Foster strong relationships with internal partners and customers through real-time communication and follow-up
Contribute to the development and refinement of procedures, templates, and job aids to enhance lead management
Partner with the Sales teams to support overall objectives and foster a cooperative, dynamic work environment
Ensure all activities comply with relevant regulations and company policies
Demonstrate a commitment to customer service through helpful, empathetic, and positive interactions
Work Schedule
Candidates must be willing and able to work schedules that support our Sales Teams' operating hours, which includes certain holidays and weekends.
Required Qualifications, Capabilities and Skills
Ability to work effectively in a team environment, prioritizing support, service, and business needs
Willingness to take on new tasks and responsibilities as business needs evolve
Thrive in a fast-paced environment and adapt to change
Proficient in Microsoft Office (Outlook, Excel, Word) and able to work with multiple applications simultaneously
Strong problem-solving, attention to detail, communication, and listening skills
Demonstrate helpfulness, empathy, and a positive attitude to support a winning team culture
Use time effectively, focusing on value-added activities
Strong adherence to compliance regulations
High School Diploma or GED
Preferred Qualifications, Capabilities and Skills
Familiarity with mortgage originations or servicing systems and processes
Prior call center experience
Some College
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 employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
$74k-92k yearly est. Auto-Apply 14d ago
Looking for a job?
Let Zippia find it for you.
Consumer Direct Home Lending Manager
Jpmorganchase 4.8
Jpmorganchase job in Jacksonville, FL
You have a passion for enabling the dream of homeownership and use your knowledge to build deep relationships within the community.
As a Consumer Direct Home Lending Manager in Chase Home Lending, you will play a pivotal role in leading a team of Home Lending Advisors assisting customers with home purchase, refinance and home equity line needs.. You will leverage your expertise in the home lending industry to lead and motivate a team of Home Lending Advisors who are dedicated to serving our customers' financial needs. This role offers a unique opportunity to advance your career while making a significant impact on our business.
Job Responsibilities
Utilize your strong interpersonal skills to effectively manage and grow a team of Home Lending Advisors, maximizing sales opportunities
Demonstrate exceptional leadership by attracting, recruiting, retaining, and developing a successful team who thrive in Chase's business environment. Provide overall sales leadership, model and coach key behaviors, and ensure effective education and employee development
Provide routine feedback and aim to achieve goals, maximizing the sales opportunities presented
Foster a high-morale, hard-working team environment that prioritizes customer satisfaction and a passion for exceeding goals
Lead and support your team in helping customers with home purchase financing, reduced interest rates on existing mortgages and accessing their home equity to finance life events, ensuring a customer-first approach in all interactions
Monitor and analyze team performance metrics to identify areas for improvement and implement strategies to enhance productivity and sales results
Required qualifications, capabilities and skills
Proven experience in the home lending industry with a strong understanding of mortgage products and services
Demonstrated ability to lead, inspire, and develop a high-performing sales team
Strong interpersonal and communication skills, with the ability to build relationships and influence others
Ability to execute strategic business plans and achieve sales targets while ensuring compliance with regulatory requirements
Commitment to continuous improvement and professional development
Experience in overseeing structured call blocks, fast paced lead volumes, CRM follow up activities and loan pipeline management
Available to adhere to a Sunday through Thursday in office work schedule
Preferred qualifications, capabilities and skills
2+ years of management experience within a Home Lending Originations environment
Marketing, promoting, relationship building, and consulting skills
Intermediate Personal Computer skills in a windows environment
$89k-110k yearly est. Auto-Apply 3d ago
CTI Process Management - Governance Lead
Bank of America 4.7
Jacksonville, FL job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Position Summary:
This job is responsible for driving disciplined execution of internal controls and operational excellence within Core Technology Infrastructure's (CTI) process governance function. This position will be responsible for leading the governance function within CTI Process Management, with a specific focus on overseeing changes to the Single Process Inventory (SPI) and ensuring alignment with Enterprise Process Management (EPM) and Global Compliance and Operational Risk Management (GCOR) policies, standards, and applicable regulatory requirements.
Responsibilities:
Lead governance routines for SPI changes, ensuring compliance with EPM and GCOR Management policies and standards.
Drive internal control discipline across CTI Process Management, promoting operational excellence.
Partner with infrastructure operations teams to embed governance into technical domains and process execution.
Conducts and coordinates quality assurance reviews and escalate risks or control gaps.
Maintain documentation and reporting to support audit readiness and regulatory compliance.
Serve as a subject matter expert in governance, risk management, and infrastructure operations.
Required Qualifications:
3+ years of experience in the Audit, Compliance, or Risk function of a large financial services company, multi-national company, public accounting firm, or with a regulatory agency with strong track record of success and demonstrated progression in complexity of assignments.
Strong knowledge of the Single Process Inventory
Strong communication skills, including the ability to communicate complex ideas in a clear and concise manner
Individual with desire to learn and teach others, high energy, positive attitude and be a thought leader
Excellent interpersonal, oral and written communication skills, ability to effectively challenge and influence and strong attention to detail and accuracy
Exceptional analytical and critical thinking abilities; Able to develop and convey a point of view
Able to explicitly and visibly manages risk and assess tradeoffs when making business recommendations
Desired Qualifications:
Professionalism, dependability, integrity and trustworthiness combined with a cooperative attitude. Able to thrive in a dynamic team environment
Highly motivated self-starter with ability to prioritize work and complete assignments within time constraints and deadlines
Communicate complex governance changes through clear documentation, visuals, and stakeholder-friendly presentations
Foster collaboration across relationship engagement, change and delivery operations, and governance teams to ensure seamless change execution
Strategic thinker with a bias for action and a passion for operational excellence
Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
Opportunity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully.
Manager of Process & Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement.
Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate, convey the “why” and connects contributions to business results.
Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks.
People Manager & Coach: Knows and develops team members through coaching and feedback.
Financial Steward: Manages expenses and demonstrates an owner's mindset.
Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth.
Driver of Business Outcomes: Delivers results through effective team management, structure, and routines.
Skills:
Controls Management
Issue Management
Monitoring, Surveillance, and Testing
Quality Assurance
Risk Management
Analytical Thinking
Attention to Detail
Critical Thinking
Problem Solving
Written Communications
Decision Making
Innovative Thinking
Prioritization
Recording/Organizing Information
Research
Shift:
1st shift (United States of America)
Hours Per Week:
40
$72k-101k yearly est. Auto-Apply 36d ago
Senior Manual Ethical Hacker
Bank of America Corporation 4.7
Jacksonville, FL job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
Manual Ethical Hacking is part of the Application Development Security Framework Program within Bank of America's Cyber Security Assurance Offensive Security group. The program provides services to assess the security resilience of the bank's applications to malicious hacking activity.
This senior technical role is responsible performing and leading ethical hacking assessments of the bank's technologies, applications, and cyber security controls while adapting testing methods to evolving and emerging threats. Key responsibilities include leading and performing research, understanding the bank's security policies, working with appropriate partners to complete assessments and simulations, identifying misconfigurations and vulnerabilities, and reporting on associated risk. These individuals partner closely with security partners, CIO clients and multiples lines of business. These individuals are expected to perform application security-oriented dynamic and static assessments across a multitude of technologies including web UI, web APIs, mobile and cloud, including associated source code.
Key Responsibilities in order of importance:
* Perform assigned analysis of internal and external threats on information systems and predict future threat behavior.
* Incorporate threat actors' tactics, techniques, and procedures into offensive security testing to identify high-value vulnerabilities/chained attacks.
* Developing Proof-of-concepts for exploitation.
* Perform assessments of the security, effectiveness, and practicality of multiple technology systems.
* Leverage innovative thinking to help solve problems or introduce new ideas to processes or products applicable to offensive security.
* Prepare and present detailed technical information for various media including documents, reports, and notifications.
* Provide clear and practical advice regarding managing risks.
* Learn and develop advanced technical and leadership skills, mentor Junior and Intermediate assessors in technical tradecraft and soft skills.
* Respond to security incidents and provide technical assistance to leadership across the Information Security organization.
Required Skills:
* Minimum of 5+ years of professional pentesting, application security or ethical hacking experience, preferably in a large, complex, enterprise environment
* Detailed technical knowledge in at least 5 of the following areas:
* security engineering
* application architecture
* authentication and security protocols
* application session management
* applied cryptography
* common communication protocols
* mobile frameworks
* single sign-on technologies
* exploit automation platforms
* Web APIs
* Cloud environments
* LLM security
* Mobile application analysis
* Able to manually identify and reproduce findings, discuss remediation concepts, develop PoCs for vulnerabilities, use scripting/coding techniques, proficiently execute common penetration testing tools, triage, and support incidents, and produce high value findings
* Experience performing manual web application assessments i.e., must be able to simulate a OWASP Top 10 vulnerabilities without the use of tools
* Experience performing manual code reviews for security relevant issues
* Experience working with DAST and SAST tools to identify vulnerabilities
* Knowledge of network and Web related protocols/technologies (e.g., UNIX/LINUX, TCP/IP, Cookies)
* Experience with vulnerability assessment tools and penetration testing techniques.
* Solid programming/debugging skills, development frameworks, CVE and CWE research/reproduction
* Threat Analysis, threat modelling and SBOM analysis
* Innovative thinking, threat actor simulation
* Technology Systems Assessment
* Technical Documentation
* Advisory
Desired:
* CEH, OSCP/OSCE/OSWE/GXPN/GPEN/GWAPT/GMOB/All Practitioner Certs [Port Swigger BSP Academy]/Cloud Cert(s)/ eWPT; eWPTX; eMAPT [INE Pentester Academy]
* Strong programming/scripting skills
* Frida
* Binary analysis (disassembly skills)
Skills:
* Advisory
* Innovative Thinking
* Technical Documentation
* Technology System Assessment
* Threat Analysis
* Adaptability
* Collaboration
* Scenario Planning and Analysis
* Test Engineering
* Written Communications
* Attention to Detail
* Information Systems Management
* Issue Management
* Presentation Skills
* Prioritization
This job will be open and accepting applications for a minimum of seven days from the date it was posted.
Shift:
1st shift (United States of America)
Hours Per Week:
40
$83k-114k yearly est. 9d ago
Program Lead
Bank of America 4.7
Jacksonville, FL job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
The Senior Business Control Specialist supports the Client Asset Control Group (CACG) within Global Markets Operations, ensuring compliance with U.S. customer protection regulations across multiple broker-dealers. This role drives internal control discipline, regulatory adherence, and operational excellence through proactive oversight, issue remediation, and impactful change.
Responsibilities:
Manage and enhance controls to ensure compliance with client asset protection rules; maintain audit readiness.
Assess the design and effectiveness of systems and controls through data analysis and root cause investigation, ensuring alignment with regulatory standards and driving continuous improvement.
Collaborate with cross-functional teams to resolve issues and execute recommended control and/or technology enhancements.
Administer third-party custodial account processes, including setup, maintenance, coding, reconciliation, and documentation.
Proactively detect, document and escalate risks and incidents with urgency, ensuring timely and effective resolution.
Act as a subject matter expert for audits, regulatory exams, incident remediation, and change initiatives; lead small to mid-sized projects.
Leverage emerging technologies to improve processes and drive innovation.
Required Qualifications:
Intellectual Curiosity: Demonstrates a strong desire to learn and quickly understand complex concepts and regulatory frameworks.
Control & Risk Management: Experience in designing, evaluating, and enhancing internal controls; ability to identify and remediate operational and regulatory risks.
Analytical Rigor: Applies effective problem-solving skills with precision and attention to detail to ensure accuracy and completeness; proficient in data analysis and root cause investigation to support control effectiveness and issue resolution.
Stakeholder Influence: Builds strong cross-functional partnerships and effectively navigates organizational dynamics to influence outcomes. Resolves differing perspectives constructively to achieve consensus and drive optimal solutions.
Initiative & Ownership: Operates independently with strong time management and organizational skills; effectively balances multiple priorities.
Communication Excellence: Delivers clear, concise messaging across all levels of the organization; skilled in presenting to senior audiences.
Technology Proficiency: Skilled in Microsoft tools, including Excel, PowerPoint, CoPilot and Teams to support analysis, reporting, and collaboration. Comfort with emerging technologies and tools to drive innovation and efficiency.
Audit & Exam Readiness: Experience supporting internal audits, regulatory exams, and incident investigations.
Desired Qualifications:
Regulatory Knowledge: Understanding of U.S. customer protection rules and broker dealer regulations (e.g., SEA 15c3-3, CFTC).
Operational Expertise: Familiarity with broker dealer operations, such as account management, reconciliation processes, clearing and settlements, and financial regulatory reporting.
Project Management: Ability to lead small to mid-sized initiatives, including remediation efforts, process improvements, and automation.
Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions
Excels in working among diverse viewpoints to determine the best path forward
Experience in connecting with a diverse set of clients to understand future business needs - is a continuous learner
Commitment to challenging the status quo and promoting positive change.
Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base
Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world
Skills:
Process Design
Program Management
Project Management
Reporting
Strategy Planning and Development
Issue Management
Oral Communications
Presentation Skills
Prioritization
Problem Solving
Performance Management
Process Performance Management
Process Simplification
Risk Management
Workforce Planning
Shift:
1st shift (United States of America)
Hours Per Week:
40
$93k-116k yearly est. Auto-Apply 15d ago
Fraud Analytics and Innovation Lead Analyst
Bank of America Corporation 4.7
Jacksonville, FL job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Summary:
This job is responsible for performing more complex analysis aimed at improving portfolio risk, profitability, performance forecasting, and operational performance for consumer products and related divisions, such as credit cards. Key responsibilities include applying knowledge of multiple business and technical-related topics, independently driving strategic improvements, large-scale projects, and initiatives. Job expectations include working with business counterparts within the line of business and partner organizations (e.g.,. Risk, Product, etc.).
This job is responsible for performing more complex analysis aimed at improving fraud prevention while driving responsible growth and performance for consumer products and related divisions such as Health Savings Accounts. Key responsibilities include applying knowledge of multiple business and technical-related topics and independently driving strategic improvements, large-scale projects, and initiatives. Job expectations include working with business counterparts within the Line of Business and partner organizations including Risk and Product teams. Performs multiple complex analysis to to extract data and uses multiple databases to acquire. Utilizes portfolio trends to propose policy/procedural changes within segmentation structure to produce optimal results. Excels at risk/reward trade off. Build relationships with business partners. Duties primarily include the regular use of discretion, independent judgment, the ability to communicate with multiple levels of management and the utilization of core leadership behaviors.
Responsibilities:
* Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance
* Coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics
* Identifies fraud trends based on industry and portfolio conditions and communicates findings to senior management
* Supports execution of large scale projects, such as platform conversions or new project integrations by conducting advanced reporting and drawing analytics based insights
* Drive analytics to develop fraud mitigation rules, carefully striking the balance across fraud risk, client impact, operational costs and revenue implications with focus on Health Savings Accounts and related products
* Proactively managing fraud risk by urgently responding to immediate threats while keeping an eye toward future risks, vulnerabilities, and changes to the fraud landscape
* Consistently challenge the status quo to find opportunities to develop and refine our fraud policies and procedures, working closely with the business, operations, and policy partners
* Drive discovery and documentation of end-to-end fraud processes to identify current controls, vulnerabilities, and enhancement opportunities
* Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance
* Coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics
* Identifies business trends based on economic and portfolio conditions and communicates findings to senior management
* Supports execution of large scale projects, such as platform conversions or new project integrations, by conducting advanced reporting and drawing analytics based insights
Required Qualifications:
* Minimum 3 years SAS/SQL Coding knowledge and/or experience
* Ability to manage multiple projects in a complex and rapidly-changing environment
* Ability to work independently as well as part of a team
* Demonstrate strong analytical skills
* Previous risk/fraud analysis, strategy development, or related experience
* Strong written and oral communication skills
* Intellectually curious and willing to dive into complete issues\problems and solve
Desired Qualifications:
* 5+ years of risk analysis, strategy development, or related experience
* 5+ years of SAS or SQL Coding experience
* Prior experience in Authentication, Fraud, Debit Card or other related risk fields
* Functional knowledge of multiple products and/or channels (e.g. Credit, Debit, Digital, Call Center, etc.)
* Experience managing relationships and projects with external vendor partners
Skills:
* Analytical Thinking
* Business Analytics
* Data and Trend Analysis
* Fraud Management
* Problem Solving
* Collaboration
* Innovative Thinking
* Monitoring, Surveillance, and Testing
* Presentation Skills
* Risk Management
* Data Visualization
* Interpret Relevant Laws, Rules, and Regulations
* Issue Management
* Oral Communications
* Written Communications
Shift:
1st shift (United States of America)
Hours Per Week:
40
$51k-86k yearly est. 20d ago
Merrill Market Client Relationship Manager
Bank of America 4.7
Jacksonville, FL job
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Job Description:
This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks.
The Market Client Relationship Manager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff.
Responsibilities:
Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth
Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service
Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit
Oversees the client service experience and reviews the approval of new client accounts
Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals
Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals.
Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.
Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.
Specific responsibilities include, but are not limited to:
Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill
Managing the branch's Wealth Management Client Associates and Service Support Staff
Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel
Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge
Coaching teams to deliver a modern, digital first service model focusing on client satisfaction
Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise
Managing the daily operations ensuring compliance to industry regulations, and policies and procedures
Required Qualifications:
Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted
Minimum of 5+ years professional experience
Key Qualifications for the role:
Current or previous Merrill Wealth Management experience strongly preferred
Self-motivated and client centric
Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures
Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)
Prior trend analysis experience
Strong customer service and communication skills
Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate
Desired Qualifications:
Bachelor's degree or equivalent work experience
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Skills:
Compensation Analysis
Performance Management
Process Performance Management
Referral Management
Workforce Planning
Due Diligence
Internal Audit Review
Leadership Development
Recruiting
Risk Management
Client Management
Customer Service Management
Employee Counseling
Succession Planning
Trade Operations Management
Shift:
1st shift (United States of America)
Hours Per Week:
40
$42k-72k yearly est. Auto-Apply 46d ago
Quant Analytics Associate Senior - Business Banking Marketing Analytics
Jpmorgan Chase & Co 4.8
Jpmorgan Chase & Co job in Jacksonville, FL
JobID: 210691552 JobSchedule: Full time JobShift: Day Base Pay/Salary: Jersey City,NJ $104,500.00-$150,000.00 Join our Business Banking Marketing Analytics team and help shape the future of digital marketing through data-driven insights. As a Quant Analytics Associate Senior, you will collaborate with talented professionals and senior stakeholders to optimize marketing investments and drive business growth. We offer a dynamic environment focused on innovation, career development, and continuous learning. Your expertise will enable us to deliver actionable solutions and foster a culture of high performance. Be part of a team where your skills and ideas make a real impact.
As a Quant Analytics Associate Senior in the Business Banking Marketing Analytics team, you will deliver efficient, data-driven solutions to improve digital marketing performance across web and mobile channels. You will work closely with stakeholders to define business needs, analyze campaign effectiveness, and provide actionable insights. Your role will involve managing large datasets, developing interactive dashboards, and automating analytics processes. You will help drive informed decision-making and support a culture of innovation and continuous improvement. Your work will directly influence.
The Business Banking Marketing Analytics team is dedicated to leveraging data to inform marketing strategies and optimize investments. You will collaborate with cross-functional teams, mentor team members, and contribute to talent development. Your responsibilities include managing analytics platforms, conducting market research, and designing A/B tests to evaluate marketing tactics. We value strong communication skills and the ability to translate complex analytics into clear recommendations. This is an exciting opportunity to join a high-performing team in a leading financial institution.
Job responsibilities
* Collaborate with stakeholders to define business needs and deliver data-driven solutions for digital marketing performance
* Monitor, analyze, and optimize digital marketing campaigns across web and mobile channels
* Gather, synthesize, and report data from multiple analytics platforms to provide actionable insights
* Implement and manage tracking and analytics using tag management systems, maintaining documentation for solutions
* Conduct market and competitor research to inform digital marketing strategies
* Design and analyze A/B tests to evaluate marketing tactics and recommend optimizations
* Write and optimize SQL queries and stored procedures for data extraction and analysis
* Develop and maintain interactive dashboards and reports using data visualization tools
* Organize and label reporting elements, enhance ad-hoc reporting capabilities for broad user communities
* Mentor and coach team members, support talent onboarding and development
* Foster a culture of high performance and innovation
Required qualifications, capabilities, and skills
* Bachelor's or Master's degree in a quantitative discipline (business, finance, economics, engineering, statistics, information systems, or mathematics)
* Five years of experience in data analytics, digital marketing analytics, web analytics, or data transformation and visualization
* Advanced skills in Excel and data visualization/dashboard creation using Tableau, Power BI, Google Data Studio, or Alteryx
* Strong database skills, including writing and optimizing SQL queries/scripts for data extraction and analysis
* Demonstrated ability to manage large, complex datasets and automate analytics processes across multiple data sources
* Solid understanding of IT processes, databases, and controls reporting
* Strong analytical, problem-solving, and communication skills
* Proficiency in web analytics platforms and SEO/SEM tools
* Flexibility and adaptability to listen, defend, or change direction based on consensus
* Superior judgment to mitigate risk and anticipate trends
* Self-motivated, goal-oriented, and able to deliver high-quality analytics solutions under strict timelines
* Proven ability to collaborate effectively with stakeholders and cross-functional teams
Preferred qualifications, capabilities, and skills
* Experience in campaign analysis and performance optimization, ideally within financial services or consulting firms
* Proven ability to solve business problems using scientific analytics and translate data insights into strategies
* Strong knowledge of big data disciplines, AWS, Agile methodologies, and innovative technologies
* Experience with A/B testing platforms and tag management systems
* Experience conducting market and competitor research to inform digital marketing strategies
* Ability to communicate compelling stories from data, highlighting customer behaviors and trends
* Lifelong learner with a growth mindset, actively sharing knowledge with the team
* Excellent communication skills, able to collaborate with senior leaders to support decision-making
$32k-74k yearly est. Auto-Apply 44d ago
Centralized Community Home Lending Advisor - Bilingual (English/Spanish) - Jacksonville, FL
Jpmorgan Chase & Co 4.8
Jpmorgan Chase & Co job in Jacksonville, FL
JobID: 210699269 JobSchedule: Full time JobShift: : Join our fun, high-energy team as a Centralized Community 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 Centralized Community Home Lending Advisor in Chase Home Lending, you will guide your clients through the process of home ownership, ensuring strong sales results. Utilizing your extensive knowledge and understanding of home lending products, you will act as the primary point of contact for your customers throughout the duration of the loan. You will comply with all regulatory requirements while marketing and promoting the financial products offered by Chase.
Job Responsibilities
* Convert inbound and outbound leads into mortgage loan applications
* Source all business and logging all contacts with prospects
* Use consultative selling of Purchases Loans in a call center environment
* Recommend optimum product/rate program combinations to prospects
* Ensure compliance with applicable statues and procedures
* Provide feedback on lead quality
* Meet required sales performance for pre-established goal volume
Required qualifications, capabilities and skills
* Ability to read, write and speak Spanish fluently.
* Proficient with Microsoft Applications (Word, Excel and PowerPoint)
* Self-motivated and detail oriented
* Excellent oral and written communication skills
* Organized with a demonstrated ability to manage multiple tasks and meet deadlines in a timely manner
* Demonstrated ability in providing superior customer service and consultative selling
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Call Center experience
* Marketing, promoting, relationship building, and consulting skills
* Experience in the Financial Services, Mortgage, Auto, Medical or Education industries
$30k-58k yearly est. Auto-Apply 13d ago
Teradata Operational DBA
Bank of America 4.7
Jacksonville, FL job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Position Summary:
The individual will be part of the DBA team that supports all Teradata databases for multiple Applicationss across all lines of business on the Teradata Data Warehouse.
Responsible for working with Teradata technology stakeholders and technical partners to design/implement changes and provide ongoing support for Teradata application database environments.
Provide consulting services, support change implementations, and fulfill work requests from application and operational support teams.
Provide on call support for Teradata production environments.
Create and maintain internal team documentation related to our processes, tools, and problem resolution techniques.
Support Application DBA functions including DDL creation, SQL scripting, problem research, change deployments, on call rotation support, etc.
Assist with design, development, implementation, documentation, and support of automated DBA processes using Teradata and Unix/Linux scripting.
Support multiple Teradata systems including development/UAT, disaster recovery, and the enterprise warehouse production environments.
Implement and administer access policies in conjunction with corporate standards.
Support some Mainframe administrative functions including archive processing and job scheduling.
Manage, design, support, document, and consult on practices of storage management, archive, restore, and disaster recovery.
Work closely with Application projects teams on implementation of database changes to support large project initiatives and BAU work.
Complete any assigned training courses and attend any required team meetings/calls to learn about and stay up to date on internal DBA team processes and tools.
Work independently with minimal supervision, with general guidance from more seasoned DBA team members or managers.
Required Qualifications:
10+ years experience as a Teradata DBA including some experience with Teradata V17.20 or higher.
Advanced working knowledge of Teradata RDBMS at both physical and logical levels.
Advanced working knowledge of Teradata suite of tools: Teradata Studio, TDWM, BTEQ, ARCMAIN, FASTOAD, MLOAD, TPUMP, TPT, DBQL, PDCR.
Working knowledge of Mainframe interfaces and execution; TDP, JCL, TSO, ISPF, FICON, NDM.
Working knowledge of Viewpoint, Teradata Data Mover, Teradata BAR technology.
Working knowledge of Unix/Linux scripting (KSH, BASH, PERL).
Desired Qualifications
Familiar with Teradata Systems setup, GDO, DBS Control, Multitool, etc.
Working knowledge of QueryGrid, DSA, Taraserver, NPARC, TASM
Working knowledge of job schedulers: CA-7, AutoSys, etc. Replication technologies, Golden Gate.
Familiar with REXX scripting.
Familiar with Hadoop and Cloud concepts and technologies
Familiar with project and change management solutions and automation software, such as Agile, Remedy, Ansible.
Familiar with Teradata Native object Storage (NOS)
Job Description:
This job is responsible for managing the day-to-day activities and functions for the assigned team. Key responsibilities include delegating work to team members, supervising work processes, providing informal leadership of sub teams or technology silos, managing on call and support schedules, and providing leadership, mentorship, and direction to team members. Job expectations include solving complex technical and analytical issues and effectively communicating results to senior management and Line of Business partners.
Responsibilities:
Manages and prioritizes multiple tasks and assignments for the team including tracking tasks and tickets in system(s) of record, ensuring enterprise service level agreements are met, and participating in defect, incident, problem, and change review meetings and release activities
Provides point of escalation for team members, peers, and partner teams, and shares the leadership Point of Contact for triage of high priority incidents or consulting engagements
Performs all responsibilities of team members from applicable teams
Works with appropriate teams to ensure alerts, monitoring, dashboards, and processes are established appropriately for new projects and initiatives
Participates and helps with resource interviews and onboarding processes
Performs access reviews, conducts compliance activities, and serves as a delegate for administrative processes
Creates the on call rotation schedule and ensures support for off hours, weekends, and release windows
Skills:
Collaboration
Influence
Production Support
Risk Management
Solution Design
Analytical Thinking
Architecture
Innovative Thinking
Result Orientation
Stakeholder Management
Adaptability
Automation
DevOps Practices
Project Management
Solution Delivery Process
Shift:
1st shift (United States of America)
Hours Per Week:
40
$84k-108k yearly est. Auto-Apply 60d+ ago
Credit Risk Strategy Analyst III - Consumer Vehicle Lending
Bank of America 4.7
Jacksonville, FL job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for performing more complex analysis and modeling to minimize loss exposure and negative impacts to the customer experience. Key responsibilities include utilizing a variety of systems such as Excel, SAS, SQL, Tableau, and other relational data bases to provide analytical support on strategies, ensure goals are met, and propose policy and procedural changes within segmentation structures to produce optimal results. Job expectations include evaluating data to assess potential fraud risk and create mitigation strategies. Manage and perform strategic analyses to improve portfolio risk, profitability, origination and performance analysis, and operational performance for the Consumer Vehicle Lending channel, including Core and Flow channels. Responsibilities may include reviewing variances to projections or forecasts for credit losses and loan balance liquidation at the vintage level.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Responsibilities:
Recommends ways to help the business achieve desired outcomes and make informed business decisions using data analysis outputs
Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance
Leads coordination of the production of product performance reports and updates for senior management
Conducting analyses to develop underwriting/credit policies and strategies to optimize credit decisions and profitable growth while controlling credit risk
Present ideas, recommendations and project results to senior leadership team and business partners
Responsible for UCRA and Intake form development, includes writing requirements, reviewing system design specifications, approving test results and actively participating in the change process from start to end.
Work with Technology and Operations to design and execute the strategy implementation
Monitor strategy performance for enhancements, read test/control results, and identify opportunities to continuously optimize underwriting/credit criteria
Responsible for documentation development, including writing system requirements
Actively participating in design meetings and guiding credit strategy changes which may include being a part of negotiations for the FLOW channel.
Support implementation, testing and training of Credit Strategy changes for Consumer Products.
Participate and possibly provide data or analytical input for audits, credit review or government exams.
Required Skills:
3+ Years in a Financial Business Setting, Risk Management or Risk/Marketing Analytics type functional role.
Expertise in MS Office for excel and PowerPoint.
Experience with a programming language preferably SAS, Python, SQL, Tableau
Ability to develop quantitative output using appropriate tools (ex. SAS, FICO Analyzer, Knowledge Seeker) against numerous large data-sets for identifying and optimizing key business metrics of credit default risk, prepayment risk or collateral recovery risk with a proven ability to interpret results and communicate findings candidly and crisply to senior leadership.
Ability to independently manage and defend quantitative analytics with sound documentation of assumptions, limitations, conclusions and recommendations.
Ability to independently drive strategic improvements while adhering to and successfully navigating established governance routines.
Ability to effectively analyze origination concentrations and trends, optimize profit of new application volume within expected risk tolerances, and proactively identify opportunities to support existing or new business strategies.
Ability to translate analytics into well-written business requirements, complete a Universal Change Risk Assessment (UCRA), and usher that change through system implementation including UAT support and procedures development.
Proactive with intellectual curiosity towards the business and data trends. Willing to take the next step or ability to predict the next step with little direction and oversight.
Strong working knowledge of the process and tools used for development, validation, implementation and documentation of scoring toolkits
Passionate self-starter who is highly motivated to help the organization achieve its goals and thrives in fast-paced and highly dynamic environment
Must be decisive, a team-player, client focused, creative, strategic, and be a thoughtful risk-taker
Excellent verbal and written communication skills, particularly technical writing and organizational skills
A passion for learning and using data to derive trends, detect risks, and execute strategy projects
Demonstrates a strong understanding of credit risk strategies, financial drivers, and credit operations with proven problem-solving skills
Effective project management and organizational skills; ability to collaborate, manage, and expand relationships across the organization and with all levels of management
Desired Skills:
Bachelor's degree and/or Master's degree in a quantitative discipline is preferred.
A solid working knowledge of statistical and/or financial analyses and the proven ability to apply that knowledge to business data and strategies.
An understanding of general financial concepts (IRR, ROE, ROA, RAS, RANIM, RAM, etc.) and an understanding of credit/collateral based concepts such as FICO credit scores, LTV%, accept/reject, term, DTI/PTI.
Logically solve problems in an expedient manner.
Proven history of using good planning and process management skills, able to run several analytical projects independently at the same time and prioritize within given guidelines.
Very strong written and verbal communication skills. Strong negotiation skills.
Ability to manage across multiple functional areas as well the ability to influence others at all levels of the organization and external partners.
Positive attitude towards change and ability to think out of the box to solve business questions.
Skills:
Business Analytics
Business Intelligence
Data Quality Management
Fraud Management
Monitoring, Surveillance, and Testing
Collaboration
Data Visualization
Oral Communications
Problem Solving
Written Communications
Analytical Thinking
Critical Thinking
Data and Trend Analysis
Innovative Thinking
Research
Shift:
1st shift (United States of America)
Hours Per Week:
40
$67k-91k yearly est. Auto-Apply 9d ago
Global AML Operations - Ops Professional MKTS
Bank of America 4.7
Jacksonville, FL job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
:
This job is responsible for providing analytical support in a Global Markets Operations function for one or more operations product areas. Key responsibilities include analyzing and resolving highly complex operations problems and initiatives requiring exceptional handling and coordination of multiple operational and/or product specialists to resolve. Job expectations include managing projects and the introduction of new initiatives, systems, products, services, and processes and coordinating necessary expertise across multiple operations functions and products.
Responsibilities:
Confirms loan documentation for accurate trade settlements
Partners with Sales Associates, Traders, Research Analysts, trading counterparties, internal and external attorneys, administrative agent banks, and various other internal operations groups
Manages post-trade management and logistics, settlement pricing, and closing coordination
Analyzes and resolves highly complex operational problems
Supports ad-hoc projects for new processes or industry initiatives
Processes loans end-to-end with accurate data input into various credit and operating systems
Skills:
Attention to Detail
Critical Thinking
Data Collection and Entry
Recording/Organizing Information
Research
Fraud Management
Interpret Relevant Laws, Rules, and Regulations
Problem Solving
Quality Assurance
Risk Management
Adaptability
Customer and Client Focus
Prioritization
Result Orientation
Written Communications
Line of Business Job Description
Global Operations, Anti Money Laundering (AML) is responsible for completing Refresh Activities such as Know Your Customer (KYC) and Client Due Diligence (CDD) checks for all clients that do business with the Bank. Refresh Teams are responsible to collect and maintain client documents to ensure activities are executed in alignment with Laws, Rules, Regulation, and Bank Policies. Business Management team handles all support type requests for the organization. This role provides moderately complex research, and analytical support for the delivery of end-to-end support for AML Refresh Operations. The candidate will operate under general supervision and assist teammates while following established procedures.
Key Responsibilities:
Investigates root causes of production delays by engaging with AML Refresh Operations, Lines of Business (LOBs), Global Financial Crimes (GFC), and leadership
Ensures accuracy of AML Refresh client portfolio data using internal (AWARE, Cesium, GDS) and external comparison tools (Tableau, Power BI)
Performs research and conducts moderately complex analysis (automated and manual) of data provided or obtained thru manual research, in a range of formats (Excel, Power BI, tableau dashboards, etc.)
Synthesizes findings and provides actionable insights to drive resolution and prevent recurrence of delays by identifying areas of potential procedural updates, thematic trends, and coaching opportunities to enhance AML Refresh program success
Evaluates data and information relevant to metrics to support AML governance activities.
Explores methods to enhance processes, further reduce risks, and improve AML Refresh process
Escalates potential risks and exposures to manager in a timely manner
Serves as an escalation point to answer inquiries from business controls, audit and Quality Assurance (QA) partners to support business continuity efforts within AML Refresh.
Assists with ad-hoc projects, new processes, or initiatives requiring coordination among subject matter experts representing multiple product areas or functions
Identify, develop, and support tactics to engage and influence stakeholders to achieve desired outcomes and/or deliverables
Supports functions carrying a substantial risk of exposure and potential loss with significant impact on major corporate customer relationships
Supports monitoring and testing of controls by evaluating data to identify issues and control improvements for remediation
Required Skills:
24 months AML Refresh analyst experience required, with AML Refresh Team Lead experience preferred.
Familiar with QA, risk management, project management and regulatory interpretation
Strong executive presence and presentation skills with the ability to present key messages, effective recommendations, and information in a clear, concise, insightful, and influential way
Ability to work in a team environment
Adaptable to ad hoc changes in business focus
Advanced Proficiency in Microsoft Excel (Power Query/XLookup) and MS Office Suite products
Strong organizational skills with the ability to prioritize and manage multiple assignments
Ability to meet tight deadlines while ensuring data accuracy and integrity
Self-motivated and capable of working with minimal supervision
Attention to detail, critical thinking, and problem-solving skills
Strong customer and client focus with adaptability and results orientation
Desired Skills:
College degree (B.S./B.A.) or comparable work experience
Experience working within a highly productive team in a fast-paced environment
Strong analytical skills, with an investigative mindset and ability to use data to enhance efficiency and develop reporting to drive business insights
Prior experience managing multiple projects and adjusting to changing deadlines
Lean Sigma Six or Project Management certificates
Shift:
1st shift (United States of America)
Hours Per Week:
40
$58k-80k yearly est. Auto-Apply 15d ago
U.S. Private Bank - Private Banker - Executive Director
Jpmorgan Chase & Co 4.8
Jpmorgan Chase & Co job in Jacksonville, FL
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 throughout their business
Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
$139k-204k yearly est. Auto-Apply 60d+ ago
Relationship Banker SB - Atlantic and Hodges
Jpmorganchase 4.8
Jpmorganchase job in Jacksonville, FL
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 and support provided.
Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
College degree or military equivalent.
Experience adhering to banking policies, procedures, and regulatory requirements.
Dodd Frank/Truth in Lending Act
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 employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
$31k-40k yearly est. Auto-Apply 8d ago
Senior Associate Quant Analytics
Jpmorganchase 4.8
Jpmorganchase job in Jacksonville, FL
Are you passionate about transforming data into actionable insights? We're looking for a Sr Quant Analyst to join our dynamic Home Lending Data & Analytics team, supporting Home Lending Relationship Value. In this high-impact role, you'll collaborate with business partners, leverage cutting-edge analytics tools, and help shape the future of home lending.
As a Senior Quant Analytics Associate within the Home Lending Data and Analytics team, you will work on creating sustainable solutions and strategic analytics. You will be a strong communicator who is eager to learn and laser focused on adding value. Additionally, it would be ideal if you have an in- depth understanding of the mortgage industry.
Job Responsibilities:
Work closely with business partners to understand existing processes and challenges
Provide insightful analytics for process improvement
Translate business needs into data solutions for long-term objectives
Evaluate data sources for data quality and discrepancies
Perform data discovery work to manipulate and analyze complex, high-volume, high-dimensionality data from varying sources to help develop various types of data-driven Home Lending products/initiatives.
Build processes to make joining datasets without unique keys possible
Use advanced data discovery and data mining tools to reveal relationships and trends in the data that provide new insights into behaviors
Provide actionable data in a digestible format to key stakeholders using Business Intelligence Dashboards for both recurring and ad hoc reporting
Think critically about headwinds facing the business and explore opportunities for analytics
Collaborate with team members to build out specific projects and to continuously teach and learn new technology and techniques
Work independently with minimal supervision but high accountability
Required qualifications, capabilities, and skills:
Bachelor's degree in a quantitative or related field
3+ years of data and analytics experience using SQL
Must have the ability to deliver high-quality results under tight deadlines
Strong understanding of SQL and an ability identify data quality issues
Experience working with SSMS, Hadoop, Teradata, Oracle, MS DBs and Snowflake
Experience with reporting technologies like Tableau, SSRS, Alteryx, Toad, SQL Developer, and Power BI
Aptitude for learning new theory and new technology
Advising business and technology partners on data-driven opportunities to increase efficiency and improve customer experience
Proactively interfacing with, and gathering information from, other areas of the business (Operations, Technology, Finance, Marketing)
Critical thinker that will thrive in a fast-paced, competitive environment and will mesh well with a team that prides itself on attention to detail and results
Preferred qualifications, capabilities, and skills:
Functional industry experience in operations, marketing, credit/risk, technology, or finance
Mortgage experience preferred
Master's Degree in Analytics (or similar concentration)
$61k-88k yearly est. Auto-Apply 47d ago
Home Lending - Data Scientist Senior Associate
Jpmorganchase 4.8
Jpmorganchase job in Jacksonville, FL
Join an award winning Home Lending Optimization & Solutions team, you'll join an organization that applies ML/AI products & solutions across Sales, Operations, & Marketing. Your ability to understand business requirements and translate them to a proposed solution will be a key to your success. You'll utilize strong communication skills to effectively operate in direct collaboration with key stakeholders across functions and lines-of-business.
Job responsibilities
Understand and translate business needs into data models supporting long-term solutions
Convert data into actionable insights
Develop presentations to summarize and communicate key messages to senior management, sponsors, and colleagues
Leverage a variety of statistical and mathematical techniques and algorithms to analyze a variety of datasets to solve complex business problems
Required qualifications, capabilities, and skills
3+ years' experience working in an analytical role
BS degree in a related field, such as Data Science, Engineering, Applied Mathematics, Statistics, or similar STEM discipline
Experience using statistical programming languages (Python) to manipulate data, draw insights, and build prototype solutions
Strong storytelling capabilities
Adept at explaining and converting complex concepts into digestible information to be consumed by audiences at various levels of the business
Preferred qualifications, capabilities, and skills
Master's Degree
Functional industry experience in finance, operations, sales, marketing, or credit/risk
Knowledge of the mortgage industry
$93k-112k yearly est. Auto-Apply 15d ago
Account Specialist IV- Mortgage- Bilingual English & Spanish Required
Jpmorganchase 4.8
Jpmorganchase job in Jacksonville, FL
Embark on a rewarding and challenging career as an Account Specialist IV with our dynamic team. You'll have the opportunity to make a significant impact by supporting process improvements, key initiatives and expanding your creative skills in a supportive and collaborative environment. Join us and contribute to our mission while advancing your career. With highly supportive leadership and programs to foster growth and career mobility, your skills and capabilities can increase and be fine-tuned to make you more agile and versatile in reaching your career potential.
As an Account Specialist IV- Mortgage, in Customer Life Events you will be responsible for delivering top notch support that is vital to Home Lending as part of the team in Customer Life Events where we are responsible for the interactions with homeowners or those who are acquiring a home loan through assumptions who require Chase's assistance in completing the transaction, or bringing the account current. You will assist customers as they work towards a resolution through servicing transactions, payment arrangements, retention workout options, or liquidation of the mortgage.
Job responsibilities
Serve as the primary contact for customers and approved third parties during the customer life event process; including but not limited to investors and attorneys, trustees, and courts.
Respond to customer inquiries regarding mortgage servicing transactions and be responsible for inbound and outbound calls to solve delinquency
Help the customer through loss mitigation options and for explaining Chase and investor-specific documentation requirements to the customer.
Assist customers with understanding the documentation required of them to get transactions processed and decisioned: Reviews and perfects all documents provided by customer ensuring file is complete and accurate.
Communicate decisions from Underwriting/QA, including assumption, successor in interest, retention, and liquidation options, and discuss next steps and monitor customer adherence and completion of transaction after decision
Communicate and keeps customer apprised throughout the process by maintaining close communication with internal partners including but not limited to Underwriting, Bankruptcy, Loss Mitigation, Foreclosure, and Service Member Civil Relief Act (SCRA), Assumptions Processor
Required qualifications, capabilities, and skills
Knowledge of FDCPA, TCPA and TILA
Proficiency in building and maintaining positive client relationships with demonstrated excellent verbal and written communication skills.
Proven ability to actively listen and proactively provide appropriate solutions and problem solving and highly effective organization and time management skills.
Proven ability to work collaboratively across functional teams to enhance the customer experience by ensuring operational excellence and highlighting opportunities to enhance/streamline the process
Must be detail oriented, organized, and poses the ability to multi-task with a proven ability to follow policies, procedures, and regulatory requirements.
Ability to quickly absorb complex information, process information and apply appropriately to customer's needs and understanding when to escalate items and ability to work well under pressure while multi-tasking to meet deadlines.
High School diploma
Preferred qualifications, capabilities, and skills
3+ years' experience in Home Lending including but not limited to Assumptions, Customer Service, Loss Mitigation, Underwriting, Foreclosure, Bankruptcy and/or Loan Originations
1+ years' experience in a high volume sales or customer contact center
College degree
$49k-68k yearly est. Auto-Apply 29d ago
J.P Morgan Wealth Management - Supervisory Manager - North Florida, Jacksonville , FL
Jpmorganchase 4.8
Jpmorganchase job in Jacksonville, FL
J.P. Morgan Wealth Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals while utilizing the latest technology and resources of the entire firm. Our Wealth Management teams develop deep, personal relationships with clients to provide goals-based financial planning advice and to deliver sophisticated products and solutions to meet their generational wealth management needs.
As a Supervisory Manager in Chase Wealth Management, you will exhibit leadership and operational expertise when performing designated supervisory duties to oversee a territory of Financial Advisors. You will be responsible for managing complex, high risk escalations from end-to-end and outreach to executive level stakeholders.
Job Responsibilities:
Monitor and analyze the progress of active account and book reviews, as well as staff productivity.
Identify opportunities to address issues, risks, and exposures, and engage senior leadership to take action on identified issues.
Ensure the team fully understands their responsibilities to perform high-quality work and adapt to the changing regulatory environment.
Comprehend system logic used in conducting risk-based reviews and further develop and refine rules based on prior findings.
Review, draft, or update desktop procedures as needed, and effectively communicate changes to team members.
Develop subject matter expertise in securities rules and regulations through knowledge acquisition, research, and training.
Implement account reviews to monitor the ongoing suitability of investments and activities in client accounts.
Conduct Advisor book reviews to identify trends or patterns requiring further review that may impact multiple customers.
Identify and escalate potential issues to appropriate parties for further action.
Collaborate with the Sales Practice Review team to escalate potential issues to the Disciplinary Action Forum.
Supervise the development and mentoring of staff at varying levels of expertise; assess staff performance; prepare and deliver performance evaluations; and participate in recruiting, interviewing, retaining, and recommending pay actions for staff.
Required Qualifications, Capabilities, and Skills:
Minimum of 5 years of experience in a principal capacity and 2 years of experience within the securities investment industry supervision, compliance, or risk capacity, in retail investments.
Proficient knowledge of regulations, BI requirements, fiduciary oversight, and financial planning strategies.
Eagerness to engage directly with clients and advisors.
Must hold FINRA Series 7 and one or more of the following licenses: FINRA Series 66 (63/65), 9/10 (4,24,53). appropriate State Life & Health Insurance license. Additional licensing requirements must be met within 120 days of hire.
Competent knowledge of relevant securities rules, regulations, guidelines, securities products, and industry practices.
Strong critical thinking, analytical research, and quantitative skills with the ability to provide clear, concise, and timely resolution to issues.
Excellent written and verbal communication skills, including the ability to communicate with all levels of management.
Exceptional time management, risk analysis, proven judgment, problem-resolution and decision-making skills.
Ability to understand new investment products, Advisor/Banker compensation plans, and firm-wide policies and procedures to conduct reviews.
Ability to build relationships across business functions to obtain necessary information for conducting reviews.
Ability to travel 50% of the time.
Preferred Qualifications, Capabilities, and Skills:
Bachelor's Degree preferred.
Experience as a Supervisory or Compliance professional preferred.
Advanced knowledge of FINRA, MSRB, and SEC rules and regulations.
Experience working alongside Advisors preferred.
Bilingual Spanish
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
$78k-104k yearly est. Auto-Apply 16d ago
2027 Global Private Bank Advisor Program (Summer Analyst) - US Private Bank
Jpmorgan Chase & Co 4.8
Jpmorgan Chase & Co job in Jacksonville, FL
JobID: 210690291 JobSchedule: Full time JobShift: Base Pay/Salary: Los Angeles,CA $100,000.00-$100,000.00; Rochester,NY $100,000.00-$100,000.00; Greenwich,CT $100,000.00-$100,000.00; Greenvale,NY $100,000.00-$100,000.00; Manhattan Beach,CA $100,000.00-$100,000.00; Westlake Village,CA $100,000.00-$100,000.00; San Diego,CA $100,000.00-$100,000.00; Washington,DC $100,000.00-$100,000.00; Las Vegas,NV $100,000.00-$100,000.00; Summit,NJ $100,000.00-$100,000.00; Seattle,WA $100,000.00-$100,000.00; Walnut Creek,CA $100,000.00-$100,000.00; Chicago,IL $100,000.00-$100,000.00; Baltimore,MD $100,000.00-$100,000.00; Pasadena,CA $100,000.00-$100,000.00; Denver,CO $100,000.00-$100,000.00; Boston,MA $100,000.00-$100,000.00; San Francisco,CA $100,000.00-$100,000.00; Palo Alto,CA $100,000.00-$100,000.00; Irvine,CA $100,000.00-$100,000.00; Minneapolis,MN $100,000.00-$100,000.00; New York,NY $100,000.00-$100,000.00; Cleveland,OH $100,000.00-$100,000.00
If you enjoy building relationships and helping develop innovative solutions while working in a fast-paced environment, then we have the role for you. Joining our Summer Analyst Program means you will be joining a team committed to building client relationships and making meaningful contributions to our business with customized wealth management solutions.
As an Advisor Trainee in Global Private Bank, you will gain exposure to every facet of wealth management, including investments, lending, banking, and trust and estate planning. No client has identical goals, so understanding their unique needs and tailoring our approach to exceed expectations requires work across teams and the firm to provide first-class service.
Our nine-week program kicks off with a week of induction, where you'll have training and orientation to our businesses and gain the technical and practical knowledge you'll need to start contributing to our teams. Top performers may receive a full-time offer at the end of the summer.
Our advisors help clients achieve their financial goals by delivering the right solutions and services across our industry leading investments, credit, banking and Trust & Estates practices. This individualized attention supports our clients' unique goals and helps build, preserve and manage their wealth over time.
Job Responsibilities:
* Work with a team of advisors and specialists to bring in new clients and serve existing clients
* Deliver highly customized and comprehensive solutions to help protect, manage, and grow wealth
Required Qualifications, Capabilities, and Skills:
* Pursuing a Bachelor's or Master's degree (Excluding MBA); Master's must be within 2 years of Bachelor's.
* Expected graduation date between December 2027 and June 2028.
* Currently attending a college/university in the U.S.
* Highly driven, inquisitive, and proactive, with a strong desire to learn.
* Enjoys working in teams to develop complex solutions.
* Exceptional interpersonal, communication, analytical, and problem-solving skills.
* Excellent organizational skills with the ability to multitask in a fast-paced environment.
* Demonstrates good judgment and discretion with confidential information.
* Genuine interest in financial markets and macro-level economic trends.
* Aspires to work with external clients in a relationship-building and sales capacity.
We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close.
Work Authorization:
To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)
Our Locations
Atlanta, GA
Austin, TX
Baltimore, MD
Baton Rouge, LA
Birmingham, MI
Boston, MA
Charlotte, NC
Chicago, IL
Cincinnati, OH
Cleveland, OH
Columbus, OH
Dallas, TX
Denver, CO
East Bay, CA
Fort Lauderdale, FL
Fort Worth, TX
Grand Rapids, MI
Greenwich, CT
Houston, TX
Indianapolis, IN
Irvine, CA
Jacksonville, FL
Las Vegas, NV
Long Island, NY
Los Angeles, CA
Miami, FL
Milwaukee, WI
Minneapolis, MN
Naples, FL
Nashville, TN
New Orleans, LA
New York, NY
Oklahoma City, OK
Orlando, FL
Palm Beach, FL
Palo Alto, CA
Pasadena, CA
Philadelphia, PA
Pittsburgh, PA
Rochester, NY
Salt Lake City, UT
San Antonio, TX
San Diego, CA
San Francisco, CA
Scottsdale, AZ
Seattle, WA
South Bay, CA
St. Louis, MO
Summit, NJ
Tampa, FL
Tulsa, OK
Washington D.C.
Westlake Village, CA
Join us
At JPMorganChase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you're passionate, curious and ready to make an impact, we're looking for you.
What's next?
Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible.
After you confirm your application, we will review it to determine whether you meet required qualifications.
You will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers.
The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled.
JPMorganChase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities.
Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
$100k-100k yearly Auto-Apply 14d ago
Proactive Outbound Manager- JAX, FL
Jpmorganchase 4.8
Jpmorganchase job in Jacksonville, FL
As the Proactive Outbound Manager (POM) is pivotal in advancing the lead generation organization. This role collaborates with the Decision Science team, sales management and cross functional teams to identify enhancements/opportunities that optimize lead generation, ultimately converting prospects into successful mortgage applications. The POM is responsible for developing business/project plans needed to execute strategies to deliver operational implementations. Additionally, the role provides strategic input on technology enhancements to further strengthen lead generation efforts, while overseeing all facets of the Proactive Outbound team.
The Proactive Outbound Manager will also leads a dynamic team that plays a crucial role in the mission to evolve into a higher-quality, more stable mortgage business. By spearheading efforts to generate a steady stream of high-quality leads, the Proactive Outbound team significantly contributes to the success of our Home Lending Advisors. Through strategic outreach and engagement with customers across various lead sources and marketing campaigns, they ensure a consistent flow of potential clients, thereby enhancing our overall business performance and elevating customer satisfaction.
Equally important, the Proactive Outbound Manager is tasked with fostering engagement among Lending Managers and Home Lending Advisors, driving the conversion of leads into applications. A critical area of responsibility is promoting lead generation within these groups. Ultimately, the incumbent is a key contributor to the overall success of the lead generation program, and their collaboration with the sales organization is vital to driving success.
Job Responsibilities:
Manage activities to leverage leads for sales growth while ensuring quality and compliance. Organize and strategize to achieve optimal results, anticipate challenges, analyze metrics, and identify trends to meet targets effectively.
Build effective teams by recruiting quality employees, understanding individual strengths and weaknesses, and communicating a common goal and purpose. Encourage cooperation and integration of efforts. Empower Proactive Outbound agents through motivation, skill transfer and guidance via consistent coaching to drive results and achieve departmental goals. Foster continuous performance improvement and enhance competency development. Create focus during times of change and direct efforts toward value-added activities.
Analyze connections and implications of the technology related to customer journey. Make informed decisions using sound, customer-oriented criteria. Establish goals, develop reporting systems, create training materials, design process flows, and managing telephony systems. Identify priorities considering goals, needs, and current events.
Collaborate with the Decision Science team, sales management, Marketing team and the Transformation team (HLCC, apply flow, and emerging technology) to identify enhancements/opportunities that optimize lead generation driving incremental lead volume. Develop business/project plans to execute strategic initiatives in response to evolving business and economic trend, while leading cross-functional teams to ensure effective operational implementation.
Demonstrate strong mortgage banking subject matter expertise to drive collaboration with Training, Project Management, and Technical Developers. Define business requirements leading to technical solutions, enabling new business initiatives. Demonstrate knowledge of Telephony/Call Center Management and associated System technology.
Required Qualifications, Capabilities and Skills:
Preferred College Graduate
Preferred 5+ years of mortgage sales experience, including Managing Sales Teams. Experience working in outbound sales and/or call center environment.
Expertise in mortgage banking processes and technology solutions
Leadership: Ability to build, motivate, and coach effective teams; foster continuous performance improvement.
Communication - excellent verbal and written skills; able to articulate goals, strategies and changes to diverse audiences.