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JPMorgan Chase & Co. jobs in Jacksonville, FL

- 197 jobs
  • Senior Administrative Assistant

    Jpmorganchase 4.8company rating

    Jpmorganchase job in Jacksonville, FL

    Join our dynamic team as a Senior Administrative Assistant in Specialty Sales, where you will play a pivotal role in supporting key executives & ensure seamless operations within the organization. This position offers a unique opportunity to work in a fast-paced environment, providing comprehensive administrative support to our Specialty Sales organization. As a Senior Administrative Assistant, you are expected to be a partner to the executives and teams you will support. You should be flexible, proactive, efficient, and a highly resourceful team player. You should possess strong administrative and organizational skills, along with the ability to maintain a realistic balance among multiple priorities. Exercising sound judgment in diverse situations and ensuring confidentiality are essential for your role. Job responsibilities: Efficiently manage and coordinate active calendars for executives and team members, ensuring optimal scheduling and prioritization of meetings and appointments Effectively manage internal related activities such as meetings and communications with a high degree of professionalism, accuracy and confidentiality Exhibit effective communication by clearly articulating ideas in conversations and crafting concise, well-structured emails that convey information accurately and professionally. Arrange and manage intricate domestic and international travels, ensuring seamless logistics and adherence to company policies Process invoices and expense claims, ensuring compliance to the firm's guidelines. Organize and coordinate internal and external events, including meetings, conferences, and team-building activities. Prepare high-quality reports, presentations, and internal communications, utilizing advanced Microsoft Office skills (PowerPoint, Excel) Foster strong relationships with key partners, including other administrative assistants, to create a collaborative and supportive work environment Required qualifications, skills and capabilities: Minimum of 3 years in a client facing role, if not an administrative or executive assistant role Strong proficiency in Microsoft Office Suite, exceptional organizational skills and the ability to manage multiple priorities in a fast-paced environment, can adeptly handle ambiguity Strong team orientation and the ability to build and maintain relationships with internal and external stakeholders, enthusiastic, self-motivated, calm and effective under pressure Excellent written and verbal communication skills, with a keen attention to detail Demonstrated discretion and good judgment in handling confidential information and executive-level matters, a forward thinker who anticipates stakeholder needs Preferred qualifications, skills and capabilities: Highly comfortable with learning and adapting to new technologies and productivity tools; Willingness to work flexible hours as dictated by the needs of the business Experience in client-facing roles within a multinational firm
    $70k-96k yearly est. Auto-Apply 10d ago
  • Business Operations Analyst- Loan Sales

    Jpmorgan Chase & Co 4.8company rating

    Jpmorgan Chase & Co job in Jacksonville, FL

    JobID: 210662545 JobSchedule: Full time JobShift: Day Base Pay/Salary: Jersey City,NJ $88,350.00-$128,000.00 Embark on a rewarding and challenging career as an Operations Analyst with our dynamic team where 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 Operations Analyst- Loan Sales in Home Lending, you will be responsible for allocating and delivering mortgaged back securities (MBS), ensuring compliance with investor and regulatory requirements and support the line of business by performing complex operational loan sales and analytical tasks with a focus on investor related loan edit problem solving. You will drive end to end loan quality, recommend operational reengineering opportunity, and lead automation initiatives to benefit streamlined salability processes. Job responsibilities * Control tasks for loan sales operations including end to end pooling, allocation, defect identification/remediation, and oversight * Comprehend investor data requirements and accurately cure related loan quality edits efficiently * Develop and understand automation solutions for internal operational workflows and builds tools which will optimize and reduce manual processes. * Lead citizen development initiatives to benefit streamlined salability processes * Create reporting, interpret results and convey in a concise, straight-forward, and professional manner for all levels of operational staff from supervisors to senior level management. * Spearhead projects & tasks by ensuring timely completion and articulate any issues and risks to management * Ensure the integrity of data through automated extraction, translation, processing, analysis, and reporting Required qualifications, capabilities, and skills * Analytical skills with independent and logical problem solver and able to synthesize data, identify trends, and project outcomes. * Ability to organize and prioritize multiple projects and responsibilities with accuracy, attention to detail and limited supervision with very short turnaround times. * Ability to react quickly and decisively in high stressed situations and ability to lead projects and initiatives, prioritize work, meet deadlines and escalating any issues to management * Expert level PowerPoint and Excel and Working knowledge of either Alteryx, UiPath, Xceptor or Tableau * Strong written and verbal communication skills with ability to influence and work collaboratively with diverse/cross-functional teams and develop and maintain effective relationships with a wide range of stakeholders. * Ability to create presentations for all levels of management and effectively report with an executive presence and creating complex reporting with compelling key messages. * Ability to work with audit, compliance and regulatory constituencies to manage work in accordance with established procedures and demonstrate accountability for work processes and the associated risks and controls. Preferred qualifications, capabilities, and skills * Bachelor's Degree, majored in Finance, Economics, Statistics, Math, Business Administration, or Computer Science * 3-5 years Mortgage Banking experience * Knowledge of mortgage based operating systems including Black Knight, FHLMC Loan Selling Advisor, FNMA Loan Delivery, GNMA SFPDM
    $88.4k-128k yearly Auto-Apply 27d ago
  • Merrill Market Client Relationship Manager

    Bank of America Corporation 4.7company rating

    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. 6d ago
  • Manual Ethical Hacker

    Bank of America Corporation 4.7company rating

    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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. 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 vulnerability of the bank's applications to malicious hacking activity. This intermediate technical role is responsible for performing application security assessments of the bank's technologies, applications, and cyber security controls while adapting testing methods to evolving and emerging threats. Key responsibilities include performing research, understanding the bank's security policies, working with the 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. 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 * 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 managed risks * Learn and develop advanced technical and leadership skills, Mentor Junior assessors in technical tradecraft and soft skills Required Skills: * Minimum of 4 years of professional pentesting, application security or ethical hacking experience, preferably in a large, complex, enterprise environment * Detailed technical knowledge in at least 3 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; RESTful web services * SQL injection/XSS attack without the use of tools * Experience performing manual code reviews for security relevant issues * Experience working with SAST tools to identify vulnerabilities * 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 * 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 * Experience of using a variety of tools, included, but not limited to, IBM AppScan, Burp and SQL Map * Threat Analysis * Innovative Thinking * Technology Systems Assessment * Technical Documentation * Advisory Desired: * CISSP, CEH, OSCP, OSWE, GPEN, PenTest+ or similar * Strong programming/scripting skills 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. 60d+ ago
  • J.P. Morgan Wealth Management - Private Client Investment Associate Team Lead - Jacksonville, FL

    Jpmorganchase 4.8company rating

    Jpmorganchase job in Jacksonville, FL

    At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Advisor Team Lead in J.P. Morgan Wealth Management, you will support the market and serve as a liaison between Advisors and Private Client Investment Associates. You will drive the execution of key strategies and tactics that focus on growth and a world class client experience. You will collaborate with key partners across the J.P. Morgan Wealth Management businesses and One Chase partnerships. This role requires you to be flexible and work in an environment operating at a rapid pace. Job responsibilities Partner with leadership in the coordination, implementation and messaging of key business initiatives to Private Client Investment Associates Support Private Client Investment Associate performance and development through onboarding and training, and periodic in field workshops to improve Private Client Investment Associate effectiveness and expertise Identify opportunities to develop and deliver best practices to meet and exceed our client expectations and creating a client obsession culture within the team Provide field feedback to practice management on key initiatives Review and approve time and attendance records for Private Client Investment Associates Assist with resolution of various technology issues Maintain and update Independent Advisor coverage report Serve as liaison and manage relationships between Private Client Investment Associates, Advisors, and Market Directors of Wealth Maintain and track revenue share agreements for Private Client Investment Associates Strengthen relationships with internal business partners including One Chase partners and branch leadership Focus on the employee experience, help define and drive an inclusive culture within the organization Required qualifications, capabilities, and skills At least 3 years of experience leading teams and coaching in a client-focused environment A valid and active Series 7 and Series 66 (63/65) license in addition to meeting the FINRA continuing education requirements FINRA Series 9/10 (or equivalent), required or must obtain within 60 days of employment Ability to act as an innovative thinker able to drive future engagement with clients to provide an exceptional experience Ability to create a climate in which people want to do their best by motivating and empowering others by inviting input from each person and sharing ownership and visibility Demonstrated ability to collaborate across J.P. Morgan Wealth Management and with other One Chase partners i.e. Consumer Banking & Business Banking Possess strong communication skills, highly professional, attention to detail and excellent follow-through High degree of Wealth Management and investment product and technology acumen Ability to travel 25% of the time
    $87k-123k yearly est. Auto-Apply 9d ago
  • Program Manager - AML Operations Strategy

    Bank of America 4.7company rating

    Jacksonville, FL job

    Charlotte, North Carolina;Jacksonville, Florida; Phoenix, Arizona; Chandler, Arizona; Fort Worth, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*************************************************************************************************************** **:** **About Us** 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 overseeing programs and projects specific to corporate change initiatives that impact how the bank does business, provides a product or service, or executes a function. Key responsibilities include serving as the primary contact to department managers for critical change initiatives and communicating, influencing, and negotiating vertically and horizontally to obtain or leverage resources. Job expectations include delivering regulatory and executive materials and ensuring results align to program strategy, simplification, and new capabilities. The AML Operations Strategist will play a critical role in shaping and executing strategic initiatives to enhance the efficiency, scalability, and regulatory compliance of the organization's Anti-Money Laundering (AML) operations. This role requires a forward-thinking professional with deep knowledge of AML regulations, operational processes, and emerging technologies to drive innovation and continuous improvement. **Responsibilities:** + Defines program controls, processes, procedures, reporting cadence, decision governance structures, and ways of working with key stakeholders + Works closely with project sponsors, cross-functional teams, and assigned project managers to develop the scope, deliverables, required resources, work plan, budget, and timing for new change initiatives + Monitors the execution of defined tasks through tracking of program milestones and their statuses, developing program plans, and measuring progress against ongoing key performance indicators + Analyzes, evaluates, and overcomes program risks, and produces program reports for managers and stakeholders + Identifies key requirements for cross-functional teams and external vendors to perform in alignment with the program objectives + Works with other program managers to identify risks and opportunities across multiple projects within the department, leading them to negotiate decision making for efficient and effective resolution + Meets with stakeholders to provide transparency into project issues and decisions on services, builds positive relationships, asks questions, and uses tools to uncover root causes to challenges, identify opportunities, and make recommendations + Develop and implement strategic plans to optimize AML operational functions, including client activity monitoring, screening, and KYC/CDD onboarding and refresh. + Identify opportunities for automation, process re-engineering, technology adoption, and communications/training/procedure development to improve efficiency and reduce risk. + Document the blueprint for the organization that aligns goals, strategies and initiatives to the strategic plan. + Develop control routines to ensure new projects and improvement activities are in alignment with the strategic plan + Drive the development of dashboards and KPIs to monitor effectiveness of AML processes and report to senior leadership. + Integrate the strategic plan within existing people, process, and technology change functions + Leverage data analytics to identify trends, gaps, and opportunities for improving AML controls and operational performance. + Collaborate with cross-functional teams to deliver strategic initiatives. + Act as a subject matter expert (SME) for AML operations strategy in internal forums + Stay abreast of industry trends, regulatory changes, and emerging technologies in AML and financial crime prevention. **Required Qualifications:** + 7+ years in Anti-Money Laundering operations, compliance, or financial crime risk management, with at least 3 years in a strategic or transformation role. + Proven track record of leading large-scale process improvement or technology implementation projects. + Strong understanding of AML regulations and operational processes. + Expertise in data analytics, process optimization, and project management. + Excellent communication and stakeholder management skills. + Familiarity with AML technology platforms and automation tools. **Desired Qualifications** : + Bachelor's degree in Business, Finance, Risk Management, or related field (Master's preferred). **Skills** : + Consulting + Problem Solving + Program Management + Project Management + Reporting + Collaboration + Leadership Development + Performance Management + Presentation Skills + Issue Management + Oral Communications + Process Design + Process Performance Management + Strategic Thinking + Analytical Problem-Solving + Change Management + Leadership and Influence + Regulatory Acumen **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $70k-95k yearly est. 60d+ ago
  • Sales Consumer Direct Home Lending Advisor - Jacksonville

    Jpmorganchase 4.8company rating

    Jpmorganchase job in Jacksonville, FL

    Join our dynamic and high-energy team as a Consumer Direct Home Lending Advisor at Chase Home Lending. As a Consumer Direct Home Lending Advisor within Chase Home Lending, In this call center-base role, you'll benefit from a competitive commission structure in addition to your base salary, rewarding your sales performance. As the trusted first point of contact for customers seeking mortgage solutions, you'll educate clients on home lending products, answer questions, and guide them through the loan process from application to closing. By balancing service and sales, you'll build strong relationships, identify customer needs, and connect clients to Chase's full range of financial products. You'll ensure all activities comply with regulatory requirements while delivering a seamless, customer -first experience. Supported by a dynamic team, you'll have the opportunity to grow your skills and advance your career. Job Responsibilities Lead Generation & Conversion: Convert warm inbound inquiries and leads into qualified mortgage applications using proactive, consultative selling. CRM Management: Efficiently record customer interactions and follow-up activities in our CRM system. Phone Consultations: Conduct thorough phone consultations to guide clients through the mortgage process. Regulatory Compliance: Uphold all industry regulations and manage associated risks. Client Retention: Provide exceptional post-application support to build long-term client relationships. Required Qualifications, Capabilities, and Skills Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) or relevant financial software. Self-motivated, detail-oriented, and organized, with the ability to manage multiple tasks and meet deadlines. Excellent oral and written communication skills. Ability to adhere to an in-office work schedule and participate in on-site training Monday through Friday, with varying hours. Preferred Qualifications, Capabilities, and Skills Bachelor's degree or equivalent experience in finance, business, or a related field. 2+ years of experience in mortgage sales, banking, or related financial services, with a strong understanding of mortgage products. Strong adaptability and time management skills, with a proven track record of exceeding sales targets and delivering exceptional conversion rates. 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: *********************************************************************
    $30k-58k yearly est. Auto-Apply 19d ago
  • Fraud Analytics and Innovation Lead Analyst - Fraud Strategy

    Bank of America Corporation 4.7company rating

    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.). Are you a strategic, analytical thinker with a passion for fighting financial crime? Ready for the chance to drive real change in an organization? We are searching for a motivated fraud strategy analyst to help drive that transformation within our deposit client identity and onboarding space. The Deposit New Account Fraud Risk Strategies team is keenly focused on supporting product innovation and responsible growth while preventing, detecting and mitigation financial threats against our checking and savings products. This is a highly visible role that will focus on identifying trends and strategy opportunities related to fraudulent applications, subsequent transactional patterns and operational treatment efficiencies. A successful candidate will be an individual contributor on a team of other analysts responsible for performing strategic analysis to improve portfolio risk, profitability, performance forecasting and operational performance for consumer and small business deposit products. This position requires a rigorous analytical focus on monitoring for shifts in fraud activity, transactional dynamics and effectively communicating trends and opportunities for improvement. Key functions involve developing application and transaction monitoring, identifying business trends based on economic and portfolio conditions and executing/monitoring strategic enhancements. Sound technical knowledge of SAS / SQL, financial statements, business processes, and fraud subject matter expertise in the areas of KYC, KYB, Identity Theft, First Party Fraud and Synthetic Identities are keys to excelling in this role. 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 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 * Responsible for oversight of deposit product application fraud, trend identification and development of mitigation strategies to responsibly manage fraud risk. * Ensures effective governance and cadence on progress reviews, communication, stakeholder updates * Guarantees seamless hand off to operations team for new processes * Provide recommendations on mitigation efforts, ensuring monitors are in place, and will self-create initiatives as needed. * Collaborate with cross-functional teams to integrate fraud detection measures into existing systems and processes. * Stay abreast of industry trends, emerging threats, and technological advancements to continuously enhance fraud prevention methodologies. * Analyze data and conduct investigations to identify patterns, trends, and anomalies indicative of potential fraud. * Identifying new sources of data (internal or vendor-provided) that can enrich our existing detection processes, be added to our decision systems, and allow for new detection strategies to be developed. Will require close coordination with partners in Fraud Technology. * Ensuring proper risk controls are deployed, while adhering to best practices. * Provide oversight on defect reviews of 3rd party/scam loss cases to identify any gaps in Fraud strategy and/or procedural adjustments. * Providing fraud requirements, testing, and development of strategies for new project and endeavors * Design and monitor key fraud metrics and KPIs to evaluate the effectiveness of fraud prevention. * Monitor Strategy performance and Optimization of existing detection strategies to determine areas where rules can be adjusted to decline fewer false positives and improve the ROI and overall performance of our fraud strategies. * Identify process improvements and efficiencies via data analysis. * Partner with claims, policy, strategy, and product teams to deliver data insights and analysis that inform critical decisions and help achieve goals. Required Qualifications: * 3+ years of experience in SQL and SAS querying /coding * 3+ years of experience in fraud prevention and strategic risk mitigation * Intermediate Excel, PowerPoint and/or Tableau experience * Demonstrate strong analytical skills * Strong organizational and written / oral communication skills * Self-starter capable of generating meaningful work and driving results * Ability to work in a fast paced, dynamic environment * Strong strategic thinking skills with a track record of breaking complex problems down and developing clear strategy / action plans * Proven track record of proactively identifying optimization opportunities for existing processes * Ability to develop and/or optimize mitigation strategies or manage large fraud programs/initiatives * Aptitude for working across functional lines and organizational levels to drive results * Ability to present, lead, support, and influence senior management and business stakeholders Desired Qualifications: * BA/BS in Computer Science, Data Science, Statistics, or a related field * Business analysis / Consulting experience * Fraud subject matter expertise in these domains: KYC, KYB, Identity Theft, First Party Fraud and Synthetic Identities * 5+ years of SAS or SQL Coding experience * 5+ years of experience in fraud prevention and strategic risk mitigation * Background in Technology, Agile, Systems Integration Testing (SIT), or User Acceptance Testing (UAT) * Leadership and management skills, including development of teams and individuals * Experience with multiple banking products such as, Digital Money Movement (Zelle, ACH, Wires) Deposit (DDA, Checks), Cards (Credit and Debit) 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. 38d ago
  • Loan Servicing Operations Sr Representative

    Bank of America Corporation 4.7company rating

    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 the servicing of loans. Key responsibilities include loan processing, researching, documenting loan history and responding to customers, investors or other 3rd party inquiries. Job expectations include handling moderately complex levels of transactions and providing support to senior management as needed. Responsibilities: * Services and processes loans, including foreclosure, mortgage, lending, and specialty loans, ensuring adherence to state and local regulatory requirements to minimize financial exposure risk * Performs transaction processing, loan research, and loan documentation, including loan history and activity * Analyzes requests and determines an appropriate course of action in accordance with guidelines and regulations for customer, investor, and other third-party inquiries * Provides status reporting to senior management as needed Skills: * Attention to Detail * Negotiation * Problem Solving * Written Communications * Data Collection and Entry * Record Keeping * Recording/Organizing Information * Research * Strategic Thinking * Decision Making * Oral Communications Required Skills: * Ability to adapt quickly to change without negative impact to performance and/or productivity * Strong organizational and time management skills to perform multiple tasks within limited time frames. * Excellent analytic and problem-solving skills * Exhibit professional demeanor in all situations * Excellent interpersonal and communication skills, written and verbal * Strong phone skills with a proven track record of delighting customers * Customer-centric focus * Flexible, willing to learn and self-motivated Desired Skills: * Knowledge of titling processes with the DMVs * 1 year in the financial industry * Document Management * Systems experience: BOSS, LINX, Magellan, FileNet Shift: 1st shift (United States of America) Hours Per Week: 40
    $53k-97k yearly est. 5d ago
  • Home Lending - Data Scientist Senior Associate

    Jpmorganchase 4.8company rating

    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 2d ago
  • Private Client Banker SB - W Adams and Laura

    Jpmorganchase 4.8company rating

    Jpmorganchase job in Jacksonville, FL

    You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you'll have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs. You've successfully collaborated with colleagues and worked as part of a team to achieve business results. As a Private Client Banker, you are the main point of contact for a select group of Chase's affluent clients, as well as other customers in the Branch. You'll manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You'll help acquire new clients by actively soliciting referrals and developing internal and external sources. Job Responsibilities Share the value of Chase Private Client with clients that may be eligible Actively manage their banking relationship through an advice-based approach, ensuring each client receives the best products, services for their needs Partner with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers), to connect customers to experts who can help them with specialized financial needs Make lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/7 days a week Adhere to policies, procedures and regulatory banking requirements Required Qualifications, Capabilities and Skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships Minimum of one year Branch Banking Banker, or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating and maintaining customer relationship, and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED or foreign equivalent required Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred Qualifications, Capabilities and Skills Excellent communication skills College degree or military equivalent strongly preferred Experience cultivating relationships with affluent clients is strongly preferred Strong team orientation with a commitment of long-term career with the firm 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 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: ****************************************************************
    $55k-114k yearly est. Auto-Apply 6d ago
  • Credit Officer II-Dealer Financial Services

    Bank of America Corporation 4.7company rating

    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 managing, monitoring, and documenting credit risk for a portfolio of clients. Key responsibilities include monitoring changes in credit profiles, compliance with credit agreements as well as structuring and underwriting new financing solutions across the Global Banking and Markets product spectrum. Job expectations may include assessing risk solutions which adhere to the bank's risk appetite and risk strategies and coaching and leading team members. In Dealer Financial Svs, assigned as a market or industry level resource, the Credit Officer II is a highly skilled resource, providing expert level advisory guidance in the most complex, integrated debt capital solutions. The role also serves as Line/Credit approver in conjunction with Risk management based on credit approval grid and drives the internal credit approval process, loan documentation and closing. Involvement with monitoring activities/approvals is also part of the responsibilities. The Credit Officer II maintains knowledge of other BofAML products including Investment Banking and Treasury Management that have credit exposure, and leverages product expertise to deliver the best possible and optimally integrated strategic solution for the client or prospect. The role is balanced between analysis of clients and prospects and their industries, design and execution of credit solutions, and the active management of asset quality. Client facing, the Credit Officer II collaborates with the Relationship Manager (RM), Treasury Solutions Officer (TSO), and other product partners, when needed, to assess client needs, design integrated solutions and deliver the bank to clients and prospects. Responsibilities: * Oversees and assesses the credit worthiness of borrowers based on due diligence findings, financial statement analysis, forecasting, analysis of company and industry risks, terms and conditions, and relationship profitability to provide high quality credit approval to Corporate Banking, Investment Banking, Global Markets, and Treasury * Exercises Delegated Approval Authority using sound judgment and expertise to make approval decisions for the business including new lending limits, structuring and negotiating deal terms, credit worthiness, annual reviews and renewals, risk ratings, and breach actions * Acts as a senior coverage team resource supporting ongoing credit matters and asset quality, maintaining adherence to the bank's risk appetite and risk strategies to mitigate losses while identifying opportunities to responsibly growing the loan portfolio * Leads new credit originations in coordination and collaboration with the coverage teams including Relationship Managers, Risk, Syndications, Treasury, and all other product partners * Negotiates and structures legal documentation related to loans and derivatives * Establishes appropriate internal risk ratings for clients and implements accurate adjustments throughout the client's credit life cycle * Trains, coaches, and mentors Credit Analysts and Associates * Serves as a key member of the Commercial Client Team in handling the clients financial needs, ensuring that the overall client experience is favorable, and that the bank is in a position to expand the relationship. Interacts with clients and prospects to understand their financial goals and objectives, current and future financial performance, and their needs and desires for their banking relationship * Working closely with the client team, the role of the Credit Officer in the credit process is the guidance and oversight of underwriting, structuring, and documentation of credit requests on an assigned portfolio * Includes an evaluation of the financial standing of the client or prospect and the appropriateness of the existing or proposed credit structure, and suggestion of any changes to help optimize the relationship * Underwrite and structure complex credit transactions with minimal oversight * Some travel time with face-to-face interaction with our dealer clients * Involved in the negotiation and closing process for transactions in portfolio * Oversees the monitoring of their assigned portfolio to maintain credit quality, and to ensure timely recognition and management of any changes via the use of the bank's proprietary risk rating tool, and the review of various compliance, exception and past due reports Required Qualifications: * Minimum of 7 years commercial credit underwriting an analysis with a commercial bank or OEM captive finance organization. * Strong knowledge and comprehension of loan and collateral documentation * Ability to accurately analyze borrower's financial picture and deliver a comprehensive risk analysis to manager and risk officers * Confidence and ability to develop an independent viewpoint and present a business case to support conclusions * Excellent relationship management skills, experience working in a team environment, ability to help influence constituencies with diverse views towards consensus * Coaching and mentoring skills * Strong Microsoft Office Skills Desired Qualifications: * Minimum of 10 years commercial credit underwriting and analysis with a commercial bank or OEM captive finance organization in the auto retail space. Direct customer-facing experience in a goal-oriented environment. * Bachelor's degree in Finance or Accounting Skills: * Analytical Thinking * Credit and Risk Assessment * Financial Analysis * Loan Structuring * Underwriting * Attention to Detail * Business Acumen * Financial Forecasting and Modeling * Research Analysis * Written Communications * Business Development * Collaboration * Critical Thinking * Portfolio Analysis * Stakeholder Management Shift: 1st shift (United States of America) Hours Per Week: 40
    $94k-125k yearly est. 60d+ ago
  • Compliance- Wealth Management Solutions (Private Bank) - Vice President

    Jpmorgan Chase & Co 4.8company rating

    Jpmorgan Chase & Co job in Jacksonville, FL

    JobID: 210677800 JobSchedule: Full time JobShift: Base Pay/Salary: Jersey City,NJ $128,250.00-$195,000.00 Bring your expertise to JPMorgan Chase & Co's Compliance, Conduct and Operational Risk (CCOR), where you are at the center of keeping JPMorgan Chase resilient and strong. You will help the firm grow its business and marketing responsibly, by anticipating new and emerging risks, and using your expert judgement to solve challenges that impact our company, customers and communities. Our culture is all about thinking outside the box, challenging the status quo and striving to be best-in-class. As a Compliance Risk Management Lead, within the Asset & Wealth Management CCOR, you will support the marketing compliance program by providing diligent oversight, coverage, advice/expertise and assessment of compliance and regulatory risks with respect to marketing activities, processes and controls across J.P. Morgan Private Bank businesses. Be part of our centralized team as an expert in marketing-related obligations (e.g., FINRA 2210, SEC Rule 206, Investment Company/Advisers Act, OCC, MSRB, CFTC, FTC etc), with dedicated compliance coverage of marketing teams and collaboration with various stakeholders, including: Line of Business (LOB), Product, Supervision, Legal, Controls, Digital, Social Media, Risk/Compliance teams, etc. Job responsibilities * Interact with LOB employees and other stakeholders to provide compliance advice and guidance on marketing-related regulatory topics, industry developments and regulations (including FINRA, SEC, CFPB, FTC etc.). * Conduct compliance assessment of strategic PB marketing initiatives to help ensure business controls and procedures reasonably meet internal compliance and regulatory requirements/standards. * Develop and perform Reviews/Monitoring for Private Bank marketing initiatives (e.g. social media, digital, disclosures) to ensure adequate business controls adhere to existing policies, procedures based on regulatory requirements/standards. * Identify compliance-related risks for Private Bank marketing practices, processes to measure the sufficiency of controls, and report any observations, findings and final results to key business, control partners and management. * Develop and deliver marketing-related education, training and compliance bulletins for targeted groups (e.g. Digital, Marketing, Supervisors, Front-office, Sales and Trading Teams, etc.) * Identify compliance and regulatory requirements/standards/trends to ensure they are properly reflected in business policies, procedures, controls and training. * Conduct industry and regulatory research on best practices and standards that relate to new business initiatives (e.g. Digital, Social Media, and other marketing initiatives). * Coordinate with Marketing Controls, Legal, and other Compliance teams across regions to help ensure that the marketing practices and guidance remains consistent across lines of businesses. * Process FINRA Advertising Department filings via. "AREF" system for all applicable business "retail communications" approved by an appropriate registered principal, per FINRA Rule 2210. Required qualifications, capabilities, and skills * Bachelor's Degree * 5+ years previous investment product marketing experience as compliance/legal, control, risk or supervisory professional at a major law firm, regulator, fund or financial institution. * Working knowledge of FINRA (2210/2220/2214), SEC (482, Investment Company Act, Investment Adviser's Act) OCC marketing and communication rules, requirements and industry standards. * Working knowledge of Wealth Management/Private Bank investment business, its products and services across representatives, digital, social media, paid media, etc. * Effective Communication Skills: Must possess excellent written and oral communications skills, including the ability to conduct training and group presentations * Must have strong interpersonal skills and be flexible in work style and be able to work appropriately with global stakeholders and colleagues at all levels. * Commitment to precision and adherence to disciplined processes is essential * Collaborative and Adaptable Team Player: Must thrive in a dynamic, global team environment and embrace collaboration (with the ability to work independently) * Demonstrates a passion for regulatory best practices and a desire to learn about investment concepts; able to work independently with good time management skills * Must bring initiative, energy, intellectual curiosity, and a strong dedication to achieving results Preferred qualifications, capabilities, and skills * FINRA Registered Principal Series 24, or other Principal FINRA licenses * Experience using Python, AI, and other technology resources to design and implement compliance monitoring and testing * MBA or professional certification (CFA, CPA, etc.) highly desirable * Audit, Regulatory and/or Testing experience desired
    $128.3k-195k yearly Auto-Apply 57d ago
  • Full Stack Software Engineer III - Java/React/AWS

    Jpmorgan Chase & Co 4.8company rating

    Jpmorgan Chase & Co job in Jacksonville, FL

    JobID: 210666757 JobSchedule: Full time JobShift: Day : We have an exciting and rewarding opportunity for you to take your software engineering career to the next level. As a Software Engineer III at JPMorgan Chase within the Consumer and Community Banking, you will be a seasoned member of an agile team, tasked with designing and delivering trusted, market-leading technology products in a secure, stable, and scalable manner. Your responsibilities include implementing critical technology solutions across multiple technical domains, supporting various business functions to achieve the firm's objectives. Job responsibilities * Executes software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems * Develop and create secure and high-quality software and reviews and debugs code written by others * Produces architecture and design artifacts for complex applications while being accountable for ensuring design constraints are met by software code development * Gathers, analyzes, synthesizes, and develops visualizations and reporting from large, diverse data sets in service of continuous improvement of software applications and systems * Proactively identifies hidden problems and patterns in data and uses these insights to drive improvements to coding hygiene and system architecture * Identifies opportunities to eliminate or automate remediation of recurring issues to improve overall operational stability of software applications and systems * Contributes to software engineering communities of practice and events that explore new and emerging technologies * Strongly supports team culture & respect Required qualifications, capabilities, and skills * Formal training or certification on software engineering concepts and 3+ years applied experience * Strong computer science fundamentals such as algorithms, data structures, multi-threading, functional programming, distributed applications, client-server architecture * Hands-on practical experience in system design, application development, testing, and operational stability * Proficient in coding in Java and Python * Proficient with the AWS stack (ECS, Lambda, Aurora Postgres, DynamoDB, Route53, CloudWatch, Secrets Manager, S3) * Proficient with Terraform or any other IaC (Infrastructure as Code) tooling * Proficient in front-end technologies such as ReactJS, TypeScript, Html 5, CSS 3 * Proficient in testing methodologies (Unit Testing with jUnit, Automated Functional Testing with Selenium/Cucumber/Gherkin, Component Testing, Contract Testing, performance testing with Blazemeter/JMeter) * Experience in developing, debugging, and maintaining code in a large corporate environment with one or more modern programming languages and database querying languages * Experience in DevOps practices * Solid understanding of Agile methodologies such as CI/CD, Application Resiliency, and Security Preferred qualifications, capabilities, and skills * Financial Services industry experience * Exposure to AI (Artificial Intelligence)
    $87k-106k yearly est. Auto-Apply 60d+ ago
  • AML Refresh Operations - Ops Professional MKTS

    Bank of America Corporation 4.7company rating

    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 a diverse and 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. 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. Line of Business Job Description: Anti Money Laundering (AML) Know Your Customer/Client Due Diligence (KYC/CDD) is part of the Global Operations organization and is responsible for client AML/KYC refresh globally. The team supports the business in completing AML/KYC due diligence checks as well as maintaining client records. Responsibilities: * Conducting client due diligence (CDD) and enhanced due diligence (ECDD) in accordance with internal policies, procedures and regulatory guidelines * Review of refresh requirements for assigned jurisdiction in line with related Client Identification Profile (CIP)/CDD Procedures to ensure adequacy and accuracy before the requirements are sent to the client. * Liaise with sales/ client outreach teams to obtain and validate correct documentation to fulfill refresh requirements * Perform client refresh through the review of client documentation, vendor databases and data entered into proprietary systems to ensure all refresh requirements are met * Ensure all jurisdictional regulatory requirements related to KYC are adhered to * Support business with KYC related queries and requests * Participate in remediation, internal/external Audits (where applicable) * Maintains accuracy of client portfolio using internal and external comparison tools * Performs research and conducts moderately complex analyses using established techniques, including transactions that require special handling and exception handling * Explores methods to enhance processes, further reduce risks, and boost client experience * Partners with colleagues on the trade and sales support teams, as well as external agents * Creates reports and liaises with internal partners to ensure proper client reporting and assist with regulatory reporting * Escalates potential risks and exposures to manager in a timely manner * Assists with ad-hoc projects, new processes, or initiatives requiring coordination among subject matter experts representing multiple product areas or functions * 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 * Processes loans end-to-end with accurate data input into various credit and operating systems Job Requirements: * 2+ years of financial services experience * Excellent verbal and written communications skills * Documented experience performing in a process-oriented production environment that changes periodically * Familiar with MS Office Suite (Excel/Word/Outlook/Access) * Work in a team environment * Organize work, prioritize tasks and handle multiple assignments simultaneously * Successfully meet tight deadlines while ensuring data accuracy and integrity * Work and execute with minimal supervision or remote management 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 Shift: 1st shift (United States of America) Hours Per Week: 40
    $27k-34k yearly est. 20d ago
  • Home Lending - Correspondent Finance & Business Management - Vice President

    Jpmorgan Chase & Co 4.8company rating

    Jpmorgan Chase & Co job in Jacksonville, FL

    JobID: 210642244 JobSchedule: Full time JobShift: Day : The Correspondent Finance team is responsible for developing and overseeing financial analysis to support business planning and decision-making. The team is an integral collaborator with business leaders to align financial strategies with business objectives. The team acts as trusted advisors to the business & finance leadership and are directly involved with efforts to optimize business performance through revenue and expense management initiatives. As a Finance and Business Management Vice President within the Correspondent Finance team, you will play a pivotal role in driving business results through individual and collaborative delivery methods, while maintaining a robust risk management and compliance discipline. If you are a strategic thinker with strong analytical skills and the ability to define and lead cross-functional teams to achieve goals, please apply today. Job Responsibilities: * Serve as Financial Planning and Analysis lead for Home Lending Correspondent channel overseeing administration of annual budget and related forecast work * Support strategic transformation activities through timely and thorough financial analysis to ensure channel initiatives are positioned for success * Become a subject matter expert in the Home Lending business including, pricing and revenue management concepts, operational expense drivers and associated capacity costs * Partner closely with the business and key support functions (Decision Sciences, Sales Support, Product, Capital Markets) to optimize channel offerings, monitor competitiveness, and create value added analysis * Conduct and perform ad-hoc financial analysis at both the client and business level based on sales and senior management requests * Identify, escalate and mitigate business risks that could impair our ability to do business: e.g. fair lending, legal, regulatory, capacity issues Required Qualifications, Capabilities, and Skills: * Bachelor's degree in Business, Finance, or related field * 6+ years of work experience in Financial Services * Advanced skills in Excel and PowerPoint. * Exceptional analytical and problem solving skills with ability to think strategically, analyze large data sets, and present conclusions concisely * Demonstrated ability to apply critical thinking to solve problems and improve processes * Highly motivated self-starter with excellent time management/prioritization skills * Strong verbal and written communication skills Preferred Qualifications, Capabilities, and Skills: * MBA preferred * Knowledge and/or experience with Alteryx/Tableau/Power BI * Experience leading a team and/or other people leaders preferred
    $94k-132k yearly est. Auto-Apply 60d+ ago
  • U.S. Private Bank - Private Banker - Executive Director

    Jpmorganchase 4.8company rating

    Jpmorganchase 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
  • Fraud Analytics and Innovation Senior Leader - Industry Trends and Capabilities Leader

    Bank of America Corporation 4.7company rating

    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 managing a group of team leaders and employees who develop strategies and drive analytics to understand portfolio risk, increase profitability, and optimize operational performance. Key responsibilities include setting strategic priorities for the team, identifying trends, and leading efforts to maximize risk versus return for the business unit. Job expectations include using data and analytics to solve complex problems, coaching and developing employees, and partnering across technology, product, and risk leadership to drive performance. We are seeking a visionary Senior Fraud Strategy Leader to join our Fraud Strategic Enablement team within Client Protection at Bank of America. This role is pivotal in helping to shape the Bank's fraud prevention strategy and investment roadmap by building /leading the program to develop strategic insights into global fraud trends (particularly AI-driven). This role will be required to be able to develop structured, industry-level assessments of risks and solutions in line with what you would expect from top-tier strategy consultants or leading research firms like Gartner. In addition to driving this proactive strategic assessment, this leader will also have accountability for selecting and driving the evaluation and testing of promising industry fraud prevention and detection tools. This is a fantastic opportunity for an experienced, strategic leader to have a direct impact on the forward-looking fraud risk management strategy at one of the world's largest banks. This position demands a blend of strategic thinking, deep fraud expertise, and executive-level influence. Responsibilities: * Establishes department-wide strategies and oversees portfolio trend analysis, forecasting, and risk/control performance * Leads innovation by identifying and championing large scale initiatives that improve the risk management, profitability, and control oversight of risks for their business unit(s) * Identifies business trends based on economic and portfolio conditions and communicates findings to senior management * Coaches employees on best practices for structuring complex problems, performing analysis, and communicating the results and implications of their work * Builds and maintains strategic relationships with peers and counterparts across product, technology, and business control functions * 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 * Supports execution of large scale projects, such as platform conversions or new project integrations, by conducting advanced reporting and drawing analytics based insights * Leverage industry insights, news articles, vendor relationships, and hands-on research to developing an ongoing assessment of global fraud trends, emerging risks from AI, and how these will likely impact clients and the Bank. Create and share across the enterprise a structured framework around these risks using consulting-style frameworks and assessments. * Monitor Regulatory and Industry Developments: Stay ahead of evolving regulations, threats, and industry research, translating these into actionable strategies. * Analyzing vendor roadmaps and R&D pipelines to identify how their capabilities can proactively address evolving threats like synthetic identities, account takeover via deepfakes, or supply chain fraud in a post-quantum era. * Internally, lead knowledge-sharing programs such as executive workshops, fraud strategy forums, and innovation labs to disseminate cutting-edge insights across departments, fostering a culture of continuous learning and proactive risk awareness. * Lead the selection and evaluation of promising 3rd party solutions: * Use strategic assessment, industry intelligence, and hands on discussions and evaluations with vendors to develop a clear framework for evaluating existing vendor solutions and their applicability to emerging risks. Drive assessments and consensus on which solutions are worth further exploration and evaluation / pilots. Lead pilot programs for cutting-edge solutions while ensuring alignment with ethical AI practices and privacy standards. * Conducting comprehensive vendor due diligence and RFP (Request for Proposal) processes, evaluating offerings from leading fraud detection providers against criteria such as scalability, innovation potential, integration feasibility, and cost-effectiveness. * Lead Vendor Evaluations and Strategic Partnerships: Lead the assessment and selection of external vendors and technology partners to enhance the bank's fraud prevention capabilities, including * Facilitating proof-of-concept (POC) trials and pilot implementations to test vendor solutions in real-world scenarios, measuring performance against key metrics like false positive rates, detection accuracy, and adaptability to regulatory changes Required Qualifications: * 10+ years in fraud strategy, risk management, or related fields within financial services, consulting, or research environments. * Bachelor's degree in Business, Engineering, Finance, Computer Science, or a related field Desired Qualifications: * Master's degree (e.g., MBA) or equivalent professional certifications preferred. * Proven track record in executive-level strategy roles at a tier 1 consulting firm, or a major Financial Services institution. * Deep expertise in fraud trends, including cyber threats, insider risks, and emerging technologies. * Strong analytical skills with proficiency in data modeling, scenario planning, and strategic frameworks. * Executive Level Influence: Ability to collaborate internally and externally at the executive and expert-levels to develop new insights, socialize impacts, and build advocacy and awareness. * Ability to navigate ambiguity in a complex environment, balancing strategic vision with tactical execution. Skills: * Strategic Thought Leadership * Business Analytics * Data and Trend Analysis * Fraud Management * Problem Solving * Artificial intelligence / Machine Learning * Innovative Thinking * Statistical Design of Experiments and Solution Testing * Presentation Skills * Risk Management * Oral and Written Communications 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. Shift: 1st shift (United States of America) Hours Per Week: 40
    $95k-117k yearly est. 60d+ ago
  • Investment Consultant II - Merrill Premium

    Bank of America Corporation 4.7company rating

    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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: This job is responsible for providing prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key responsibilities include applying knowledge of investments, products, financial markets, policies, procedures, and processes to the client's investment needs. Job expectations include owning the management, research, and communication process of resolving client issues and achieving high client satisfaction and relationship deepening through a disciplined and responsible approach. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. The registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients with their servicing and trading needs through inbound and outbound phone interactions. The Investment Consultant II will own the management, research, and communication of resolution to client issues while demonstrating expert knowledge of policies, procedures and processes. The role is responsible for achievement of high client satisfaction and relationship deepening through a disciplined and responsible approach. Responsibilities: Provides prospects and self-directed investors with financial guidance and assistance based on their needs to deepen existing relationships Educates potential and existing clients about investment products, services, and trading strategies offered by the bank Delivers on performance goals by uncovering additional client needs, deepening existing relationships, and referring clients to business counterparts Deliver exceptional service to clients by answering general account inquiries Accurately execute and confirm trade orders as well as a variety of securities transactions initiated by self-directed clients Assist clients with brokerage consumer website usage and navigation Educate potential and existing clients about investment products, services and trading strategies Research and resolve client requests Maintain current knowledge of Merrill products, policies, and services while keeping abreast of financial markets and regulations Required Qualifications: * Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days) * Demonstrated passion and interest in financial markets * Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy * Strong analytical and organizational skills * Detail oriented, with good follow-up skills * Strong interpersonal skills * Ability to multi-task in a dynamic environment * Requires basic knowledge of the organization, products and/or services * Requires knowledge of financial markets and trading strategies * Excellent verbal and written communication skills * Proven ability to meet and exceed productivity and performance goals * Must be technologically savvy and able to quickly learn new systems * Ability to adapt and seek solutions for customers in a fast-paced environment * Must be flexible to work assigned shift within center hours of operation * Strong desire for point of call resolution * Focus on client satisfaction Desired Qualifications: * Call center experience is preferred but not required * Previous Brokerage experience is a plus * 1+ years of financial industry experience Skills: Account Management Advisory Client Experience Branding Customer and Client Focus Oral Communications Active Listening Attention to Detail Client Solutions Advisory Issue Management Pipeline Management Causation Analysis Client Management Policies, Procedures, and Guidelines Risk Management Trading Shift: 1st shift (United States of America) Hours Per Week: 40
    $45k-75k yearly est. 33d ago
  • Quant Analytics Associate Senior - Business Banking Marketing Analytics

    Jpmorgan Chase & Co 4.8company rating

    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 5d ago

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