Home Lending - Business Analysis IV

Location: Columbus, OH, United States

Job Family: Business Analysis

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a strong commitment to innovation in home lending. As a Business Analysis IV in our Specialty Sales team, you will play a pivotal role in supporting Home Lending Advisors by providing in-depth analysis and strategic insights to drive mortgage sales and client satisfaction. Based in Columbus, OH, this position offers the opportunity to contribute to one of the largest home lending portfolios in the industry, leveraging cutting-edge technology and data analytics to enhance our competitive edge in the financial services sector. Your primary focus will be on dissecting complex business needs within the home lending domain, including mortgage origination, underwriting processes, and sales optimization. You will collaborate closely with advisors, product managers, and technology teams to identify inefficiencies, recommend data-backed solutions, and ensure seamless integration of new initiatives. This role demands a deep understanding of financial regulations and market dynamics, enabling you to support the development of tailored lending products that meet diverse client needs while adhering to JP Morgan Chase's rigorous standards for risk management and compliance. In this senior-level position, you will lead analytical projects that directly impact revenue growth and operational efficiency, utilizing advanced tools to forecast trends and measure performance. You will also mentor junior analysts and foster a culture of continuous improvement within the Specialty Sales team. Joining JP Morgan Chase means becoming part of a dynamic organization that values diversity, innovation, and professional growth, with ample opportunities to advance your career in the ever-evolving financial services landscape.

Key Responsibilities

• Conduct detailed business analysis to support Home Lending Advisors in identifying client needs and optimizing sales processes
• Analyze market trends and performance metrics to recommend improvements in specialty sales strategies
• Collaborate with cross-functional teams to develop and implement new lending products and services
• Gather and document business requirements for system enhancements in home lending platforms
• Perform data-driven assessments of sales performance and provide actionable insights to leadership
• Ensure compliance with JP Morgan Chase's risk management and regulatory standards in all analyses
• Facilitate stakeholder meetings to align business objectives with technical capabilities
• Monitor key performance indicators (KPIs) for the Specialty Sales team and report on progress
• Support the integration of digital tools to enhance advisor efficiency in home lending
• Contribute to process optimization initiatives to drive revenue growth in mortgage services

Required Qualifications

• Bachelor's degree in Business, Finance, or a related field
• Minimum of 7 years of experience in business analysis within the financial services industry
• Proven experience supporting sales teams in home lending or mortgage operations
• Strong understanding of regulatory requirements in home lending, such as Dodd-Frank and RESPA
• Experience with data analysis tools and financial modeling
• Ability to work collaboratively in a fast-paced, team-oriented environment

Preferred Qualifications

• Advanced degree (MBA or equivalent) in Finance or Business Administration
• Certification in business analysis (e.g., CBAP or PMI-PBA)
• Prior experience at a major financial institution like JP Morgan Chase
• Knowledge of mortgage origination systems and CRM platforms
• Experience with agile methodologies in project delivery

Required Skills

• Proficiency in data analysis tools like SQL, Excel, and Tableau
• Strong knowledge of financial services regulations and compliance
• Excellent analytical and problem-solving abilities
• Effective communication and stakeholder management skills
• Experience with business process modeling (e.g., BPMN)
• Familiarity with mortgage lending software and CRM systems
• Project management skills using tools like Jira or MS Project
• Attention to detail and accuracy in financial reporting
• Adaptability to changing market conditions in home lending
• Team collaboration and leadership in cross-functional settings
• Quantitative skills for financial modeling and forecasting
• Risk assessment and mitigation expertise
• Customer-centric approach to sales support analysis
• Technical writing for requirements documentation

Benefits

• Comprehensive medical, dental, and vision insurance plans
• 401(k) retirement savings plan with company matching contributions
• Generous paid time off, including vacation, sick days, and holidays
• Professional development programs and tuition reimbursement
• Employee stock purchase plan and performance-based bonuses
• Wellness programs with gym memberships and mental health support
• Flexible work arrangements and hybrid options in Columbus, OH
• Parental leave and family benefits for work-life balance

JP Morgan Chase is an equal opportunity employer.