Home Lending Solutions Analyst - Correspondent

JPMorganChase; Philippines; On-site; PHP 600,000 - 900,000; Full time

Job summary

JPMorganChase in the Philippines is seeking a Home Lending Solutions Analyst to support the correspondent underwriting pipeline and ensure timely progression of mortgage files. You will coordinate with internal teams and external clients to resolve issues and maintain documentation quality.

Based in the Philippines and aligned to US business hours, you will handle inquiries, provide updates, and drive process improvements while maintaining strong attention to detail and service standards.

Qualifications

• Minimum 2 years experience in mortgage banking and/or mortgage operations.
• Experience supporting file progression activities such as processing support, underwriting support, closing/funding support, post-close support, or quality control
• Ability to manage high-volume inbound/outbound communication (phone and email), document interactions accurately, and follow defined escalation paths
• Experience communicating directly with external clients or business partners, including providing clear status updates and setting expectations professionally
• Familiarity with key regulatory concepts such as the TRID, HMDA, and CFPB requirements (training may be provided)
• Strong written and verbal communication skills, including the ability to clearly summarize issues, decisions, and next steps
• Strong organizational skills, including the ability to prioritize multiple files and meet deadlines in a queue-driven environment
• Strong attention to detail, sound judgment, and problem-solving skills to identify issues and move work forward appropriately
• Proficiency with Microsoft Excel, Outlook, and PowerPoint, and comfort using collaboration/video-conferencing tools
• Must pass the CSA requirement
• Ability to work U.S. hours (night shift) and comply with hybrid/on-site requirements based on business needs

Responsibilities

• Support a shared pipeline of correspondent loan activity to maintain production and service standards
• Communicate status updates to external clients and internal stakeholders by email, phone, and meetings
• Review loan files for completeness, accuracy, and process adherence
• Identify documentation gaps, missing conditions, and process breaks, and drive resolution through routing, follow-up, and escalation
• Coordinate with underwriting, compliance, funding, post-funding, and quality teams to support timely progression and clear documentation
• Maintain accurate notes in systems to support auditability and operational control
• Participate in recurring client and internal touchpoints, capture action items, and ensure disciplined follow-through
• Identify recurring defects, document themes and root causes, and recommend practical enhancements to reduce rework and improve customer experience
• Demonstrate ownership, responsiveness, and a solutions-oriented approach to support customer satisfaction

Skills

Mortgage banking

File progression

Stakeholder communication

Regulatory knowledge

Attention to detail

Problem solving

Cross-functional collaboration

Organizational skills

Documentation

Quality control

Team collaboration

Education

Bachelor’s degree in Finance / Business Administration / Economics

Tools

Microsoft Excel

Outlook

PowerPoint

Job description

Job Description:

Help deliver a reliable, high-quality mortgage operations experience by keeping files moving and stakeholders aligned. You will work in a fast-paced environment where disciplined follow-through and clear communication make a measurable impact on cycle time and customer satisfaction. If you enjoy problem-solving, partnering across teams, and improving how work gets done, this role offers meaningful operational ownership and growth.

Job summary

As a Home Lending Solutions Analyst in Correspondent Underwriting, you will support a shared correspondent lending pipeline by helping mortgage files progress through operational workflows accurately and efficiently. You will partner with internal teams and external clients to resolve issues, provide timely updates, and improve documentation quality and cycle time. This role is based in the Philippines and aligned to U.S. business hours.

Job responsibilities

• Support a shared pipeline/queue of correspondent loan activity to help maintain production and service standards
• Communicate with external clients and internal stakeholders via email, phone, and meetings to provide status updates and next steps
• Review loan files for completeness, accuracy, and adherence to documented process requirements
• Identify documentation gaps, missing conditions, and process breaks, and drive resolution through appropriate routing, follow-up, and escalation
• Coordinate with partners across underwriting, compliance, funding, post-funding, and quality functions to support timely progression and clear documentation
• Maintain accurate, timely notes and outcomes in systems to support auditability and operational control
• Participate in recurring client and internal touchpoints, capture action items, and ensure disciplined follow-through
• Identify recurring defects, document themes and root causes, and recommend practical enhancements to reduce rework and improve customer experience
• Demonstrate ownership, responsiveness, and a solutions-oriented approach to support customer satisfaction

Required qualifications, capabilities and skills

• Minimum 2 years experience in mortgage banking and/or mortgage operations
• Experience supporting file progression activities such as processing support, underwriting support, closing/funding support, post-close support, or quality control
• Ability to manage high-volume inbound/outbound communication (phone and email), document interactions accurately, and follow defined escalation paths
• Experience communicating directly with external clients or business partners, including providing clear status updates and setting expectations professionally
• Familiarity with key regulatory concepts such as the TILA-RESPA Integrated Disclosure (TRID), the Home Mortgage Disclosure Act (HMDA), and Consumer Financial Protection Bureau (CFPB) requirements (training may be provided)
• Strong written and verbal communication skills, including the ability to clearly summarize issues, decisions, and next steps
• Strong organizational skills, including the ability to prioritize multiple files and meet deadlines in a queue-driven environment
• Strong attention to detail, sound judgment, and problem-solving skills to identify issues and move work forward appropriately
• Proficiency with Microsoft Excel, Outlook, and PowerPoint, and comfort using collaboration/video-conferencing tools
• Must pass the Communication Skills Assessment (CSA) requirement
• Ability to work U.S. hours (night shift) and comply with hybrid/on-site requirements based on business needs

Preferred qualifications, capabilities and skills

• Bachelor’s degree in Finance, Business Administration, Economics, or a related field
• Experience supporting correspondent lending operations and managing shared pipelines/queues
• Experience coordinating with third-party due diligence or quality partners
• Experience with loan documentation standards and condition tracking practices
• Familiarity with mortgage compliance documentation and operational controls (audit-ready documentation practices)
• Experience contributing to continuous improvement efforts (e.g., defect trending, root cause documentation, standard work updates)

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

Requirements