Chase Home Finance

Monroe; Monroe (LA); On-site; USD 85,000 - 110,000; Full time

Job summary

Chase is seeking a Business Analysis Associate II to join the Home Lending Servicing Loan Administration team. You will drive operational efficiency and strategic initiatives by leveraging data analytics and cross-functional collaboration to support business strategies and customer experience.

You will plan and direct work, make decisions impacting departmental outcomes, and manage complex situations. You will work with Mortgage Operations, Finance, and MIS to deliver innovative solutions, build

Qualifications

• 3+ years of data analysis experience.
• Advanced knowledge of Excel and PowerPoint.
• Knowledge of finance concepts with ability to build basic financial models and cost/benefit analyses.
• Ability to forecast capacity and headcount and explain results.
• Strong written and verbal communication skills with executive-ready summaries.
• Cross-functional leadership and partnership with on-site and distributed teams.
• Knowledge of operational metrics used for capacity modeling and budgeting.
• Ability to apply controls to ensure data accuracy and integrity.

Responsibilities

• Analyze data from multiple sources to support business decisions and planning.
• Build business case analysis with cost/benefit view for operational and strategic initiatives and present results to stakeholders.
• Collaborate with cross-functional teams to align assumptions and execute strategy.
• Deliver capacity and financial insights for budgeting, resource use, costs, allocations, headcount and expense trends.
• Track efficiency goals in forecasts and compare to actuals.
• Partner with Finance/Capacity teams to maintain capacity models as forecasted trends change.
• Automate and streamline processes to improve efficiency.
• Assess scenarios and risks to support informed decisions.

Skills

Data analysis

Excel

PowerPoint

Financial modeling

Problem-solving

Communication skills

Cross-functional leadership

Education

Bachelor’s degree

Finance/Accounting/Economics/Statistics/Math/Business/CS

Tools

Essbase/Dodeca

Alteryx/Tableau

Job description

Role Summary Embark on a new career with Home Lending Servicing Loan Administration team were you will build strong partnerships across Mortgage Operations, Finance, Controls, MIS, and other stakeholders to deliver measurable results and help your business partners be successful. You’ll contribute to process improvements and critical initiatives in a collaborative environment where your work directly supports business performance and a stronger customer experience. Join us and contribute to our mission while advancing your career. As a Business Analysis Associate II within JPMorganChase, you will play a pivotal role in driving operational efficiency and strategic initiatives. Leveraging your advanced understanding of business processes and data analytics, you will develop innovative solutions to support business strategies. Your expertise in cross-functional collaboration will enable you to work effectively with diverse teams and ensure alignment with organizational goals. You will be responsible for planning and directing work, making decisions that impact departmental outcomes, and managing complex situations. Your ability to think strategically, coupled with your strong customer service skills, will be crucial in delivering results that enhance the customer journey and drive the success of our business.

Job responsibilities

• Analyze data from multiple sources to support business decisions and planning.
• Build business case analysis with cost/benefit view for operational and strategic initiatives and present results to stakeholders.
• Collaborate with cross-functional teams to align assumptions, build capacity requirements, and execute strategy.
• Deliver capacity and financial insights for budgeting, resource use, cost per unit, allocations, headcount and expense trends.
• Track efficiency goals in forecasts and track actual results against forecast.
• Partner with Finance/Capacity teams to maintain capacity models as forecasted volume and headcount trends change.
• Automate and streamline processes to improve efficiency.
• Assess scenarios and risks to support informed decisions that impact department outcomes.

Required qualifications, capabilities and skills

• 3+ years of experience analyzing data, identifying variances/trends, and producing clear, actionable reporting.
• Advanced experience with Excel and PowerPoint.
• Demonstrate knowledge of finance and accounting concepts and the ability to build basic financial models, develop a business case scenario, and explain results and build business cases that include accurate cost/benefit analysis and impacts to productivity, headcount, expense and P&L's
• Logical problem-solver who can analyze capacity data, forecast outcomes, and perform under tight deadlines; works independently while collaborating well with others.
• Strong communication skills: concise writing and speaking, active listening, can summarize discussions and create executive-ready summaries/presentations including managing complex inquiries, analytical problem solving, organization and data analytics including understanding financial concepts and analyzing financial data
• Strong cross-functional leadership and partnership skills; able to work with on-site and distributed teams and communicate complex topics clearly in writing and verbally.
• Knowledge of key operational metrics used for capacity modeling, budgeting, unit cost analysis, and trend reporting.
• Ability to apply controls/validation from data source through reporting to ensure accuracy and integrity and assess risk impact.
• Provide exemplary Customer service: communicates consistently, partners with Finance, and helps resolve issues for business partners.

Preferred qualifications, capabilities and skills

• Bachelor’s degree (or equivalent experience) in Accounting, Finance, Economics, Statistics, Math, Business, Computer Science, or related field and Knowledge of mortgage banking servicing/operations/originations.
• Knowledge of Essbase/Dodeca (or similar financial tools) is a plus. Experience with Alteryx/Tableau.
• Experience planning and implementing automation to improve processes; understanding of Loan Administration Operations.
• Intermediate data literacy skills, with ability to read, write, and communicate data in context and apply appropriate controls and the ability to use AI tools to improve analysis, identify trends, and provide actionable insights for decision-making.

About Us

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

About the Team

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.

For many, owning a home is the ultimate dream and we’re here to help customers make responsible choices throughout the home buying process through our online tools and advice. Whether purchasing a first home or vacation home, refinancing an existing loan or tapping into a home equity line of credit, we offer comprehensive services to help homeowners at every stage of their journey.

Additional Postings available from Chase Home Finance