JPMorgan Chase Consumer and Community Banking Finance - Mortgage Banking External Reporting – Associate in Lewisville, Texas

*LI-Post

This position is primarily responsible for gathering, interpreting, and managing reporting requirements for external regulatory (FRB, OCC, etc.) reports. The position is an individual contributor and will be responsible for the relationship with line of business partners to understand and document requirements for external information and participate in high profile assignments. You will interact with the line of business requester, the applicable operational representatives and various project team members (Data Stewards, MIS and IT and Risk) in order to create and analyze external reports ( Comprehensive Capital Analysis and Review - CCAR FR Y-14M) within Mortgage Banking. Additionally, the individual will be required to understand the Mortgage Banking business in order to effectively evaluate and analyze the data included in the reports in relation to the business results and other externally reported information.

Supports Mortgage Banking CCAR Y-14M monthly reporting through the following:

  • Deep dive analysis of the data to ensure accuracy of reporting

  • Comfortable analyzing small to medium data sets

  • Responsible for detailed documentation of Requirements/Requirement interpretation

  • Conduct data research to triage issues, identify root cause and recommend solutions to fix data defects

  • Work with other teams (Data Steward, Finance & Risk etc.) to identify data issues and improve data quality for CCAR files

  • Analysis, documentation and tracking on data elements data quality issues

  • Strong communication skills across all levels of management

  • Strong judgment, professional maturity, personal integrity, strong work ethic, proactive and results-oriented, fact based

  • Works well in an ever-changing business environment

  • Proficiency in Microsoft Excel (advanced formulas), Word, and Power Point

Desired Qualifications:

  • Bachelor’s degree in Accounting/Finance/Economics

  • Proficient in SQL and preferably Excel

  • Mortgage Banking experience preferred

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.