Business Operations Analyst- Loan Sales

Operations Analyst - Loan Sales

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, independently solving problems with logical rigor while synthesizing data to identify trends and project outcomes.
• Organized, prioritizing multiple projects and responsibilities with accuracy, attention to detail, and minimal supervision under tight deadlines.
• Decisive, responding quickly under pressure while leading projects, prioritizing work, meeting deadlines, and escalating issues appropriately.
• Expert-level, proficient in PowerPoint and Excel, with working knowledge of Alteryx, UiPath, Xceptor, or Tableau.
• Experience with AI-enabled solutions, enhancing project outcomes and drive data-driven decision-making.
• Experience with Automation-driven workflows, streamlining project execution and increasing operational efficiency.
• Influential, with strong written and verbal communication skills to collaborate across diverse, cross-functional teams and build stakeholder relationships.
• Executive-ready, creating presentations for all management levels and producing complex reports with clear, compelling key messages.
• Accountable, partnering with audit, compliance, and regulatory teams to operate per procedures and manage risks and controls effectively.

Preferred qualifications, capabilities, and skills

• Bachelor's-level educated, with a major in Finance, Economics, Statistics, Math, Business Administration, or Computer Science.
• Experienced, with 3–5 years in Mortgage Banking.
• Knowledgeable, familiar with mortgage operating systems including Black Knight, FHLMC Loan Selling Advisor, FNMA Loan Delivery, and GNMA SFPDM.

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.

Equal Opportunity Employer/Disability/Veterans

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.