Operations Senior Specialist - loan closing

Job Description

Help customers reach an important milestone by supporting the final steps of the mortgage process. You’ll play a key role in ensuring documentation is accurate, files are complete, and requests move efficiently toward closing. If you enjoy detail-oriented work, collaboration, and steady priorities in a fast-paced environment, this role offers a meaningful opportunity to grow your operations career.

As an Operations Senior Specialist in loan closing operations, you support the transition of mortgage loans from late-stage processing through closing by maintaining accurate files, updating systems, and coordinating with internal teams and external partners. You help resolve documentation and data discrepancies while ensuring work is completed accurately and on time. You also provide coverage across support activities based on volume and staffing needs.

Job responsibilities

• Maintain and organize loan files, ensuring documentation is complete and accurately indexed.
• Perform clerical and administrative tasks such as scanning/imaging, copying, filing, data entry, and opening correspondence.
• Update and monitor loan-related records across internal systems and approved credit-related websites.
• Partner with internal teams (including underwriting) to support timely progression toward closing.
• Communicate with external parties and internal colleagues to resolve exceptions, discrepancies, and missing items.
• Track and follow up on outstanding requests to meet service-level and closing timelines.
• Provide coverage for support activities based on absences and volume fluctuations.
• Complete additional related duties as assigned.

Required qualifications, capabilities and skills

• Strong attention to detail with the ability to maintain accurate records and documentation.
• Strong problem-solving skills with the ability to identify issues and escalate appropriately.
• Ability to manage multiple tasks in a fast-paced, deadline-driven environment.
• Proficiency with basic office tools and computer applications (e.g., email, document management, data entry).
• Strong written and verbal communication skills.
• Ability to work independently and collaboratively as part of a team.

Preferred qualifications, capabilities and skills

• Customer service experience in a professional environment.
• High school diploma or equivalent.
• Experience supporting mortgage, loan operations, or document processing workflows.

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.