Welcome to JPMorgan Chase. Are you looking for an opportunity to work in a global environment with a winning culture? You have found the right team.
As a Credit Documentation – Client Service Associate in the Credit Product Delivery team under Wholesales Lending Services, you will work closely with a range of business partners from Credit, Legal, Compliance, to line of business operations, all of which are based regionally and globally, to deliver a client-focused support model for Bankers and Trade Sales. You will be part of a dedicated lending & trade finance execution support function, covering J.P. Morgan’s Commercial & Investment Bank clients. Credit Product Delivery’s goal is to provide a superior client experience through timely and consistent service, whilst retaining a strong risk and control framework.
Job responsibilities
• Act as a primary contact for servicing matters related to client documentation for loans and trade finance products:
• Coordinate and ensure all post-onboarding client documentation are duly executed and records are well-maintained (e.g., board resolutions, authorized signatory updates, callback lists etc.).
• Address both internal and client queries regarding documentation matters in a prompt and timely manner.
• Provide clear guidance to clients in getting Trade / Loan facility-related documentation reviewed and completed (for maintenance purposes).
• Collaborate with cross-functional teams to resolve issues relating to client documents.
• Manage complex, non-standard documentation requests and work with various internal partners to review such requests (e.g., Legal, KYC team, Operations).
• Deliver periodic Service reviews/reports, using data to understand and analyze clients’ enquiries and servicing activities.
• Identify areas of opportunities for process improvement and efficiencies, whether operationally or from a documentation perspective
Required qualifications, capabilities, and skills
• A minimum of 3 years’ experience in Client Services roles within the Corporate and Investment Banking or Commercial Banking business
• Ability to work across multiple functions and global teams
• Flexibility to handle multiple tasks and changing priorities
• Ability to analyze situational context, troubleshoot and come up with effective solutions to address issues (also in high pressure situations)
• Effective communication – in communicating clearly the firm’s requirements to external clients, or translating clients’ requirements to internal stakeholders
• Willingness to learn and forward thinking mindset
• Detail oriented, organized and meticulous in dealing with client documents
• Data oriented - able to identify trends / patterns for potential process improvement initiatives
• Strong decision-making capabilities and able to work without close supervision
• Bachelor’s Degree in Finance, Economics or other related disciplines
Preferred qualifications, capabilities, and skills
• Experience in Credit and Transaction Management or documentation
To apply for this position, please use the following URL:
https://ars2.equest.com/?response_id=8a6b9aecae48973c605a68808909c6ff
