Credit Documentation

**JOB DESCRIPTION**
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

**ABOUT US**

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

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**

Commercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide credit and financing, treasury and payment services, international banking and real estate services to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations.