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Credit Documentation
4 months ago
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 . 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 (., board resolutions, authorized signatory updates, callback lists . 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 (., 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 perspectiveRequired 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 disciplinesPreferred qualifications, capabilities, and skills
Experience in Credit and Transaction Management or documentation