Job Description

Organization Description J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions with client assets of $4 trillion. Asset Management provides clients, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps cients, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. Operations teams develop and manage innovative, secure service solutions to meet clients\' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also impact growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience. Job Responsibilities In this role, you will primarily support the JPMorganWealth Management Domestic credit business. You will work directly with Lending Specialists, Analysts, Underwriters and Credit Officers throughout the credit approval process. Your primary responsibilities and functions are as follows: Partner with Underwriters and Lending Specialists to capture terms and conditions stipulated in the credit approval and legal documentation into the corporate credit platform.Coordinate with internal staff (Underwriters, Lending Specialists, and Wholesale Loan Services) and external constituencies (customer, legal counsel) to ensure approved facilities are correctly booked for loan closings. Establish and monitor proper linkages between the Corporation Credit Systems.Assist in issuance of letters of credit and amendments and monitor/manage ARC LC queues for approvals of new and evergreen LCs.Ensure that Country of Risk allocations are accurate and/or that Senior Country Officer concurrence is obtained, if required.Manage and monitor credit exposure information on the corporate credit systems. Coordinates the global approval for cross business requests to include exposure to customers that are managed by units outside of the family responsibility area. Coordinate all administrative aspects of portfolio management on a day to day basis including, but not limited to, identifying unlinked outstanding, over limits, temporary facility extension or increases.Support the information needs as a result of internal and external examinations, portfolio reviews, credit audits and quality reviews.Creation of and maintaining client information records in internal systems Manage market and Business transfers as clients and facilities are moved to new markets or to other Businesses outside of PB Additional core responsibilities include: Regulatory reporting updates for CCAR dates post loan set up Unilateral notice mailing and tracking activities Identification of trends specific to market, clients or process and recommendation of training or process updates Participate in strategic initiatives including Loan Doc Platform integration to streamline DocuSign and WLS activities Signature Validation processes to confirm valid client signatures Ensure consistent global use of key data elements - Reg U form and execution, Reg Z minimum amounts, specific Operational flags and RRC codes associated with evergreen and purpose credits Engage in relevant global consistency initiatives Required Qualifications, Skills and Capabilities: Excellent relationship building skills.Ability to interact with varying levels throughout the organization Self-starter with the ability to not only recognize tasks to complete but also how best to effectively and efficiently complete them.The ability to recognize work in the pipeline and willing to work to completion B.A., B.S., or relevant work experience. Min 0- 5 years\' experience in Financial Services environment Legal documentation knowledge-ability to read and understand legal terms and conditions Ability to represent AWM in all working groups that involve decision making on behalf of the business Credit concepts, policy/regulatory framework, loan and derivative products.Credit Risk Infrastructure, tools and processes a plus (ARC, EN, SRGT, CRRT, OWL, SELM, etc.) Strong technical skills - MS Office suite, data mining and management, Microsoft office.Transformation skills a plus-Signavio, Alteryx, Xceptor

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