Loan Servicing – Team Leader jobs at Jpmorgan in India, Bengaluru

Join the team where you will be responsible for announcing corporate action events for all global markets. Your primary goal is to ensure all announcements are processed within 24 hours of receipt and are sent out to our clients/subscribers. You will own issues related to the Announcement Capture Utility and ensure timely escalation to both Operational and Risk leads.

As a Securities Services Operations – Asset Analyst in the Asset Servicing Announcement Capture Utility team, you will be responsible for announcing corporate action events for all Global markets. Your primary goal is to ensure all announcements are processed within 24 hours of receipt and are sent out to our clients/subscribers. You will own issues related to the Announcement Capture Utility and ensure timely escalation to both Operational and Risk leads. This role provides an opportunity to work with various internal teams to process transactions, resolve exceptions, and enhance controls. You will also partner with client service teams to help change client behavior where required to remove manual processes.

Job Responsibilities

• Process and validate Income & Mandatory Corporate actions.
• Own issues related to the Announcement Capture Utility and ensure timely escalation to both Operational and Risk leads
• Deliver fund services trades operations BAU for the assigned location.
• Work with various internal teams to process transactions and resolve any exceptions on a timely manner.
• Respond to and resolve client inquiries on a timely manner
• Perform root cause analysis for their respective clients to increase STP and reduce client inquiries.
• Partner with client service teams to help change client behavior where required to remove manual processes.
• Understand Risk Management and should be able to manage the issues exceptions above materiality thresholds for resolution
• Partner with technology strategy team to help identify internal and external facing technology improvement opportunities.
• Ensure all day to day queries dealt with within required SLAs and escalate issues

Required qualifications, skills and capabilities

• Bachelor’s degree
• Minimum 5 years in Financial Services industry
• Extensive working knowledge of Microsoft Office products including Word, Excel, Access, Visio and Outlook Express (or similar email program)
• Strong analytical and problem solving skills including taking the initiative to drive change and enhance controls
• Strong financial markets product knowledge and understanding of the transaction lifecycle in Corporate Actions and/or
• Subject matter expertise in Equities, Fixed Income, FX, Collateral, Derivative

Job Responsibilities:

• Review, draft, and negotiate documents related to the covered lines of business.
• Stay abreast of key regulatory agendas impacting JPMorgan's business, supporting regulators and the market innovation agenda, advising and interpreting regulations, and assessing legal risks.
• Participate in regional and global initiatives, including NBIA assessments, and the development of templates, know-how, best practices, and procedures.
• Provide support in the negotiation of facilities and deals, including lending, trade finance, supply chain finance, receivables finance, and bank guarantees.
• Support the larger banking team, when needed, with respect to other products and services, as well as various institutional matters.
• Provide legal and regulatory support in connection with the covered lines of business.

Preferred Qualifications:

• Qualified lawyer with at least 7 years of legal experience in payments, cash management, or bank regulatory, with experience in trade finance.
• Licensed attorney in Brazil.
• Fluent in English.
• Strong regulatory background.
• Strong drafting, negotiation, and legal analytical skills with attention to detail.
• Excellent communication skills, both written and oral.
• Strong interpersonal skills, team-oriented, and ability to work collaboratively with internal stakeholders.
• Ability to apply technical product knowledge and experience to complex and innovative transactions and products.
• Strong commercial focus with a solution-driven approach.
• Ability to work under pressure, prioritize, and respond to business needs and goals.
• Ability to adapt and apply legal skills in new business areas and subjects where the lawyer may not have expertise, and willingness to develop and excel beyond their comfort zone.
• Innovation mindset.

Loan Servicing Specialist – Operations Analyst, a vital role within our Loans group. This key position is designed to deliver on specific tasks and requirements, making it an essential part of our team. As a Loan Servicing Specialist, you will gain valuable exposure to various aspects of operating a banking office, contributing to the seamless functioning and success of our financial services. Join us to play an integral role in our dynamic and collaborative environment.

Job Summary

As a Loan Servicing Specialist – Operations Analyst within our Loans group, you will be responsible for executing all assigned tasks while ensuring compliance with Service Level Agreements (SLAs). Your role will involve working across various processes, including Deal Closing, Drawdowns, Rollovers, Repayments, Pre-payments, Funding, Rate-Fixings, Fees, and external payments. This position offers a unique opportunity to enhance your skills in performing Nostro & Past Due Reconciliation, allowing you to make a significant impact on our operations.

Job Responsibilities

• Adhere to established QUALITY & QUANTITY SLAs consistently.
• Ensure 100% compliance with process-related policies, guidelines, and controls.
• Manage Deal Closing, Drawdowns, Rollovers, Repayments, and other financial processes efficiently.
• Support the secondary trading desk with trade booking and settlements.
• Liaise with bank departments and external contacts, including Borrowers and Trustees.
• Follow up timely with agents or customers for any missing notifications.
• Complete all funding within the SLA on the same day.
• Serve as the SME and first internal POC for process-related queries and clarifications.
• Act as the first point of escalation for process-related issues from customers.
• Pay attention to detail to ensure all documents are processed correctly.
• Identify changes to processes to improve productivity and efficiency.

Required qualifications, capabilities and skills

• Hold a bachelor's degree in finance or a related field, or possess equivalent work experience.
• Minimum 2 years of experience in the financial services industry with a proven track record of delivery.
• Understand business financial statements, cash flow capacity, and loans across various industries.
• Exhibit strong research, analytical, and comprehension skills to analyze large data sets.
• Manage clients effectively, build partnerships, and lead while engaging multiple stakeholders.
• Utilize effective time management and prioritization skills to achieve business objectives.
• Communicate effectively with strong interpersonal and analytical skills, working independently on multiple assignments

Preferred qualifications, capabilities and skills

• Build relationships with clients, internal partners, and peers effectively.
• Recognize issues or problems that need to be escalated promptly.
• Develop domain learning and exhibit strong interpersonal and communication skills.
• Apply analytical thinking and problem-solving skills effectively.
• Understand the product lifecycle and area product management thoroughly.

Job Responsibilities:

• Identify and resolve control gaps in supported organizations.
• Work on issues and action plans to completion.
• Prepare for compliance tests, audits, and regulatory exams.
• Partner with controls to document and mitigate risks.
• Collaborate with business leads to consider risks and controls.
• Build relationships with internal customers and support functions.
• Improve control environment with stakeholders and colleagues.
• Communicate effectively with operations leaders and stakeholders.
• Review and recommend methods to strengthen controls.
• Perform root cause analysis and document resolution steps.
• Execute project plans and monitor open issues.

Required Qualifications, Capabilities, and Skills:

• Demonstrate experience in internal stakeholder management.
• Challenge the status quo and act as a catalyst for improvement.
• Communicate complex issues effectively to senior management.
• Influence others through strong partnerships across CCB Operations.
• Understand business functions and operational processes.
• Solve problems with strong analytical skills.
• Manage line/risk with a solid understanding of concepts.

Preferred Qualifications, Capabilities, and Skills:

• Work in a customer-centric industry.
• Present complex issues clearly to senior management.
• Manage and prioritize multiple initiatives in dynamic environments.
• Communicate effectively with strong interpersonal skills.
• Engage with diverse operational activities and functions.
• Demonstrate a proactive approach to problem-solving.
• Exhibit a positive attitude and team spirit.

Additional Details:

• Schedule: Monday through Friday, 05:30 PM to 02:30 AM Indian Standard Time.
• Visa Sponsorship: This role does not offer visa sponsorship.
• Work Arrangement: This is an in-office position requiring on-site work all five days a week.

The Loan Servicing Supervisor - Team Leader, a pivotal role within our Loans group. This key position is designed to deliver on specific tasks and requirements, making it an essential part of our team. As a Loan Servicing Supervisor, you will gain valuable exposure to various aspects of running a banking office, contributing to the seamless operation and success of our financial services. Join us to play a crucial role in our dynamic and collaborative environment.

Job Responsibilities

• Monitor the team daily to ensure all SLAs are met and escalate exceptions immediately for resolution.
• Supervise processes like Deal Closing, Drawdowns, Rollovers, and Nostro & Past Due Reconciliation.
• Ensure adherence to QUALITY & QUANTITY SLAs and maintain a robust workflow allocation model.
• Serve as the SME, handling complex process-related queries and routing them to onshore teams if needed.
• Implement a robust Knowledge Management model, including SOP maintenance and training.
• Drive 100% compliance with process-related policies, guidelines, and controls.
• Motivate and support team members to meet goals, identifying HIPOs and planning for their development.
• Identify alternatives and options for issues, seeking alternative scenarios.
• Work collaboratively with others, valuing diverse skills and building interdependence.
• Identify training needs to improve performance and ensure compliance with training timelines.
• Ensure high team depth with trained backups for critical work queues.

Required qualifications, skills and capabilities

• Hold a Bachelor's degree with minimum 5 years of relevant loan servicing experience, in syndicated loans or back office/financial industry roles.
• Gain knowledge of loan systems like Loan IQ.
• Possess knowledge of nostro/cash matching, General Ledger reconciliation, and SWIFT and remittance systems.
• Demonstrate strong problem-solving and investigative skills to analyze and resolve process-related issues.
• Maintain a strong risk and control mindset.
• Understand investment banking products, including loans.
• Drive small to medium-sized projects, achieving strong results.

Preferred qualifications, skills and capabilities

• Maintain a strong control mindset and adhere to a high degree of business ethics, with in-depth experience in loan products and global markets.
• Communicate excellently and possess the ability to pick up complex systems architecture easily.

Drive global initiatives and effect change in a large organization.

As a Vice President in Firmwide Control Management, you'll guide and support all Lines of Business and Corporate Functions to ensure consistent execution of firmwide program requirements. You'll play a key role in designing and implementing effective risk mitigation strategies and identifying process improvements. Your skills and knowledge will foster collaboration across teams, propelling the organization forward to maintain its best-in-class status while driving meaningful change and innovation throughout the organization. In this role, you'll work alongside highly motivated team members, sharing best practices and lessons learned to achieve optimal solutions for the firm.

Job responsibilities

• Support timely and successful delivery of milestones and deliverables for specific program initiatives
• Bring a risk and control mindset to guide evolution of the program while maintaining the integrity of our processes
• Support program governance including presentations and reporting to key stakeholders, working group members, metrics and steering groups
• Maintain and reassess the programs CORE Firmwide Common Process framework including associated risks and controls for consistent execution across the organization
• Provide support for audits, exams, and control testing
• Collaborate with LOB/CF Control Management teams, Compliance, Legal, and other applicable functional groups to develop framework, standards, and procedures (where applicable) and to provide guidance and direction on adherence whilst reducing risk for the Firm
• Support the design and implementation of new technology solutions, which are scalable and be leveraged across the Firm

Required qualifications, capabilities and skills

• Bachelor's degree or equivalent experience required
• 7+ years of financial service experience in controls, audit, risk management, or compliance
• Ability to exercise sound judgement in assessing risk, prioritizing work, engaging senior leaders, and managing through change
• Strong interpersonal skills, exceptional relationship building, influencing skills, and ability to effectively partner with all levels of management across numerous teams to help drive the control agenda
• Self-motivated. Work autonomously to effect change: flexible, adaptable to shifting priorities; manages competing priorities to achieve the most effective result and able to work in a fast-paced, results oriented environment. Ability to manage ambiguity, and make subjective and informed decisions, influence stakeholders and justify decision making.
• Excellent written and verbal communication skills, with the ability to communicate effectively at organizational levels
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) with the ability to develop compelling and meaningful executive presentations that will highlight opportunities/recommendation for improvement
• Problem solving/analytical skills: solid critical thinking, attention to detail and analytical skills; able to synthesize large amounts of data and formulate appropriate conclusions

Preferred qualifications, capabilities and skills

• Preferred background in financial services with experience in regulatory programs.
• Proficient in control and risk management, providing guidance on governance of operational risk and control environments.
• Excellent written and verbal communication skills for articulating business issues and controls.
• Strong interpersonal skills for building coalitions and influencing business leaders with an end-to-end mindset.
• Skilled in process analysis and design, understanding end-to-end processes and associated risks for effective control design and improvements.