Documentation Closing Loan Servicer jobs at Jpmorgan in Philippines, Quezon City
JPMorgan Loan Origination Manager II Philippines, Quezon City
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- Supervise and guide a team of Loan Origination specialists, leading the loan origination process with a focus on accurate documentation and timely transaction closures through effective leadership and organizational skills.
- Provide strategic advice and support to the team, leveraging a deep understanding of lending services to foster a collaborative environment, define team direction, and allocate resources effectively.
- Utilize critical thinking and conflict resolution skills to manage team dynamics, ensuring seamless operations and resolving potential conflicts through effective problem-solving.
- Cultivate productive stakeholder relationships by using exceptional interpersonal skills to communicate, negotiate, and build trust, enhancing team interactions and driving mutually beneficial outcomes.
- Drive process innovation and efficiency within the team by implementing solutions that enhance current methods and leading change initiatives for organizational success.
- Demonstrated expertise in managing loan origination processes, with four years of experience in the field.
- Proficient in strategic planning and resource allocation, ensuring effective team and process management.
- Skilled in conflict management and resolution, applying critical thinking to navigate challenges and evaluate risks.
- Strong capabilities in stakeholder management, fostering productive relationships and effective communication.
- Advanced knowledge of lending services, with experience in dynamic, fast-paced environments, and a proven track record of professional growth and development.
- Skilled in managing change initiatives to adapt lending services to evolving market conditions and technologies, leveraging market product knowledge to align services with industry trends and client needs.
- Proficient in leveraging AI/ML to enhance lending processes and improve decision-making capabilities, utilizing data and tech literacy to analyze lending data and implement innovative solutions.
- Competent in creating quantitative reports to track lending performance and support strategic planning, while implementing anti-fraud measures and applying cybersecurity best practices to protect operations and ensure compliance.
- Strong communication skills, capable of developing and delivering presentations to communicate insights and updates to stakeholders, and leading project management efforts for successful execution of lending service initiatives.
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JPMorgan Wealth Management - EMEA Tax Documentation Compliance Analys... Philippines, Quezon City
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As the Tax Documentation Compliance Team Lead within the IPB Tax Operations team, you will play a pivotal role in ensuring adherence to tax regulation requirements for the EMEA platform. You will oversee the review and acceptance of client tax documentation, maintain data integrity across systems, and coordinate operational tax projects. You will act as a Center of Excellence, providing guidance on onboarding and operational tax matters, and support all aspects of client onboarding, including AML, KYC, and FATCA/CRS implementation. Your leadership will promote compliance and operational success in a demanding, multi-jurisdictional environment.
Job Responsibilities:
- Review and accept client tax documentation, ensuring accuracy and compliance
- Input and maintain client data across multiple systems
- Provide guidance, advice, and training to other teams on tax documentation matters
- Advise the business on account opening and due diligence tax issues
- Support business development for prospective clients prior to account opening
- Perform controls and reconciliations to ensure data consistency with client documentation
- Monitor tax reporting deadlines and ensure timely submissions
- Generate metrics and statistics for operational reporting
- Act as the local escalation point for complex tax documentation issues
- Manage day-to-day team operations, including work allocation and prioritization
- Coordinate tax-related projects from an operational perspective.
Required qualifications, capabilities and skills:
- Bachelor's degree or professional certification in tax
- Deep knowledge of structures within the Wealth Management industry
- Excellent understanding of AML/KYC requirements and Economic Sanctions regulations
- Familiarity with Common Reporting Standard (CRS)
- Familiarity with US tax forms
- General knowledge of the Asia tax regime
- Excellent organizational skills with strong attention to detail
- Ability to manage multiple workstreams and prioritize effectively
- Flexible, team-oriented approach with the ability to work independently
- High ethical standards and sense of responsibility and ability to meet tight deadlines in a demanding environment.
- Strong MS Office skills, including intermediate Excel proficiency
Preferred qualifications, capabilities and skills:
- Automation skills (Alteryx, Xceptor, etc.)
- Project management experience
- Outstanding interpersonal, verbal, and written communication skills
- Fluency in any European language in addition to English
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JPMorgan Loan Origination Specialist III - Closing Coordination Philippines, Quezon City
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- Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
- Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
- Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
- Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions – introducing them to our team of experts to help achieve their financial goals.
- Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
- Ability to put clients first and exceed their expectations – delivering attentive and friendly service, creating a welcoming environment.
- Ability to build trusted relationships – demonstrating genuine care and concern during interactions with clients.
- Ability to engage clients – communicating clearly and politely to understand and help, anticipating client needs.
- Ability to quickly and effectively resolve client issues with attention to detail – providing a consistent client experience.
- Ability to elevate the client experience – working collaboratively as a team to deliver seamless service with care and sincerity.
- Ability to quickly and accurately learn products, services, and procedures.
- Client service experience or comparable experience.
- High school diploma or GED equivalent.
- Strong desire and ability to influence, educate, and connect customers to technology solutions.
- Cash handling experience.
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JPMorgan Loan Origination Specialist III - Commercial Term Lending Philippines, Quezon City
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As a Loan Origination Specialist III within the Commercial Term Lending team, you will be primarily responsible for reviewing multi-family and commercial loan files for appropriate documentation, including formation documents and 3rd party reports. Familiarity with commercial real estate lending guidelines and products will help you succeed.
Job Responsibilities
- Review and audit loan files for complete and accurate information, including entity documents, appraisals, title reports, and other commercial loan documents
- Ensure compliance to current federal lending regulations and with internal controls for accuracy, timeliness, and documentation
- Partner with internal and external stakeholders to meet Service Level Agreements (SLA’s)
- Act as intermediary between sales, credit, and closing partners.
- Manage or demonstrate capacity to manage a pipeline averaging 25-35 loans at various stages (initial file review, submit to underwriting, and submit to closing).
- Maintain a constant balance of producing quality with a high-volume workload.
- Respond to department specific questions in a timely and accurate manner
Required qualifications, skills and capabilities
- Strong analytical and problem-solving skills; ability to resolve complex issues with minimal direction
- Demonstrated excellent attention to detail and accuracy
- Ability to work autonomously to manage time effectively and prioritize work appropriately to meet deadlines
- Strong business communication skills; able to write/speak clearly and professionally for a variety of stakeholders
- Demonstrated ability to establish credibility and rapport with internal and external stakeholders
- Proven ability to maintain confidentiality and professionally handle sensitive documents
Preferred qualifications, skills and capabilities
- Bachelor’s degree is preferred
Must meet minimum employment tenure requirement. Specific roles require longer tenure in current position to be eligible to apply. Unless established for specific positions by the line of business, the standard tenure requirement is 12 months.
Meets satisfactory performance standards as defined by the firm
By submitting an application and/or joining the interview, you affirm to meet the Internal Mobility Eligibility Requirements as stated in the
Inform your manager once scheduled for an interview. Include in your discussion if you have questions about eligibility or LOB specific guidelines.
In partnership, Hiring Managers and Recruiters will review applications to determine which candidates best meet the required skills and experience specified in the job description. While not every application will result in an interview, applications will be acknowledged.
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JPMorgan Loan Origination Specialist II Philippines, Quezon City
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As a Loan Servicing Specialist II within JPMorganChase, you will play a crucial role in managing an assigned portfolio of loans, ensuring adherence to established routines and procedures. Your work will involve interpreting loan documents, interacting with stakeholders, and overseeing deadlines, all under regular supervision. You will apply your growing knowledge of conflict management and critical thinking to identify and resolve routine issues, escalating any unusual situations to senior team members. Your ability to listen actively, ask insightful questions, and manage your time effectively will be key to your success. This role offers an opportunity to develop your skills in stakeholder management and strategic planning, contributing to the overall loan lifecycle and enhancing the firm's lending services.
Job responsibilities
- Interpret loan documents and apply your understanding to manage an assigned portfolio of loans, ensuring compliance with established procedures.
- Gather financial information required such as financial statements, accounts receivable agings, borrowing base certificates from customer or Banker.
- Utilize various internal systems to identify information needed and provide to the Credit Officer.
- Monitor financial information if required. Respond to routine queries related to loan servicing from internal and external stakeholders, escalating non-routine issues to senior team members.
- Utilize work flow tools to monitor status of new deals, annual reviews, renewals until it is in the credit evaluation stage.
- Utilize your developing skills in conflict management to identify and resolve potential conflicts of interest within the team or arising from business decisions.
- Apply your growing knowledge of critical thinking to evaluate various aspects of loan servicing situations, generating conclusions consistent with the facts and associated risks.
- Manage your time effectively to handle multiple tasks and projects under stressful situations or tight timelines, maintaining quality and achieving goals.
Required qualifications, capabilities, and skills
- Baseline knowledge or equivalent expertise in loan servicing, with a focus on interpreting loan documents and managing loan portfolios.
- Demonstrated ability to apply conflict management techniques, such as facilitating discussions between conflicting parties and creating win-win solutions.
- Experience in applying critical thinking to organize, compare, and evaluate various aspects of loan servicing situations, generating conclusions consistent with the facts and associated risks.
- Proven ability to manage time effectively, identifying and organizing tasks, and efficiently managing multiple activities to achieve goals.
- Developing proficiency in active listening and questioning techniques, including the ability to avoid distractions, withhold judgment, reflect, summarize, and ask well-thought-out questions to gain information and promote deeper understanding.
Preferred qualifications, capabilities, and skills
- College degree or equivalent experience. Fresh graduates of any financial-related course are welcome to apply
- Good verbal, written and organizational skills
- Detail oriented with ability to multi task and prioritize and work in a team based environment.
- Strong collaboration skills with cross-functional teams to ensure seamless client service operations, enhancing client satisfaction and service delivery.
- Demonstrated flexibility and adaptability, with a positive and optimistic attitude during periods of change, effectively adjusting to shifting conditions and priorities.
- Proficiency in utilizing continuous improvement and process automation to optimize lending workflows and enhance operational efficiency. Familiarity with compliance processes, ensuring adherence to regulatory standards and requirements.
- Excellent client service focus, committed to enhancing client satisfaction and service delivery through effective communication and support.
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JPMorgan Loan Servicing Specialist III - Centralized Money Movement Philippines, Quezon City
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As an Audit Associate in the APAC Asset and Wealth Management (AWM) Audit Team, you will be responsible for assessing the design and effectiveness of the internal control environment of APAC AWM business. The Associate position is a hybrid working role where you will be accountable for planning and executing audits. You will have the opportunity to work with colleagues and business stakeholders in your location and across the globe in delivering these audits. Your contributions will be essential in safeguarding the firm's reputation and supporting its strategic objectives in the dynamic world of investment management.
• Lead and execute audits efficiently including audit planning, audit testing, control evaluation, report drafting, work paper documentation and follow up and verification of issue closure. This is conducted in accordance with department and professional standards.
• Support global audit team to evaluate, test and report on the adequacy and effectiveness of management controls.
• Identify emerging risks and control issues and reporting them to audit management.
• Document audit workpapers and reports with minimal supervisions by the Audit Manager.
• Communicate audit issues and results clearly and concisely in both verbal and written form, and effectively influence the reporting process.
• Establish and maintain strong working relationships with key business stakeholders.
• Take ownership of self-development, including stretch assignments, to prepare for greater responsibilities and career growth, and take initiative to seek out opportunity for continued learning
• Stay updated with evolving regulatory, industry and market events impacting the firm's risk organization, particularly those unique to the region.
• Minimum 3 years of audit or relevant audit/compliance/regulatory/finance experience in asset management or private banking industry.
• Bachelor’s degree in Accounting, Finance or related discipline
• Understanding and working knowledge of APAC laws, rules and regulations.
• Ability to lead audits, work effectively within a matrix organization, manage multiple projects and participate in audit assignments in a team environment.
• Good understanding of internal control concepts and audit methodology with the ability to evaluate and determine the adequacy and effectiveness of controls.
• Proficiency in risk assessment, issue/impact analysis and executive report preparation.
• Excellent communication and interpersonal skills required with ability to present complex and sensitive issues to senior management.
• Proven ability to be able to multi-task, complete projects on time and on budget, and adjust to changing priorities.
• Professional certifications such as CPA, CFA, FRM
• Proficiency in Japanese and Mandarin will be preferred to liaise with stakeholders based in Japan and China
• Strong data analytics skills using Excel, Alteryx, VB/SQL/Python and any other similar tools/languages
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JPMorgan Loan Accounting Reconciliation Specialist IV Philippines, Quezon City
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As a Director of Software Engineering at JPMorgan Chase within the Commercial and Investment Bank Global Equity Derivatives Sales Technology team, you will lead a technical area and promote impact across teams, technologies, and projects within various departments. You will leverage your extensive knowledge of software, applications, technical processes, and product management to oversee multiple complex projects and initiatives, acting as the primary decision maker for your teams and fostering innovation and solution delivery. In your role as the Platform Lead for EVO, our strategic pre-trade Derivatives Sales platform, you will manage the core platform supporting all pre-trade activities for the Flow, Delta One, European Exchange Traded Products, Global Warrants, and Structured Derivatives businesses. The EVO suite handles high and low-touch pricing and quoting, trade capture, post-trade lifecycle event management, and feeds downstream systems including accounting and legal documentation. It encompasses a range of products from high-volume listed derivatives to complex over-the-counter securitized structured derivatives. Derivatives are a significant growth area for JP Morgan’s Markets franchise, and EVO is set for substantial investment in the coming years to enhance and expand our market-leading position in this sector.
Job responsibilities
- Manages a globally distributed agile team who work to build, enhance, deliver & support the core platform that underpins all of EVO.
- Delivers high-quality solutions in an investment bank or other fast-paced industry where first class solutions with five 9’s uptime are the norm.
- Works with key stakeholders in Sales, Trading, QR, Operations and others to ensure the EVO platform meets business requirements.
- Works with other EDG Sales Technology Team leads to ensure the EVO platform meets their needs.
- Leads the EVO Core Team globally, ensuring that they deliver trusted market-leading technology products in a secure, stable, & scalable way.
- Leads & directly contribute towards the ongoing efforts to re-engineer & re-architect the EVO platform to make it truly highly available, stable, efficient, and scalable.
- Leads & contribute towards the ongoing efforts to migrate EVO to public cloud.
- Develops junior members of the team from the perspective of career progression & technical ability.
- Manages Cost & budget for the EVO core platform – constantly reviewing compute, storage and other infrastructure costs, and planning future needs.
- Leads the effort & contribute towards the identification and implementation of opportunities to eliminate or automate remediation of recurring issues, with aim of improving overall operational stability of software applications and systems.
- Guides evaluation sessions with external vendors, startups, and internal teams to drive outcomes-oriented probing of architectural designs, technical credentials, and applicability for use within existing systems and information architecture.
Required qualifications, capabilities, and skills
- Formal training or certification on software engineering concepts and expert applied experience. In addition, advanced experience leading technologists to manage, anticipate and solve complex technical items within your domain of expertise Executes creative software solutions, design, development, and technical troubleshooting with the ability to think beyond routine or conventional approaches to build solutions or break down technical problems
- Expert proficiency with the Java programming language. The platform uses a range of technologies including Java, C#/WPF, Python, React, JavaScript and Cassandra on Windows & Linux platforms.
- Excellent analytical skills (i.e. problem solving)
- Disciplined approach to code management, testing and deployment practices.
- Advanced understanding of Agile development methodologies, CI/CD, Application Resiliency, and Application Security
- Commercial experience developing with and using NoSQL database systems (Cassandra, MongoDB, etc.)
- Experience building and maintaining a microservices architecture.
- Experience in leading an agile delivery team leveraging scrum, sprint planning, retrospectives and reporting progress to senior stakeholders.
- Hands-on practical experience delivering enterprise level system design, application development, testing, and operational stability
- Proven experience in successfully integrating new technology into large-scale applications with measurable improvements in performance, scalability, and user experience while minimizing disruption to existing operations
- Expertise in Computer Science, Computer Engineering, Mathematics, or a related technical field
Preferred qualifications, capabilities, and skills
- Experience of working in a front office environment within financial services
- Expert knowledge of Cassandra
- Knowledge of C#/WPF, Python, Typescript, & React
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- Supervise and guide a team of Loan Origination specialists, leading the loan origination process with a focus on accurate documentation and timely transaction closures through effective leadership and organizational skills.
- Provide strategic advice and support to the team, leveraging a deep understanding of lending services to foster a collaborative environment, define team direction, and allocate resources effectively.
- Utilize critical thinking and conflict resolution skills to manage team dynamics, ensuring seamless operations and resolving potential conflicts through effective problem-solving.
- Cultivate productive stakeholder relationships by using exceptional interpersonal skills to communicate, negotiate, and build trust, enhancing team interactions and driving mutually beneficial outcomes.
- Drive process innovation and efficiency within the team by implementing solutions that enhance current methods and leading change initiatives for organizational success.
- Demonstrated expertise in managing loan origination processes, with four years of experience in the field.
- Proficient in strategic planning and resource allocation, ensuring effective team and process management.
- Skilled in conflict management and resolution, applying critical thinking to navigate challenges and evaluate risks.
- Strong capabilities in stakeholder management, fostering productive relationships and effective communication.
- Advanced knowledge of lending services, with experience in dynamic, fast-paced environments, and a proven track record of professional growth and development.
- Skilled in managing change initiatives to adapt lending services to evolving market conditions and technologies, leveraging market product knowledge to align services with industry trends and client needs.
- Proficient in leveraging AI/ML to enhance lending processes and improve decision-making capabilities, utilizing data and tech literacy to analyze lending data and implement innovative solutions.
- Competent in creating quantitative reports to track lending performance and support strategic planning, while implementing anti-fraud measures and applying cybersecurity best practices to protect operations and ensure compliance.
- Strong communication skills, capable of developing and delivering presentations to communicate insights and updates to stakeholders, and leading project management efforts for successful execution of lending service initiatives.
These jobs might be a good fit
