Commercial Real Estate Onboarding Senior Associate jobs at Jpmorgan in United States, Charlotte

Job responsibilities

• Executes creative software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems
• Develops secure high-quality production code, and reviews and debugs code written by others
• Identifies opportunities to eliminate or automate remediation of recurring issues to improve overall operational stability of software applications and systems
• Leads 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
• Leads communities of practice across Software Engineering to drive awareness and use of new and leading-edge technologies
• Adds to team culture of diversity, opportunity, inclusion, and respect
• Deliver AI/ML based solutions to improve Kubernetes platforms for JPMC
• Regularly provides technical guidance and direction to support the business and its technical teams

Required qualifications, capabilities, and skills

• Formal training or certification on software engineering concepts and 5+ years applied experience
• Hands-on practical experience delivering system design, application development, testing, and operational stability
• Advanced in one or more programming language(s)
• Proficiency in automation and continuous delivery methods
• Proficient in all aspects of the Software Development Life Cycle
• Advanced understanding of agile methodologies such as CI/CD, Application Resiliency, and Security
• Demonstrated proficiency in software applications and technical processes within a technical discipline (e.g., cloud, artificial intelligence, machine learning, mobile, etc.)
• In-depth knowledge of the financial services industry and their IT systems
• Practical cloud native experience
• Experience applying data engineering and machine learning techniques
• Experience in Generative AI, LLMs and AI Agents

• Experience working with modern private & public cloud infrastructure platforms - Kubernetes, AWS EKS Terraform, Ansible and other automation tools.
• Experience in multiple Cloud platforms like GCP GKE is a plus
• Knowledge of deep learning and ML Ops workflows
• Experience in Time Series analysis, including forecasting, anomaly detection, and trend analysis

Job Summary:

As a Loan Servicing Professional in Wholesale Lending Services, you will provide operational support on syndicated and bilateral loans for the largest and most sophisticated corporate loan transactions. You will have direct contact with borrowers, lenders, and business partners, delivering excellence in the servicing experience with high levels of satisfaction.

Job Responsibilities:

• Provide deal origination and execution support to Asset Based Lending bank deal teams as the primary loan servicing contact for internal/external clients for issues and resolutions.
• Administer excellence in the customer experience for both internal and external customers
• Provide feedback to deal structuring team on operational market trends and any operational feasibility
• Read and interpret complex legal credit agreements and related documentation working with attorneys when applicable
• Perform quality control on new deals, restructures and amendments by thoroughly understanding the credit agreement verifying system set up accuracy
• Oversee loan activity (funding, re-pricings, payments) as instructed by the client in accordance with credit agreements
• Calculate and track complex interest and fee accruals at various rate levels across changing lender distributions
• Reconcile daily funding and payment activity to account for all daily cash transactions, initiate and reconcile automated funds movement, monitor and escalate past due principal, interest, & fees

Required qualifications, capabilities and skills:

• 5 or more years Commercial or Asset Based Lending experience
• 3 or more years of demonstrated Exceptional Customer Service experience
• Thorough understanding of Treasury Products
• Excellent Written/Verbal Communication skills
• Proven ability to collaborate with multiple stakeholders
• Strong Analytical Thinker who can identify connections between various pieces of data and systems while quickly articulating client impact
• Strong Organizational skills with ability to function efficiently in a high volume, fast-paced, deadline-oriented environment while maintaining service level agreements
• Proficient in Microsoft Office applications with strong Excel skills
• Highly motivated self-starter
• Knowledge of reading and interpreting syndicated or bilateral credit pre/post-close agreements

Preferred qualifications, capabilities, and skills

• Loan IQ experience.
• Bachelor's degree in business, in finance or accounting, with a preference for a data analytics minor for data processing roles. Proficiency in tools like Excel Power Query, Alteryx, Python, and R is a plus.
• Ability to analyze collateral, assess eligibility, ensure loan accuracy, process Borrowing Base Certificate’s, review legal documents, and perform month-end reconciliations. Five to seven years in accounting or finance, with Asset Based Lending automation experience in finance companies.
• Strong analytical skills, attention to detail, proficiency in Microsoft Office (especially Excel) and monitoring systems. Excellent communication, teamwork, and multitasking abilities in a dynamic environment.

Additional Information:

• This role requires working in the office five days a week.
• Relocation assistance is not available for the role.
• Role is not eligible for H1B or immigration sponsorship.

FEDERAL DEPOSIT INSURANCE ACT:

As aat JPMorgan Chase, you will be a key leader in our Client Service team, managing a group of professionals dedicated to resolving client requests and enhancing our service operations. Your role will be pivotal in shaping our operational policies and precedents, using your deep understanding of our complex treasury and cash management products and services. You will be expected to leverage your expertise to identify trends, generate innovative solutions, and ensure the quality of service delivery within your area of responsibility. Your ability to influence, manage internal stakeholders, and drive continuous improvement will be crucial in this role. With your proficiency in project management, change management, and data & tech literacy, you will lead your team in delivering exceptional client service, while also contributing to the firm's strategic objectives.

Job Responsibilities:

• Lead and manage a team of Client Service Professionals, fostering a culture of continuous improvement and innovation to enhance the efficiency and resilience of our operating platform
• Develop and implement strategic operational plans, leveraging your deep understanding of our treasury and cash management products and services to deliver exceptional client service
• Analyze complex data and situations to identify trends and opportunities, using your expertise to develop and test innovative solutions that align with our operational policies and precedents
• Establish and maintain productive relationships with internal stakeholders, using your advanced skills in influence and communication to drive mutually beneficial outcomes
• Oversee the end-to-end change management process, including strategic communications, influencing others, and mitigating stakeholder impact, to ensure the successful implementation of new programs and processes
• Demonstrate strong leadership by mentoring team members, fostering collaboration, inspiring achievement of goals, and coaching employees to deliver best in class client interactions
• Manage client escalations while supporting the team to resolve issues and proactively reduce future occurrences

Required qualifications, capabilities and skills

• 6+ years of experience in leading and managing a team of professionals in a client service environment, with a focus on treasury and cash management products and services
• Proven ability to develop and implement strategic operational plans, with a track record of delivering exceptional client service
• Demonstrated expertise in analyzing complex data and situations to identify trends and opportunities, and develop innovative solutions
• Demonstrated leadership skills, with the ability to guide and mentor team members, foster a collaborative team environment, and inspire others to achieve project and organization goals
• Advanced skills in establishing and maintaining productive relationships with internal stakeholders, with a proven ability to influence and drive mutually beneficial outcomes
• Proficiency in overseeing the end-to-end change management process, including strategic communications, influencing others, and mitigating stakeholder impact
• Deep understanding of the industry, market trends, and the client’s business environment to provide insights and recommendations that align with their strategic goals
• Analyze client feedback to identify areas for service improvement and innovation
• Exceptional written and verbal communication abilities, articulate complex ideas updates and resolutions to internal and external key stakeholders
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), with a focus on reviewing data, reports and creating presentation to support client service activities

Preferred qualifications, capabilities and skills

• Engage in strategic planning to align client services with organizational goals and client needs
• Develop and implement strategies to improve client satisfaction and service deliver, while aligning with and contributing to broader firm-wide initiatives
• Collaborate with cross-functional teams to ensure seamless client service operations
• Comprehensive knowledge of treasury and cash management products and services
• Bachelor degree and/or equivalent work experience
• Analyze client feedback to identify areas for service improvement and innovation.

As a Consultant Senior in Business Banking, you’ll help improve the lives of our clients and the well-being of their businesses through solutions, education, and advice. You’ll be responsible for leading our business development efforts in your assigned territory, specifically focusing on underserved small businesses.

Job Responsibilities

• Build relationships, utilize networks and local centers of influence to identify and support underserved entrepreneurs.
• Build and maintain a current business network and active involvement in community organizations such as Chambers of Commerce and non-profit organizations; leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts; and employ creative marketing techniques utilizing Chase resources and materials to develop business networks and prospects.
• Provide the best in client advice and service and develop the relationship to ensure a seamless client experience throughout Chase. Build collaborative relationships with partners across Chase, including Branches, Home Lending, Chase Wealth Management, Merchant and Card Services, to provide our clients the best solutions for all of their financial need.
• Deliver an outstanding experience to Chase business clients by using knowledge of business, finance, banking, credit and risk management, while leveraging relationships, to identify, recommend, and promote solutions that best serve the client.
• Build collaborative internal and external relationships to provide the best in client advice and service to develop the business network and ensure a seamless experience for the business client.

Required qualifications, capabilities, and skills

Minimum of 5 years’ experience in business banking relationship management role or related business / commercial lending experience

• Bachelor’s degree in Finance or related field, or equivalent work experience
• Strong relationship management skills; demonstrate strong tactical business development and negotiation skills
• Demonstrate seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs and present proactive solutions
• Able to identify opportunities, issues, and viable alternatives, while managing risk, when traditional solutions do not apply

Preferred qualifications, capabilities, and skills

• Extensive knowledge of business and credit underwriting with commercial credit training
• Experience owning / operating a small business