דרושים Part Time Hours Associate Banker Arboretum Charlotte Branch Nc ב-גיי פי מורגן ב-United States, Charlotte

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 a Client Onboarding Associate within the Commercial Bank, you will lead a project team that supplies support for the implementation of Treasury and Banking products and services. Partner with client and internal stake holders to help provide a best-in-class experience. In this role you are often the clients first true experience working with JP Morgan Chase.

Job Responsibilities

• Own the product implementation and training experience for your assigned clients
• Meet and connect with clients through WebEx, Zoom, and other collaboration technologies
• Build and maintain strong relationships with key partners in Relationship Management, Sales, Service, Operations and Product Management
• Manage client and partner expectations and understanding throughout the implementation process
• Exhibit ownership of implementations experience and own client satisfaction results
• Work with partners in Operations and Product Management to streamline processes
• Identify instances of business risk and show ownership of issues when they arise
• Scope client requests and translate business requirements into detailed technical specifications for treasury services
• Use Microsoft Office tools to document meeting agendas and minutes and project plans. Use of workflow tool for status updates and document repository
• Demonstrate creative problem solving and judgement and be empowered to escalate when necessary
• Manage client and internal partner expectations by establishing timeliness and dependencies with the goal to exceed expectations

Required qualifications, capabilities and skills

• An appreciation for being a ‘keeper of our brand’ with 1+ years of client facing work experience and a passion for delivering a consistent, stellar client and partner experience
• General Treasury Product Knowledge
• Ability to clearly communicate, partner and influence - leading others to a common goal
• Experience in risk awareness and skills to develop and ensure quality program set ups
• Excellent verbal, written, interpersonal, presentation, negotiating and organizational skills
• Strategic thinking with the ability to manage conflict and adapt to change
• Demonstrated team building skills and ability to work in a team environment
• Comfort in using technology such as WebEx, Zoom and other collaboration tools for enhanced client discussions

Preferred qualifications, capabilities and skills

• Bachelor of Science or Business Administration Degree
• Prior project management experience
• PMP or other Project management Certifications
• Ability to provide quantifiable management reporting
• Passion for learning new operating models, technologies, and industry trends

Joining our diverse and innovative global organization will provide you with endless opportunities for career and personal growth.

• Become a part of our many Business Resource Groups, employees who come together on topics such as ethnicity, gender, age, accessibility, special interests and more
• Help the community through expansive volunteer opportunities
• Join one of our focus groups aimed at Innovation and Transformation, creating the future experience for our clients and employees

As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.

Job Responsibilities

• Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
• Generate business results and acquire new assets, both from existing client base and new client acquisition
• Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
• Partner with internal specialists to provide interdisciplinary expertise to clients when needed
• Connect your clients across all lines of business of J.P. Morgan Chase & Co.
• Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
• Strictly adhere to all risk and control policies, regulatory guidelines and security measures

Required Qualifications, Capabilities, and Skills

• Six plus years of work experience in Private Banking or Financial Services
• Bachelor’s Degree required
• Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Proven sales success and strong business acumen
• Strong community presence with an established network
• Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
• Focuses on the client experience and works tirelessly on the client’s behalf

Preferred Qualifications, Capabilities, and Skills

• MBA, JD, CFA, or CFP preferred
• Proactive, takes initiative, and uses critical thinking to solve problems
• Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
• Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
• Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate