Collateral Svc Specialist Iv - Doc Review jobs at Jpmorgan in United States, Chicago

As a Client Documentation Associate within the Commercial and Investment Bank, you will work with external clients, internal implementation managers and other partners to ensure all required documentation is on hand for new or updated client accounts. You will be responsible for the research and preparation of all documents required for account opening, products and services for our commercial customers. This role educates clients as well as internal partners on various aspects and requirements of the authorization and Treasury Services product documentation.

Job Responsibilities

• Manage the account opening and client documentation workflow for external clients and internal business partners from creation, collection, negotiation oversight and execution – this will require heavy phone work and communication of status
• Perform required research for a product set-up and account opening to assess documentation requirements on internal systems as applicable
• Ensure documentation conforms to the Bank’s legal guidelines and policies and standards, including risk mitigation through adherence to the control framework
• Ensure deal deliverables are met and hold owners accountable by managing implementation issues, escalations and error resolution
• Demonstrate creative problem solving and solid judgment/decision making
• Identify risks in processes in a timely manner; exhibit adherence to policy and procedures and meet or exceed established Service Level Agreements
• Manage clear expectations and understanding by establishing clear timelines and managing documentation requirements; exhibit ownership, escalation and resolution of risk issues when they occur in a timely manner

Required Qualifications, skills and capabilities

• 3+ years of relevant experience or knowledge of legal documentation and account products, entity organizational documents, tax documentation and other documentation types
• Proven ability to independently identify issues, analyze problems and provide viable account and documentation solutions with the ability to review and analyze information from multiple sources and determine relevancy
• Excellent time management, organizational conflict resolution, verbal and written communication skills
• Bachelor of Arts/Bachelor of Science degree with excellent attention to detail
• Working knowledge of risk factors that may impact specific products and industries
• Ability to multi-task effectively and leverage internal resources with strong client focus and ability to partner
• Independent, self-motivated with an ability to adapt and be flexible in a team environment with experience in financial services

Preferred qualifications, skills and capabilities

• Paralegal or Juris Doctor certificate

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

Job responsibilities

• Leads solutioning and the adoption of existing and upcoming client-facing products and capabilities while defining and configuring optimal solutions that address clients’ needs and objectives
• Serves as a subject matter expert on a defined set of products and capabilities with a deep understanding of our clients’ needs and current industry trends
• Supports Sales in pricing, pipeline planning, account planning, and upskilling the team on product knowledge by collaborating on training and collateral materials
• Engages with client teams to better understand pain points and refine solutions while regularly communicating critical client feedback to Product teams to inform the strategic product roadmap

Required qualifications, capabilities and skills

• 5+ years of experience or equivalent expertise in problem-solving across multiple teams and a cluster of products, with a focus on commercial card and payables product set
• Strong technical expertise, payments industry knowledge and consultative experience to support complex solutioning and design sessions with clients and prospects
• Strong executive level presentation skills, including ability to consult and sell at the C-level
• Exceptional ability to understand client and prospect needs and turn needs into mandated business through solution-based selling that clearly articulates operational and financial benefits
• Ability to generate ideas to help coverage teams identify and drive the development of new business
• Excellent selling and negotiation skills always ensuring the full value of J.P. Morgan is clearly communicated
• Strong writing and analytical skills to support RFP responses, presentation content and ROI analysis development
• Demonstrated prior experience working in a highly matrixed and complex organization

Preferred qualifications, capabilities, and skills

• Applicable market/industry experience
• Diligence to maintain up-to-date and accurate pipeline reports.
• Team-oriented with the ability to develop strong working relationships with clients, peers, and cross-functional partners.

Job Summary

You will support the Borrower-in-Custody program, expand due diligence for loan eligibility, and ensure regulatory compliance. Your responsibilities include reviewing loan packages, capturing metadata, and partnering with market teams to resolve documentation exceptions. This role offers exposure to innovative technologies and continuous improvement initiatives, enhancing both your professional growth and the team’s operational efficiency.

Job Responsibilities

• Manage and process collateral for a diverse portfolio of loans, ensuring accuracy, compliance, and adherence to quality standards.
• Review and analyze loan agreements and field exams, solving non-routine issues and supporting process improvements.
• Capture and interpret metadata from key legal agreements for analysis, reporting, and compliance with service level agreements.
• Review pre-closing and post-closing documents from scanned images to ensure documentation standards and support collateral structure.
• Support the Borrower-in-Custody program, expanding due diligence for loan eligibility and increasing pledge pool value.
• Identify, communicate, and resolve documentation exceptions with market and external partners, maintaining productive relationships.
• Enter and update collateral information in applicable systems and index documents for archival in the image repository.
• Review loan packages for regulatory and compliance requirements, ensuring thoroughness and accuracy.
• Participate in partnership meetings, projects, and working groups to resolve operational errors and drive continuous improvement.
• Respond to research requests and provide continuous improvement ideas for the review process.
• Exercise judgment, discretion, and prioritization in daily tasks, meeting or exceeding established Service Level Agreements.

Required Qualifications, Capabilities, and Skills

• Expertise in managing and processing collateral for loans, ensuring accuracy and compliance with lending standards.
• Advanced knowledge of lending services policies and procedures, supporting effective decision-making and operational excellence.
• Proficient in reviewing and interpreting legal documents to meet specific requirements and service level agreements.
• Experience capturing and managing metadata from legal agreements for analysis and reporting.
• Ability to review loan packages for regulatory and compliance adherence.
• Proven capability in relationship management and collaboration with stakeholders.
• Strong strategic planning and organizational skills to optimize workload and achieve objectives.
• Skill in identifying and resolving documentation exceptions with internal and external partners.
• Experience supporting due diligence and eligibility review for loan pledging programs.
• Ability to participate in cross-functional projects and working groups, driving operational improvements.
• Demonstrated judgment, discretion, and prioritization in a fast-paced environment.

Preferred Qualifications, Capabilities, and Skills

• Ability to think critically and manage conflicts effectively.
• Strong decision-making judgment within standardized procedures.
• Analytical skills, attention to detail, and familiarity with legal documents.
• Experience in cross-functional team collaboration.
• Skill in leveraging AI/ML to enhance lending processes.
• Capability to drive continuous improvement and process automation.

Required or Additional Information

• Visa sponsorship is not available for this position.
• Work schedules will be full-time in office, on a 40-hour per week schedule.

Job Summary
As a Collateral Services Analyst within our team, you play a vital role in ensuring the integrity and efficiency of our lending services. You will work closely with both internal and external stakeholders, using your conflict management and critical thinking skills to resolve issues and deliver high-quality results. We value collaboration, resilience, and time management, and you’ll be part of a team dedicated to maintaining the quality of our loan portfolio through meticulous collateral management.

Our team supports a wide range of commercial lending activities, focusing on post-closing document review and collateral management. You’ll engage in process improvement initiatives, partner with market and external partners, and contribute to operational excellence. This role provides exposure to complex lending scenarios and opportunities to develop leadership skills.

Job responsibilities

• Manage and process loan collateral by adhering to established guidelines and procedures, ensuring accuracy and compliance
• Track team performance indicators and generate reports for stakeholders
• Review and analyze collateral reports, identifying discrepancies or issues
• Assist with attestations and updates to procedures and supporting documents
• Participate in staff and partner meetings
• Map processes and perform quality reviews using Visio
• Assist and resolve escalations
• Research and respond to internal inquiries for prompt customer resolution
• Understand and adhere to Bank policies, compliance, and regulatory requirements
• Meet and exceed established Service Level Agreements, exercising judgment and prioritization
• Participate in projects and working groups as required

Required qualifications, capabilities, and skills

• 5 years of prior loan operations experience in banking or financial services industry
• Foundational knowledge in commercial lending loan documentation
• Familiarity with mainframe loan systems and commercial lending loan accounting systems
• Emerging proficiency in conflict management
• Developing critical thinking skills
• Strong attention to detail and organizational skills
• Work with a sense of urgency and seek constant improvement
• Strong internal and external customer service skills
• Team oriented, readily shares information and assists others

Preferred qualifications, capabilities, and skills

• Expertise in stakeholder management and emotional intelligence
• Ability to manage time effectively and maintain resilience
• Experience in providing guidance to others and fostering collaboration
• Skill in leveraging AI and machine learning to enhance lending processes

Required or Additional Information

• Visa sponsorship is not available for this position.
• Work schedules will be full-time in office, on a 40-hour per week schedule.

Key responsibilities:

• Synthesize data from a variety of internal and external sources to advance branch and ATM performance analytics tools and support real estate decision.
• Utilize competitive analytics, branch performance, and demographic data trends to inform market planning and growth strategies.
• Synthesize long term branch network productivity and usage trends to inform future network demand and configuration.
• Support branch segment and format analysis including affluent, community, and university to inform differentiated customer-focused branch experiences.
• Effectively cultivate relationships with and influence senior management to drive decisions/approvals impacting the distribution network.

Required qualifications, capabilities and skills:

• BS/BA in an analytical field (e.g., business management, finance, economics, stats, math).
• 3+ years of professional experience with 2+ years of experience an analytical/strategic role (e.g. reporting/data mining, technology, analytics or finance).
• Advanced Excel and PowerPoint proficiency required.
• Strong quantitative, critical thinking, and analytic skills with capacity to learn strategic frameworks.
• Exceptional communication skills, comfort presenting recommendations to senior management with ability to influence multiple stakeholders.
• Excellent relationship management skills and ability to navigate a large, complex organization.
• Experience anticipating and proactively addressing senior management concerns.

• Intellectually curious, customer-obsessed, team-oriented, and high energy with passion for driving quantifiable business results.
  

  Preferred qualifications, skills, and abilities:

• Financial services experience.
• Experience with programing and data visualization tools such as SQL, tableau, Alteryx, Snowflake, or ArcGIS.

Embark on a rewarding journey as a Client Onboarding Associate at JP Morgan Chase, where you'll lead the charge in delivering exceptional treasury and banking product implementations. Utilize your project management skills to create seamless onboarding experiences, build strong client relationships, and drive satisfaction from the very first interaction. Join a diverse and innovative team, and unlock endless opportunities for personal and professional growth in a dynamic global environment.

As a Client Onboarding Specialist Associate within the Commercial and Investment Bank, you will play a pivotal role in leading and executing strategic initiatives that support our business. Your expertise in client onboarding project management will be crucial in guiding new and existing clients through the transition to the Chase banking platform. You will leverage your broad understanding of this professional field to analyze and solve problems, make informed decisions, and ensure compliance with our policies. Your ability to influence and persuade others, coupled with your emotional intelligence, will be key in managing conflicts and fostering collaboration. You will also be expected to continually challenge and improve our operating platform, demonstrating your commitment to continuous improvement. Your role will have a significant impact on our department, and your decisions will shape our short-term outcomes.

Job Responsibilities

• Lead the execution of strategic initiatives in client onboarding, ensuring a smooth transition for new and existing clients to the Chase banking platform.
• Utilize broad knowledge in client onboarding program management to analyze and resolve complex issues, ensuring compliance with technical standards and policies.
• Leverage emotional intelligence and influence to manage conflicts, foster collaboration, and develop trust within the team and with clients.
• Drive continuous improvement in our operating platform, using innovation and design thinking techniques to enhance efficiency and resilience.
• Plan and organize the day-to-day work of the team, ensuring progress within established professional procedures and organization policy.

Required qualifications, capabilities and skills

• 1+ years of experience in managing and executing strategic initiatives in a professional field.
• Proven ability to lead client onboarding processes, with a focus on transitioning clients to new banking platforms.
• Demonstrated proficiency in conflict management, with a track record of resolving conflicts and fostering collaboration in a professional setting.
• Experience in driving continuous improvement in operating platforms, using innovation and design thinking techniques.
• Proficiency in data and tech literacy, with a willingness to understand and implement new/emerging technologies that impact business.

Preferred qualifications, capabilities and skills

• Utilize presentation skills to clearly communicate onboarding procedures and updates to clients and stakeholders.
• Oversee project management activities to ensure timely and successful client onboarding.
• Maintain anti-fraud awareness to safeguard the onboarding process against potential threats.
• Foster digital literacy within the team to leverage technology in the onboarding process.
• Implement cybersecurity measures to protect client data during the onboarding process.

Job Summary:

As a Loan Origination Specialist IV within the team, you will play a crucial role in the loan origination process, ensuring smooth documentation and transaction closing. Your work will directly impact our clients and the efficiency of our lending services. You'll collaborate with stakeholders to meet credit and asset conditions, contributing to the firm's success and enhancing your professional growth.

Job Responsibilities:

• Facilitate documentation and transaction closing for loan origination by preparing and dispatching accurate documentation packages, ensuring precision and compliance with lending standards.
• Collaborate with clients to manage expectations and ensure compliance, using strong communication skills and a thorough understanding of lending policies to address and resolve non-routine issues effectively.
• Apply problem-solving skills and knowledge of lending policies to resolve non-routine issues, maintaining smooth operations and client satisfaction.
• Participate actively in projects aimed at improving loan origination processes, contributing innovative ideas and leveraging process knowledge to enhance efficiency and effectiveness.
• Engage in continuous collaboration with stakeholders to optimize workflows, ensuring alignment with organizational goals and regulatory requirements.

Required Qualifications, Capabilities, and Skills:

• Demonstrated knowledge of loan origination processes and procedures, applying this expertise to ensure compliance and efficiency in operations.
• Skilled in managing conflicts and facilitating discussions, utilizing strong listening and questioning skills to navigate challenges and reach resolutions.
• Experienced in critical thinking and problem-solving, effectively analyzing situations to develop and implement solutions.
• Proven ability to build productive relationships with stakeholders, leveraging interpersonal skills to foster collaboration and trust.
• Capable of integrating communication and analytical skills to enhance stakeholder engagement and process outcomes.

Preferred Qualifications, Capabilities, and Skills:

• Experienced in mentoring junior team members, fostering their development and enhancing team capabilities through guidance and support.
• Utilize market product knowledge to align lending services with industry trends and client needs, ensuring relevance and competitiveness.
• Skilled in managing change initiatives to adapt lending services to evolving market conditions and technologies, demonstrating flexibility and strategic insight.
• Drive continuous improvement and process automation to optimize lending workflows and efficiency, leveraging innovative approaches to enhance operations.
• Familiar with strategic planning in loan origination, applying this capability to navigate complex scenarios and achieve organizational objectives.