Transactions Specialist Ii / 1st Shift jobs at Jpmorgan in United States, Chicago
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Company (1)
Job type
Job categories
Job title (1)
United States
State
Chicago
46 jobs found
23.11.2024
JPM
JPMorgan Private Bank Life Insurance Specialist United States, Illinois, Chicago
Develops and manages advisor campaigns and tracks success results based on statistical data from key performance indicators. Responsible for building new and maintaining existing relationships with advisors to increase adoption...
Manage nomination/participant lists, send communications, produce training materials, reserve conference rooms, arrange audio/visual, order catering, etc. Serve as logistical point of contact for individuals attending programs. Assist in scheduling of...
Handle inbound calls from internal clients. Provide high-quality, professional service with emphasis on one-call resolution. Analyze and interpret transactions, statements, and loan documents. Maintain a high level of knowledge of...
Perform quality reviews across key credit processes, focusing on credit proposals, and ensure proper controls are in place to minimize operating risk. Build expertise and apply foundational principles to additional...
Insert customer and account data by inputting text and numerical information from source documents. Review data for deficiencies or errors. Correct inaccuracies and validate output. Keep information confidential. Ability to...
Ensure workload is completed as outlined in departmental procedures and policies. Understand portfolio and tools used to support client processing requirements. Provide training to new and existing employees. Interface with...
Review pre-closing and post-closing documents from scanned images to ensure compliance and documentation standards are met and support the collateral structure per the approval. Capture FRBNY, Core and Business terms...
Develops and manages advisor campaigns and tracks success results based on statistical data from key performance indicators. Responsible for building new and maintaining existing relationships with advisors to increase adoption...
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