דרושים Trust & Estates Operations Real Estate Oil Gas Insurance Officer ב-גיי פי מורגן ב-United States, Fort Worth

Job Summary:

As a Collateral Perfection Specialist in the Real Estate Team, you will ensure the lien on collateral is accurately managed and documented. You will support Business Banking, Commercial & Investment Banking, and the Commercial Term Lending portfolio by reviewing collateral files, preparing legal documentation, and assisting internal departments with collateral disposition.

Job Responsibilities:

• Research and obtain outstanding recorded loan documents via phone/email contact with third parties.
• Conduct quality reviews of recorded loan documents to ensure accuracy and lien position.
• Obtain and review outstanding title policies for accuracy and lien position.
• Perform notary duties.
• Conduct collateral file reviews and prepare/mark-up schedules, including for loan Consolidation Extension Modification Agreements (CEMAs).
• Prepare commercial loan documents accurately and with high attention to detail.
• Provide back-up support for peers.
• Participate in projects and working groups as required.
• Understand and follow Bank policy and established procedures.
• Meet or exceed established Service Level Agreements.
• Perform other duties as needed and assigned.

Required Qualifications, Capabilities, and Skills:

• 5 years of loan operations experience in a banking or financial services industry.
• Experience reading, interpreting, and/or preparing real estate legal loan documents.
• Detail-oriented with a methodical approach to tasks.
• Customer service oriented with strong communication skills.
• Team-oriented and technologically adept.
• Strong organizational, time management, and prioritization skills.
• Must be willing to interact verbally and in writing with third parties professionally.
• Must be able to lift 30LBs (collateral files/boxes).
• Must be (or be able to become) a Notary.

Preferred Qualifications, Capabilities, and Skills:

• Experience with commercial real estate legal loan documents.
• Understanding of Consolidation Extension Modification Agreements (CEMAs).
• Production-oriented with a quality focus.
• Critical and independent thinking skills.

As a Trust & Estate Operations Insurance Officer in our Asset Wealth Management team, you will oversee and manage insurance operations within Trust & Estate client accounts. You will coordinate with various stakeholders to ensure effective management of insurance policies, claims, and renewals, enhancing operational efficiency and mitigating risks.

Job Responsibilities:

• Manage and oversee Real Estate and Oil & Gas insurance operations within Trust & Estate client accounts.
• Coordinate with internal and external stakeholders, including vendors, underwriters, and property managers, to ensure effective management of insurance policies, claims, and renewals.
• Leverage expertise in Real Estate, Oil & Gas, and insurance to enhance operational efficiency and mitigate risks.
• Handle documentation and renewal of external insurance policies for real estate properties, tenants, and Oil & Gas working interests.
• Conduct insurance assessments during triennial appraisals and annual reviews to ensure adequate coverage.
• Prepare and maintain monthly reports to monitor financial activities, new assets, and claim statuses.
• Support the annual renewal process of the Master Insurance Program (MIP).
• Assist in evaluating existing policies, carrier quality, and coverage limits to ensure compliance and adequacy.
• Develop and maintain detailed procedures, workflows, and models to optimize operational efficiency.
• Collaborate with external vendors and internal business partners to resolve issues and implement process improvements.
• Work closely with management to prioritize and implement improvement opportunities.

Required Qualifications, Capabilities, and Skills:

• Minimum of 3 years of experience managing Real Estate and Oil & Gas insurance industry operations.
• Strong expertise in Real Estate, Oil & Gas, and insurance fields.
• Excellent coordination and communication skills to work with internal and external stakeholders.
• Experience in conducting insurance assessments and preparing financial reports.
• Ability to collaborate effectively across multiple lines of business, suppliers, and various levels of management.
• Excellent written and verbal communication skills.
• Strong attention to detail and organizational skills.
• Must be able to work efficiently and independently.
• Highly proficient in Microsoft Suite of Applications, including Access, Excel, OneNote, and PowerPoint.

Preferred Qualifications, Capabilities, and Skills:

• Insurance License.
• Strong resilience when working in high-pressure, deadline-oriented environments.
• Ability to prioritize and manage multiple simultaneous responsibilities.
• Flexible “can-do” approach.

As an Audit Manager on the Asset Wealth Management - Private Bank Internal Audit Team, you will develop and execute the annual audit plan, manage audit engagements, oversee and perform audit testing, and participate in applicable control and governance forums.

Job responsibilities

• Lead and participate on audit engagements, from planning to reporting, and produce quality deliverables to both department and professional standards, while ensuring audits are completed timely and within budget
• Work closely with global Audit colleagues in the early identification of emerging control issues, and report them in a timely manner to Audit management and business stakeholders
• Partner with stakeholders, business management, other control groups (i.e. risk management, compliance, fraud prevention), external auditors, and regulators, establishing strong working relationships while maintaining independence
• Effectively manage teams where required, performing timely review of work performed and providing honest and constructive feedback
• Implement and execute an effective program of continuous auditing for assigned areas, including monitoring of key metrics to identify control issues and adverse trends
• Stay up to date with evolving industry trends, external news and regulatory changes, and analyze the impact to the business
• Find ways to drive efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies

Required qualifications, capabilities and skills

• 7+ years of internal or external auditing experience, or relevant business experience
• Bachelor's degree (or relevant financial services experience)
• Experience with internal audit methodology and applying concepts in audit delivery and execution
• Solid understanding of internal control concepts, with the ability to evaluate and determine the adequacy of controls by considering business and technology risks in an integrated manner
• Knowledge of applicable laws and regulatory requirements related to broker/dealer and fiduciary activities
• Strong interpersonal and influencing skills, with the ability to establish credibility and build partnerships with senior business and control partners; adept at presenting complex and sensitive issues to senior management

Preferred qualifications, capabilities and skills

• CPA, CIA, and/or Advanced Degree in Finance or Accounting is preferred

As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.

Job Responsibilities

• Acquire, manage, and retain a portfolio of 100-130 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000
• Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
• Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
• Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed
• Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
• Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
• Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements

Required qualifications, capabilities, and skills

• Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
• General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
• Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
• Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
• Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients’ behalf and follow through with commitment
• Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint

Preferred qualifications, capabilities, and skills

• Bachelor’s degree in Finance or related field or equivalent work experience
• Strong current business network

As a Product Delivery Manager within Acquiring Platforms and Rails (APR), you will focus on executing project management for various initiatives aimed at enhancing and optimizing product delivery to customers. As a key member of the team, you create solutions and efficiencies that enable successful implementations in an expedient and organized way. Your strong analytical reasoning and adaptability skills will enable you to navigate through ambiguity and change, ensuring that initiatives align with business goals. With advanced communication and stakeholder management abilities, you will foster productive working relationships and influence decision-making to achieve mutually beneficial outcomes.

Job responsibilities

• Leads end-to-end product delivery processes including intake, dependency management, release management, product operationalization, delivery feasibility decision-making, and product performance reporting, while escalating opportunities to improve efficiencies and functional coordination.
• Leads the completion of change management activities across functional partners and ensures adherence to the firm’s risk, controls, compliance, and regulatory requirements
• Effectively manages timelines and dependencies while monitoring blockers, ensuring adequate resourcing, and liaising with stakeholders and functional partners
• Collaborate with cross-functional teams, including engineering, product, and business stakeholders, to define program scope, objectives, and deliverables, ensuring alignment with overall business goals
• Develop and execute comprehensive project plans across APR eCommerce strategic initiatives, incorporating product and technical requirements, resource allocation, and timelines to ensure on-time delivery of solutions
• Identify and mitigate risks, proactively addressing potential roadblocks, and implementing contingency plans to maintain project and program momentum
• Utilize advanced analytical reasoning based on data from systems of record to assess program performance, identify areas for improvement, and implement data-driven optimizations to enhance efficiency and effectiveness
• Ensure good data hygiene of project data points across suite of project management tools and repositories (e.g., JIRA, SharePoint, Confluence, Teams), and comply to all product and project management controls throughout the life of the programs/projects
• Develop and implement dashboards to effectively monitor program performance, providing stakeholders with real-time insights and data-driven decision-making tools.
• Communicate program progress to audiences of every level, including executive stakeholders, clearly summarizing program status and risks appropriately and effectively, and ensuring adherence to company standards for communication

Required qualifications, capabilities, and skills

• 5+ years of experience or equivalent expertise in product delivery or program management, leading complex technology projects and programs in a large organization
• Advanced expertise in stakeholder management, with the ability to establish productive working relationships and influence decision-making across cross-functional teams and clients
• Proven track record of effectively managing resources, budgets, and high-performing teams in a fast-paced, agile environment
• Demonstrated proficiency in applying analytical reasoning and problem-solving techniques to break down business, technical, or operational objectives into manageable tasks and activities

Preferred qualifications, capabilities, and skills

• Proficient knowledge of the product development life cycle, design, and data analytics
• Excellent written, visual, and verbal communication skills, including ability to communicate technical topics to a non-technical audience and business needs to a technical audience
• Strong time-management, organizational skills, and attention to detail
• Capacity to handle a highly complex effort, with ability to objectively prioritize across multiple workstreams
• Skilled at Excel, Jira, Confluence, SharePoint, and PowerPoint/PitchPro
• Bachelor’s degree required; PMP certification a plus

As a Loan Origination Specialist IV within JPMorganChase, 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.