דרושים Commercial Real Estate Client Associate ב-גיי פי מורגן ב-United States, Irvine

Job responsibilities

• Assist in the deployment and configuration of Genetec Security Center on Windows servers, ensuring successful implementation and integration of security systems.

• Provide first-level technical support to end-users, troubleshoot issues related to Genetec Security Center, and offer recommendations on best practices.

• Recognize and eliminate toil through systems engineering or automation, and implement observability patterns to improve service level indicators, objectives monitoring, and alerting solutions.

• Collaborate with senior IT staff and participate in training sessions to improve knowledge and skills related to Genetec Security Center and other IT systems.

• Monitor system performance and availability of core Genetec Security Center services, ensuring optimal transparency and analysis.

• Document and maintain accurate records of system configurations, changes, and support requests, ensuring clear communication and organization.

• Package Genetec Security Center software for client and server installs, and provide on-call support as needed to address urgent issues.

Required qualifications, capabilities, and skills

• Formal training or certification on software engineering concepts and 2+ years applied experience.

• 2+ years’ experience working with Genetec Security Center, including configuring federations, and experience with installing and upgrading Genetec Security Center software while managing Windows patching.

• Familiarity with observability practices such as white and black box monitoring, service level objective alerting, and telemetry collection using tools like Grafana, Dynatrace, Prometheus, Datadog, and Splunk.

• Possession of Genetec Security Center Omnicast certification and a good understanding of network protocols and security principles.

• Experience working with third-party applications deployed on Windows Server environments and the ability to work with SQL Server, including running queries.

• Strong problem-solving skills and attention to detail, ensuring effective troubleshooting and resolution of issues.

• Excellent communication and interpersonal skills, facilitating collaboration and effective interaction with team members and stakeholders.

• Ability to work independently and as part of a team, demonstrating flexibility and adaptability in various work environments.

• Willingness to learn and adapt to new technologies, staying current with industry trends and advancements.

Preferred qualifications, capabilities, and skills

• General knowledge of financial services industry
• Experience working with third-party applications.
• Experience working with any other video management solutions
• Experience working with Intrusion Detection systems
• Genetec Mission Control certification is a plus

As a Client Success Officer within our Commercial Bank Startup Banking, you will leverage your deep treasury product knowledge to develop and execute a localized market and product strategy, serving as a key liaison for Commercial Bank clients. By offering Treasury solutions in conjunction with service, the Client Success Officer plays an important role in the execution of the firm’s retention, growth, and client experience strategies, including accountability to deliver on broader organizational service and revenue expansion. The Client Success Officer will play a vital role in partnering with Commercial Bankers, Implementation Managers, and Know Your Client (KYC) teams to enhance business development efforts, ensuring efficient execution and maintaining a high level of client satisfaction through active engagement.

Job Responsibilities

• Provides primary servicing support and treasury management solutions for a portfolio of Startup Banking clients
• Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework
• Responsible for fostering and expanding long-term relationships with clients by effectively managing their treasury needs, while ensuring a high level of client satisfaction
• Coordinate with the banking team to participate in positioning solutions for prospect clients to show the value add of the service model
• Help the coordination and project management of product implementations and service related needs
• Maintain ongoing relationship management routines
• Manage/resolve client escalations and issues
• Identify additional banking needs for clients by partnering with Commercial Bankers on cross sell opportunities
• Review sales, service and client onboarding processes and recommend process enhancements to leadership
• Coordinate with the Banker and operational partners, such as Client Data Management Team, & KYC, to assist with the onboarding of new to bank clients and to assist with periodic client renewals
• Partner with Banking and Sales on growth opportunities by contributing to strategic client relationship reviews and long-term planning
• Assist in development of relationship review documents and create actionable objectives for relationship review meetings with clients
• Work with Risk partners for certain elements of risk management including fraud prevention.
• Operational and functional knowledge of suite of treasury and cash management products offered to Startup Banking clients

Required qualifications, skills and capabilities

• Bachelor’s degree and/or 5+ years of equivalent prior work experience in Business Operations / Client Services / Sales Support
• 7+ years of comprehensive knowledge of Treasury Products and Services
• Proven client interaction skills to calibrate & manage client expectations
• Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization
• Strong time management, organizational and planning skills
• Proven proficiency in managing client problem resolution and delivering solutions; ability to mobilize internal resources to move quickly to resolve issues
• Ability to motivate cross-functional teams and interact with all levels of the organization including senior management, sales, IT, operations and product management, banking, implementation, service, KYC, liquidity, merchant, card, credit, legal, compliance, etc.
• Working knowledge of Microsoft Office suite of products such as Project, Power-point and Excel
• Demonstrated team building skills and ability to work in a team environment along with experience in managing conflict and adapting to change
• Comfort in using technology such as WebEx, Zoom and other collaboration tools for enhanced client discussions

Preferred qualifications, skills and capabilities

• Certified Treasury Professional designation
• PMP or other Project Management Certifications
• Strong creative solution and problem-solving abilities

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

Final Job Grade and officer title will be determined at time of offer and may differ from this posting.

Some travel required (20%) to visit clients and internal partners.

As a Lead Credit Officer within the Credit Risk team, you will play a critical role in evaluating and identifying risks, as well as interpreting data to support management in making well-informed credit decisions on multifamily commercial real estate loan requests. You will operate in a dynamic, high-volume, and fast-paced environment, analyzing loans ranging from $1MM to $25MM+. You will be part of a highly collaborative team that prioritizes learning, professional development, inclusivity, and mentorship.

Job Responsibilities:

• Oversee all aspects of credit analysis on commercial real estate/multifamily loans.
• Evaluate and manage risks in complex transactions.
• Serve as a back-up mentor for more junior Credit Analysts and Credit Officers
• Build and maintain strong relationships with internal business stakeholders including sales, processing, closing, and legal.
• Gain a thorough understanding of relevant policies, standards, procedures, and regulatory requirements.
• Apply data analysis techniques to interpret results and provide insights and recommendations to management.
• Serve as a technical expert in addressing inquiries and resolving system-related issues specific to credit risk analysis and management tools.
• Keep up with industry trends and best practices in credit risk management to enhance decision-making and maintain a competitive edge.

Required Qualifications, Capabilities, and Skills:

• Minimum 7+ years of experience in commercial real estate lending, credit analysis, or loan workouts.
• Thorough understanding of multifamily real estate property valuations and cash flow analysis.
• Excellent financial analysis skills, including evaluating property cash flows, property valuation, and personal financial statements.
• Demonstrated success in thriving within a fast-paced, collaborative environment while maintaining a high level of attention to detail.
• Excellent verbal/written communication and problem-solving skills.
• Ability to prioritize, plan, and manage people and processes to complete credit analysis and other assignments as needed.
• Proficiency in Microsoft Word, Excel, and PowerPoint, with the ability to quickly adapt to proprietary systems.

Preferred Qualifications, Capabilities, and Skills:

• Bachelor's degree in accounting, finance, economics, or real estate is preferred.
• Experience as a loan underwriter in commercial real estate lending is highly desirable.
• Familiarity with regional markets and municipal regulations.
• Advanced degree in a related field.
• Experience with proprietary credit risk management tools.

As a Relationship Manager in JPMorgan Private Client, you will nurture and develop high-net-worth client relationships by earning their trust, comprehensively understanding their unique aspirations, and offering bespoke solutions and tailored advice. You will empower clients to explore the vast financial possibilities their wealth affords, leveraging the formidable capabilities of JPMorgan Chase, including seamless collaboration with partners across various business lines. With an entrepreneurial spirit, you will actively acquire new clients while deepening and maintaining existing relationships, all contributing to the dynamic growth of our business.

Job responsibilities

• Cultivate meaningful and enduring relationships with clients, ensuring they receive an exceptional and personalized experience that exceeds expectations.
• Collaborate intimately with clients to discern their unique needs and aspirations, crafting bespoke solutions that support their goals at every stage—whether short-term, medium-term, or long-term—through a comprehensive and personalized planning approach.
• Foster and deepen long-term primary banking and lending relationships as well as help facilitate the introduction of wealth management services. This includes regularly engaging in in-person consultations with prospects and clients at their places of business and other locations.
• Present the full JPMorgan Private Client value proposition, attracting and nurturing client relationships while enhancing their overall experience with sophistication.
• Share insights and perspectives on the economy and financial markets with clients, fostering trust and earning their business through informed and strategic guidance.
• Build a robust pipeline through acquiring new relationships, actively seeking opportunities to connect with potential clients and partners and leveraging these connections to expand the client base and drive business growth.
• Network and establish influential connections with referral sources and esteemed contacts outside the office to generate valuable banking and investment opportunities.
• Develop internal partnerships across all business lines to effectively address and fulfill clients' unique needs with precision and expertise.
• Uphold a strong risk and controls environment by adhering to all policies, regulatory guidelines, and security measures with the utmost diligence.

Required qualifications, capabilities, and skills

• Possess 10+ years in Financial Services, including affluent or complex relationship management and business development.
• Exhibit an entrepreneurial spirit, resilience, and persistence in prospecting efforts to expand business.
• Maintain a high-net-worth referral network to develop a new book of business and demonstrate proven success in building trusted client relationships.
• Solve complex financial challenges and present innovative solutions with your astute financial acumen and familiarity with holistic financial planning.
• Demonstrate a passion for guiding clients through what matters most to them and the ability to work collaboratively in a team environment to deliver bespoke solutions and exceptional client service.
• The Securities Industry Essential (SIE) exam, FINRA Series 7, and FINRA Series 66 (or 63 and 65) are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC’s licensing program within 150 days of hire, with study materials and support provided.

Preferred qualifications, capabilities, and skills

• Hold a college degree or military equivalent.

Dodd Frank/Truth in Lending Act

This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.

In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.

Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at:

As a Client Service Account Manager Vice President in Healthcare Payments, you will be part of the Relationship Management team. You will be responsible for managing and growing relationships with some of the largest and most prestigious healthcare customers. In this position you will have the opportunity to directly impact revenue retention and revenue growth. You are a self-motivated, proactive, results-oriented candidate who wants to excel and learn in an open, professional, and team-oriented environment.

Job Responsibilities

• Manage large, high profile health systems, ensuring the health and satisfaction of customer relationships.
• Maintain accurate customer account information, opportunity pipeline data, and documentation of activities. Serve as the Customer’s primary healthcare payments business contact to help facilitate regular business activities that are both strategic and operational, deigned to promote value to ensure client satisfaction.
• Identify and build strategic relationships with operational and executive staff within your assigned accounts to ensure the highest levels of efficient interaction.
• Partner with JP Morgan Bankers and Treasury Management Officers to stay connected on customer relationship across our lines of business. Develop strong relationships with client leads and executives/C-suite.
• Support Business Development activities which contribute to the achievement of the annual revenue plan including execution of regular Strategic Business Reviews, Strategic Account Plans, Customer Governance Calls and Solution Demonstrations.
• Identify upsell and new solution expansion opportunities within payments, banking and treasury to ensure revenue growth, and provide referrals as appropriate across the firm.
• Promotes adoption of InstaMed’s solutions across your territory by identifying or promoting opportunities where InstaMed can offer value.
• Identify possible risk areas that could impact customer retention or damage the customer relationship and appropriately communicate and escalate internally in a timely and effective manner.
• Serve as a customer escalation point and help coordinate internal activities across various departments that result in a successful resolution for the customer.
• Prepare, deliver and execute customer Orders, Contracts, and Renewals to support retention and growth.
• Demonstrate a thorough understanding of InstaMed solutions, products and processes. Demonstrate a thorough understanding of customers EHR systems, and how InstaMed supports and integrates with systems

Required qualifications, capabilities, and skills

• 5 + years of proven success in a revenue-generating role
• 5 + years of experience within healthcare, health-tech, and merchant services
• Excellent people skills and ability to build relationships with customers.
• Sound judgment in setting customer expectations and managing sensitive customer situations.
• Excellent organizational skills in daily task management and follow-ups.
• Influence without direct authority
• Displays strong analytical and problem-solving skills.
• Proficient with building and delivering customer presentations, decks, and executive level summary notes and action items.
• Travel 25%

Preferred qualifications, capabilities, and skills

• Healthcare Revenue Cycle, Financial Services, Banking & Treasury Experience.
• Bachelor’s degree or higher
• Prior work experience in healthcare payment processing
• Demonstrates knowledge of healthcare patient accounting systems / practice management systems

FEDERAL DEPOSIT INSURANCE ACT: