דרושים Branch Operations Lead - Noriega 19th ב-גיי פי מורגן ב-United States, San Francisco

FEDERAL DEPOSIT INSURANCE ACT:

As a Documentation Team Lead within the Commercial Bank, you will be responsible for leading and managing an experienced documentation team that work with external clients, internal implementation managers and other partners to ensure all required documentation is on hand for new or updated client accounts. Leads are responsible for setting team strategy, partnering with internal functions including sales, product and service, and continually improving processes and client experience.

Job Responsibilities:

• Lead a high-performance team to deliver client onboarding and documentation solutions
• Oversee research, creation, validation, and negotiation of client documentation for account opening
• Interact directly with clients to answer questions and minimize documentation requirements
• Collaborate with internal partners to ensure a seamless onboarding experience
• Drive process improvements and innovation opportunities within the team
• Resolve escalations promptly and effectively
• Manage client and internal partner expectations, striving to exceed them
• Develop subject matter expertise to meet evolving client needs
• Use metrics and data to drive team performance and results
• Coach and develop team members to achieve world-class talent standards
• Empower the team to own their roles and escalate issues when needed

Required Qualifications, Capabilities, and Skills:

• Minimum 3 years management experience
• Excellent verbal and written communication skills
• Proven experience running an operations team
• Strong client focus and ability to partner with internal groups
• Experience in financial services
• Ability to communicate and influence across diverse teams and markets
• Demonstrated continuous improvement mindset
• Strong risk and control orientation
• Aptitude for operating in a fast-paced, dynamic environment
• Ability to develop subject matter expertise
• Experience identifying, coaching, and developing talent

Preferred Qualifications, Capabilities, and Skills:

• Experience with client documentation processes
• Enthusiasm for learning new systems and procedures
• Familiarity with Commercial Banking products and services
• Ability to leverage critical thinking for customized client solutions
• Experience managing escalations and resolving issues
• Commitment to diversity and inclusion
• Participation in innovation or transformation initiatives

As a Lead Credit Officer - Vice President in the Key Relationship Group, you will be part of a team that performs independent technical and specialized analysis of Commercial Real Estate relationships, involving complex and larger size portfolios of $250MM+ of debt collateralized primarily by stabilized apartment complexes.

Job Responsibilities

• Performing complex real estate based financial analysis, identifying and interpreting data for management's use in rendering sound credit decisions. Analysis is based on property operating statements, rent rolls, client's financial balance sheet, schedule of real estate owned and verification of deposit statements and understanding of current market conditions and the implication on overall portfolio.
• Completing credit actions (annual family credit reviews) which summarizes the financial analysis completed on a client's portfolio, including recommendations for future business.
• Analyze troubled loans, including quarterly reporting to management.
• Actively contribute to special assignments, including the evaluation of income property loan portfolios, training less experienced credit officer/analyst or division employees, and updating credit policies.
• Formulating new analytical processes and enhancing existing reports to improve the quality of information available to top management.
• Establish and maintain effective relationships with internal and external clients.

Required qualifications, capabilities and skills

• Bachelor's Degree or equivalent experience.
• Minimum 7+ years of relevant experience in credit analysis, risk assessment, credit review and analysis loan review and/or loan workouts.
• Understanding of Commercial Real Estate valuation concepts and methodologies.
• Strong organizational and time-management skills – ability to multitask, prioritize, and work with others in an integrated way to achieve individual objectives and team results.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft desktop tools including Word, Excel, Power Point and the ability to quickly acclimate to proprietary systems.

Preferred qualifications, capabilities and skills

• Working experience with historical property cash flow analysis preferred.
• Experience as a loan underwriter in commercial real estate lending is highly desirable.

As a, you will beThis role requires a strategic thinker with exceptional analytical expertise and a deep understanding of tax operations within the financial services industry. You will collaborate with cross-functional teams for alignment and solution delivery and serve as the primary contact for business analysis-related matters. You will engage in continuous learning and development and foster a culture of continuous improvement, innovation, and excellence. You will ensure compliance with regulatory requirements and internal policies, implement risk management practices to mitigate potential issues and conduct regular reviews and audits for adherence to standards and best practices.

Job responsibilities

• Develop and implement business analysis methodologies, standards, and best practices
• Support key projects that align with organizational goals
• Support initiatives to improve operational efficiency, reduce costs, and enhance client satisfaction
• Identify opportunities for process improvements, automation, and innovation
• Assist in change management strategies for new processes and technologies
• Collaborate with technology teams to leverage data analytics, LLM, AI, and advanced tools
• Analyze, design, and implement complex business solutions
• Capture, document, and translate business requirements into functional specifications
• Identify and manage business risks, issues, and dependencies
• Monitor and report progress to senior management and stakeholders
• Build and maintain relationships with key stakeholders, including executives and business leaders

Required qualifications, capabilities, and skills

• Bachelor's degree in Business Administration, Finance, Accounting, or related field
• Minimum of 5 years of experience in business analysis within the financial services industry, focusing on tax operations
• Proven track record of delivering complex business solutions
• Robust understanding of tax operations, regulatory requirements, and industry best practices
• Exceptional communication and interpersonal skills
• Ability to think strategically and drive results in a fast-paced, dynamic environment

Preferred qualifications, capabilities, and skills

• MBA or advanced degree preferred

Work schedule

• This role requires going into the office five days a week

Make an impact as a leader in strategic initiative which focuses on building highly scalable and resilient applications. As a lead software engineer, you will use Java, Spring Boot, Kafka, Oracle, and cloud technologies to implement the Photon microservices framework that helps implement apps using modern software architectures.

Job responsibilities

• Executes creative software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems
• Develops secure high-quality production code, and reviews and debugs code written by others
• Use Java, Spring Boot, kafka, Oracle to build event driven, cloud native Microservices.
• Identifies opportunities to eliminate or automate remediation of recurring issues to improve overall operational stability of software applications and systems
• Leads evaluation sessions with external vendors, startups, and internal teams to drive outcomes-oriented probing of architectural designs, technical credentials, and applicability for use within existing systems and information architecture
• Leads communities of practice across Software Engineering to drive awareness and use of new and leading-edge technologies
• Adds to team culture of diversity, opportunity, inclusion, and respect

Required qualifications, capabilities, and skills

• Formal training or certification on Software Engineering concepts and 5+ years applied experience.
• Hands-on practical experience delivering scalable, distributed systems, application development, testing, and operational stability.
• Proficiency in Java (Core & EE, Spring Framework) and able to create Java based Microservices.
• Use Java, Spring Boot, Kafka, Oracle to build event driven, cloud native Microservices.
• Practical cloud native experience in AWS and AWS tools (RDS, Lambda)
• Notable experience with cloud-based data platforms and patterns for compute, storage, analytics, and data science use cases
• Excellent verbal and written communication skills to work effectively with cross-functional teams and stakeholders.
• Advanced knowledge of software applications and technical processes with considerable in-depth knowledge in one or more technical disciplines (e.g., cloud, artificial intelligence, machine learning, mobile, etc.)
• Ability to tackle design and functionality problems independently with little to no oversight.

Preferred qualifications, capabilities, and skills

• Proficiency in Python, JavaScript, or React
• Strong understanding of OOP & SOA principles, design patterns, industry best practices
• Experience with event-driven architectures and tools, data mesh architecture, data ingestion pipelines, workflow orchestration, containerization.
• Ability to drive requirement refinement with product and stakeholders.