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JPMorgan Loan Origination Analyst 
Philippines, Quezon City 
187882066

02.07.2024

Job Responsibilities

  • Research and clearly document procedural changes stemming from any change in process
  • Support Evergreen procedural reviews to confirm accuracy of procedures; making recommendations for enhancements & consolidation where appropriate to improve the employee experience
  • Support creation of & maintenance of training guides & job aides
  • Creation of standard communications that help the teams understand changes to process as well as the rationale for the change
  • Identify gaps in procedures (processes) and liaise as necessary with other business units and stakeholders to escalate issues for resolution including assessment of materiality.
  • Coordinate with Loan Origination Supervisors & Managers on action items and prioritization of work
  • Partner with Team Functions, Project Leads, Quality Control, Risk & Controls, Legal, Compliance and Client Excellence team members to ensure cross impacts are determined & addressed
  • Represent the broader team on project calls to ensure operational impacts are fully understood & addressed
  • Establish and lead working groups and side-by-sides with subject matter experts to identify current processes, workflow gaps, new requirements, and compensating controls that will require procedural amendments
  • Conduct review sessions with Supervisors & Managers to ensure information is understood & cascaded consistently
  • Responsible for meeting deadlines & target dates as determined by project leads or the leadership team. Effectively manage approval workflow via Business Banking Change Management and Procedural Library teams.

Required qualifications, skills and capabilities

  • Must be highly organized with ability to manage multiple competing priorities simultaneously in a fast paced, customer oriented environment. Comfortable with change, ambiguity, debate, conflict and informed risk taking
  • Strong analytical, problem solving and judgment skills
  • Excellent verbal and written communication skills. Ability to write in a simple, clear, and concise manner
  • Proven ability to collaborate with team members and senior management across and within the lines of business with a keen attention to detail and strong analytical capability
  • Ability to successfully navigate a complex infrastructure that involves numerous groups and individuals. Ability to operate in a challenging and rapidly changing environment with a desire to accept new assignments and the ability to learn new principles and dynamic systems quickly
  • Proactive and responsive communicator, maintaining frequent contact with business partners, listening to understand needs, and taking ownership of incoming and outgoing messages
  • Understands the importance of details and seeks to understand their impacts; methodical approach to tasks; procedure/process oriented.
  • Critical decision-making abilities including the ability to identify, escalate, and propose solutions to problems
  • Proficiency with Microsoft Office Suite (Excel, Word, and PowerPoint)
  • Ability to take initiative and self-motivate, as well as work as part of a team

Preferred qualifications, skills and capabilities

  • BS/BA Degree - Communications, Finance, or Business preferred or equivalent military or work related experience
  • Expert knowledge in financial services for Commercial Banking, bilateral loan products & loan documentation; 3+ years of experience in Pre-Underwriting, Post Approval, Document Preparation or Deal Setup preferred