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JPMorgan Loan Servicing - Team Member 
India, Karnataka, Bengaluru 
19629460

13.07.2024

Job responsibilities:

§ Review Loan documents and process transactions as per SLA, Perform activities such as review of underwriting documents, Deal closing and loan servicing activities

§ Interpret and understand legal documents pertaining to underwriting and perform due diligence to comply with the lending requirements

§ Process Financial Statements, Appraisal reports, Borrowing Base Certificate, Compliance Certificate, Mortgage documents, Credit Agreement and abstract critical data

§ Perform analysis of Financial Statements and complete spreading as per the guidelines, Performs required research on the received request within stipulated timelines

§ Ability to work through large Excel base data and perform complex calculations, Interpret data, analyze results using bank’s operating systems

§ Follows up on deficient documentation with relevant stake-holders, Makes informed decisions regarding the documentation handled

§ Be an SME in the process and understand the upstream and downstream process, Meet and exceed the turnaround time and accuracy rate as per the specified target

§ Ensure adherence to the quality control standards that have been set for the process, Generate and publish daily reports

Required qualifications, skills and capabilities

• Bachelor’s degree in Commerce/Accounting preferred, 2 - 4 years of work experience, preferably in Banking/Mortgage/Financial Analysis and Loan Operations

• Candidate should be open to work in shifts, Strong verbal & written communication to effectively communicate with various stake-holders and across levels

• Manage the complex requests with minimum supervision and independently make the decisions related to the process

• Good understanding of Financial Statements, Lease Agreement, Mortgage documents, AR reporting, AP reporting and Rent Rolls

• Preferable knowledge on aspects of Financial Statements, AR reporting, AP reporting, Credit Agreement and other loan documents

• Advanced Excel; SQL; MS Access, Demonstrate the attributes of flexibility and accountability

• Excellent interpersonal skills to work effectively in team environment, Attention to detail and problem solving skills

• Client relationship and time management, MS Office skills, High level of proficiency in organizing, priority setting, and issues management