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JPMorgan Securitized Products Transaction Management Associate 
United States, Delaware 
370980328

25.06.2024

Job responsibilities:

  • Review of loans pledged as collateral, preparation and analysis of borrowing base calculations, processing of advance and pay down requests, maintenance of deal terms in loan and collateral systems
  • Update loan systems (LoanIQ/ABSolute) and collateral systems (Vulcan/Client Portal) timely with client activity
  • Resolve routine exceptions regarding ineligible loans, failed sublimits, margin calls, and documentary exceptions with Clients and Front Office partners
  • Perform and create various reconciliations and reporting at deal and business level
  • Understand and approve configurations based on review of complex legal documentation
  • Ensure compliance with audit, control and quality requirements
  • Adhere to defined policies and procedures to ensure a controlled environment
  • Communicate with Front Office, Trustees, Clients and other internal departments to support clients, resolve issues and respond to inquiries
  • Participate in special projects and department/bank initiatives as necessary

Required qualifications, capabilities, and skills:

  • College degree in Finance/Accounting or 4+ years equivalent work experience related to trade support and loan processing
  • Strong analytical, problem solving, and decision making skills
  • Highly organized, extremely detailed and control orientated; strong desire to understand the full process/business flow
  • Ability to review and understand complex legal documentation such as Master Repurchase Agreements, Pricing Side Letters, Loan & Security Agreements, Indentures, and Custodial Agreements
  • Ability to effectively prioritize to meet the competing demands of Clients and Front Office partners
  • Excellent communication (oral/written) and interpersonal skills; ability to develop relationships across several different client bases
  • Strong PC Skills including Microsoft Excel, Word, and PowerPoint
  • Ability to work independently (self-motivated and demonstrated leadership abilities) and within a team (strong teamwork skills)
  • Ability to assimilate new products and processes quickly

Preferred qualifications, capabilities, and skills:

  • Familiarity with automation programs such as Alteryx or Xceptor

Work Schedule:

  • This hybrid role requires going into the office three days a week with two days' flexibility to work from home, subject to change