As a Credit Documentation – Client Service Associate in the Credit Product Delivery team under Wholesales Lending Services, you will work closely with a range of business partners from Credit, Legal, Compliance, to line of business operations, all of which are based regionally and globally, to deliver a client-focused support model for Bankers and Trade Sales. You will be part of a dedicated lending & trade finance execution support function, covering J.P. Morgan’s Commercial & Investment Bank clients. Credit Product Delivery’s goal is to provide a superior client experience through timely and consistent service, whilst retaining a strong risk and control framework.
Job responsibilities
- Act as a primary contact for servicing matters related to client documentation for loans and trade finance products:
- Coordinate and ensure all post-onboarding client documentation are duly executed and records are well-maintained (e.g., board resolutions, authorized signatory updates, callback lists etc.).
- Address both internal and client queries regarding documentation matters in a prompt and timely manner.
- Provide clear guidance to clients in getting Trade / Loan facility-related documentation reviewed and completed (for maintenance purposes).
- Collaborate with cross-functional teams to resolve issues relating to client documents.
- Manage complex, non-standard documentation requests and work with various internal partners to review such requests (e.g., Legal, KYC team, Operations).
- Deliver periodic Service reviews/reports, using data to understand and analyze clients’ enquiries and servicing activities.
- Identify areas of opportunities for process improvement and efficiencies, whether operationally or from a documentation perspective
Required qualifications, capabilities, and skills
- A minimum of 3 years’ experience in Client Services roles within the Corporate and Investment Banking or Commercial Banking business
- Ability to work across multiple functions and global teams
- Flexibility to handle multiple tasks and changing priorities
- Ability to analyze situational context, troubleshoot and come up with effective solutions to address issues (also in high pressure situations)
- Effective communication – in communicating clearly the firm’s requirements to external clients, or translating clients’ requirements to internal stakeholders
- Willingness to learn and forward thinking mindset
- Detail oriented, organized and meticulous in dealing with client documents
- Data oriented - able to identify trends / patterns for potential process improvement initiatives
- Strong decision-making capabilities and able to work without close supervision
- Bachelor’s Degree in Finance, Economics or other related disciplines
Preferred qualifications, capabilities, and skills
- Experience in Credit and Transaction Management or documentation