Understands the business purpose and deal structure for new Project Finance Account Bank mandates, proactively identifying deliverables and challenges and contributing to the structuring process; partner with origination teams to understand client needs and expectations
Partners with internal and external legal counsels, coordinating the review and negotiation of governing documentation and ensuring it meets J.P. Morgan risk appetite
Interacts with clients in a proactive and professional manner ensuring the highest level of responsiveness and client service
Ensures deal information is set up on all operating systems and contractual obligations denoted including client access to electronic banking if required
Ensures the account structure is properly and accurately implemented
Acts as the primary point of contact for the US and Latin America client base, providing strong customer service by responding quickly to client requests, offering solutions to client needs, and developing meaningful client relationships
Partners with sales organizations to facilitate the retention of client relationships
Provides support to sales organizations on new business prospects as required
Ensures payments, administration and risk aspects of project finance related account portfolio are handled in accordance with contractual requirements and J.P. Morgan policies and procedures
Seeks opportunities to involve client in key business initiatives
Required qualifications, capabilities, and skills
Bachelor's Degree
Demonstrates VP level experience in a similar role within financial services, supporting project finance, infrastructure and energy transactions in a banking or corporate trust environment
Experience in legal contract negotiation; account bank, agency, escrow, trust or similar contracts with finance document review and leadership skills; ability to review and understand financial models, budgets and other project related documentation