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Credit Operations Specialist
2 months ago
We are seeking a dedicated Credit Operations Associate to enhance our Credit Platform Services team.
Credit Platform Services operates on a global scale, supporting both the US Private Bank and the International Private Bank. With a presence in multiple locations, our team collaborates closely with Lending & Mortgage Specialists and Credit Risk Executives to ensure an outstanding client experience.
As a Credit Operations Associate within the Wealth Management sector, your primary responsibilities will include:
- Documenting credit facility agreements with clients.
- Setting up credit facilities, including data entry into credit systems.
- Monitoring covenants and collateral on a daily basis.
- Managing exception reporting and resolution.
- Delivering exceptional service to clients and internal stakeholders.
- Contributing to projects aimed at streamlining processes and automating manual tasks using low-code and no-code tools.
- Accurately input data into credit systems, ensuring first-time right delivery.
- Prioritize daily team activities to meet service levels and deadlines.
- Oversee daily exception reporting processes.
- Collaborate with other operations teams and internal stakeholders to investigate and resolve exceptions.
- Provide support and coaching to junior team members.
- Assist with internal and external audit and regulatory examination activities.
- Experience in financial services, banking, or credit.
- Exceptional attention to detail with strong organizational and prioritization abilities.
- Excellent interpersonal skills, capable of working independently and as part of a team.
- Flexible team player who maintains a positive attitude and high performance in demanding situations.
- Ability to identify process improvements and support their implementation.
- Familiarity with credit products, particularly mortgages and loans.
J.P. Morgan is a leading global financial services firm, providing strategic advice and products to a diverse range of clients. Our commitment to excellence drives our approach to serving clients, fostering long-term partnerships to help them achieve their objectives.
We value our employees and the diverse talents they bring to our organization, recognizing that this diversity is integral to our success. We are an equal opportunity employer and prioritize diversity and inclusion in our workplace. We do not discriminate based on any protected attribute and are committed to providing reasonable accommodations for applicants and employees as needed.
About the Team
J.P. Morgan Asset & Wealth Management offers premier investment management and private banking solutions, delivering expertise across a wide range of asset classes through our global network.