Credit Documentation Specialist

6 days ago


Edinburgh, Edinburgh, United Kingdom JP Morgan Chase Bank, National Association Full time
About the Role

J.P. Morgan Chase Bank, National Association is seeking a skilled Credit Documentation Associate to join our team. As a key member of our Credit Documentation Team, you will play a critical role in ensuring the accuracy and completeness of credit documentation, while maintaining compliance with local regulatory requirements.

Key Responsibilities
  • Partner with Lending Specialists throughout the credit lifecycle to ensure seamless communication and collaboration.
  • Prepare credit documentation, including facility and security documentation, to meet the needs of our clients and internal stakeholders.
  • Undertake completion activities, ensuring satisfaction of all conditions, to ensure timely and accurate delivery of credit documentation.
  • Prioritize team activities on a day-to-day basis to provide excellent client service and meet business objectives.
  • Maintain accurate data in systems and collaborate with operations and technology colleagues to resolve exceptions and improve process efficiency.
  • Lead projects and act as an operations Subject Matter Expert to deliver new products, simplify or enhance existing processes, and enhance the client experience.
Requirements
  • Fluent in Spanish and strong communication skills to effectively interact with clients and internal stakeholders.
  • Familiarity with credit and lending products and experience within a financial institution to understand the complexities of credit documentation.
  • Control and Risk mitigation mind-set and strong attention to detail to ensure accuracy and compliance in credit documentation.
  • Strong organizational and team work/leadership skills to prioritize work, meet tight deadlines, and support junior team members.
  • Excellent interpersonal skills to communicate effectively at all levels and build strong relationships with clients and internal stakeholders.
  • Ability to identify improvements and support delivery of process changes to enhance the client experience and improve business efficiency.
  • Ability to multi-task, prioritize, and work with tight deadlines to meet business objectives and deliver high-quality results.
Preferred Qualifications
  • Understanding of the credit lifecycle to provide expert guidance and support to clients and internal stakeholders.
  • Experience with document automation tools/low-code automation to improve process efficiency and reduce errors.
  • Experience in legal documentation to ensure accuracy and compliance in credit documentation.


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