You will work within a dynamic team, providing feedback on operational market trends and preferred deal structures. Your role is crucial in maintaining the accuracy and efficiency of loan servicing operations, contributing to the firm's success in the syndicated lending market.
Job Summary
As a Client Service Associate in Wholesale Lending Services, you will support the largest and most sophisticated corporate loan transactions in the market. You will be the primary loan servicing contact for internal and external clients, providing operational support for syndicated credit structures and bilateral loans. This role involves direct interaction with borrowers, lenders, and business partners, ensuring efficient loan servicing.
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Job Responsibilities
• Provide deal origination and execution support to Syndicated deal teams.
• Offer feedback to deal structuring teams on market trends.
• Read and interpret complex legal credit agreements.
• Perform quality control on new deals, restructures, and amendments.
• Initiate loan activity as instructed by clients.
• Calculate and track complex interest and fee accruals.
• Reconcile daily funding and payment activity.
• Initiate and reconcile automated funds movement.
• Monitor and escalate past due principal, interest, and fees.
• Assist in loan operations projects as needed.
Required Qualifications, Capabilities, and Skills:
• Three years of related Client Management/Interaction or Operations experience.
• Excellent interpersonal and written/verbal communication skills.
• Strong analytical thinker with the ability to multi-task and prioritize.
• Strong organizational skills in a high-volume, fast-paced environment.
• Exceptional customer service and communication skills.
• Proficiency in Microsoft Office applications, especially Excel.
Preferred Qualifications, Capabilities, and Skills:
• Experience in Commercial Loan/Lending Operations.
• Knowledge of reading and interpreting syndicated credit agreements.
• Loan IQ experience.
• Highly motivated self-starter.
• Ability to manage and resolve complex problems autonomously.
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
ABOUT US
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
ABOUT THE TEAM
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.