Client Account Associate-Commercial Lending
Job Description
Join the firm that FORTUNE has named one of the top five “World’s Most Admired Companies” and LinkedIn has ranked #1 out of 50 of the best companies in the U.S
As a Client Account Associate in Commercial Lending, you will initiate new internal requests for client onboarding, maintaining, updating and keeping client data current. You will interact with downstream support teams and occasionally external parties, while adhering to the governance structure.
Job Responsibilities
- Respond to client/lender escalations according to service level agreements while adhering to policy guidelines and controls
- Communicate with other departments within the bank (front office, middle office back office) as well as external contacts (Borrowers, other Banks, Trustees, etc)
- Update information and ensure the accuracy of customer data for regulatory reporting, including metrics reports
- Work with technology for system enhancements to consolidate customer data and business initiatives while participating in system testing, as needed, which may occur during non-business hours
- Manage and coordinate off-shore and state-side team members
- Update and add system records as required to reflect legal documentation or customer requests
- Monitor and escalate issues as needed
Required Qualifications, Capabilities, and Skills
- 2 plus years of experience reading and interpreting loan documentation
- Strong analytical, problem solving and proven decision-making skills
- Strong organizational skills with the ability to effectively prioritize
- Ability to work independently within a team environment
- Excellent oral and written communications skills and strong interpersonal/client servicing skills
- Solid working knowledge of Microsoft Office applications (i.e. Excel, Word and PowerPoint)
- Some overtime required
Preferred Qualifications, Capabilities, and Skills
- Bachelor’s Degree
- Experience working with credit products such as revolving lines of credit, term loans, commercial cards, letters of credit
- Experience with leadership, providing technical guidance, direction on team initiatives, and performance management.
- Experience with loan accounting systems, such as LoanIQ
- Experience with Microsoft Office, specifically Excel
This hybrid role requires going into the office three days a week with two days’ flexibility to work from home, subject to change
This position is not eligible for H1B or Sponsorship
About Us
JP Morgan Chase & Co., 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. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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.
JP Morgan Chase is an Equal Opportunity Employer, including Disability/Veterans
About the Team
Commercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide credit and financing, treasury and payment services, international banking and real estate services to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations.
Operations teams develop and manage innovative, secure service solutions to meet clients’ needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.
