Apply Now    

Wealth Management - IPB CMO - Operations Analyst

Req #: 170091131
Location: Mumbai, MH, IN
Job Category: Asset Management
Potential Referral Amount: 5000 Indian Rupee (INR)
KEY PERFORMANCE AREAS AND % TIME
  • Setup client and line of credit facilities in the credit systems while confirming that all required credit documentation is complete.
  • Produce quality documentation and edits, cross-regionally, on all standard and non standard loan types, including but not limited to: Unsecured, Real Estate (footprint and non-footprint states), Marketable Securities, and Business Assets and Titled Collateral
  • Ensure compliance to Private Banking guidelines/policy and Lending Regulations (FSA, Basel II, FIRREA, Reg Z., MDIA etc).
  • Use available resources to find, review, and set-up loan covenants, and use the information to prepare quality Covenant Agreements and Loan Agreements.
  • Review current and pending exceptions to covenant agreement terms that occur. Confirm their accuracy and proactively identify an appropriate resolution prior to escalation to extended team members to highlight to Underwriters and Bankers for resolution.
  • Ensure that credit risk recommendations and mitigations are implemented.
  • Partner with Capital Advisors and Analysts to capture terms and conditions stipulated in the credit approval and legal documentation into the corporate credit platform (via ARC).
  • Coordinate all aspects of portfolio management on a daily basis including, but not limited to, maturing facilities, client annual reviews, unlinked outstandings, overlimits, temporary facility extensions or increases, document exceptions, covenant exceptions.
  • Manage market and LOB transfers as clients and facilities are moved to new markets or to other LOBs outside of PB.
  • Create Legal and the Credit File and Compliance Deal Folders for all facilities within Dealworks and file completed ARC proposals.
  • Master CRRT and CWS reporting to support data and analytical needs.
  • Responsible for maintaining critical Client credit data in Corporate Systems.
  • Support Credit and Capital Advisory requests for targeted data summaries and portfolio risk analysis. Receive and review pre/post closing legal packages, comparing the legally documented terms and conditions to those stipulated in the credit approval memo and ARC, ensuring accuracy.  Create / contribute transmittal / QCC when appropriate.
  • Able to manage things in the absence of the supervisor
Key competencies must indicate competencies essential to do the job.
  • Strong organizational and interpersonal skills
  • Highly detail and results oriented
  • Strong verbal and written communication
  • Strong analytic skill
  • Self-motivated and able to work independently
  • Ability to multi-task and reprioritize work
  • Ability to interact with varying levels throughout the organization
  • Ability to recognize work in the pipeline and willing to work to completion
  • Data mining
  • MS Office
  • Languages:  English is mandatory
Apply Now    

Join our Talent Community

Not ready to apply? Leave your information with us and we will keep you up to date with new career opportunities.

Things to note

Sign in to our application system to continue your job search or update your profile.

Current employees sign in here. Contractors sign in here.

Any information you provide is confidential and will only be viewed by our recruiters in an effort to fill open positions. In addition, the information you provide is subject to our privacy policy practices.

Please note that J.P. Morgan will not accept unsolicited approaches or speculative CVs, nor will J.P. Morgan be responsible for any related fees, from Third Party Firms who are not preferred suppliers.

The firm invites all interested and qualified candidates to apply for employment opportunities.

Need disability related assistance?

If you are a US or Canadian applicant with a disability who is unable to use our online tools to search and apply for jobs, please click here.

Important links

Click here to view the "EEO is the Law" poster.

Click here to view the "EEO is the Law" supplemental poster.

Click here to view our U.S. Pay Transparency Policy.

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.