Description

Join our Credit Product Delivery team and deliver seamless client experience for lending and trade finance. This role offers exposure across the Commercial & Investment Bank and the opportunity to develop in a dynamic, service-focused environment.

As a Credit Product Delivery Associate within Global Banking Client and Deal Support, you will be the primary contact for servicing matters for Trade and Loans clients, coordinate post-onboarding documentation, address client and internal queries, and support post-deal activities.

You will partner closely with teams across Credit, Legal, Compliance, and Operations to deliver client-focused solutions, maintain a strong risk and controls framework and resolve documentation issues. Your work helps ensure accurate records, effective follow-up, and data-driven insights that enhance client servicing.

Job Responsibilities:

• Coordinate and ensure all post-onboarding client documentation are duly executed and records are well-maintained (e.g., board resolutions, authorized signatory updates, callback lists, etc.)
• Address both internal and client queries regarding documentation matters in a prompt and timely manner
• Provide clear guidance to clients in getting Trade / Loan facility-related documentation reviewed and completed (for maintenance purposes)
• Collaborate with cross-functional teams to resolve issues relating to client documents
• Manage complex, non-standard documentation requests and work with various internal partners to review such requests (e.g., Legal, KYC team, Operations)
• Support the team in post deal closing activities (e.g. document management) and client requests (e.g. quarterly limit reports)
• Deliver periodic Service reviews/reports, using data to understand and analyze clients' enquiries and servicing activities
• Strong risk and control mindset; proactively identify, escalate, and help resolve operational issues to protect clients and the firm.
• Drive continuous process enhancements and efficiency gains across operation workflows and documentation domain,

Required Qualifications, Capabilities, and Skills:

• Bachelor's Degree in Finance, Economics or other related disciplines
• Minimum of 3 years of experience in Credit and Transaction Management or documentation
• Strong analytical skills to proactively identify risks and issues, develop solutions, and escalate in a timely manner.
• Strong communication and interpersonal skills to partner across front office, operations, technology, legal, compliance, and external stakeholders globally
• Proven ability to manage time-bound projects in a fast-paced environment with excellent organizational and time management skills.
• Detail-oriented and meticulous in managing client documentation.
• Willingness to learn with a forward-thinking mindset.

Preferred Qualifications, Capabilities, and Skills:

• Proven experience in credit documentation, particularly within Trade & Loans
• Experience in client servicing roles

About Us

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

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.

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.