wealth Management - credit middle office sr. specialistJPMorgan Chase

Job Description:
Job Title: Operations Analyst
INTRODUCTION
J.P. Morgan is a leading global financial services firm, established over 200 years ago. We are the leader in investment banking, financial services for Consumers and Community Businesses, Commercial Banking, Corporate & Investment Banking and Asset and Wealth management.
· We have assets of $2.5 trillion and operations worldwide
· We operate in more than 100 market
· We have more than 243,000 employees globally
Our wholesale businesses include J.P Morgan's Asset Management, Commercial Banking and the Corporate Investment bank which provide products and services to corporations, governments, municipalities, non- profits, institutions, financial intermediaries and high -net worth individuals and families.
Our corporate functions support the entire organization and include the following functions: accounting, Audit, Finance, Human Resource, Operations and Technology.
J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth throughout the world. The division offers investment management across all major asset classes including equities, fixed products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
PURPOSE
The purpose of the job is to do administration and the maintenance of Private Banking credit facilities and exposures in line with Corporate Credit policy. The functions performed by this team are critical to protecting the bank from potential credit losses. Individuals may work directly with Capital Advisors, Analysts, Credit Officers, Mortgage Advisors, and other internal/external partners throughout the credit life cycle Supported functions include but are not limited to the following:
Documentation Preparation and Review
Client & Facility Set-up and Maintenance
Annual Review Coordination
Exception Tracking & Escalation Coordination
Data Report Generation
Data Entry and Quality Review
Vendor Work Ordering & Invoice Processing
Covenant Process Coordination
Application Folder Maintenance
Collateral Monitoring
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 outstanding, over limits, 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 Deal works 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
MINIMUM REQUIREMENTS
Minimum qualifications
B.A., B.S., B. Com, BBA, BBM, BSc in relevant field
Minimum experience
Minimum 4 years prior experience in a related position
Ability to perform in a fast paced environment and handle multiple tasks through effective prioritization
Understanding of credit concepts
Understanding of derivatives, FX and participations/syndications
Understanding of credit legal issues and be able to quickly determine sensitivity to business risk
Prior exposure to traditional credit products and traditional credit product loan documentation a plus
Experience using the Credit Risk Infrastructure tools and applications (ARC, EN, SRGT, CRRT, OWL, SELM, etc) a plus
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
About Us:
JPMorgan 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 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
About the Team:
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
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.
JPMorgan Chase

Metro Manila
Permanent
Full-time