List of Qualifications

§ 3-4 years of prior loan operations experience in a banking or financial services industry.

§ Commercial Loan systems knowledge including, but not limited to, ACBS, Loan IQ, ABLE, and/or LeasePak

§ Strong knowledge of loan documentation required; paralegal certificate a plus.

§ Detail oriented- understands the importance of details and seeks to understand their impacts; takes methodical approach to tasks.

§ Works with a sense of urgency; seeks out and adapts to best practices; seeks constant improvement; motivated by personal and departmental goals.

§ Customer service oriented - must be comfortable communicating with internal/external clients on the phone and via email; possess a desire to own and resolve issues.

§ Team Oriented- Readily shares information with peers and managers; can teach others; willing to assist wherever needed: works toward team success and goals.

§ Technologically Adept- Proficient in use of all MS Office programs; can navigate multiple applications making use of shortcuts; can quickly adapt to new systems.

§ Excellent interpersonal and written/verbal communication skills

§ Strong organizational, time management and prioritization skills with ability to multi-task efficiently

§ Extensive experience with reading and interpreting loan and compliance documentation/must be able to read and interpret any type of internal/external document

§ Able to work well in a fast-paced environment

§ Independent, self-motivated and a team player

§ Able to work overtime, when needed

Objective:

§ Reviews pre-closing and post-closing documents from scanned images to ensure compliance and documentation standards are met and support the collateral structure per the approval.

§ The Specialist is accountable for capturing FRBNY, Core and Business terms (metadata) from key legal agreements in a timely manner to be used for analysis and reporting purposes.

§ The Specialist must be able to find and interpret language within legal documents to adhere to specific SLAs.

§ Provide support for the Borrower-in-Custody (BIC) program, with the primary objective to increase the value of our pledge pool to the Federal Reserve Bank.

§ Expand the due diligence and review of loans previously deemed ineligible for pledging due to specific conditions that are within the firm's control to remedy.

§ Apply research results to train BIC analysts of acceptable documentation review practices and ensure that operational errors detected during the BIC review are remediated.

Core Responsibilities:

§ Reviewing closed loan packages for Commercial Bank & SBA credit files for specific documentation requirements, including regulatory and compliance adherence

§ Identifying and communicating documentation exceptions to the market partners

§ Working with the market partners to research and resolve documentation exceptions

§ Entering and updating collateral information on the applicable collateral systems I

§ Indexing documents in Aurora to be archived in the image repository

§ Researching and responding to research requests

§ Perform initial review of loans to determine eligibility to pledge pool.

§ Conduct secondary reviews of loans deemed ineligible for pledge due to documentation or system mismatch scenarios within the firm's control to cure.

§ Participate in partnership meetings with WLS Doc Review and Loan Setup & Funding teams to resolve operational errors that caused pledge ineligibility.

§ Participate in discussions with WLS and LOB partners on high-dollar value loans to cure the pledge deficiency and make the loan eligible to pledge. Follow up as necessary until cured.

§ Provide continuous improvement ideas to the overall BIC review process.

§ Serve as an escalation point for BIC analyst team.

§ Exercising judgment, discretion, and prioritization

§ Participating in projects and working groups as required

§ Understanding and following Bank policy and established procedures

§ Meeting or exceeding established Service Level Agreements

§ Other duties as assignedJPMorgan 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.

Equal Opportunity Employer/Disability/Veterans