Credit Product Delivery Client Service Associate

Credit Product Delivery (CPD) part of Global Banking Client and Deal Support (GB CDS) under Global Services is a dedicated lending & trade finance execution support function covering J.P. Morgans Commercial & Investment Bank (CIB) clients. CPDs goal is to provide superior client experience through timely and consistent service whilst retaining a strong risk and controls framework to deliver a client-focused support for Bankers and Trade Sales.

As a Client Service Associate within the GB CDS team you will play a key role in providing timely and consistent service to CIB clients. You will collaborate with regional and global partners to ensure a seamless client experience and maintain a strong risk and controls framework. You will also service as the primary contact for servicing matters for Trade and Loans clients coordinate post-onboarding documentation address client and internal queries and support the team in post-deal activities. You will work closely with business partners across Credit Legal Compliance and Operations to deliver client-focused solutions and drive process improvements.

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. physical 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
• Identify areas of opportunities for process improvement and efficiencies whether operationally or from a documentation perspective

Required Qualifications Capabilities and Skills:

• Bachelors Degree in Finance Economics or other related disciplines
• Minimum of 3 years of experience in Credit and Transaction Management or documentation
• Ability to work independently and across multiple functions and global teams
• Flexibility to handle multiple tasks and changing priorities
• Excellent organizational and time management skills
• Ability to analyze situational context troubleshoot and come up with effective solutions to address issues
• Effective verbal and written communication skills
• Willingness to learn and a forward-thinking mindset
• Detail-oriented organized and meticulous in dealing with client documentation

Preferred Qualifications Capabilities and Skills:

• Experience in client servicing roles is preferred and advantageous