Credit Admin Analyst
Columbus, NE - USA
Department:
Job Summary
Help safeguard the firms credit portfolio by ensuring loan programs are set up and monitored with precision and strong this role you will translate executed credit agreements into clear monitoring requirements complete covenant calculations and surface exceptions early. You will build valuable expertise across credit documentation financial covenants and risk partnership while strengthening skills that support long-term mobility in credit and risk-related careers. We value ownership attention to detail and strong collaboration in a fast-paced environment. Join us to do work that matters and grow your impact.
As aCredit Administration Analystwithin theProfessional Loan Program Monitoring team you will set up and monitor private equity loan programs by translating executed credit agreements into accurate covenant requirements and testing schedules. You will perform covenant calculations track ongoing compliance and escalate exceptions to help prevent potential credit losses. You will partner with colleagues in credit risk and other stakeholders to confirm approvals align to executed documents and resolve discrepancies. You will join a team that values precision accountability and timely execution in a high-volume environment. Together we protect the firm and enable responsible lending.
Job responsibilities
- Reviewcredit requests and evaluate approval details loan documentation and covenant requirements for new transactions.
- Interpretcredit agreement terms following financial analysis and credit approval partnering with Credit Risk as needed.
- Validatethat approved covenant terms and templates align to executed loan documents.
- Identifyandescalatedocumentation or covenant discrepancies for resolution.
- Set upcovenant requirements in the covenant monitoring system including testing items and required testing frequency.
- Performcovenant calculations andcompleterequired testing on the defined schedule.
- Produceexception reports andtrackoutstanding items that may indicate potential non-compliance or default.
- Prioritizesetup and monitoring work to meet turnaround expectations in a high-volume environment.
- Supportassigned projects and special requests anddeliveradditional related duties as needed.
Required qualifications capabilities and skills
- One or more years of experiencein banking lending or database operations.
- Have experiencereviewing and interpreting financial statements (e.g. income statement balance sheet cash flow).
- Have experiencereviewing loan legal documentation (e.g. credit agreements and related exhibits).
- Demonstrate proficiencywith Microsoft Office (Excel Word Outlook Access SharePoint).
- Demonstrate strong organizational skillsand the ability to manage multiple priorities and deadlines.
- Demonstrate strong attention to detailand accuracy in data entry and documentation.
- Communicate effectivelyin writing and verbally with partners across multiple levels of the organization.
- Collaborate effectivelywithin a team environment andwork independentlywith minimal supervision.
Preferred qualifications capabilities and skills
- Hold a bachelors degreein business finance or a related field or bring equivalent credit experience.
- Have experienceinterpreting and monitoring financial covenants and related compliance requirements.
- Have experienceidentifying and escalating potential events of default or documentation exceptions.
- Demonstrate understandingof the credit operations lifecycle from approval through ongoing monitoring.
- Apply strong analytical skillsto validate data reconcile discrepancies and support accurate covenant setup and testing.
- Use structured problem-solvingto resolve issues efficiently and document outcomes clearly.
- Identify process improvement opportunitiesand partner with the team to implement practical enhancements.
Required Experience:
IC
Key Skills
About Company
JPMorganChase, 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 ov ... View more