Loan Origination - Operations Analyst

Loan Servicing Specialist – Operations Analyst, a pivotal role within our Loans group. This key position is designed to deliver on specific tasks and requirements, making it an essential part of our team. As a Loan Servicing Specialist, you will gain valuable exposure to various aspects of running a banking office, contributing to the seamless operation and success of our financial services. Join us to play a crucial role in our dynamic and collaborative environment.

Job Summary

As a Loan Servicing Specialist – Operations Analyst within our Loans group, you will be responsible for executing all assigned tasks while ensuring compliance with Service Level Agreements (SLAs). Your role will involve working across various processes, including Deal Closing, Drawdowns, Rollovers, Repayments, Pre-payments, Funding, Rate-Fixings, Fees, and external payments. This position offers a unique opportunity to enhance your skills in Nostro & Past Due Reconciliation and make a significant impact on our operations.

Job Responsibilities

• Adhere to established QUALITY & QUANTITY SLAs consistently.
• Ensure 100% compliance with process-related policies, guidelines, and controls.
• Manage Deal Closing, Drawdowns, Rollovers, Repayments, and other financial processes efficiently.
• Support the secondary trading desk with trade booking and settlements.
• Liaise with bank departments and external contacts, including Borrowers and Trustees.
• Follow up timely with agents or customers for any missing notifications.
• Complete all funding within the SLA on the same day.
• Serve as the SME and first internal POC for process-related queries and clarifications.
• Act as the first point of escalation for process-related issues from customers.
• Identify changes to processes to improve productivity and efficiency.
• Drive process improvements and other initiatives effectively.

Required Qualifications, capabilities and skills

• Hold a Bachelor’s degree in Finance or a related field, or possess equivalent work experience.
• Minimum 6 months of experience in the Financial Services industry with a proven track record of delivery.
• Understand business financial statements, cash flow capacity, and loans across various industries and business types.
• Exhibit strong research, analytical, and comprehension skills to analyze large data sets.
• Manage clients effectively, build partnerships, and lead while dealing with multiple stakeholders simultaneously.
• Utilize effective time management and prioritization skills to achieve business objectives.
• Communicate effectively with strong interpersonal and analytical skills, working independently on multiple assignments.

Preferred Qualifications, capabilities and skills

• Build relationships with clients, internal partners, and peers effectively.
• Recognize issues or problems that need to be escalated promptly.
• Develop domain learning and exhibit strong interpersonal and communication skills.
• Apply analytical thinking and problem-solving skills effectively.
• Understand the product lifecycle and area product management thoroughly.

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 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. 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.