Wealth Management Operations, Credit

JOB DESCRIPTION

Join J.P. Morgan, a global leader in financial services, and make your mark in our Asset & Wealth Management division. Unlock your potential by contributing to our quality control initiatives and driving process improvements.

As a Quality Control Team Lead in the Credit Operations group within J.P. Morgan Asset & Wealth Management, you will play a crucial role in reviewing the quality of operations work for compliance with procedural and regulatory requirements. You will identify patterns and trends, address root causes, and ensure corrections are made, contributing to the continuous improvement of our processes.

Job Responsibilities:

• Perform quality review and audit of credit facilities in compliance with Standard Operating Procedures.
• Suggest process and procedure improvements based on quality review findings.
• Participate in quality improvement projects and offer suggestions for process enhancements.
• Maintain a risk and controls mindset, challenging the status quo and identifying process efficiencies.
• Communicate and escalate discrepancies to Credit Services management for resolution.
• Assist with additional responsibilities as assigned by management, including process transfers and partner communications.

Required qualifications, capabilities, and skills:

• Bachelor's degree with at least four years of experience in a related position.
• Ability to perform in a fast-paced environment and handle multiple tasks through effective prioritization.
• Strong organizational and interpersonal skills, highly detailed and results-oriented.
• Strong verbal and written communication, as well as analytic skills.
• Self-motivated and able to work independently, multi-task, and reprioritize work.
• Ability to interact with varying levels throughout the organization.
• Background in financial/accounting. Bookkeeping, preparing financial statements.

Preferred qualifications, capabilities, and skills:

• Prior exposure to traditional credit and/or mortgage products.
• Knowledge in data mining and use of MS Office applications.

ABOUT US

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.

ABOUT THE TEAM

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking 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.