You are a strategic thinker passionate about driving solutions. You have found the right team. As a Team Lead, you will primarily support the JPMorganWealth Management Domestic credit business. You will work directly with Lending Specialists, Analysts, Underwriters and Credit Officers throughout the credit approval process. Job Responsibilities: Partner with Underwriters and Lending Specialists to capture terms and conditions stipulated in the credit approval and legal documentation into the corporate credit platform. Establish and monitor proper linkages between the Corporation Credit Systems. Coordinate with internal staff (Underwriters, Lending Specialists, and Wholesale Loan Services) and external constituencies (customer, legal counsel) to ensure approved facilities are correctly booked for loan closings. Coordinate with the global approval for cross LOB requests to include exposure to customers that are managed by units outside of the family responsibility area. Ensure that Country of Risk allocations are accurate and/or that Senior Country Officer concurrence is obtained, if required. Assist in issuance of letters of credit and amendments and monitor/manage ARC LC queues for approvals of new and evergreen LCs. Manage and monitor credit exposure information on the corporate credit systems. Coordinate all administrative aspects of portfolio management on a day to day basis including, but not limited to, identifying unlinked outstanding, over limits, temporary facility extension or increases. Support the information needs as a result of internal and external examinations, portfolio reviews, credit audits and quality reviews. Manage market and LOB transfers as clients and facilities are moved to new markets or to other LOBs outside of PB Creation of and maintaining client information records in internal systems Required qualifications, capabilities and skills Regulatory reporting updates for CCAR dates post loan set up Unilateral notice mailing and tracking activities Identification of trends specific to market, individuals or process and recommendation of training or process updates Participate in strategic initiatives including Loan Doc Platform integration to streamline DocuSign and WLS activities Signature Validation processes to confirm valid client signatures Ensure consistent global use of key data elements Reg U form and execution, Reg Z minimum amounts, specific Operational flags and RRC codes associated with evergreen and purpose credits Engage in relevant global consistency initiatives
