Financial Operations Specialist
Vor 7 Tagen
Become a crucial member of our team as a Financial Operations Specialist in Private Banking Operations. Your role will involve collaborating closely with stakeholders to execute credit services efficiently and support the growth of our Private Banking business.
In this position, you will have the opportunity to develop your skills, expand your knowledge, and contribute to a dynamic environment that emphasizes innovation and excellence.
Responsibilities:
- Create and maintain accurate credit documents using standard templates.
- Work collaboratively with Lending Solutions, Credit Executives, and Legal Advisors to validate documentation requirements and ensure compliance.
- Process credit requests, submit them for approval, and manage critical client data in our corporate systems.
- Approve payments, loan drawdowns, and asset transfers in accordance with our Credit Policy.
- Monitor daily collateral values and credit exposure to ensure we adhere to authorized limits.
- Oversee Stand By LC's and associated fees to optimize our operational efficiency.
- Maintain strict adherence to JPMorgan policies and regulatory requirements at all times.
Key Requirements and Skills:
- Up to 3 years of relevant experience in private banking or credit products with a solid grasp of credit regulations.
- Full working proficiency in English language.
- Team player with excellent interpersonal skills and ability to work effectively under pressure.
- Strong commitment to delivering high-quality results, integrity, and meeting deadlines.
- Excellent organizational and problem-solving skills with attention to detail.
- Proficient in Microsoft Office, especially Excel, and experienced in using tools like Alteryx, Tableau, Python, and VBA.
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