Commercial Banking - Wholesale Lending Services - Credit Support Specialist (Chicago, IL)

Job Description

The Credit Support Specialist (CSS) is the owner of credit related data in all of the systems that Corporate Client Banking & Specialized Industries (CCBSI) utilizes including iCRD Credit Proposal and Party Central. The data that the CSS owns drives accurate exposure reporting, capital allocation, and customer profitability reporting among others. The CSS is responsible for accurately setting up customers and their related credit facilities during client onboarding as well as ongoing maintenance.

Reporting to a Credit Admin Team Leader, the Credit Support Specialist provides administrative support for a team of credit underwriters for an assigned portfolio of credit relationships. Responsibilities include, but are not limited to, the follow ing:

iCRD Credit Proposal - Related Activities

• Initiate credit facility proposals in iCRD for new facilities, existing facilities and data maintenance. Engage our Bengaluru partners as needed.
• Populate facility and obligor data as necessary prior to routing proposals for approval
• Attach supporting documents to iCRD proposal.
• Update iCRD proposal as needed prior to release based on changes during negotiation. Finalize dates in proposal.
• Route proposal for approval.
• Complete iCRD proposals for release; store items in Dealworks as needed.
• Ensure credit requests, queries, and issues sent to the team are actioned accurately and timely in accordance with stated procedures and policies
• Work jointly with Closing Coordinators to ensure no client impact related to loan closings .
• Communicate to partners such as Treasury Management Officer / Sales Associate that facility is available.
• Ability to quickly interpret credit approval requirements in relation to JPMC Risk Policies and consistently apply the requirements within daily activities.

Credit Data Management

• Manage credit data in Party Central via Client Data Management Team (credit family structures, credit transfers, coverage roles).
• Execute data remediation projects and w ork on special projects as needed.
• Monitor various data quality reports for accuracy and correct any errors.

Qualifications

• College degree preferred or equivalent experience.
• Minimum of 4 years professional experience in loan/product operations or a credit/lending environment.
• General experience with related credit systems such as iCRD Proposals, Party Central, iCRD Desktop, Dealworks, CRRT, TPS, LIQ, FSD, TCP-Facility Maintenance & QIP . An aptitude to quickly learn and understand relevant systems and applications including upstream/downstream linkages.
• Good understanding of credit loan products (revolving lines of credit, term loans, commercial cards, etc.) and operating exposures (ACH, Intraday limits, etc.).
• General knowledge of financial exposure and ability to understand simple to moderate customer structures.
• Ability to build and maintain excellent partnerships and relationships throughout the CB, including Credit Underwriters, Credit Risk, Wholesale Lending Services and Middle Office Credit Support groups, etc.
• Positive and flexible individual with g ood verbal, written and organizational skills.
• Ability to work in a team based environment consisting of assigned markets and national cross coverage. Build engagement and trust with members of a virtual team (partners in other office locations)
• Strong PC skills on Windows based applications
• Work independently, escalating as needed.
• Demonstrate Excellent Judgment, Initiative, Ownership, and Accountability.
• Set high standards for personal performance.
• Risk Control mindset with strong attention to detail.
• Strong problem solving skills to get to the root cause of issues and resolve them.
• Self-starter able to prioritize key tasks effectively.

The final job title and job grade is at the discretion of the firm and will be discussed at the time of offer. It may be different than what is listed on the requisition based on candidate experience level.