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The Credit Middle Office Documentation associate supports the Lending Advisory (LA) and Securities Based Lending (SBL) Teams in all credit documentation related and other ancillary activities, thus contributing to providing an exceptional service to our clients.
Produce standard and non-standard credit documentation and support with associated processes
Documents include, among others, Credit Facility Agreements, Pledge agreements, Life Insurance Assignments, SBLCs and Guarantees.
Support the French market document drafting
Work with standard document templates approved by the Legal department
Ensure correct templates are always used in accordance with the relevant procedure for the allocated market, adhere to zero error target and meet the required SLAs for the delivery of documents
Liaise with the relevant Legal team in cases of non-standard documentation requests or where non-standard language is required (e.g. covenants)
Manage the credit documentation process for the allocated market and refer any issues to the team leader
Identify areas for improvements to legal templates and liaise with legal partners to implement changes
Support analysts with the drafting of documentation
Check the team mailbox for the allocated market and respond to queries promptly ensuring no items are over 24 hours
Update and maintain the tracking log for the allocated market adding appropriate commentary and ensuring it always remains up-to-date
Share the allocated market pipeline with LS and SBL as agreed with the team leader
Update capacity metrics timeously and assist team leader with metrics review and reporting
Prepare or assist with the preparation of the missing documents report and ensure it is sent before the agreed deadline. Assist with the analysis and investigation of ageing items.
Participate and support team leader with key projects, often within tight deadlines, taking ownership and leading as agreed with team leader. Provide support from inception through to completion.
Manage and prioritise the workflow for the day to day activities to ensure SLAs are met.
Deputise for team leader as appropriate, including day-to-day management and participation in meetings
Participate at team meetings and make valuable contributions. Lead or take notes if designated chairperson/secretary and update the minutes in the shared drive. Follow up on allocated actions .
Share information, best practice and ideas with the team
Regularly partner with and provide support for colleagues in other locations. This includes Legal partners, CSS, Onboarding, Business Management and Projects teams
Liaise with Lending Advisors, Credit Executives and internal & external legal teams on documentation requirements and validation
Act as main point of contact for key stakeholders
Deepen relationships with other Credit Middle Office teams and promote synergies
Provide support to and coach analysts/associate colleagues while fostering collaboration and team spirit
Maintain accurate data on documents from clients in the Documentation Tracking System. Create accurate PIDs in a timely manner
Responsible for tracking the status of documents and resolving exceptions
Help set up and maintain robust procedures and processes; identify inefficiencies and propose solutions
Monitor compliance with processes and procedures, in addition to performing quality controls in accordance with local requirements (including Risk Control Self-Assessment)
Understand, ensure adherence to and compliance with, JPMorgan policies and regulatory requirements
Understand credit control requirements to ensure that any control requirement is addressed and controls effected
Highlight documentation exceptions through commentary to senior management
Maintain a strong controls mind-set, able to challenge the status quo and identify process efficiencies
Complete all mandatory training timeously
Ensure timely escalation of issues to team leader/senior management following the applicable escalation procedures
Adhere with Records retention policy
Maintain in-depth understanding of relevant field and end-to-end process
Maintain very good knowledge of credit products
Participate in credit and other forums to stay up to date with new initiatives
Keep informed on new policies/regulations impacting credit and discuss with manager
Commit to own learning and attend training sessions organized by the wider team
Fluent in French
Additional language proficiency is a plus
Graduate, or professional qualification (preferably Law or Finance) and/or relevant commercial experience in dealing with client credit documentation
Relevant experience within a financial institution
Previous experience in a credit documentation team an advantage
Excellent interpersonal skills with an ability to communicate at all levels, including senior management
Strong organizational skills and strong attention to detail
Ability to work independently, self-motivated with ability to prioritize work and meet tight deadlines
Familiarity with credit and lending products (legal knowledge is a plus)
General market knowledge
Knowledge of credit products in European countries is a plus
Ability to suggest improvements and engineer process changes
Strong Word and Excel skills
Control and Risk mitigation mind-set
To be considered for this role, you may be required to complete a video interview powered by HireVue
JP Morgan offers an exceptional benefits program and a highly competitive compensation package.
JPMorgan is an Equal Opportunity Employer
Internal Number: 5618161
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