Legal Job opening : AWM – Wealth Management – Credit Middle Office – Associate at JPMorgan Chase & Co.

About Company

For over 200 years, JPMorgan Chase & Co has provided innovative financial solutions for consumers, small businesses, corporations, governments and institutions around the world. Today, we’re a leading global financial services firm with operations servicing clients in more than 100 countries. Whether we are serving customers, helping small businesses, or putting our skills to work with partners, we strive to identify issues and propose solutions that will propel the future and strengthen both our clients and our communities.

Responsibilities For The Portfolio Management Analyst Include

Core functions include:

  • Delivery of digital loan documents via DocuSign
  • Receipt and confirmation of complete executed document package post client execution
  • Comparison and validation of legal documents terms and conditions to credit approval
  • Identification of material changes and facilitation of review and re-approval of key credit terms as required
  • Obtaining credit approval for exception processing (missing documents, funding, etc.)
  • Identify and facilitate authorities and regulatory (FinCEN) updates as required
  • Create workflow cases for Wholesale Lending Partners post comprehensive review and document validation activities

Additional Core Responsibilities Include

  • 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

artnership Teams

  • Develop and enhance partnership relationships between the Lending Solutions, Securities Based Lending, Underwriters, Credit Risk Analysts, Client Services, Collateral, Covenants, and Closing functions and between Wholesale Lending Services, Global Trade Services and other JPMC product and service groups who support Asset Wealth Management clients.


  • Legal documentation knowledge-ability to read and understand legal terms and conditions
  • Excellent communications skills, both oral, written and presentation
  • Ability to multi-task and reprioritize work and demands throughout the day
  • Excellent relationship building skills
  • Ability to interact with varying levels of management throughout the organization
  • Ability to represent AWM in all working groups that involve decision making on behalf of the business
  • Minimum B.A., B.S. and 10 years of experience in relevant field
    • Credit concepts, policy/regulatory framework, loan and derivative products
    • Credit Risk Infrastructure, tools and processes a plus (ARC, EN, SRGT, CRRT, OWL, SELM, etc.)
    • Strong technical skills – Excel, data mining and management, Microsoft office
    • Transformation skills a plus-Signavio, Alteryx, Xceptor

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