Credit Documentation - Client Service Associate
JPMorgan Chase
- Singapore
- Permanent
- Full-time
- Act as a primary contact for servicing matters related to client documentation for loans and trade finance products:
- Coordinate and ensure all post-onboarding client documentation are duly executed and records are well-maintained (e.g., board resolutions, authorized signatory updates, callback lists etc.).
- Address both internal and client queries regarding documentation matters in a prompt and timely manner.
- Provide clear guidance to clients in getting Trade / Loan facility-related documentation reviewed and completed (for maintenance purposes).
- Collaborate with cross-functional teams to resolve issues relating to client documents.
- Manage complex, non-standard documentation requests and work with various internal partners to review such requests (e.g., Legal, KYC team, Operations).
- Deliver periodic Service reviews/reports, using data to understand and analyze clients' enquiries and servicing activities.
- Identify areas of opportunities for process improvement and efficiencies, whether operationally or from a documentation perspective
- A minimum of 3 years' experience in Client Services roles within the Corporate and Investment Banking or Commercial Banking business
- Ability to work across multiple functions and global teams
- Flexibility to handle multiple tasks and changing priorities
- Ability to analyze situational context, troubleshoot and come up with effective solutions to address issues (also in high pressure situations)
- Effective communication - in communicating clearly the firm's requirements to external clients, or translating clients' requirements to internal stakeholders
- Willingness to learn and forward thinking mindset
- Detail oriented, organized and meticulous in dealing with client documents
- Data oriented - able to identify trends / patterns for potential process improvement initiatives
- Strong decision-making capabilities and able to work without close supervision
- Bachelor's Degree in Finance, Economics or other related disciplines
- Experience in Credit and Transaction Management or documentation