Wholesale Lending Services (WLS) - Product Governance & Repo

at JPMorgan Chase in Newark, Delaware, United States

Job Description

Commercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide credit and financing, treasury and payment services, international banking and real estate services to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations.

Operations teams develop and manage innovative, secure service solutions to meet clients’ needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.

Wholesale Lending Services (WLS) is part of the JP Morgan Chase Commercial Bank providing lending servicing support to multiple business units across the firm and around the world. The Operation provides loan documentation; closing and funding; payment and fee processing; syndication loan trade processing; credit administration; collateral perfection and management, customer service and reporting; and construction management.

General Summary

Within WLS, the Agency team is tasked with navigating and supporting many complex arrangements in Credit Agreements. As such, operational implications require assessment and governance. There are multiple legs to the governance cycle including advisory and review, operational capabilities assessment, and tracking and syndicating. This role focuses on the tracking and syndicating portion of the cycle. This requires independent ownership of tracking potentially challenging product offerings and summarizing them in a meaningful way for multiple stakeholders across the Business, Legal, and Operations. The expected delivery requires concise output of technical themes with executive level messaging.

Essential Responsibilities

+ Primary source of intake and tracking of credit agreement feedback, globally, across various teams and transaction lifecycle

+ Partner with Business, Legal, and Operations teams to properly capture and share relevant feedback

+ Prepare and deliver relevant messaging and key decisions to all stakeholders

+ Continually help define and manage key operational “strike zone” capabilities and/or deviations

+ Deliver effective presentations and material suitable for stakeholders & business partners

+ Coordinate and lead meetings, host subgroup meetings, establish agendas, produce minutes, establish scorecards, and ongoing status reports

+ Help prioritize relevant technology enhancements

+ Ensure processes and procedures are updated timely with attention to detail

Successful candidates must be able to

+ Communicate and interact effectively with all levels of management

+ Effectively manage and influence resources across teams

+ Ability to analyze, interpret and translate data into business insight

+ Ability to package and present complex information / data clearly and easily understood

+ Develop strong relationships and partnerships across teams

+ Navigate and negotiate organizational complexities to influence decision makers


+ 8+ years of leadership experience (individual and/or management), 5+ years in financial services industry preferred

+ Knowledge of the loan syndicated product including an understanding of a Credit Agreement, loan funding mechanics, complex deal structure, etc.

+ Proven track record of leading initiatives, hitting milestones, and succeeding in a team environment

+ Proven ability to execute via successful internal partnerships with other organizations

+ Well organized with proven ability to successfully manage multiple priorities

+ Structured thinker, effective communicator with excellent written communication skills

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the “WELL Health-Safety Rating” for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm’s current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm’s vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

Equal Opportunity Employer/Disability/Veterans

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Job Posting: JC215339781

Posted On: Jun 04, 2022

Updated On: Jul 23, 2022