Full Job Description
Job Responsibilities
The SBL analyst’s primary objective is to prepare a deal for underwriting and to package all components in a manner to create efficiency and consistency for the Lender. Core responsibilities include:
Preparing the analysis of a client prior to underwriting, including but not limited to pulling client credit, generating a collateral analysis and overall preparation for grading and pricing the loan.
Reviewing lines of credit on an annual basis and building recommendations for renewal or modification as required.
Analyzing of client data across multiple systems and preliminary review for criteria for credit.
Reviewing and preparing loan documentation with high accuracy
Reviewing documentation for consistency with federal and local regulations.
Ideal candidate will over time strive to develop their understanding of the Underwriting process to grow into a Lender role with authority to review and approve lines of credit.
Qualifications
Strong interpersonal skill, especially with business partners. Excellent communication skills with various levels within the organization.
Ability to review processes and recommend process improvements. Strong understanding of controls and their importance to an error free environment.
Intermediate Microsoft Office skills; particularly Excel, Word and SharePoint. Adobe Acrobat / PDF editor skill set preferred.
Ideal candidate will possess a working knowledge of the financial markets and their asset vehicles including but not limited to Mutual Funds, Equities, Fixed Income and Municipals.
Ideal candidate will have experience with Underwriting, Credit Risk and/or Collateral Valuation.
Bachelor degree required. Finance, Economics or a related field preferred.
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.
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