Specialty Product Analyst

Posted 15 Days Ago
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Mumbai, Maharashtra
Hybrid
3-5 Years Experience
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Responsible for managing loans for Trust account clients, liaising with partners, leading reviews, ensuring compliance, identifying process improvements, and training new joiners.
Summary Generated by Built In

Job Description
You are a strategic thinker passionate about driving solutions. You have found the right team
As a Specialty Product Analyst in the Loan Administration team, you will be responsible for managing loans taken and given by Trust account clients. This involves reviewing loan documents, setting up and managing loans, and making and receiving payments on existing loans. You will need to liaise with onshore partners and Trust Officers for timely resolution of queries, prepare and lead review presentations, and manage operations with minimal or no supervision. You will also be responsible for ensuring accurate and timely documentation and compliance of operational procedures, identifying and delivering process improvement initiatives, and taking process trainings for new joiners. This role requires strong analytical skills, excellent communication skills, and a strong client focus. You should have 4-5 years of relevant work experience and knowledge of the loan life cycle and processing of loans.
Job responsibilities:

  • Complete and verifying requests received on Loans pertaining to US Domestic Trusts
  • Liaise with onshore partners and Trust Officers for timely resolution of queries.
  • Prepare and lead review presentations with onshore partners with minimal or no assistance
  • Manage operations with minimal or no supervision.
  • Meet service level standards for timeliness and accuracy
  • Ensure accurate and timely documentation and compliance of operational procedures
  • Understand, follow and demonstrate compliance with all Risk and Control regulations.
  • Identify, evaluate and deliver process improvement initiatives
  • Monitoring the work queue to ensure assignment and completion of work across the team
  • Building synergies across processes.
  • Taking process trainings for new joiners


Required qualifications, capabilities and skills:

  • Strong analytical skills with high accuracy and attention to details.
  • You must have at least 4+ years of experience in related field
  • You must have at least bachelor's degree
  • Excellent communication skills, both verbal and written.
  • Strong Client Focus: adhering to response time to client and maintaining high client satisfaction.
  • Demonstrated leadership skills: collaborate with and lead others by influence, to achieve objectives, with an aptitude for decision making and problem solving.
  • Assertiveness: willingness and ability to challenge the status quo and express opinions,
  • Strong team player
  • Strong interpersonal skills: can build effective business relationships with cross functional/geographical teams and coordinate with teams to action items.
  • Adaptability: effectively organize and prioritize work to meet stringent deadlines
  • Candidate with knowledge of loan life cycle and processing of loans


About Us
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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

The Company
Mumbai, Maharashtra
289,097 Employees
Hybrid Workplace

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.

Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.

Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

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Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Flexible
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