Credit Ops Analyst

JPMorganChase; Columbus (OH); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Backup childcare

On-site wellness centers

Financial coaching

Job summary

JPMorganChase is seeking a Document Specialist for the Private Banking Credit Middle Office Closing Team. You will prepare, review, and finalize legal documents for complex credit transactions, ensuring all details meet regulatory and policy requirements.

You will collaborate with internal partners and external counsel to facilitate timely closings, mitigate risks, and contribute to process improvements in a high-exposure, client-focused environment.

Qualifications

• Bachelor's degree in accounting, finance, economics, business management, or equivalent professional experience.
• Minimum one year of documentation experience.
• Direct client interaction experience.
• Excellent written and verbal communication skills.
• Advanced proficiency in Word, Excel and Outlook.
• Strong analytical and organizational skills.
• Understanding of legal credit documentation, covenants, ownership structures and guarantees.
• Outstanding time management and ability to multitask.
• Attention to detail with a commitment to high-quality results.

Responsibilities

• Prepare, review, and finalize a wide range of legal documents for complex credit transactions.
• Ensure documentation meets regulatory, policy, and compliance requirements.
• Coordinate with internal stakeholders and external counsel for accuracy and completeness.
• Facilitate smooth and timely client closings by managing multiple priorities and deadlines.
• Identify and mitigate regulatory and credit risks through thorough documentation practices.
• Support process optimization to enhance efficiency and control.
• Collaborate with cross-functional teams to deliver outstanding client service.
• Maintain up-to-date knowledge of loan documentation, CRE, and credit policies.
• Contribute to continuous improvement of documentation standards and procedures.
• Provide guidance to team members on best practices and documentation requirements.
• Participate in projects driving innovation and excellence within the team.

Skills

Documentation experience

Client interaction

Communication skills

Analytical skills

Organizational skills

Problem-solving

Credit documentation knowledge

Time management

Education

Bachelor's degree in accounting, finance, economics, business management

Tools

Microsoft Word

Excel

Outlook

Job description

Job Description

Step into a role where your expertise shapes the future of client service and risk management. As a Document Specialist in our Private Banking Credit Middle Office Closing Team, you'll play a critical part in executing complex credit transactions for high net worth clients. This is your opportunity to work on high-profile deals, collaborate with talented professionals, and drive process improvements within a world-class financial institution. Grow your career while developing specialized skills in legal documentation, regulatory compliance, and operational excellence. Join us and make a meaningful impact in a dynamic, client-focused environment.

As a Document Specialist within the Private Banking Credit Middle Office Closing Team, you play a vital role in supporting our commitment to delivering exceptional client experiences. You will prepare, review, and finalize a variety of legal documents, ensuring every detail meets the highest standards of accuracy and compliance. By collaborating with both internal partners and external counsel, you help facilitate smooth and timely client closings. Your work directly contributes to protecting the firm from risk and enhancing operational efficiency. Together, we strive to set the standard for excellence in client service and documentation within a dynamic, collaborative environment.

Job Responsibilities

• Prepare, review, and finalize a wide range of legal documents for complex credit transactions
• Ensure all documentation meets regulatory, policy, and compliance requirements
• Coordinate closely with internal stakeholders and external counsel to guarantee accuracy and completeness
• Facilitate smooth and timely client closings by managing multiple priorities and deadlines
• Identify and mitigate regulatory and credit risks through thorough documentation practices
• Support process optimization initiatives to enhance operational efficiency and control
• Collaborate with cross-functional teams to deliver outstanding client service
• Maintain up-to-date knowledge of loan documentation, commercial real estate, and credit policies
• Contribute to the continuous improvement of documentation standards and procedures
• Provide guidance and support to team members on best practices and documentation requirements
• Participate in projects and initiatives that drive innovation and excellence within the team

Required Qualifications, Capabilities, And Skills

• Bachelor's degree in accounting, finance, economics, business management, or equivalent professional experience
• Minimum one year of documentation experience
• Direct client interaction experience
• Exceptional written and verbal communication skills
• Advanced proficiency in Microsoft Word, Excel, and Outlook
• Strong analytical and organizational skills
• Proven problem-solving abilities
• In-depth understanding of legal credit documentation, covenants, ownership structures, and guarantees
• Outstanding organizational and time management skills
• Ability to prioritize and execute multiple projects simultaneously
• Demonstrated attention to detail and commitment to high-quality results

About Us

JPMorganChase, 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.

• Base salary determined based on the role, experience, skill set and location
• Commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions
• Comprehensive health care coverage
• On-site health and wellness centers
• A retirement savings plan
• Backup childcare
• Tuition reimbursement
• Mental health support
• Financial coaching

Additional details about total compensation and benefits will be provided during the hiring process.

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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

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.