Credit Ops Document Specialist – Private Banking Closings

JPMorgan Chase; Kentucky; On-site; USD 55,000 - 75,000; Full time

Job summary

JPMorgan Chase in the United States seeks a Document Specialist to support the Private Banking Credit Middle Office Closing Team. You will prepare, review, and finalize a variety of legal documents for complex credit transactions, ensuring accuracy and regulatory compliance.

Collaborate with internal partners and external counsel to ensure timely closings, mitigate risks, and contribute to process improvements in a high-caliber, client-focused environment.

Qualifications

• Bachelor's degree or equivalent professional experience in a relevant field.
• Strong written and verbal communication skills.
• Experience with loan documentation and regulatory requirements.
• Attention to detail and ability to manage multiple documents.
• Proficiency in Microsoft Word, Excel, and Outlook.
• Ability to collaborate with internal teams and external counsel.

Responsibilities

• Prepare, review, and finalize legal documents for complex credit transactions.
• Ensure documentation meets regulatory, policy, and compliance standards.
• Coordinate with internal stakeholders and external counsel for accuracy.
• Facilitate timely client closings by managing priorities and deadlines.
• Identify regulatory and credit risks through documentation practices.
• Support process improvements to enhance efficiency and control.
• Collaborate with cross-functional teams to deliver excellent client service.
• Maintain knowledge of loan documentation, covenants, and guarantees.

Skills

Communication

Analytical skills

Organizational skills

Time management

Attention to detail

Documentation software

Education

Bachelor's degree in accounting, finance, economics, business management, or equivalent professional experience

Tools

MS Word

MS Excel

MS Outlook

Job description

JPMorgan Chase in the United States seeks a Document Specialist to support the Private Banking Credit Middle Office Closing Team. You will prepare, review, and finalize a variety of legal documents for complex credit transactions, ensuring accuracy and regulatory compliance.

Collaborate with internal partners and external counsel to ensure timely closings, mitigate risks, and contribute to process improvements in a high-caliber, client-focused environment.