Custom Loan Transaction Coordinator

JPMorgan Chase & Co.; Town of Newark (WI); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in Wisconsin seeks a Trading Services Associate I to help ensure timely trade execution and settlement.

You will work with traders and stakeholders to support daily operations, learn market products, and contribute to process improvements. This role emphasizes collaboration, analytics, and continuous improvement, with opportunities to present insights to senior management and mentor junior team members as you grow your career.

Qualifications

• Experience in trading or financial services.
• Strong analytical and problem-solving abilities.
• Excellent communication and interpersonal skills.
• Proficiency with Microsoft Excel and digital tools.
• Ability to work in fast-paced environments and manage multiple tasks.
• Collaborative team player with knowledge of trading systems.

Responsibilities

• Support daily trading operations by ensuring timely execution and accuracy of trades, while collaborating with traders and team members to resolve discrepancies.
• Monitor and reconcile trading accounts, driving the development and implementation of process improvements to enhance operational efficiency.
• Deliver exceptional service to internal and external clients, maintaining up-to-date knowledge of market trends, trading regulations, and ensuring compliance with company policies and industry standards.
• Prepare and analyze trading reports for management review, contributing to strategic discussions in team meetings and handling ad-hoc projects and tasks as needed.
• Assist in training and mentoring junior team members, fostering a collaborative and growth-oriented environment.
• Utilize strong analytical and problem-solving skills to support strategic initiatives and drive continuous improvement.

Skills

Trading experience

Analytical thinking

Communication

Problem solving

Team collaboration

Change management

Tools

Microsoft Excel

Trading platforms

Job description

Are you ready to elevate your career in a fast-paced, innovative environment? You will have the opportunity to utilize and keep developing your skills while contributing to a team that values growth and collaboration. Join us and be part of a company that supports your professional journey and offers exciting challenges.

As a Trading Services Associate I within JPMorganChase, you will play a pivotal role in the seamless execution of trade activities, from order entry to settlement. While still developing, your expertise in market products and understanding of automation technologies will be instrumental in optimizing our trading services. You will be expected to leverage your proficiency in change management and continuous improvement to enhance the efficiency and resilience of our operating platform Your role will also allow you to keep developing your relationships with internal stakeholders, presenting insights to senior management, and driving process improvements. Your decisions will contribute and impact on short-term team and department goals, and you will often guide others in their work activities, contributing to the overall success of our trading services.

Job responsibilities

• Support daily trading operations by ensuring timely execution and accuracy of trades, while collaborating with traders and team members to resolve discrepancies.
• Monitor and reconcile trading accounts, driving the development and implementation of process improvements to enhance operational efficiency.
• Deliver exceptional service to internal and external clients, maintaining up-to-date knowledge of market trends, trading regulations, and ensuring compliance with company policies and industry standards.
• Prepare and analyze trading reports for management review, contributing to strategic discussions in team meetings and handling ad-hoc projects and tasks as needed.
• Assist in training and mentoring junior team members, fostering a collaborative and growth-oriented environment.
• Utilize strong analytical and problem-solving skills to support strategic initiatives and drive continuous improvement.

Required qualifications, capabilities, and skills

• Proven experience in trading or financial services, demonstrating a strong foundation in industry practices and operations.
• Strong analytical and problem‑solving skills, enabling effective decision‑making and issue resolution.
• Excellent communication and interpersonal abilities, facilitating clear and productive interactions with colleagues and stakeholders.
• Proficiency in Microsoft Office Suite, particularly Excel, complemented by advanced digital literacy for integrating innovative technologies in trade services.
• Capability to work effectively in fast‑paced environments, maintaining a detail‑oriented approach and strong organizational skills to manage multiple tasks and adapt to changing priorities.
• Demonstrated ability to collaborate effectively in team settings, with a solid understanding of trading systems and financial markets.
• Strong commitment to delivering high‑quality results, with a focus on continuous improvement and adaptability.

Preferred qualifications, capabilities, and skills

• Proficient in using trading platforms and software, with hands‑on experience in navigating and optimizing these tools.
• Knowledgeable about regulatory requirements in the trading industry, ensuring compliance and adherence to industry standards.
• Skilled in leveraging digital literacy to adopt and integrate innovative technologies, enhancing trade services and operational efficiency.
• Capable of utilizing AI and machine learning to enhance trade service processes and improve decision‑making, driving data‑driven insights and outcomes.