Loan Trading Operations Transformation Associate

JPMorgan Chase & Co.; Town of Newark (WI); On-site; USD 90,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. in Wisconsin seeks a Business Initiative Associate within the Loan Trading team to drive process optimization, transformation, and controls across operations.

This role partners with Operations, Technology, Product, Controls, and Business Resiliency to translate opportunities into prioritized initiatives and lead end-to-end delivery, improving efficiency and managing risk in a fast-paced environment.

Qualifications

• Bachelor’s degree or equivalent professional experience.
• Over three years of expertise in syndicated loan operations, business management, process improvement, or related disciplines.
• Proficient understanding of syndicated loan processing and familiarity with Loan IQ and ClearPar.
• Strong analytical and problem-solving abilities with a proven capacity to identify root causes and deliver effective solutions.
• Demonstrated experience managing multiple priorities and driving initiatives to completion.
• Proven track record of leading cross-functional projects end-to-end, including planning, milestones, dependency management, and stakeholder communication.
• Solid knowledge of operational risk management, controls, and governance practices.
• Effective collaboration across Operations, Technology, Product, and Control functions.
• Excellent written and verbal communication skills and ability to influence stakeholders at various levels.
• Proficiency in documenting business requirements, procedures, and process workflows with strong organizational skills.

Responsibilities

• Identify process gaps, inefficiencies, and operational risks within Loan Trading Operations and recommend sustainable solutions.
• Lead and support business initiatives focused on process optimization, automation, and operational excellence.
• Partner with Technology and Product teams to design, prioritize, and implement strategic enhancements.
• Gather stakeholder feedback to identify pain points and drive continuous improvement initiatives.
• Evaluate operational risks and collaborate with Control partners to implement effective mitigating controls.
• Support business resiliency activities by maintaining and enhancing continuity and recovery plans.
• Ensure operational procedures are accurately documented, regularly reviewed, and aligned with current practices.
• Maintain and oversee RBAC governance and policy adherence.
• Monitor initiative progress, remove obstacles, and drive timely execution of deliverables.
• Promote a culture of continuous improvement, innovation, and operational discipline.

Skills

Syndicated loan operations

Process improvement

Project execution

Cross-functional leadership

Analytical problem solving

Stakeholder communication

Documentation of requirements

Risk & controls governance

RBAC governance

Education

Bachelor’s degree or equivalent

Tools

Loan IQ

ClearPar

Job description

JPMorgan Chase & Co. in Wisconsin seeks a Business Initiative Associate within the Loan Trading team to drive process optimization, transformation, and controls across operations.

This role partners with Operations, Technology, Product, Controls, and Business Resiliency to translate opportunities into prioritized initiatives and lead end-to-end delivery, improving efficiency and managing risk in a fast-paced environment.