Wholesale Lending Services Analyst

Wholesale Lending Services (WLS) serves Asset & Wealth Management, the Consumer & Community Bank and the Commercial & Investment Bank as an integrated partner, delivering end-to-end product support for syndicated and bilateral loan operations. We utilize our deep industry knowledge and unrivaled experience to help clients navigate federal regulations, ensuring compliance at origination, funding and throughout the life of the loan. 

Currently present in over 30 locations, WLS is planning an expansion into Buenos Aires and is looking for candidates who can support this strategic initiative and manage the functions in scope.  

This position offers opportunity for career growth and skill enhancement, as you collaborate with a dynamic team to ensure the integrity of our loan portfolio. Join us to make a significant impact and advance your career in a supportive and innovative environment. As a Collateral Services Analyst within our team, your work ensures the smooth functioning of our lending services, contributing to the overall loan lifecycle. You will engage with internal and external stakeholders, leveraging your skills in conflict management and critical thinking to resolve potential issues and deliver quality results.   

Our team is dedicated to maintaining the quality of our loan portfolio through meticulous collateral management. You will be part of a collaborative environment that values resilience, time management, and stakeholder engagement.  

Job responsibilities: 

• Process and maintain loan collateral documentation by adhering to established guidelines and procedures, ensuring accuracy and compliance.  
• Update and reconcile deal details across applicable systems; ensure information is entered timely and accurately.
• Assist with attestations and updates to procedures and supporting documents pertaining to team functions. 
• Review closed loan packages for WLS-supported business to confirm required documentation is present and aligns with regulatory and compliance requirements.
• Participate in staff and partner meetings. 
• Identify documentation exceptions and communicate with internal and external partners; track items through resolution. 
• Understand and adhere to Bank policies and procedures. Adhere to compliance and regulatory requirements. 
• Participate in projects and working groups as required. 
• Provide continuous improvement ideas to the overall Upload/DR/Doc Collection review process. 
• Customer service oriented – must be comfortable communicating with internal/external clients on the phone and via email; possess a desire to own and resolve issues.  
• Communicate any inadequacies or issues to Manager, supporting proactive management and resolution.  
• Other duties as assigned 

Required qualifications, capabilities, and skills:  

• Advanced level of English.
• Bachelors degree. 
• Experience in conflict management, resolution of issues and maintaining positive stakeholder relationships.  
• Critical thinking skills, enhancing the ability to analyze situations and make informed decisions.  
• Attention to detail and organizational skills for efficient loan processing and management.  
• Sense of urgency; seek out and adapt to best practices and improvement 
• Strong internal and external customer service skills. Team Oriented- Readily shares information with peers and managers; can teach others; willing to assist wherever needed; works toward team success and goals. 

Preferred qualifications, capabilities, and skills:  

• Knowledge in commercial lending loan documentation, enabling understanding and processing of agreements is preferred, but not mandatory. 
• 1-2 years of prior operations experience in a banking or financial services industry is preferred.   
• Stakeholder management and emotional intelligence, fostering strong relationships and effective collaboration.  
• Ability to manage time effectively and maintain resilience in challenging situations, ensuring consistent performance and productivity. 

About UsJ.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
About the TeamJ.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.