Credit Ops Specialist III

JPMorgan Chase & Co.•Columbus, OH

About The Position

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.

Requirements

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

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