• Job Description

  Req#: 210449440

  We are actively looking for exceptionally talented individuals who are motivated to learn and collaborate with multiple internal groups.

  As a Portfolio Quality Analyst, you will assist the Business Banking Group with all day-to-day loan portfolio operations such as financial analysis, documentation and origination. If you are looking to challenge yourself and work alongside a team of talented colleagues, this position is for you.

  Job Responsibilities
  • Work with the Credit Analysts & Business Bankers by preparing the basic CLO and LoanVantage data records.
  • Obtain and review borrower and guarantor formation documentation to prepare and manage loan files for submission to Executive Loan Committee (“ELC”).
  • Work with clients to complete compliance requirements for each loan agreement. This will include monitoring, obtaining, and evaluating financial reports provided to ensure financial requirements are met.
  • Work with internal partners to complete Enhanced Due Diligence on new borrowers and guarantors.
  • Prepare and manage loan files for submission to ELC, Commercial Closing, and external counsel.
  • Work with the appraisers, environmental professionals and title companies to assist in the commercial real estate due diligence process.
  • Assist the Credit Analysts & Business Bankers on ad hoc projects
  • Familiarity with (or willingness to learn) Microsoft Office (Word, Excel, and Adobe), OSI, AFS Level III, CLO, OnBase, LoanVantage, AFS RM Tools, Preqin, Bisys, and Moody’s.
  • Monitor loan maturity report and alert Business Bankers and Credit Analysts of upcoming maturities and process short-term maturity extensions requests as needed.
  • Develop the ability to spread business financial statements, personal financial statements and individual tax returns.
  Required Qualifications, Capabilities, Skills

  • Bachelor Degree
  • 1 or more years of banking experience
  • Ability to effectively communicate via phone and in person
  • Excellent attention to detail
  • Collaborative Team Player
  • Excellent time management and organizational skills
  • Proficiency in MS Word / MS Outlook / MS PowerPoint/ MS Excel

  Preferred Qualifications, Capabilities, Skills
  • Experience working with senior level clients in banking
  • Experience working in a collaborative environment
  • Ability to become proficient in Microsoft Office, AFS Level III, and Moody’s
  • Ability to work independently and be an effective team player
  

• About the company

  J.P. Morgan is a leader in financial services, offering solutions to clients in more than 100 countries with one of the most comprehensive global product platforms available. We have been helping our clients to do business and manage their wealth for more than 200 years. Our business has been built upon our core principle of putting our clients'​ interests first.

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