Credit Documentation Specialist

Credit Documentation Specialist - Analyst/Associate

Are you ready to make a difference in client delivery and lending solutions? Join a dynamic team where your expertise shapes client experiences and drives operational excellence. You’ll collaborate with talented colleagues, develop your skills, and play a key role in supporting complex transactions. Experience career growth, skill development, and the opportunity to innovate in a supportive environment. Be part of a culture that values your ideas and empowers you to succeed.

As a Credit Documentation Specialist - Analyst/Associate within the Global Banking Client and Deal Support Credit Product Delivery team, you will facilitate and manage the deal lifecycle from mandate through execution. You will serve as the first point of contact for bankers and trade sales, providing transaction support for local, mid-corporates, multinational corporations and its subsidiary clients. You will ensure seamless document execution and deal closing, while maintaining a strong risk and control framework. You will work closely with local, regional and global teams to deliver consistent, client-focused support and operational excellence.

Our team is dedicated to delivering best-in-class client experiences and supporting a wide range of lending and trade finance solutions. You will partner with credit, legal, compliance, and operations teams to ensure seamless execution and risk management. We foster a collaborative environment focused on innovation, continuous improvement, and professional growth.

Job responsibilities

• Facilitate and manage the deal lifecycle from mandate through execution
• Serve as the primary contact for bankers and trade sales, providing transaction support
• Oversee document execution and deal closing processes for complex transactions including handling of complex security structure.
• Collaborate with credit, legal, compliance, and operations teams to deliver seamless support
• Maintain a strong risk and control framework throughout the deal process
• Support transactions for Local, Mid-Corporates, MNC's and it's subsidiary.
• Ensure timely and accurate completion of documentation and execution tasks
• Identify and escalate issues to appropriate teams as needed
• Drive process improvements and participate in change initiatives
• Deliver superior client experiences through proactive communication and support
• Manage multiple priorities and timelines effectively

Required qualifications, capabilities, and skills

• Bachelor's degree 
• At least 3 years of experience in Credit Administration, Transaction Management, or Credit Execution related roles within the Banking industry
• Strong knowledge of credit facility documentation and security structure across lending products.
• Proactive self-starter with ability to manage multiple tasks and timelines
• Excellent verbal, written, and interpersonal communication skills
• Strong problem-solving skills and willingness to drive change
• Demonstrated control mindset with focus on continual improvement
• Highly organized, motivated, and able to escalate issues appropriately

Preferred qualifications, capabilities, and skills

• Ability to create a vision and actionable roadmap for ongoing innovation
• Client-facing experience
• Data analysis skills and familiarity with Tableau or other data visualization tools

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Experience Level

Mid Level