-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts.
Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements.
A typical day will involve assisting clients with their transactions, but it doesn't stop there.
You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them.
Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures.
Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors.
Job responsibilities
* Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
* Greet clients warmly as they enter the branch, making them feel valued and appreciated.
Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships.
* Engage clients with clear, polite communication to understand and help them effectively.
Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit.
* Lead branch operations, including managing cash devices like the cash vault and ATM.
Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.
* Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity.
Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience.
* Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night.
* Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely.
Required qualifications, capabilities, and skills
* You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently.
* You are committed to main...
....Read more...
Type: Permanent Location: Washington, US-DC
Salary / Rate: Not Specified
Posted: 2025-12-13 08:25:50
-
Job Description
Join Us at 55ip & Help the Wealth Management Industry Move Forward
Working at 55ip means standing at the intersection of finance and technology-and at the cutting- edge of wealth management.
We've been making rapid progress on our mission: to break down barriers to financial progress for financial advisors and their clients.
Our Boston- and Mumbai-based team has built and brought to market a tax-smart investment strategy engine delivering intuitive experience and intelligent automation.
Driven by strategic partnerships with world-class asset management firms, we've experienced breakthrough growth over the last year.
Today, over 450 financial advisor firms with $1 trillion in discretionary assets (and counting) are using 55ip.
Platform Management Associate
As a Platform Management Associate within the Platform Management & Strategy team, you will partner with Product, Operations, and Technology to establish operating models, maintain legal agreements and disclosures, and work closely with control partners-including Legal, Risk, and Compliance.
The Associate will play a crucial role in facilitating these efforts and ensuring seamless operations across the organization.
The ideal candidate has experience leading cross-functional initiatives and supporting controls, audit, and regulatory activities.
The candidate will be motivated, strategic, a problem solver, and an effective leader.
This role is based in Boston, MA.
Job responsibilities
* Serve as a key contributor to the Platform Management Team, supporting the effective operation and governance of the business platform
* Lead and support operational projects, ensuring timely delivery and clear communication with stakeholders
* Design processes and operating models, and assist in documentation of policies, procedures and controls
* Partner with Control, Risk, Compliance, and Legal teams to enhance the control environment, ensure regulatory and policy adherence, and deliver on issue action plans
* Assist with contract management, including review and oversight of client agreements, enterprise contracts, and vendor agreements
* Coordinate and manage updates to platform disclosures, ensuring accuracy and compliance with regulatory standards
* Coordinate audit activities, including preparation, documentation, follow-up on findings, and collaboration with auditors and internal control functions for business reviews and exams
* Manage multiple priorities in a fast-paced environment, demonstrating strong organizational and problem-solving skills
Required qualifications, capabilities and skills
* Strong work ethic and a desire to work in a fast-paced environment.
* Exceptional organizational capabilities, attention to detail, and analytical skills.
* Strong project management skills, with the ability to manage multiple projects simultaneously and meet deadlines.
* Excellent written and verbal communication skills.
* ...
....Read more...
Type: Permanent Location: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2025-12-13 08:25:49
-
Join the heart of JPMorganChase's Commercial & Investment Banking (CIB), where strategic vision meets operational excellence.
This dynamic space empowers senior leaders to drive business performance, shape financial strategy, and lead digital transformation across the firm.
As an Executive Director within the Central Planning and Analysis Team, you'll collaborate with top stakeholders, manage critical financial deliverables, and influence decision-making at the highest levels.
This team is the engine behind budgeting, forecasting, and performance analysis-delivering actionable insights that fuel growth and innovation in a fast-paced, global environment.
You will play a critical role in supporting the Commercial and Investment Banking business.
You will be engaged in supporting day-to-day business objectives, as well as shaping the strategic vision of the business.
This role offers the opportunity to work closely with a wide variety of stakeholders and senior business leaders, manage critical deliverables in a fast-paced environment, and contribute to the digital transformation agenda.
Job responsibilities
* Lead the Core Planning and Analysis activities such as Budgeting Forecasting and Senior Management reviews, for the CIB Central P&A team.
The role requires an extensive hands-on experience in running the Budget and Forecast process, exceptional attention to details and ability to lead and develop high performing teams across locations.
* Maintain a executive presence and communication skills with the ability interact and present to senior levels of the organization, ability to multitask, prioritize and deliver under tight timelines.
* Partner with all the CIB Line of Business P&A teams as well as the Firmwide P&A team to own and manage the end-to-end delivery of the CIB Budget and Forecast.
Consolidate and analyze financial results and communicate to the CFOs and business heads in ways that allow for actionable insights that can impact business performance.
* Collaborate with Strategy, Earnings and line of business P&A teams to deliver on critical senior managing and external presentations such as Quarterly earnings, Investor Day, CIB Townhalls and QBRs
* Enhance expense and headcount analysis, provide senior management with the key themes and trends that can support strategic decision making.
The role will also require leading the efforts to monitor and govern the expense and headcount tasks for each of the CIB businesses, understand the areas of progress and risks, and report to the CFOs.
* Support monitoring of business performance through the existing performance framework, as well as collaborate with business lines and CFOs to continually enhance the framework to align with the business objectives.
* Partner with Finance Integration Office to align the management reporting model with the changes to business hierarchies and changes to the booking model.
* Partner with CIB and Firmwide infrastruc...
....Read more...
Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-13 08:25:49
-
We have an opportunity to impact your career and provide an adventure where you can push the limits of what's possible.
As a Lead Software Engineer at JPMorgan Chase within Consumer & Community Banking, you are an integral part of an agile development team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way.
As a core technical contributor, you are responsible for conducting critical technology solutions across multiple technical areas within various business functions in support of the firm's business objectives.
We are looking for a Lead Software Engineers to join our talented team at Chase.
The ideal candidate should possess a strong background in software development with expertise in either Go, Python or Java.
This role also extensively involves working with public cloud technologies and would require the candidate to be familiar with Terraform Infrastructure as code and other related public cloud technologies, like AWS.
Job responsibilities
* Design and implement scalable cloud native software solutions using modern technology stacks to deliver highly available, performant, and resilient products.
* Mentor junior and mid-level engineers, providing guidance and support through code reviews and educational workshops.
* Executes creative software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or breakdown technical problems
* Develops secure and high-quality production code, and reviews and debugs code written by others
* Identifies opportunities to eliminate or automate remediation of recurring issues to improve overall operational stability of software applications and systems
* Leads evaluation sessions with customers and partner teams to drive outcomes-oriented probing of architectural designs, technical credentials, and applicability for use within existing systems and information architecture
* Leads communities of practice across Software Engineering to drive awareness and use of new and leading-edge technologies
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years applied experience
* Hands-on practical experience delivering system design, application development, testing, and operational stability
* Advanced in one or more programming language(s) including Golang, Python, Java and Typescript.
* Proficiency in test automation and continuous delivery methods
* Proficient in all aspects of the Software Development Life Cycle
* Experience working in an agile environment employing software delivery practices such as CI & CD and Scrum
* Demonstrated knowledge of software design principles and patterns as wells as experience implementing solutions using various software architectures such as modular monoliths and micro-serv...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-12-13 08:25:48
-
Job description:
You are passionate about the travel industry, enjoy problem-solving, and share our common goal: to help our customers plan and book luxury travel with ease.
Join Chase Travel and help us build the future of travel while taking your career to new heights!
As a Travel Advisor, you will support both internal and external customers with questions related to travel reservations and more complex situations.
Demonstrating problem-solving skills and functioning as a service specialist, you will take the necessary steps to recognize, research, and resolve issues through diagnosis and discussion of a particular problem with a focus on delivering service excellence.
You will proactively work with external providers to negotiate an appropriate resolution and to minimize costs in a timely manner, while ensuring a seamless customer experience.
Job responsibilities:
* Respond to customer inquiries related to travel arrangements and resolve issues by focusing on short-term and long-term fixes by being the company and customer advocate and focusing on root-cause resolution tactics
* Collaborate with internal teams to troubleshoot, learn, and deliver timely resolutions holding a high regard for accuracy
* Maintain a knowledge of all client programs, products, and procedures and support various on-line booking tools and knowledge of multiple websites
* Effectively negotiate with vendors and external customers to reach an acceptable resolution for all parties including issues with loyalty points, redemptions, program exceptions, waiving of fees, etc.
* Maintain high levels of call quality based on outlined criteria; maintain appropriate level of confidentiality regarding information shared and observed.
Keep immediate supervisor fully informed of all issues or unusual matters of significance and take prompt corrective action where necessary or provide suggestions for alternative courses of action
* Assist other Travel Advisors with questions on a real-time basis related to traveler policies and different booking applications, coaching Advisors on best practices to service all customers; monitor and manage agent errors, escalations, and customer exceptions, and update the information in a database used for tracking purposes
* Provide a professional level of energy and enthusiasm as well as favorable working relationships when partnering with internal and external customers and all departments to result in increased quality and customer service levels
Required qualifications, capabilities, and skills:
* High School Diploma or equivalent
* Two or more years of experience in the travel industry to include intermediate to advanced knowledge/proficiency of the Global Distribution System (GDS) and/or other technology platforms including self-booking tools
* Demonstrate effective communication and interpersonal skills to effectively manage internal and external customer issues.
* Working knowled...
....Read more...
Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2025-12-13 08:25:47
-
Job description:
You are passionate about the travel industry, enjoy problem-solving, and share our common goal: to help our customers plan and book luxury travel with ease.
Join Chase Travel and help us build the future of travel while taking your career to new heights!
As a Travel Advisor, you will support both internal and external customers with questions related to travel reservations and more complex situations.
Demonstrating problem-solving skills and functioning as a service specialist, you will take the necessary steps to recognize, research, and resolve issues through diagnosis and discussion of a particular problem with a focus on delivering service excellence.
You will proactively work with external providers to negotiate an appropriate resolution and to minimize costs in a timely manner, while ensuring a seamless customer experience.
Job responsibilities:
* Respond to customer inquiries related to travel arrangements and resolve issues by focusing on short-term and long-term fixes by being the company and customer advocate and focusing on root-cause resolution tactics
* Collaborate with internal teams to troubleshoot, learn, and deliver timely resolutions holding a high regard for accuracy
* Maintain a knowledge of all client programs, products, and procedures and support various on-line booking tools and knowledge of multiple websites
* Effectively negotiate with vendors and external customers to reach an acceptable resolution for all parties including issues with loyalty points, redemptions, program exceptions, waiving of fees, etc.
* Maintain high levels of call quality based on outlined criteria; maintain appropriate level of confidentiality regarding information shared and observed.
Keep immediate supervisor fully informed of all issues or unusual matters of significance and take prompt corrective action where necessary or provide suggestions for alternative courses of action
* Assist other Travel Advisors with questions on a real-time basis related to traveler policies and different booking applications, coaching Advisors on best practices to service all customers; monitor and manage agent errors, escalations, and customer exceptions, and update the information in a database used for tracking purposes
* Provide a professional level of energy and enthusiasm as well as favorable working relationships when partnering with internal and external customers and all departments to result in increased quality and customer service levels
Required qualifications, capabilities, and skills:
* High School Diploma or equivalent
* Two or more years of experience in the travel industry to include intermediate to advanced knowledge/proficiency of the Global Distribution System (GDS) and/or other technology platforms including self-booking tools
* Demonstrate effective communication and interpersonal skills to effectively manage internal and external customer issues.
* Working knowled...
....Read more...
Type: Permanent Location: Kingman, US-AZ
Salary / Rate: Not Specified
Posted: 2025-12-13 08:25:46
-
Job description:
You are passionate about the travel industry, enjoy problem-solving, and share our common goal: to help our customers plan and book luxury travel with ease.
Join Chase Travel and help us build the future of travel while taking your career to new heights!
As a Travel Advisor, you will support both internal and external customers with questions related to travel reservations and more complex situations.
Demonstrating problem-solving skills and functioning as a service specialist, you will take the necessary steps to recognize, research, and resolve issues through diagnosis and discussion of a particular problem with a focus on delivering service excellence.
You will proactively work with external providers to negotiate an appropriate resolution and to minimize costs in a timely manner, while ensuring a seamless customer experience.
Job responsibilities:
Respond to customer inquiries related to travel arrangements and resolve issues by focusing on short-term and long-term fixes by being the company and customer advocate and focusing on root-cause resolution tactics
* Collaborate with internal teams to troubleshoot, learn, and deliver timely resolutions holding a high regard for accuracy
* Maintain a knowledge of all client programs, products, and procedures and support various on-line booking tools and knowledge of multiple websites
* Effectively negotiate with vendors and external customers to reach an acceptable resolution for all parties including issues with loyalty points, redemptions, program exceptions, waiving of fees, etc.
* Maintain high levels of call quality based on outlined criteria; maintain appropriate level of confidentiality regarding information shared and observed.
Keep immediate supervisor fully informed of all issues or unusual matters of significance and take prompt corrective action where necessary or provide suggestions for alternative courses of action
* Assist other Travel Advisors with questions on a real-time basis related to traveler policies and different booking applications, coaching Advisors on best practices to service all customers; monitor and manage agent errors, escalations, and customer exceptions, and update the information in a database used for tracking purposes
* Provide a professional level of energy and enthusiasm as well as favorable working relationships when partnering with internal and external customers and all departments to result in increased quality and customer service levels
Required qualifications, capabilities, and skills:
* High School Diploma or equivalent
* Two or more years of experience in the travel industry to include intermediate to advanced knowledge/proficiency of the Global Distribution System (GDS) and/or other technology platforms including self-booking tools
* Demonstrate effective communication and interpersonal skills to effectively manage internal and external customer issues.
* Working knowledge of a...
....Read more...
Type: Permanent Location: Atlanta, US-GA
Salary / Rate: Not Specified
Posted: 2025-12-13 08:25:45
-
Join a team of a talented, highly motivated individuals with strong data analysis and strategic thinking skills to support advanced analytics projects across Operations functions, channels and products.
As a Quant Analytics Senior Associate, within our Service Product Analytics Team, you will be responsible for deriving insights about our customers' journey across Service Operation by developing and implementing innovative strategies and advanced analytics solutions to improve the customer and service agent experience and work collaboratively with all functional teams across Operations as well as Strategic and Analytics teams.
Job Responsibilities:
* Support and lead partnerships with key Area Product Owners and Product groups with strong understanding of business drivers, underlying data and processes for the demand mitigation programs by providing data and analytics leadership across the servicing organization
* Lead development and reporting of Ops performance metrics & KPIs.
Use analytical tools such as trend analysis, segmentation, optimization, and other techniques to improve business function performance.
* Analyze customer interactions and events across a variety of channels (calls, branch, digital) to better understand customer journeys and friction points
* Contribute to business cases, construct test designs, and identify populations for pilot programs; analyze program performance and derive insights to help inform future customer strategies.
* Support the creation of dashboards and visualizations to measure the impact of implemented products and provide management with self-service tools to explore and report on current trends of key metrics
* Leverage the agile process to deliver on a wide range of business and product-focused analytics including building and updating business cases, exploratory analysis to identify product enhancement opportunities, generating feature performance metrics and dashboards, and crafting data stories and presentations of key findings to stakeholders
* Leverage enterprise data to develop the right automated data solutions using a mix of customer, account, digital, telephony, financial and operational data
Required Qualifications, Capabilities, and Skills:
* 3+ years of related experience; Bachelor's degree in a quantitative or related field or Graduate degree in a related field preferred
* Proficiency in SQL for data querying and manipulation
* Hands-on experience with standard data analytics tools and technologies (SQL, R, Python, Tableau, Alteryx, Hadoop, Hive, Spark, Impala, Sqoop)
* Experience delivering analytics solutions following an Agile (Scrum or Kanban) methodology
* Hands-on experience writing code and automating processes to source, transform and analyze data from multiple sources including structured and unstructured data preferred
* Able to communicate effectively with Senior leaders to enable collaboration, decision-mak...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-12-13 08:25:36
-
Join a team that uncovers stories in data to guide major investments and delight clients, who is curious and passionate to transform data, and impact drive business breakthroughs!
As a Quant Analytics Associate, within the Voice Product Analytics team, you will use data analytics to improve customer experience, reduce operating expenses, and work on key initiatives, document data lineage, scope analyses, develop data, form hypotheses, analyze data, generate insights, and present findings.
Job Responsibilities:
* Analyze and manage IVR/NLU performance metrics and customer feedback to identify cross-channel((calls, branch, digital, etc.) trends, issues, and improvement opportunities.
* Contribute to business cases, design A/B tests, identify pilot populations, and analyze program performance to inform future strategies.
* Collaborate with data owners to govern data generation, definition, and retention.
* Prioritize and manage Voice-IVR analytics tasks while independently identifying and implementing customer experience improvements.
* Support preparing and delivering presentations with clear insights for executives and business partners and build understanding of business drivers and data with product groups.
* Write and maintain code in Alteryx, SQL, Tableau, and Python and structure and execute KPIs, trend analyses, dashboards, segmentations, and optimizations to improve performance.
* Continuously assess the current IVR experience, identifying pain points and implementing enhancements to optimize customer satisfaction and proactively seek and evaluate new technologies, processes, and features that can further enhance the IVR system and overall customer experience.
Required qualifications, capabilities, and skills:
* Bachelor's or Master's degree in a quantitative field (Data Science, Mathematics, Statistics, Physics, Engineering, Economics, Finance, or related); 3+ years of experience applying statistical methods to real-world problems using SQL and at least one of: Alteryx, Python, Tableau.
* Hands on experience with data visualization for analysis and presentation.
* Strong mathematical/statistical skills using Alteryx, Python, SQL, Tableau.
* Robust analytical skills to collect, organize, analyze, and present large amounts of information accurately.
Preferred qualifications, skills and capabilities
* Experience with cloud services (Azure, AWS, etc.).
* Experience in financial services or similar industries.
* Strong grasp of big data disciplines, AWS, Agile (Scrum), and new technologies.
* Prior experience in an insights function at a financial services or consulting firm.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we...
....Read more...
Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2025-12-13 08:25:35
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Peoria, US-AZ
Salary / Rate: Not Specified
Posted: 2025-12-13 08:25:34
-
Join the forefront of AI transformation at JPMorganChase within our Corporate Legal Team.
This pivotal role offers you the chance to provide legal advice which influences the firm's technology strategy, bridging financial services, technology, and law.
As a key advisor, you'll ensure that AI initiatives align with global regulation, shaping the future of financial services.
If you're passionate about technology and law, seize this opportunity to influence and innovate at a leading financial institution.
As an Artificial Intelligence and Technology Lawyer in the Corporate Legal Team, you will work as part of a global team focused on complex legal matters relating to technology at JPMorganChase.
You will primarily support the Chief Data and Analytics Office, which is a fast-paced line of business with an ambitious technology agenda.
In this role, you will act as a subject matter expert on the legal and regulatory issues relating to artificial intelligence including its procurement, development, management and integration into products and services at the firm.
You will be part of the team providing primary legal support and strategic advice to a central function driving technological transformation at JPMorganChase.
Job responsibilities
* Advise the Chief Data and Analytics Office on all aspects of AI transformation and governance at JPMorganChase.
Provide legal support and advise stakeholders across issues relating to artificial intelligence and advanced technologies within the organization.
* Act as legal counsel on firmwide regulatory implementation programs, and advise on other emerging laws and regulations relating to artificial intelligence.
* Structure, draft and negotiate agreements and relationships with vendors, partners and other third parties related to artificial intelligence technology.
* Support attorneys across lines of business with the integration of AI into their products and services, including advising on enterprise and platform risk and appropriate mitigation.
* Support governance and control functions with managing artificial intelligence risk, and building firmwide systems to manage AI systems.
* Collaborate with other legal subject matter experts in corporate technology such as privacy, cybersecurity and intellectual property in relation to specific strategic initiatives.
* Advise on upcoming legal and regulatory change, and advise on the implementation of new laws and regulations.
* Work with outside counsel when appropriate.
* Perform legal research across a variety of issues, laws and jurisdictions.
* Provide training to clients and legal colleagues.
Required qualifications, capabilities and skills
* 4+ years of experience as a technology attorney in a law firm or in-house role.
* Transactional experience drafting and negotiating a broad range of commercial agreements including complex global technology agreements.
* Familiarity with global regulatory...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-12-13 08:25:33
-
Our Business:
Our business, the Global Special Situations Group (the GSS Group), sits within the Private Markets Division of JPMorgan Asset Management.
This global private and opportunistic credit business focusing on event-driven, stressed, special situations and distressed debt credit opportunities in Europe and North America.
Job Summary:
You will work alongside investment professionals and the Head Legal Analyst, gaining hands on exposure to complex cross border private credit transactions, fund matters, and portfolio management workflows.
The GSS Group is a growing business and is seeking a New York based legal analyst to support the existing head legal analyst, who is responsible for supporting the GSS Group in its fund and investment related activities.
The candidate will work closely with all members of the team both in London and New York (CIOs, other analysts, COO/Operations team) as well as internal legal teams, internal compliance and regulatory teams
Job Responsibilities:
* Drafting and Execution : Prepare and refine transaction documents using GSS templates and precedents under supervision of the Head Legal Analyst and support execution of NDAs, engagement letters, commitment papers, intercreditor agreements, amendments, and ancillary documentation.
* Negotiation: Lead first line negotiations on documentation, escalating to internal approvers as required and develop commercial judgment and stakeholder management to drive timely, market aligned outcomes.
* Legal and Regulatory Research : Conduct targeted legal research across relevant jurisdictions and maintain awareness of evolving legal, regulatory, and market developments affecting private credit.
* Transaction Support and Governance: Partner with CIOs, analysts, operations/COO, and internal Legal & Compliance in New York and London on transaction workflows, closing checklists, conditions precedent/subsequent, and post closing portfolio updates and assist with fund level legal, regulatory, and governance tasks, including policy implementation and oversight support.
* External Counsel Management : Assist in instructing, managing, and benchmarking external counsel; review advice for practical, risk aligned implementation.
* Knowledge, Process, and Data: Maintain accurate document and precedent repositories; support matter tracking and knowledge capture and identify and implement process improvements, automation opportunities, and playbook enhancements to increase efficiency and deal velocity.
Required qualifications, capabilities and skills:
* 2+ years' legal experience
* Strong academic background; U.S.
law degree preferred.
* Demonstrated interest in private credit, special situations, restructuring, and financial markets.
* Excellent drafting, issue spotting, and problem solving skills with meticulous attention to detail.
* Confident communicator with the ability to build rapport across time zones and functions.
...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-13 08:25:33
-
You are customer focused, enjoy building relationships, leading teams, and providing financial advice to your clients.
A role as a Healthcare, Higher Education and Non-Profit Relationship Executive could be a great fit for you.
As a Healthcare, Higher Education and Non-Profit (HHN) Relationship Executive, you will drive business development efforts to grow and retain profitable banking relationships with Middle Market HHN clients.
This role may include leading and managing a team of Commercial Bankers.
You will partner closely with credit underwriting, treasury sales, client service, administrative assistants, and other functional areas inside and outside of the Commercial Bank to deliver products and solutions to clients.
In this role, you will be expected to maintain a portfolio of your own as well.
As part of the regional coverage, travel to clients may include approximately 25% of your schedule.
Job Responsibilities:
* Champion a culture of innovation and a customer-centric mindset
* Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
* Deliver the entire firm across lines of business
* Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
* Lead specially assigned projects for the benefit of the region and national team
* May lead or manage, coach, mentor, and retain a high-performing commercial banking team
* Foster a diverse, equitable, and inclusive work environment
Required Qualifications, Capabilities and Skills:
* Typically a minimum of ten years account relationship management experience with a focus on business relationships
* Understanding of Commercial Banking products and services with knowledge of the region
* Ability to mobilize internal networks and resources
* Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
* Experience in a Commercial Bank setting, specifically leading or managing a commercial lending sales team
* Sales management and business development skills with proficiency in building and maintaining positive client relationships
* Excellent verbal and written communications skills; able to communicate clearly and concisely
Preferred Qualifications, Capabilities and Skills:
* Bachelor's degree and formal credit training preferred
* Strong technology experience; digital background preferred
* Excellent organizational skills and the ability to manage, prioritize, work under pressure, and meet tight deadlines
* Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
* Self-directed, proactive, and creative solution and problem-solving abilities; uses sound judgment and navigates ambiguity to get things done
* Flexible t...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-13 08:25:31
-
As the ideal candidate, you will have knowledge of various technologies, operating systems, databases and network components, including in cloud-based environments, as well as the audit and risk skills to be able to effectively execute global technology audits.
As a Technology Senior Auditor within the Infrastructure Platforms Technology Audit Team, you will execute the annual audit plan, participate in audit engagements by performing audit testing, and participate in various continuous monitoring efforts.
Job Responsibilities
* Participate on technology audit engagements, from planning to reporting, and produce quality deliverables to both department and professional standards, while ensuring audits are completed timely and within budget.
* Work closely with global Audit colleagues in the early identification of emerging control issues, and report them in a timely manner to Audit management and business stakeholders
* Partner with stakeholders, business management, other control groups (i.e.
risk management, compliance, fraud prevention), external auditors, and regulators, establishing strong working relationships while maintaining independence
* Finalize audit findings and use judgment to provide an overall opinion on the control environment by developing recommendations to strengthen internal controls
* Communicate audit findings to management, and identify opportunities for improvement in the design and effectiveness of key controls
* Stay up-to-date with evolving industry/regulatory changes impacting the business and participate in appropriate control forums
* Find ways to drive efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
* Recognize the confidential nature of Internal Audit communications and access to information; exercise discipline in protecting the confidentiality and security of information in accordance with firm policy
Required Qualifications, Skills and Capabilities
* Extensive internal or external technology auditing experience, or relevant technology risk and control management experience.
* Knowledge and experience in various Technology and Cyber domains, for e.g., Architecture, Vulnerability Management, Cloud, etc.
* Understanding of internal control concepts, with proven ability to evaluate and determine the adequacy of controls by considering business and technology risks in an integrated manner.
* Advanced analytical skills, particularly in regard to assessing the probability and impact of an internal control weakness
* Excellent written, verbal, and presentation skills; adept at presenting complex and sensitive issues to senior management and strong interpersonal and influencing skills, with the ability to establish credibility and build partnerships with senior business and control partners
* Enthusiastic and self-motivated, with a keen interest in lear...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-12-13 08:25:31
-
Bring your expertise to JPMorgan Chase.
As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient.
You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities.
Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Risk Management - Risk Reporting Associate within JPMorgan Chase's Risk Management and Compliance team, you will play a pivotal role in maintaining our strength and resilience.
You'll be at the forefront of our regulatory efforts, delivering accurate risk metrics to US regulators that help safeguard not only our bank, but also the global financial system.
You'll prepare report content, analyze data, resolve data issues, and implement process improvements in a fast-paced environment, all while upholding the highest standards of data quality.
You will deliver complete, accurate and timely risk metrics to US regulators, including the FRB, OCC, and FDIC, and work closely with stakeholders in Regulatory Strategy, Credit Risk Management, Operations, Finance and Technology to streamline reporting processes and execute robust controls.
Job Responsibilities
* Prepare, verify, and develop innovative processes to gather and analyze data, ensuring our reports set the standard for accuracy and insight.
* Collaborate with a dynamic, cross-functional team-connecting with experts in Regulatory Strategy, Credit Risk Management, Operations, Finance, and Technology.
* Thrive in a fast-paced environment, quickly adapting to new reporting processes and embracing change as an opportunity for growth.
* Monitor data quality controls and document processes to uphold the highest standards in risk reporting.
* Support the creation of documentation that backs up reporting results and ensures compliance with internal policies and industry standards.
Required qualifications, skills and capabilities
* A Bachelor's degree in Finance, Accounting, Business, or a related field.
* 3+ years of experience in risk, financial, or regulatory reporting environments.
* An analytical mindset with a passion for uncovering the story behind the data and understanding what drives our business.
* A detail-oriented, control-focused approach to working with large datasets and verifying the accuracy of reporting processes.
* Tech-savvy skills, including proficiency in Microsoft Office (especially Excel) and familiarity with data analysis tools.
* A true team player with excellent interpersonal and communication skills, able to work seamlessly across departments.
* A sense of ownership and drive to continuously improve reporting processes and deliver results.
* Exceptional organizational skills and the ability to juggle ...
....Read more...
Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2025-12-13 08:25:30
-
You are customer focused, enjoy building relationships, leading teams and providing financial advice to your clients.
A role as a Market Executive in Emerging Middle Market Banking is for you.
As a Market Executive in Emerging Middle Market Banking you will hire and direct team members in their business development efforts to grow and retain profitable banking relationships with Middle Market companies.
In this role you will be expected to maintain a portfolio of your own while leading the banking team however the portfolio size is typically smaller in recognition of management responsibilities.
Your team will typically include four to six bankers with indirect oversight over an underwriting staff, a sales/marketing assistant, treasury sales officer and client service professionals.
Emerging Middle Market generally focuses on companies between $20 million and $100 million in sales size.
Job Responsibilities
* Champion a culture of innovation and a customer centric mindset
* Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to drive efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required Qualifications, Capabilities and Skills
* Minimum of ten years account relationship management experience with a focus on business relationships
* Understanding of Commercial Banking products and services with knowledge of the region
* Ability to mobilize internal networks and resources
* Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
* Management experience in a Commercial Bank setting, specifically leading a commercial lending sales team with proficiency in building and maintaining positive client relationships
* Excellent verbal and written communications skills; able to effectively communicate clearly and concisely
* Creative solution and problem solving abilities and excellent business judgment with the ability to multitask
* FINRA Series 79, 63 and Securities Industry Essentials licenses required or must obtain within 180 days of hire
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree and formal credit training preferred
* Strong technology experience; digital background preferred
* Excellent organizational, influencing and interpersonal skills
* Self-directed, proactive, and creative: use sound judgment and navigates ambiguity to get things done
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 bank...
....Read more...
Type: Permanent Location: Portland, US-OR
Salary / Rate: Not Specified
Posted: 2025-12-13 08:25:29
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Port Richey, US-FL
Salary / Rate: Not Specified
Posted: 2025-12-13 08:25:28
-
Join our dynamic Commercial & Investment Banking Global Payments team and showcase your exceptional strategic thinking skills.
As a key player, you'll leverage your proven track record to build strong partnerships and enhance efficiency for executive leaders.
If you're passionate about thriving in a fast-paced environment and seeking a rewarding challenge, this role is perfect for you.
As a Senior Executive Assistant within Commercial & Investment Banking, you will support the activities of an executive leader, their teams, and members of the Commercial & Investment Banking Management Team.
You will manage a demanding and dynamic calendar and international travel, ensuring efficient use of executives' time.
You will interact with all levels of firmwide leadership and work closely with peers to ensure onsite support and backup coverage.
Partnering with your executive and key stakeholders, you will track and organize deliverables, manage highly visible projects, plan complex client and market visits, organize small events and town halls, and prepare communications and presentations.
Job responsibilities:
* Act as a gatekeeper of all contact with the public, clients and staff coming through the executive's office
* Manage extensive and complex calendars.
* Facilitate interactions with executive-level clients and internal constituents across all lines of business, ensuring effective communication and collaboration.
* Plan and lead complex market visits, internal and external event, large scale town halls, etc.
* Create and modify PPT presentations and manage simple data needs in excel
* Leverage AI technology tools such as LLM to drive meeting and communication efficiency.
* Coordinate and organize senior meetings, draft communications and presentations including agenda setting, material preparation and distribution, follow up on takeaways, coordination of guest speakers, and logistics.
* Provide site support for local office requirements and partner with colleagues for backup and floor support.
* Arrange and maintain extensive travel plans and itineraries for both international and domestic travel.
* Drive team culture and collaboration activities.
* Manage document storage and other deliverables as assigned
Required qualifications, capabilities and skills:
* Strong personal leadership, sound judgement, and ability to work independently and effectively in a demanding, changing environment.
* At least five years of proven experience supporting executive leadership with large organizations.
* Exceptional interpersonal and communication skills to interact with various executive level clients and internal constituents across all lines of businesses.
* Exceptional travel planning skills and knowledge
* Detailed and strong organizational and project management skills
* Executive presence and ability to represent the firm professionally, internally and externally.
...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-13 08:25:27
-
This position is not eligible for visa sponsorship.
Candidates must be authorized to work in the United States without the need for sponsorship, now or in the future.
Position is full time M-F 8:00 am - 5:00 pm at CMP Statesville, NC Position Overview The Receptionist serves as the first point of contact for customers, vendors, and visitors.
This role is responsible for managing a high volume of incoming calls, providing courteous and professional customer service, and performing a wide range of clerical and administrative tasks to support daily office operations.
Front Desk & Communication
* Answer, screen, and direct a high volume of incoming phone calls with patience, professionalism, and courtesy.
* Greet and assist visitors, ensuring a positive and welcoming experience.
* Respond to customer inquiries and provide accurate information or route them to the appropriate department.
Administrative & Clerical Support
* Perform general clerical duties including filing, scanning, copying, and maintaining organized records.
* Process billing tasks as assigned.
* Enter and update data in company systems, ensuring accuracy and confidentiality.
* Order and maintain inventory of office supplies.
Customer Coordination
* Contact customers to notify them when their orders are ready for pick-up.
* Process customer payments accurately and efficiently.
* Ship product samples to customers and track deliveries as needed.
Logistics Support
* Load trucking manifests into the system to support shipping and logistics processes.
* Coordinate with internal teams to ensure documentation is complete and accurate.
What we offer
Health & Welfare
* Medical, dental, and vision insurance plans for employees and dependents
* Health care & dependent flexible spending plans
* Free Life and AD&D coverage with supplemental coverage options
* Employee assistance programs focused on mental health
Financial Wellbeing
* Competitive compensation
* Bonus opportunities
* Generous 401(k) plan
Flexibility & Time Off
* Paid time off, including vacation, bereavement, jury duty, sick leave, disability, holidays.
Community & Personal Development
* Donation matching and time off to volunteer
* Educational reimbursement
About Us
Gibraltar is a leading manufacturer and supplier of products and services for North American agtech, renewable energy, residential, and infrastructure markets.
By building solutions that make life better for people and the planet, Gibraltar advances the art and science of engineering, science and technology to shape the future of comfortable living, sustainable power, and productive growing.
Guided by an inclusive, values-driven culture that celebrates and rewards different perspectives, we work together to create lasting positive impact on everyone our business touches.
To learn more about what makes us #GibraltarProud, visit our website: www.gibra...
....Read more...
Type: Permanent Location: Statesville, US-NC
Salary / Rate: Not Specified
Posted: 2025-12-13 08:25:26
-
Global Human Resources (HR) Business Resiliency's mission is to continuously improve our businesses' ability to provide outstanding products and services to our customers in the event of any disruption.
As a Business Resiliency and Incident Management Director in Human Resources, you will lead a high performing team, promoting innovative solutions for the Business Resiliency community.
You will act as the executive liaison with the Global Human Resources and Firm-wide Resiliency Office leadership teams, lead incident response for both for HR business processes and firmwide employee support.
You will provide leadership to your team supporting their functional tasks within the Business Resiliency team.
Your strategic oversight will help strengthen globally and provide guidance to your team.
In this role, you will ensure alignment to Human Resources' Business Resiliency procedures and engage in strategic initiatives to assist the evolution of the Business Resiliency framework for the global function.
Job Responsibilities:
• Lead and Inspire: Manage incidents globally for Human Resources (HR) and firm-wide Employee Support, ensure proper response to disruptions and transparency to HR and Market / Location leadership so they remain abreast of incident response and status, support resiliency lifecycle process through planning, testing and quality monitoring.
• Collaborate and Execute: Represent the HR Business Resiliency team globally and with the Firmwide Resiliency Office (FRO) to ensure the resiliency agenda is understood and able to be executed by practitioners in the business.
• Strategize and Innovate: Strengthen the resiliency lifecycle framework by staying on top of new technology, including Artificial Intelligence and solutions to combat emerging threats and bring strategy to life by leading the team through new ways to approach resiliency.
• Connect and Cultivate: Build and nurture relationships, globally, to represent HR Business Resiliency and bolster our overall resiliency.
Required qualifications, skills, and capabilities:
• 7+ years in Business Resiliency/Continuity, Crisis Management, Project Management, and/or Process Development and Improvement
• Proven people leader with a focus a track record of driving metrics-driven performance and on maintaining motivation, leading a high performing team, providing coaching, succession planning and driving innovation
• A disruptor willing to challenge processes or practices that could be more effective.
• Ability to handle pressure situations and communicate effectively in both verbal and written channels to senior leaders in the organization
• A master relationship builder, adept at managing connections across all levels and able to influence senior leaders and drive with a sense of urgency to ensure business readiness activities are complete
• Flexibility to support the business during disruptive events that span regions, weekends, and holidays.
• Work independently ...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-12-13 08:25:25
-
Play a vital role in shaping the future of an iconic company and make a direct impact in a dynamic environment designed for top achievers.
As a Senior Lead Cybersecurity Architect at JPMorgan Chase within the CTC, you will be responsible for promoting the design, architecture, and governance of Identity and Access Management (IAM) solutions across multi-cloud environments for the CTC.
This role demands deep expertise in cloud identity provisioning, role management, threat hunting, and privileged access, along with a proven track record in large-scale deployments and adherence to industry standards.
Job responsibilities
* Architect and oversee identity provisioning, role management, and entitlement processes for cloud infrastructure.
* Architect and manage RBAC, ABAC, PBAC, and role certification frameworks.
* Lead threat hunting initiatives and develop threat models for cloud IAM environments and collaborate with security operations to proactively identify and mitigate risks.
* Design and implement workload identity solutions and privileged access management for cloud workloads and Integrate, manage privileged access tools and processes.
* Deploy and manage IAM solutions such as EntraID, Ping, ForgeRock, CyberArk, Hashicorp Vault, and Dileania.
* Evaluate and recommend IAM products and integrations for cloud environments.
* Ensure IAM architectures align with NIST, OWASP, MITRE, and encryption standards and maintain compliance with regulatory requirements and internal policies.
* Develop and execute multi-cloud IAM strategies supporting platforms and lead large-scale IAM implementations and migrations.
* Design and develop custom IAM workflows to automate provisioning, certification, and access reviews.
* Integrate IAM with data security controls and risk management frameworks and conduct risk assessments and implement mitigation strategies.
Required qualifications, capabilities, and skills
* Formal training or certification on Cybersecurity concepts and 5+ years applied experience in cybersecurity architecture, with a focus on cloud IAM.
* Proven experience in identity provisioning, role management, and entitlement management for cloud infrastructure.
* Hands-on experience in threat hunting, threat modeling, and privileged access management.
* Deep expertise with IAM products: EntraID, Ping, ForgeRock, CyberArk, Hashicorp Vault, Delinea.
* Strong knowledge of RBAC, ABAC, PBAC, role certification, and cloud provisioning.
* Familiarity with security standards: NIST, OWASP, MITRE, encryption protocols.
* Experience with multi-cloud strategies and large-scale IAM implementations.
* Proficiency in developing custom IAM workflows and automation.
* Solid understanding of data security, risk management, and compliance frameworks.
Preferred qualifications, capabilities, and skills
* Professional certifications: CISSP, CCSP, AWS/Azure Security, or eq...
....Read more...
Type: Permanent Location: Seattle, US-WA
Salary / Rate: Not Specified
Posted: 2025-12-13 08:25:24
-
Job Summary:
As an Associate on the Real Estate Americas Debt Capital Markets team, you will play a key role in supporting senior deal officers throughout the debt procurement process for a dynamic and growing real estate platform.
You will be responsible for both qualitative and quantitative analysis, deal execution, and ongoing portfolio management, with the opportunity to grow into a junior deal officer role.
Job Responsibilities:
* Support senior deal officers in all aspects of debt procurement, including strategy development, loan structuring, and execution for bridge, construction, lines of credit, and permanent loans.
* Prepare and review investment committee memos, loan recommendations, and marketing materials for lenders.
* Create and maintain financial models for levered returns, sensitivities, and discounted cash flow analysis.
* Analyze lender quotes, bids, and loan documents; calculate effective rates, prepayment penalties, and loan covenants.
* Track maturing loans, loans in process, and maintain deal pipeline and related systems.
* Prepare loan abstracts and update online management systems for closed loans.
* Produce monthly and quarterly reports on borrowing activity, fund sponsorship, and debt market updates.
* Lead or assist in the hedge procurement process and quantitative analysis of hedging options.
* Review term sheets, loan documentation, and closing statements for new and existing deals and participate in lender meetings, property inspections, and market tours as needed.
* Assist in improving business processes and provide internal guidance on market terms for underwriting and investment committee memos.
* Support due diligence and compliance reviews for loan modifications, extensions, and sales.
Required qualifications, capabilities and skills:
* BA/BS degree with a strong financial or accounting background
* 3+ years of relevant experience in commercial real estate, finance, banking, or related fields.
* Strong quantitative and analytical skills; proficiency in Excel for financial modeling and cash flow analysis.
* Exposure to discounted cash flow analysis and real estate valuation concepts.
* Excellent written and verbal communication skills.
* Highly motivated self-starter with the ability to manage multiple projects and meet critical deadlines.
* Strong organizational and time management skills; attention to detail.
* Ability to work effectively both independently and in a team environment.
* Relationship builder with the ability to nurture internal and external partnerships.
Preferred qualifications, capabilities and skills:
* Experience with Argus and PowerPoint is a plus
* Real estate experience highly desirable.
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, i...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-13 08:25:23
-
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
....Read more...
Type: Permanent Location: Tuscaloosa, US-AL
Salary / Rate: Not Specified
Posted: 2025-12-13 08:25:23
-
Are you passionate about client engagement, prospecting, and providing analytical expertise in the Commercial Real Estate sector? The Commercial Term Lending (CTL) team at JPMorgan Chase is seeking a Senior Client Associate who will play a vital role in evaluating lending requests, building relationships, and helping clients grow their real estate portfolios.
As a Senior Client Associate within the Commercial Term Lending (CTL) team, you will focus on the detailed analysis of commercial mortgage opportunities, with a particular emphasis on retail, industrial, mixed-use (residential/retail), and office properties.
You'll be responsible for assessing client needs, performing financial analysis, and guiding lending requests through the approval process.
This is an excellent opportunity for professional growth within a leading commercial real estate lender.
Job responsibilities
* Develop and maintain strong relationships with prospects and existing clients through proactive outreach and regular communication.
* Provide in-depth analysis of lending requests, including cash flow evaluation, property valuation, and financial modeling to recommend suitable mortgage products.
* Collaborate on marketing strategies and execute campaigns, including direct mail, digital thought leadership, and exclusive client events.
* Engage with clients to understand their unique business needs and deliver tailored solutions to help them expand their real estate holdings.
* Set clear expectations with clients regarding process and timelines, and guide them from pre-approval through funding.
* Drive loan packages through the approval process, coordinating with internal partners to ensure timely and accurate execution.
Required qualifications, capabilities, and skills
* Minimum of 4 years of professional experience in commercial real estate or financial services (Investment Management, Commercial Banking, Business Banking, or Insurance).
* Strong desire to contribute to a high-performing sales team.
* Experience with investment property analysis across retail, industrial, office, and multifamily sectors.
* Solid understanding of financial concepts and proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook); strong analytical skills.
* Excellent time management, verbal communication, and presentation abilities.
* Self-motivated, ambitious, enthusiastic team player.
* Professional, organized, detail-oriented, and able to follow standard operating procedures.
* Ability to identify new business opportunities through industry research and monitoring relevant publications and events.
Preferred qualifications, capabilities, and skills
* A four-year college degree with a major in a related field (Business Administration, Real Estate, Finance and/or Marketing - preferred) or commensurate experience in Bachelor's degree in Business Administration, Real Estate, Finance, Marketing, or related fi...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-13 08:25:22
-
If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you.
As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice.
You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.
Job Responsibilities
* Acquire, manage, and retain a portfolio of 100-130 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000
* Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
* Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
* Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business.
Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships.
Regularly review processes and strategies with manager, making adjustments as needed
* Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
* Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
* Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
* General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
* Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
* Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
* Determine and balance priorities on a daily basis to achieve bus...
....Read more...
Type: Permanent Location: Eastvale, US-CA
Salary / Rate: Not Specified
Posted: 2025-12-13 08:25:21
