Private Equity Partner Program Lending Credit Operations Associate
About JP Morgan Asset & Wealth Management
Our Business
Job Description
Job Responsibilities
- Apply a strong understanding of the PLP credit mandate to analyze and structure loans in accordance with policy guidelines.
- Advise market partners on client needs and feasible solutions within the PLP mandate.
- Assess borrower creditworthiness against eligibility criteria for PLP programs.
- Translate approved loan structures and terms into the firmwide risk system (iCRD) accurately and timely.
- Verify completion of all loan conditions and due diligence requirements prior to closing.
- Prepare complete, compliant legal closing documentation and closing packages in accordance with legal and regulatory guidelines.
- Partner with PLP Lending Solutions, Credit Risk, Credit Legal, and Operations to support business objectives.
- Champion process optimization, efficiency initiatives, and project management efforts to improve throughput/efficiency while enhancing quality of delivery.
- Achieve targets for the Production & Quality components of monthly KPIs, in line with departmental benchmarks.
- Meet defined SLAs and turnaround targets.
Required qualifications, capabilities and skills
- Bachelor's degree or equivalent relevant credit experience
- Minimum 3 years of relevant work experience.
- Strong interpersonal skills and ability to build effective partnerships with business stakeholders.
- Excellent written and verbal communication skills across all organizational levels.
- Demonstrated ability to assess processes and recommend/implement improvements.
- Strong understanding of controls and their role in maintaining an error‑free environment.
- Proficiency in Microsoft Office, particularly Excel, Word, and SharePoint.
- Creative problem‑solving capabilities and data analysis skills.
- Meticulous attention to detail and a high degree of accuracy.
- Ideal candidates bring a solid understanding of credit lending, legal loan documentation, and closing activities across the credit lifecycle.
ABOUT US
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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Not included in the source posting: benefits.
Skills
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