Job Description

Do you have a Bachelor’s degree in accounting, finance, economics, business management, or equivalent professional experience with a minimum of one year of documentation experience? This is the team for you.

As a JPMorgan Wealth Management Securities Based Lending Documentation Specialist within the Wealth Management Credit Middle Office Closing team at JPMorganChase, you will support the execution of credit transactions for high net worth clients by reviewing and finalizing required documentation. You will coordinate with internal stakeholders to help ensure closings are completed accurately and on time. You will also contribute to maintaining documentation standards and identifying opportunities to improve processes within the team. In this position, you will review and finalize a range of legal and credit documents, with a focus on accuracy, completeness, and compliance with applicable requirements. You will partner with colleagues across the business to resolve document-related questions and support efficient closings. This role helps support consistent client service and sound operational controls in a collaborative, detail-oriented environment.

Job responsibilities

• 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 while maintaining up-to-date knowledge of loan documentation and credit policies.

• Contribute to the continuous improvement of documentation standards and procedures and p

  rovide guidance and support to team members on best practices and documentation requirements.

• Learn and participate in other processes to support underwriting including, but not limited to: Debt Held Away process, unbookable resolution, and DocuSign upload.

Required qualifications, capabilities, and skills

• Bachelor’s degree in accounting, finance, economics, business management, or equivalent professional experience.
• Minimum one year of documentation 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. with ability to prioritize and execute multiple projects simultaneously.
• Demonstrated attention to detail and commitment to high-quality results.

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