Commercial Bank-Client Service Analyst

Jpmorgan Chase & Co. Phoenix , AZ 85002

Posted 1 month ago

Commercial Bank-Client Service Analyst

Req #: 200028200

Location: Phoenix, AZ, US

Job Category: Operations

Job Description:

Client Service Analyst providing expertise in real estate lending guidance as part of a Center of Excellence for Middle Market Banking and Specialized Industries.

Candidate will work independently and internally with Bankers, Underwriters, Credit Support Specialists and Real Estate Transaction Specialists managing a portfolio of diverse, complex real estate transactions. Externally, candidates will lead discussions with clients, insurance agents, attorneys and title companies.

Responsibilities include but are not limited to:

  • Scheduling and attending calls with internal deal team and Client to discuss real estate specific due diligence requirements

  • Complete and submit forms as required to engage internal partners and third party reporting and reviews for due diligence

  • Assist in determining and communicate Appraisal and Environmental requirements

  • Provide guidance on title (order and review), endorsements, survey and insurance requirements (including flood, non-flood)

  • Prepares and/or reviews Closing Escrow Instructions and reviews Title Company closing statements.

  • Determine Seismic requirements and insurance requirements if applicable

  • Obtain entity documentation

  • Provides guidance to the Market in regards to action items and requirements as a result of internal reviews of the third party environmental reports

  • Provides Market guidance on real estate specific documentation

  • Coordinates booking / funding with internal teams and outside counsel

  • Reviews Title Policy for internally prepared documents to confirm Closing Escrow Instructions have been satisfied

  • Obtain tax reporting documentation as needed (W9/1099)

  • Active participant in the development of procedures and workflows for the Client Service Analyst position

  • Special projects upon request


  • 3 - 5 years of commercial real estate lending experience (mortgage experience only does not meet minimum qualifications)

  • Knowledge of real estate collateral monitoring and risk management

  • Advanced analytical and time management skills

  • Ability to form positive partnerships with internal partners including underwriters, bankers and credit management as well as Clients

  • Excellent and proactive written and oral communication

  • Advanced ability to multi-task and prioritize.

  • Position must be able to work independently.

  • Minimum of 8 years professional experience in loan/product operations or a credit/ lending environment

  • College education preferred.

icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Retail / Commercial Service Manager

Purcell Tire And Service Centers Inc

Posted Today

VIEW JOBS 5/30/2020 12:00:00 AM 2020-08-28T00:00 Our Team of professional, skilled and knowledgeable employees is looking for like-minded individuals such as yourself to assume the duties of a <strong>Retail Automotive / Commercial Service Manager</strong> at one of our East Valley Phoenix, Arizona service center locations.  We have an <strong>Aggressive Training and Development </strong>program that promotes a culture of learning and advancement.  There are also opportunities to <strong>Learn and Advance</strong> to other service, sales or management positions within the company and an opportunity to <strong>Work with State of the Art Equipment and Highly Skilled Team Members</strong>.  Please let us know if you would like to discuss this career opportunity further.  We look forward to meeting you!<br />  <br /> Duties & Responsibilities include<br /> • Assure the highest levels of customer service are met<br /> • Greet and address customer needs both on the telephone and in person<br /> • Confer with customer or employees to obtain description of customer needs<br /> • Assign, confirm and convey required vehicle inspection process<br /> • Use computer system to prepare customer information, billing and work orders<br /> • Know and sell customer needed tires, tire related services and automotive services<br /> • Follow tire & service pricing policies<br /> • Plan, organize and direct activities to manage the workflow of tire and service technicians<br /> • Schedule and assign tire & service  work based on customer needs<br /> • Utilize on hand resources to determine part and labor prices and rates to build an estimate to convey to the customer<br /> • Maintain sales and gross profit budget, objectives and goals<br /> • Develop and maintain an effective cost control system to optimize expenses<br /> • Safety and productivity inspections, maintenance and repairs of work areas, vehicles, tools and equipment<br /> • Assign tasks to service employees based on needs and abilities for effective completion<br /> • Address and resolve customer concerns or complaints as they arise<br /> • Maintain inventories for service parts and supplies<br /> • Other warehouse, administrative and office duties as needed<br /> • May assume Manager duties when Manager is not present<br /> • Work safely and protect company and customer assets<br /> • Develops and maintains Company image and corporate philosophy in the community<br /> • Regular attendance according to assigned schedule<br /> • Other essential and non-essential duties as assigned by management<br /> • Candidates must have the ability to work with little supervision, but with much support from others.<br />  <br /> Compensation is depending on experience and bonus and/or commission is paid based on productivity and profitability. <br /> <br /> Full time benefits include<br /> • Family Medical, Dental, Vision, Disability<br /> •Flexible Spending Account<br /> •Life Insurance<br /> • 401(k) with company matching funds<br /> • Paid holidays and paid vacations<br /> • Closed Sundays<br /> • Paid training. <br /> <br /> Let us know if you are interested or if you have further question on this position or others.<br /> EOE/M/F/D/V<br />  <br />   Purcell Tire And Service Centers Inc East Valley Phoenix AZ

Commercial Bank-Client Service Analyst

Jpmorgan Chase & Co.