Commercial Bank-Client Service Analyst
Req #: 200028200
Location: Phoenix, AZ, US
Job Category: Operations
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.
Jpmorgan Chase & Co.