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

Qualifications:

  • 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.

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Commercial Bank-Client Service Analyst

Jpmorgan Chase & Co.