Commercial Banking Resume Samples

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A Ward

Abbigail

Ward

77577 Chauncey Inlet

Los Angeles

+1 (555) 247 8411

77577 Chauncey Inlet

Los Angeles

Phone

p +1 (555) 247 8411

Experience Experience

Phoenix, AZ

Commercial Banking

Phoenix, AZ

Mills-Weissnat

Phoenix, AZ

Commercial Banking

Directs cross-organizational program teams through project lifecycle from ideation to project execution, including executive approval and multiple demand management processes
Perform additional duties as requested by Manager
Support the development of the overall Target Operating Model for different transformation projects within Commercial Bank with the initial focus on Client On-boarding
Develops and implements PMO processes and policies, reporting framework, directs project management staff, and works with other department leaders to define, prioritize, and develop projects and programs
Promote and sustain strong engagement and mutually beneficial relationships with key internal stakeholders including US based International Coverage Bankers, Parent Bankers, Underwriters and Credit Committees, in addition to local and regional product and service delivery partners, Legal, Compliance, plus mid and back office support teams across the firm
Enthusiasm for business and eagerness to work on any task that will add value; Strong work ethic
Judgment and professional maturity to handle sensitive information and work with senior management

present

Philadelphia, PA

Commercial Banking

Philadelphia, PA

Legros-Little

present

Philadelphia, PA

Commercial Banking

present

Work closely with technology team to develop product roadmaps and execute delivery of technology platforms
Manages and directs overall project team activities and monitors progress, including project health, capacity planning, developing and mentoring staff, and internal process improvement activity
Establish and manage productivity and quality targets for staff
Promote and sustain strong engagement and mutually beneficial relationships with key internal stakeholders including but not limited to: the immediate Commercial Banking Team, US based International Coverage Bankers, US Parent Bankers, product and service delivery partners, Investment Banking teams, Underwriters and Credit Committees, Legal, Compliance, mid and back office support teams across the firm
Serve as the finance partner to Specialized Industries which includes the following businesses: Government; Healthcare, Higher Education & Not-for-Profit; Oil & Gas; Mortgage Finance; and Franchise Finance. Likewise, the business is focused on the continued build-out of industries verticals that are aligned with the Core Middle Market Segments such as technology, agriculture, and beverage
Execute against a clear set of engagement principles that ensures consulting resources are mapped against the largest revenue opportunities within Treasury Services
At the core of the data platform is the Meta Data Repository (MDR). A key function will be management of the contents within the MDR. This will involve helping to create data discovery capabilities as a precursor to data quality measurement. (Note the MDR solution is two platforms; Collibra for business metadata and Ab Initio for technical metadata integrated together.)

Education Education

Bachelor’s Degree in Finance

The George Washington University

Bachelor’s Degree in Finance

Skills Skills

Detail-oriented with a strong emphasis on quality
Knowledgeable in VLS, RLOTS, ACBS, Ivault, Loan IQ, ABLE and/or DealWorks
Strong analytical skills and the ability to translate data into actionable information
Excellent verbal and written communication as well as presentation skills, with strong attention to detail
Strong problem-solving and analytical skills; able to think-through and outline work processes in a thoughtful and detailed manner
Work with the Sales Associates and TMOs on new bids including cost/benefit analysis, pricing and profitability models, etc
Strong analytical skills, including the ability to probe sensitive issues while maintaining the highest level of integrity and objectivity
Ability to flex priorities quickly while maintaining the highest levels of accuracy in work products
Good organizational and time management skills, ability to multi-task effectively
Ability to problem solve/analytical ability

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Commercial Banking Resume Examples & Samples

Maintaining an ongoing relationship with the borrower
Administration of accurate funds movement and timely information flows
Review, comment and implement full set of syndicated loan documentation
Co-ordinate borrower, legal counsel and arranger on conditions precedent requirements prior to drawdown of a new syndicated facility
Coordinate with lenders in monitoring borrower's compliance with specified financial covenants
Handle and coordinate with borrower, legal counsel and arranger/corporate banker on implementing request for waivers and amendments
Handle and follow up on day to day phone and written inquiries and resolve issues in a timely manner
Attend meetings on documentation negotiation or waiver / amendment when required
Safekeep original documentation

Commercial Banking Resume Examples & Samples

Ensures contracts administration and tracking for the team’s timely execution of all contracts documents
Ensures team staffing is appropriate
Identifies risks and issues and solutions
Responsible for ensuring the team interprets client needs and business requirements impacting contract documents
Ensures the team prepares contracts and/or related amendments that accurately reflect the deal, minimizing risk to the business through strict adherence to policies, procedures and regulatory requirements
Analyzes existing legal documents for conformance to Bank policy, procedure and regulatory requirements
MBA or JD a plus and/or paralegal certification desirable
Undergraduate degree andminimum 3 years experience with Commercial Bank or Treasury Services contracts or loan agreements
Minimum of 2 years of management experience
Experience in coaching or mentoring other employees and proven ability to successfully manage conflict
Knowledge of corporate documentation, terminology and legal procedures
Experience in risk awareness and skills to develop and negotiate contractual language to mitigate risk
Excellent verbal, written, interpersonal and organizational skills
Ability to provide quantifiable management reporting
Flexible, innovative and ability to adapt to a changing environment
Excellent at developing and maintaining good working relationships with internal partners
Proficient in various desktop and internet based applications

Commercial Banking Resume Examples & Samples

Manage ACH Payments and Collections as well as Account Transfer. This candidate also would be responsible for the commercialization of Chase QuickPay. The right candidate may also be responsible for wire transfers
Develop payment product strategy for both mobile and online
Assess customer and banker needs and "pain points" and identify products, tools and technology to address and resolve the problem(s)
Translate competitor and market place knowledge into practical solutions for our clients
Apply expert knowledge of payment technologies, payment solutions and payments business to create online product and services that differentiate us in the market
Manage and prioritize projects across groups, create organization alignment from an execution perspective and make decisions in conjunction with other departments
Work with external vendors as needed to coordinate best practices and provide feedback for improvements
Leverage external network to ensure Chase Commercial Banking is ahead of its competitors in the Payments, Internet, Mobile product space
Draft business requirements for technology projects at a product and feature/function level
Engage appropriate compliance, risk, and legal resources and obtain approval on all product enhancements
Support sales and service request related to CCO
Drive adoption and utilization of internet products among the Commercial Banking client base
Support all compliance and risk related initiatives as necessary including auditing of documentation, risk analysis, and other product due diligence initiatives
Delivering innovative product designs and features to improve client loyalty and profitability
Tracking and analyzing client, market and competitive solutions, including potential threats and opportunities
Creating strategy documents and product plans
Building business cases and analyzing ROI
Proficiency with data modeling and analysis
Authoring business requirements
Preferred location is Chicago, but open to other Chase locations depending on qualifications
BA/BS in Management, Economics, Marketing or a related discipline; MBA preferred
Minimum 5-7 years of relevant experience in banking and/or financial services industry with additional experience in one or more of the following areas: Product Management, Sales, Treasury. Experience with ACH preferred
Recent experience with mobile platforms and mobile payment technology
Excellent time management and is a self starter with ability to deliver results on time
Ability to translate product vision into phased design requirements and execute market launch
Demonstrated leadership experience with multiple cross functional teams including Product, Operations/Service, Sales, Marketing and across management levels on simultaneous projects
Thrives in dynamic and fast paced environment management multiple concurrent initiatives with different delivery dates
Demonstrated communication and diplomacy skills to work cross-organizationally to influence others, drive results/change and implement projects/processes
Project Management Skills; well-organized, structured approach, ability to achieve tight timelines on complex deliverables
Combination of strong analytical skills and creative problem solving; able to turn analysis into actionable insights and plans
Working knowledge of user interface esthetics and technology capabilities
Strategic thinking coupled with practical execution
Demonstrated strong verbal, written, and interpersonal skills, as well as analytic and problem solving skills

Commercial Banking Resume Examples & Samples

Stay up to date with evolving regulatory and market events impacting the business units
Identifying and assessing the inherent risk of activities/processes
Assist with New Business Initiative Assessments (NBIA)
Provide assistance with branch examinations and audit requests
Strong end-to-end project management skills from business case development through implementation
Manage one or more complex, cross-functional, cross line of businessprograms with regulatory significance
Facilitate project meetings; Create materials to be used for presentation at working group and senior management meetings, providing sufficient information to enable signoff on a deliverable
Present recommendations in a business-friendly way that identifies issues, details impact and strategies for resolution
Exceptional interpersonal leadership and influencing skills with ability to achieve goals without direct control over resources
Demonstrated ability to work independently with minimal supervision, including willingness to be flexible depending upon internal and external departmental needs
1-3 years of Project Management experience
3-5 years of relevant work experience in a Compliance or Operational Risk role. Treasury Services experience is strongly preferred
Treasury Sales experienceis strongly preferred
Strong, proactive task-based approach
Ability to work in a cross functional team environment
Strong computer skills: Excel, PowerPoint, Word, Access, SharePoint
Detail Oriented

Commercial Banking Resume Examples & Samples

Engage JPMorgan TS Sales, Bankers and clients at senior and strategic levels to provide integrated treasury solutions within a consultative and client-driven framework
Create new strategic dialogues around key client-centric issues, incorporating best practices, benchmarking, opportunity quantification and solution positioning
Build template-driven business case quantification for clients in support of JPMorgan's solutions
Partner with internal Product stakeholders in representing the client perspective in the development/evolution of complex products and solutions
Deliver thought leadership to the market and client on the above topics at client roundtables, industry conferences, webinars, articles, etc
Execute against a clear set of engagement principles that ensures consulting resources are mapped against the largest revenue opportunities within TS
Possesses knowledge and understanding of JP Morgan Treasury Services products, credit process, overdraft management discipline, and pricing philosophy, preferred
Travel required, up to 25%

Commercial Banking Resume Examples & Samples

In-depth understanding of the insurance industry segment including trends and impacts of regulation, international considerations, other significant impactful activities related to the insurance industry
Proactively meet with senior stakeholders in identified insurance industry prospects and clients to position JP Morgan’s value and differentiators prior to RFP/Financial Services provider selection in collaboration with Middle Market or Corporate Client Banking coverage and Treasury Services sales colleagues
Develop compelling business case/value proposition for consideration by insurance companies decision makers pre-RFP/pre-decision, highlighting benefits of doing business with JP Morgan
Understanding of targeted insurance prospect and client procurement processes and requirements
Develop market map of priority insurance companies, identify all potential JP Morgan solutions, how they would bring value to the client and update quarterly to reflect calling efforts and sales campaign advances
Work as subject matter expert in preparation of RFPs/client presentations for submission to client (addressing key client issues; stressing relevant JP Morgan strengths; positioning effectively vs. competitive offerings)
In-depth understanding of competitive products, services and pricing models to assist in positioning JP Morgan most positively in market as well as providing relevant competitive intelligence to product management
Work effectively and collaboratively as selling team member with assigned Treasury Management Officers and Commercial Bank partners as well as Product Management (and other organizational partners in the matrix organizational structure), and other functional partners inclusive of compliance, risk, credit, as required
Develop accurate and timely pipeline and forecast – report information as required
Achieve business goals inclusive of, but not limited to, revenue, teamwork, and control agenda objectives
Sales Territory – United States
Travel Requirements – 60%-70% Travel
Location open
A minimum of ten years of direct sales experience with in-depth cash management product knowledge
Deep insurance industry expertise
Strategic planning skills
Negotiation and influencing skills
Client presentation skills

Commercial Banking Resume Examples & Samples

Liaise between our trading desk, clients, legal counsel, documentation, client on-boarding teams, etc. to ensure proper & swift execution of complex confirmations
Manage end to end confirmation workflow via Firestar & electronic settlement system (Clearpar)
Responsible for trade affirmations (confirming basic economic trade details via trade source application) immediately following trade entry
Ensure prompt and accurate drafting of trade confirmations via E-settlement platform or manually drafted confirm where applicable
Establish and maintain strong working relationships with clients/counterparts
Work efficiently to ensure all legal and economic discrepancies with clients are resolved in a timely manner
Ensure risk is understood and exceptions are escalated as appropriate
Prepare daily/weekly MIS reporting to track the status of open items and measure risk
Bachelor's degree in Finance or Business (or equivalent experience)
Prioritize workload efficiently
Detail orientated individual that can work effectively under pressure
Must be able to think critically when addressing/resolving issues
Control orientated
Results driven
Keen to question everything & understand the detail behind the numbers and/or process
Able to function effectively in a team setting
Demonstrate initiative
Proficiency with Microsoft Office Suite (Excel, Word, and PowerPoint)
Familiarity with loan-based software (LoanIQ, ClearPar)
Experience with LSTA standard documentation; Knowledge of the LSTA Standard Terms and Conditions
Knowledge of the trade lifecycle and/or experience supporting a trading business
Familiarity with syndicated loans
Finance Background
Prior knowledge of loan product or trading operations is desired

Commercial Banking Resume Examples & Samples

Maintain, update and enhance content used for client-facing documents (RFP, Presentation and other) provided to prospective and existing clients. Support the Proposal team by creating statistical data and systems for sales-based client-facing content
Support technical requirements for collaboration, database and content systems for the team. Assist with SSRS and /or Excel report creation and generation from an SQL database
Responsible for decisions that require independent thought/action, but are guided by policies or established practices, having limited impact on company revenues/margins/assets
Functions as a lead contributor with advanced knowledge of area of specialization and significant exposure to broad department activities
Facilitates strong working relationships with sales officers/relationship managers and product/subject matter experts
Work with product, sales, segment, marketing and SME's to collaborate in the creation and management of content. Develops an understanding of key business initiatives and provides support as required
Subject area expert in a specific skill set, business area, or product; primary focus on daily execution, with an eye toward strategic goal and long term implications
Typically requires 3-5 Years experience
College degree (BA or BS) required; coursework in business and /or finance helpful
Excellent business writing, organizational and project management skills are essential
Knowledge of financial services industry preferred
Proposal or technical writing experience preferred
Proficiency with MS Word, Excel and PowerPoint required
Ability to provide effective oversight and management of multiple proposals, and meet multiple deadlines
Understand SharePoint administration and reporting features to manage the library

Commercial Banking Resume Examples & Samples

EngageJP MorganTreasury Services Sales, Bankers and clients at senior and strategic levels to provide integrated treasury solutions within a consultative and client driven framework
Build template-driven business case quantification for clients in support ofJP Morgansolutions
Partner with internal product stakeholders when representing the client perspective in the development/evolution of complex products and solutions
Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, articles, etc
Execute against a clear set of engagement principles that ensures consulting resources are mapped against the largest revenue opportunities within Treasury Services
B.A./B.S with accounting/finance preferred
Has the ability to mobilize internal and external networks and resources

Commercial Banking Resume Examples & Samples

Specific responsibilities of the In-country relationship manager will involve the following
Be the client sponsor for all Commercial Banking (CB) relationships in the location and,
Ensure that all on-boarding and KYC requirements relating to the CB clients are compliant with local regulations
Provide the necessary oversight and local accountability to document new/revised credit facilities (if any) as well as new transactional or service activities in the local jurisdiction to conform with JPM Chase policies and with local jurisdictional requirements for credit documents, Compliance, Know Your Customer (KYC), Anti-Money Laundering (AML), etc
Perform ongoing due diligence of credit quality and client activities to ensure sufficient local knowledge content is available to support ongoing credit evaluation and decision making at the parent level as well as provide sufficient local content to meet local regulatory expectations
Maintain open, clear, fluid communication with regional MNBs in Singapore and all internal stakeholders
Promote and deliver tailored financial solutions to clients via partnership with, and coordination of, all product and service teams across the firm to optimise outcomes
Establish local contact with the client’s subsidiary working closely with Regional MNBs, ICBs and parent bankers to manage and support growth of local subsidiaries of U.S. based Commercial Bank customers. Subsidiary companies can range in size from tens of millions annual turnover up to hundreds of millions (US$)
Ensure on-going local subsidiary contact and relationship to support all client requirements locally. Typical client requirements will focus on financing, risk & treasury management. Types of credit facilities range from working capital lines with parent guarantee support to syndicated transactions
Ensure necessary oversight and onshore accountability to support local client on-boarding, partnering with local risk management (e.g., Compliance, Legal, Tax, etc.) and middle/back office teams as needed to support transactional, service or credit activities
As it relates to local KYC, ensure regular client visits and documentation reviews are completed as per local country & regulatory requirements
Liaise with CB KYC team regionally as well as local teams to facilitate local KYC
Keep Regional origination team members abreast of all local activities as well as market/regulatory changes if any. Where applicable under data privacy policy, copy them on all calls reports and client reviews. Actively participate in AML/OFAC surveys and ensure that all action plans with regard to risk-controlled self assessments and audit issues are satisfactorily resolved
Liaise with internal, regulatory and statutory auditors and assist in providing the data, information and supporting documents as and when required
Promote and sustain strong engagement and mutually beneficial relationships with key internal stakeholders including but not limited to: the immediate Commercial Banking Team, US based International Coverage Bankers, US Parent Bankers, product and service delivery partners, Investment Banking teams, Underwriters and Credit Committees, Legal, Compliance, mid and back office support teams across the firm
Promote and sustain engagement and professionalism in dealings with external stakeholders on all matters relating to business operations including but not limited to; clients, prospects, market influencers, industry bodies and associations, external legal counsel, auditors and regulators
The highest professional standards, value add approach and effectiveness in contributing to the strategic direction and performance against business objectives are expected at all times
Minimum 8-10 years industry experience with a strong command of Philippines financial services markets, regulatory environment, corporate banking products, debt products, cash management, trade finance & derivatives
Extensive relationship management and credit risk management expertise in the corporate &/or MNC market segments. Relevant international banking experience in the US, UK or Asian markets would be a strong advantage
Proven expertise in credit analysis, structuring and negotiating domestic and cross border credit risk transactions, both in bilateral and syndicated formats
Excellent client relationship management skills together with well-developed business development skills
Proven ability to work professionally and effectively across diverse product and service capabilities
Flexibility to co-ordinate and manage multiple transactions and processes contemporaneously ensuring delivery against deadlines, client expectations and business priorities
Ability to work consistently across different time zones and geographies, dealing with numerous stakeholders
Degree Qualified in Business, Finance, Accounting &/or Economics

Commercial Banking Resume Examples & Samples

Manage a portfolio of Middle Market clients in HK with the supervision of Team Head. Work closely with US Middle Market ICBs to execute new or incremental transactions for Commercial Bank Middle Market relationships in HK and manage local relationships
Provide quality tailored business solutions to Middle Market clients via partnerships with various product groups including Treasury Services, Trade, Investment Banking & Credit Risk Management to deliver the full product set of the firm. Build strong partnerships with internal counterparts and teams locally and internationally
Support the Team Head to manage and develop a diverse and growing portfolio of clients which are HK & North Asia subsidiaries of US Commercial Bank clients. Assist to handle all client relationship matters including client inquiries, join/participate in clients calls, assist in preparation of call memos, etc
Cover all aspects of onboarding new clients and the maintenance of existing client portfolio - including KYC compliance, proper client set up in various bank systems; ensure accurate data integrity, etc. Maintain client folders & master client list
Liaise with CB KYC team in HK and Arlington, as well as local teams to facilitate local KYC completion. Act as escalation point for complex KYC cases and liaise with various local compliance teams
Prepare and update customer presentations & other marketing materials
Manage MIS for the team and maintain/update pipeline database & prospect list
Assist in financial reporting, forecast & budgeting. General office administration
Minimum 5 years of relevant banking experience in a corporate banking role with client relationship management responsibilities
Strong credit analysis skills and experience in structuring credit transactions
Solid understanding of Hong Kong financial services markets including AML requirements. Knowledge of corporate banking debt products, cash management, trade finance, FX and derivatives preferred
Multinationaland/or cross border transaction experience would be an advantage
An independent self starter, capable of working with minimal supervision. Detail and results oriented
A team player with the ability to work well across a broad range of internal and external clients

Commercial Banking Resume Examples & Samples

Responsible for actively managing a client portfolio, understanding client needs, applying consultative selling, developing appropriate product solutions and cultivating references
Complex client management is required, with significant new business attainment expected
Responsible for actively maintaining a thorough understanding of the industry in which the client operates, the client's organizational and operating structure, its strategies and objectives, and its buying behavior, to effectively position JPM and our solutions optimally
Responsible for clients in the Real Estate industry and managing their global relationship with Treasury Services
Developing strategic sales plans and executing them in coordination with other Treasury Services colleagues and the appropriate coverage team
Managing client visitation and contact specific to Real Estate market participants headquartered primarily in the South and Southeast regions of the United States; coordinating with coverage partners calling on clients’ foreign offices in the EMEA, APAC and LATAM regions
A minimum of 5 - 7 years of Treasury Management sales experience
Ability to work independently and possess a strong acumen for business and relationship development
Ability to generate ideas; identify and drive the development of new business
Demonstrates excellent selling and negotiation skills
Can work well with and direct a sales associate supporting the position
Has the ability to use various PC and internet-based systems to manage their business portfolio
Possesses knowledge and understanding of J.P. Morgan Treasury Services products
Maintain an aggressive calling schedule with travel in the South and Southeastern U.S. up to 50%

Commercial Banking Resume Examples & Samples

Analyze business information needs and translate those needs into business/technical requirements
Fulfill ad hoc requests for data, analytics and reporting
Help to ensure that information delivery is timely, efficient, high quality and accurate
Liaison with other reporting and analytics teams (internal to Commercial Banking and external) to identify opportunities for improvement and coordination
Serve as point person for selected information & reporting requests
5 years professional experience in a comparable reporting and/or analysis role with a proven history of delivering timely, high quality, manager-level reporting and analysis from diverse, complex data sources
Ability to develop concise and strong messages through analysis of large, complex data sets
Ability to organize and prioritize work; handle multiple tasks concurrently with a strong attention to detail
Advanced level ability in MS Office tools (Excel, Access)
Experience with relational datasets, data warehouses, and data mining
Interest in developing experience in SQL Server 2008 R2 (or later) Business Intelligence and its features, including SQL, SSRS, SSAS, and an aptitude to climb the learning curve quickly and independently

Commercial Banking Resume Examples & Samples

Developing account plans, briefing memos and relationship reviews
Taking the lead on RFP/RFI solution development
Working with TMOs to finalize sales through documentation coordination/negotiation and smooth handoff to implementation team
Work closely with TMOs to ensure correct pipeline reporting

Commercial Banking Resume Examples & Samples

Defines and manages a set of interdependent projects needed to support broad business objectives
Oversees project execution/managers responsible for executing releases/project as well as business analyses
Manages / assembles project teams, identifies resource and/or scheduling conflicts, manages change control, functions as an escalation point to keep all parties aware of new and ongoing tasks, assists in the facilitation of issue resolution
Sequences projects according to business and/or technical dependencies including resource, budget, and technology capability constraints
Maintains program level communications with project managers, stakeholders, sponsors and user community as appropriate
Ensures Executive Management Reporting is accurate and available; experienced with SharePoint administration and reporting
Ensures customer experience objectives are met
Manages business needs against capacity to schedule work requests
Hires and retains talent
Set employee goals and objectives; monitor staff performance, including performance reviews
Develop / coach staff to maximize potential
A minimum of 10 years in the financial services market, preferably across loan operations and/or loan technology preferred
Strong knowledge of asset-based lending and commercial leasing operations and technology preferred
Proven Project Management experience, including the use of project plans and issues logs
Proven ability to manage, lead and motivate cross-functional teams and interact with all levels (horizontal and vertical)
Proven ability to perform/oversee complex business analyses
Experience in leading dynamic projects and project workgroups
Experience in status reporting (project status, risks, issues, change controls, action items)
Strong time management and organizational skills
Ability to influence book of work and manage requests based on business benefit
Ability to be flexible, follow tight deadlines, organize and prioritize work in order to support concurrent projects
Proficiency with Microsoft SharePoint and Microsoft Office Suite (Word, Excel, Power Point) Experience in Visio a plus

Commercial Banking Resume Examples & Samples

Assist with the development, implementation, and execution of key reporting to be leveraged by all levels within CCB, as well as senior management in Commercial Banking and senior partners across the firm
Address ad hoc requests and perform data analysis to support the business groups
Support business groups with key business functions including client transfers, client data maintenance and special projects
Partner with CCB S&BM offshore team in Mumbai to develop and enhance reporting, monitor data quality and consistency, and complete ad-hoc requests
Support business groups with client marketing efforts including coordinating and tracking client participation in events and assisting marketing team in coordinating and researching events
Prepare presentation materials to be shared with business groups, senior management and other relevant stakeholders (e.g. Business Reviews, Talent Reviews, etc.)
Identify areas for continued process improvement and enhance efficiencies by generating innovative ideas and solutions
Independent and self-motivated, but also a team player capable of working collaboratively and developing strong partnerships
Excellent verbal and written communication as well as presentation skills, with strong attention to detail
Able to prioritize issues and multi-task effectively to handle multiple assignments and be proactive in a fast-paced environment while remaining calm under pressure
Capable of synthesizing large amounts of data and developing strategic recommendations
1-3 years of work experience; knowledge of Commercial or Investment Banking is a plus
Business management and/or project management experience
Expertise in Excel; proficiency in PowerPoint (PitchPro); knowledge of Access is a plus
Familiarity with key data tools (e.g. Business Objects, SQL, FactSet)
Familiarity with internal J.P. Morgan systems (e.g. iBanker, ExposureNow, Client Central, CKC)
BA/BS degree is required
Location: New York, Chicago, Dallas, San Francisco, or Los Angeles

Commercial Banking Resume Examples & Samples

Spearheads and maintains program level communications with project managers, stakeholders, sponsors and user community as appropriate
A minimum of 10 years in the financial services market, preferably across loan operations and/or loan technology required
Strong knowledge of asset-based lending and commercial leasing operations and technology required
Proven ability to influence book of work and manage requests based on business benefit
Proven ability to perform/oversee complex business analyses and process improvement/redesign initiatives
Experience in leading strategic projects and large efforts requiring change management and detailed planning
Experience with executive reporting (project status, risks, issues, change controls, action items)
Excellent verbal and written communication skills with demonstrated presentation skills
Expert ability to work with cross-functional teams and interact with all staff levels
Proficiency with Microsoft SharePoint and Microsoft Office Suite (Word, Excel, Power Point)
Experience in Visio a plus

Commercial Banking Resume Examples & Samples

Manage one or more complex, cross-functional, cross line of business programs with regulatory significance
3-5 years of Project Management experience
Treasury Sales experience is highly desirable
Strong analytical skills/detail oriented

Commercial Banking Resume Examples & Samples

Working in partnership with market bankers to develop new profitable business from prospective clients; Developing strategic account plans and executing them
Managing client visitation and contact; Understanding clients' business environments, strategies, and industry to better determine their requirements, identify potential new business opportunities for JP Morgan Treasury Services and provide the appropriate solution(s)
Understanding the competitions' capabilities and gaps, and how to position JP Morgan Treasury Services against them
Managing proposal writing and the entire sales process
Working closely with the coverage team to drive efforts to expand existing business with current clients, providing feedback to product mangers and generating cross-sell opportunities by maintaining strong working relationships with other JP Morgan lines of business
B.A./B.S in Accounting/Finance preferred

Commercial Banking Resume Examples & Samples

Manage multiple projects of various complexity that will have a significant impact on the business
Ensure projects are completed in accordance with Risk, Compliance and Legal standards
Develop and maintain internal and external marketing material
Organize and execute internal and external meetings and events, as needed
A bachelor’s degree in a business discipline
5 years of finance and/or project related experience
Proven leadership initiative
Ability to multitask, prioritize and work under pressure
Organized and detail-oriented
Strong inter-personal skills, including negotiation and influence skills
Ability to participate in cross-functional teams and interact with all levels of the organization
Advanced level in MS Office Tools: Excel, PowerPoint, Word, Access
PMI Certification and/or applicable product area experience a plus

Commercial Banking Resume Examples & Samples

Manage a team of 3 – 7 providing leadership, coaching and development on all aspects needed to achieve successful performance
Build collaborative internal relationships with Coverage Leadership, Bankers, other internal partners
Manages customer expectations by communicating upfront timelines and deliverables. As needed, partners with the client to ensure a successful implementation of TS products
Takes ownership of escalated FIG TS segment client issues and leverages the appropriate resources to champion results
You must have a strong track record of leading a sales team in the Financial Services industry and a proven record of successful selling. A strong history of building internal and external strategic selling networks will be key to your success. You must be a master of all aspects of direct selling including developing national relationships for lead generation. In addition, you will be responsible for establishing solid partnerships with other JPMorgan Chase businesses in your region to identify and close cross-sell corporate card opportunities
Lead team of Treasury Market Officers to deliver on business growth objectives
Recruit, train, lead, coach, and motivate sales personnel
Cultivate larger prospect relationships
Develop strategies to drive key metrics growth
Develop, monitor and analyze performance metrics to evaluate effectiveness relative to key metric performance and goals
Plan and direct sales activities
3 – 5 years of management experience
Sales management in an outside business to business sales environment with a documented track record of success /top performance

Commercial Banking Resume Examples & Samples

Facilitate and coordinate for core products (ACH, Positive Pay)
Identify opportunities to promote and receive mandate to implement products
Independently review client trends/issues, proactively recommend solutions tailored to clients needs and provide high quality, high touch service to Commercial clients
Responsible for assisting the client executive in achieving incremental revenue targets for non credit products
Proactively work to determine service improvements and solicit client input and feedback on service satisfaction
Conduct annual relationship reviews with clients within the portfolio
Conduct monthly client reviews with Client Service Professional, ACSM and Treasury Sales Officer
Analyze and recommend appropriate service options for specialized customer needs
Identify potential customer-level fraud exposure and recommend appropriate products to mitigate risk
Support client service professionals when needed in handling the day to day client activities/requests for relationships
Serve as a resource by providing assistance in the resolution of commercial customer's complex inquiries and issues
Capable of monitoring, reviewing and approving/declining client refunds/adjustments within established empowerment levels
Research, follow up and resolve client inquiries/problems through interaction with clients, bankers, product partners, branch operations and other staff in a timely and professional manner
Negotiating legal documents related to Blocked Account Agreements
Bachelors degree or minimum 5 year equivalent work experience
Strong analytical skills and the ability to identify credit opportunities
Ability to identify cash management product needs
Knowledge of JPMorgan Commercial Bank and other key operating areas within the firm
An evidenced and accomplished history of independent decision making and problem solving
Ability to make high dollar, high impact decisions independently without need for further escalation, and ability to accept responsibility for those decisions
Extensive knowledge of deposit and treasury products, payment services, regulatory requirements (ie. KYC, documentation) and procedures related to them
Thorough knowledge of financial exposure and operational risk related to transactions associated with bank products and services, (ie. products requiring credit approval, blocked account agreements)
Ability to negotiate legal document exceptions both internal and external
Ability to understand complex customer structures, (ie. opportunity funds, REITS)
Ability to perform in-depth account analysis reviews, perform annual reviews with clients and be able to identify opportunities for both the bank and the client
Comfortable with independent client calling
Ability to assist with client prospecting and identify opportunities
Ability to retain and grow the real estate deposit portfolio

Commercial Banking Resume Examples & Samples

Manage client information in Client Central (including client set up, code maintenance, RE priority assignments
Serve as subject matter expert and support resource for CSPs with client set up & maintenance questions
Respond to issues related to client set up; escalate as appropriate
Serve as subject matter expert and support resource providing Client Executives guidance and coaching on information needed to complete a request to meet compliance standards
Partner with Client Executives/Bankers, CSPs, and KYC Officers/Specialists to collect, analyze, and validate all appropriate due diligence documentation; utilize knowledge of AML/KYC policy to independently identify missing or insufficient client due diligence information
Take ownership of quality control issues related to client due diligence and partner with Client Executives/Bankers to resolve accordingly; escalate as appropriate
Identify ongoing training needs and process improvement ideas; share best practices
Special projects, including remediation and others, as directed by regulators, internal audit, etc
Knowledge and understanding of CB Real Estate Banking business model and client base
Knowledge of Client Central and Customer Assist
Knowledge of compliance/regulatory requirements surrounding AML/Know Your Customer (KYC) processing
Medium to advanced knowledge of Microsoft Excel and Word
Proficiency in internet research

Commercial Banking Resume Examples & Samples

Managing client visitation and contact; Understanding clients' business environments, strategies, and industry to better determine their requirements, identify potential new business opportunities for Chase Treasury Services and provide the appropriate solution(s)
Understanding the competitions' capabilities and gaps, and how to position Chase Treasury Services against them
Working closely with the coverage team to drive efforts to expand existing business with current clients, providing feedback to product managers and generating cross-sell opportunities by maintaining strong working relationships with other Chase lines of business
Engage Chase Treasury Services sales, bankers and clients at senior and strategic levels to provide integrated treasury solutions within a consultative and client driven framework
Build template-driven business case quantification for clients in support of Chase solutions
B.A./B.S required; Accounting/Finance preferred

Commercial Banking Resume Examples & Samples

Manage complex regulatory projects, direct overall team activities and monitor progress
Work with other cross-functional managers to develop a core working team for each project
Actively participate in enterprise-wide programs, representing CB
Manage entire project lifecycle, from initiation to closing. Manage budget
Define purpose, clear roles, tasks, milestones, and deliverables; manage the overall project plan
Work with stakeholders to identify and staff project resources
Communicate with senior management regarding project progress and recommendations/decisions; develop effective presentations and project update materials suitable for senior executives. Resolve conflict through broad decision-making
Closely partner with Legal, Compliance, and Controls. Promote and monitor compliance of policies and procedures. Ensure proper controls are in place
CB Wholesale Loan Operations and document workflow knowledge a plus
Experience with various technology delivery methodologies – both Waterfall and Agile is a plus
Understanding of JPMC and CB systems and tools strongly preferred
Ability to lead and influence without having positional authority. Strong team-orientation and leadership skills. Experience managing geographically-distributed and culturally-diverse work-groups
Ability to develop strong client relationships

Commercial Banking Resume Examples & Samples

Develop project charters, business cases and governance models
Work with lines of business and functional partners to identify the right resources, content experts and decision-makers to meet goals
Develop and manage detailed project plans, including definition of roles, responsibilities and milestones
Develop and produce program reporting and tracking documentation, including multiple work streams and projects across lines of business
Identify, track and monitor interdependencies within and across projects
Facilitate project meetings and timelines
Compile, track and drive action items to completion, offering constructive options to ensure projects track to original expectations and scope, identifying resource and/or scheduling conflicts
Function as escalation point to keep all parties aware of new and ongoing tasks
Manage project repositories including identification and execution of opportunities to enhance/grow repository use
Prepare meeting minutes and project status reports
Prepare graphics, metrics, and charts for project reporting
Minimum of 4 years of program and project management experience required
Compliance or Regulatory experience a plus
Experience with various technology delivery methodologies – both Waterfall and Agile – a plus
Understanding of JPMC and CB systems and tools a plus
Excellent communication and time management skill
Results-oriented with ability to work independently
Team player with demonstrated work ethic

Commercial Banking Resume Examples & Samples

Working closely with the coverage team to drive efforts to expand existing business with current clients, providing feedback to product managers and generating cross-sell opportunities by maintaining strong working relationships with other JP Morgan lines of business
Engage JP Morgan Treasury Services sales, bankers and clients at senior and strategic levels to provide integrated treasury solutions within a consultative and client driven framework
Possesses a minimum of 5-7 years of cash management, sales and relationship management experience

Commercial Banking Resume Examples & Samples

Project manage various initiatives within the Loan IQ agenda
Execute release management activities within the Agile / Scrum model
Coordinate loan platform releases and other releases as assigned (infrastructure, interface, etc.)
Execution of BAU Loan IQ product activities – ITSMs, job function changes, etc
Develop end to end project plan, milestones and risks / dependencies covering all areas. Manage stakeholders, conduct working group calls and ensure issues are properly captured and resolved
Establish working relationships and routinely interface with: project sponsors, business stakeholders, Technology, Subject Matter Experts (SMES), Compliance, Finance, HR and other functional partners
Lead/participate in regular project meetings to ensure project progress, adherence to project plan, milestones and deliverables including Workgroup & SME Engagement/Planning/Administration
Monitor, track, and report on project deliverables through each stage of the project life cycle (Concept, Initiation, Requirements, Design, Build, Test Implementation and Project Closure) to ensure projects are completed on time
Provide timely, accurate status updates to key WLO stakeholders including Senior Leadership
Project-manage the work plan over time
Track and RAG-rate milestones
Track risks and issues, and escalate as needed to senior management
Establish and facilitate appropriate regular working meetings as required, including Working Groups and Project Control Committees; Develop presentations and shape messages in a manner effective for senior management and business presentation
Gather stakeholder input and signoff as required
Partner with appropriate resources to provide/complete required project documentation (process flows, gap analysis, procedures, etc.)
Serve as technology liaison
A minimum of 5 years in the financial services market
A minimum of 2 years of Loan IQ experience; Experience in loan operations and/or loan technology preferred
Proven Project Management experience, including the use of project plans and issue logs
Excellent analytical and oral as well as written communication skills
Agile/Scrum project management methodology experience is a plus

Commercial Banking Resume Examples & Samples

Issuance of approved Sworn Document Templates in compliance with Global Policy
Management of template expiration and volume thresholds
Report creation and distribution of Sworn Document activity ranging from execution, Quality Control coordination, and Quality Assurance coordination
Entrance criteria enforcement of access to Sworn Document templates
Trusted source to execution areas on the applicability, requirements, and process for the execution of a Sworn Document
Partner with various lines of business to confirm exceptions, determine root causes, and drive enhancements
5-7 years of work experience and college degree are strongly preferred
A functional understanding of Sworn Document execution is strongly preferred
Excellent communication, presentation, analytical and problem solving skills
Detail-oriented with a strong emphasis on quality
Strong organizational skills and the ability to follow problems through to a solution
Ability to perform detailed work and report results in a clear, concise manner at the appropriate level
Proficiency with standard MS office products including Power Point, EXCEL and use of databases for accumulation and reporting on large amounts of data
Experience in process design, migration planning, and content management are preferred

Commercial Banking Resume Examples & Samples

10+ years of finance or accounting experience with a leading financial institution or accounting firm
Bachelors degree in finance or accounting; MBA/CPA a plus
Proactive, energetic individual with strong communication and interpersonal skills
Observed leadership, partnership and coaching experience
Prior experience in Commercial Banking or Investment Banking businesses a plus

Commercial Banking Resume Examples & Samples

The incumbent must be highly organized and able to manage multiple tasks
Must have the ability to recognize events or issues that require group management involvement
Working knowledge of all applications supported by the group (CKC & CA are highly preferred)
3-5 years of proven customer service experience to include proven problem resolution experience
Strong dedication to quality customer service and working knowledge of enterprise-wide service-delivery procedures
Strong verbal and written interpersonal and communication skills
Strong telephone etiquette skills and an ability to deal effectively with customers at all levels, peers, vendors, and management
Excellent initiative and assertiveness
Proven PC skills
Four-year college degree desired, but not required

Commercial Banking Resume Examples & Samples

5+ years of industry related experience with a major financial services company, in one or more of the areas of direct client management, business administration, middle management, operations, middle office, compliance, technology and program/project management
Project management skills and well developed decision making skills
Superior skills with Microsoft Office suite, with primary emphasis on PowerPoint, Excel & Visio
Strong consultative skills (e.g., process analysis, fact based decision making, problem identification, & solution development and effective presentations)
Analytical, communication and organization skills
Superior collaboration, teamwork and diplomacy skills
Ability to manage multiple complex work streams simultaneously
Knowledge of internal banking policies and external regulations
Bachelors degree or equivalent required, M.B.A preferred

Commercial Banking Resume Examples & Samples

Manage regulatory projects, direct project activities and monitor progress
Develop and maintain project plan and lead project execution
Partner with CB control teams and CB Business to develop a core working team for each project
Coordinate end-to-end regulatory deep dives across CB Controls teams and businesses
Support development of infrastructure to link legal obligations to relevant policies, processes, procedures and controls and tools for end-users to have easy access to information
Develop key metrics and effective senior management presentation materials to report on project progress, recommendations/decisions
Bachelor’s Degree required. Advanced Degree desirable
Minimum of 5 years of project management experience required
Solid organizational and multi-tasking skills with demonstrated ability to define scope, manage expectations and drive results from others
Excellent research and analytical skills
Effective written and oral communication skills with the ability to facilitate dialogue and interact with all levels in the organization
Proven skills in using Microsoft Office applications: PowerPoint, Pitch-Pro, Excel, Word and Sharepoint. Infopath experience a plus
Previous compliance, risk, control or audit related experience preferred

Commercial Banking Resume Examples & Samples

Manage affiliated outsourcing projects for Commercial Banking line of business
Work with program manager to identify cross-functional employees to develop a core working team
Manage project end-to-end project lifecycle
Define scope, requirements, working group, milestones and deliverables; manage the overall project plan
Produce project reporting and tracking documentation to evaluate progress and quality
Manage issue resolution process and corrective action as necessary
Facilitate/lead/participate in meetings with the business groups regarding progress and recommendations/decisions; develop effective presentations and project update materials suitable for senior executives when required
Responsible for all Air Traffic Control (ATC) coordination at the project level
Maintain an updated Standard Operating Procedures and Migration Toolkit
BA/BS preferred
3-5 years experience in project/program management
Knowledge of regulatory requirements and internal policies of the Firm with regard to Affiliated Outsourcing (ATC/IAS process) will be a major advantage advantage
Experience in Information/Operational Risk and Control functions is preferable
Process reengineering skills in order to help design end to end processes is preferable
Ability to manage and prioritize multiple initiatives concurrently
Outstanding inter-personnel, listening and negotiation skills as well as being a strong written and verbal communicator at senior management level
Strong business analysis skills to enable efficient, accurate and objective decision making
Team player with ability to build strong cross-business relationships – proven flexibility, adaptability and reliability

Commercial Banking Resume Examples & Samples

Bachelor’s Degree (Computer Science, preferred)
Expert skills in writing efficient and scalable SQL queries for MS SQL Server across highly disparate datasets
Solid development experience in SQL Server 2008 R2 (or later) Business Intelligence features including SQL, SSRS, SSAS

Commercial Banking Resume Examples & Samples

Support Regulatory Practices team in executing legal and regulatory change management process and reporting
Develop and maintain targeted CB regulatory roadmap by business and prepare CB wide communications and necessary
Maintain and continue to develop CB regulatory resources and intranet site to improve employee regulatory knowledge
Support execution of Regulatory Practices strategic projects and monitor progress
Develop and maintain key metrics and effective senior management presentation materials to report on project progress, recommendations/decisions
Excellent written and oral communication skills with the ability to write senior management ready communications and presentations
Ability to balance big picture while maintaining a strong attention to detail

Commercial Banking Resume Examples & Samples

Co-ordinates with provider and consumer Domain Steward(s) to link business content (data definitions, data lineage, data quality) to technical content (data element, data model)
Works with the Domain Steward(s) to determine authoritative data sources within the data supply chain
Collaborates with the Domain Steward(s) to remediate the root cause of data issues
Assists in the data management initiatives by coordinating with Domain Executive(s) and Technology and Operational Manager(s)
Designs and facilitates the end-to-end Information Architecture (e.g. data flows, taxonomies, data models, design patterns)
Assists Domain Steward(s) with documenting end-to-end data flow to show data lineage
Facilitates the integration of data sets by collaborating with the Domain Steward(s)
Provides guidance on the required infrastructure (e.g. tools, software, hardware etc.)
Monitors data initiatives to ensure compliance with data management policy and standards
Provides thought leadership and guidance to data framework and design considerations
Translates data quality rules into technical rules
Contributing to, defining and refining data architecture principles and standards. Evangelizing and helping to communicate these principles across application project teams. This will be done through informal coaching and classroom training
Helping to develop, document and communicate the Commercial Banking’s Data Management Strategy and Platform. This requires high level enterprise data architecture level skills as well as product knowledge for the differing technologies that comprise the data platform
At the core of the data platform is the Meta Data Repository (MDR). A key function will be management of the contents within the MDR. This will involve helping to create data discovery capabilities as a precursor to data quality measurement. (Note the MDR solution is two platforms; Collibra for business metadata and Ab Initio for technical metadata integrated together.)
MDR support. Ensuring the role of the MDR is the understood and integrated into all dependent capabilities. Making sure the data is populated in as automated manner as possible through harvesting capabilities and making sure the information is published in an easy to digest format
Owning a Data Quality agenda. Making sure the application of business data rules if understood and helping data stewards with the generation of data quality metrics
Working with business representatives, technology relationship managers and other Investment Management architects to shape and define the enterprise level data architecture. This will involve maintaining a Conceptual model of the business and the development of high level logical models for key subject area
Ensuring the high level logical models are integrated into the overall corporate logical model and working with project teams to help them build out a more detailed logical model. In this role the data architect will need good communications and influencing skills to ensure the project teams develop the proposed solution in a manner that is consistent with the agreed model and data standards
Taking responsibility for managing a number of data working groups, e.g. Information Architecture
Presentation of enterprise data architecture strategy to project teams
Review and sign off technical designs for new projects
Network with other groups within JPMorgan and with peers in other companies
Coach data modeling and requirements capture
Liaise with the QA team to improve quality as early as possible in the software development life cycle
Computer Science Graduate
Background minimum of 5 years of development experience
Followed by a minimum of 5 years of related experience where the applicant has taken the principle role in data architecture Responsible for data decisions for large scale projects (excess of $1mm)
Solid Data architecture skills, to include logical and physical data modeling
Good communicator, good listener and comfortable doing presentations at board level
Relationship building, team player
Knowledge of messaging principles and data distribution architectures
Financial services business knowledge with an emphasis on credit products
Construction of a business case to support a technology driven initiative
UML modeling to a competent level to be able to coach others in requirements capture
Data mining , data transfer and data profiling technologies
Data service design
Project management and estimating
Knowledge of a commercial Enterprise architecture framework
People Management skills
MDR Data dictionary usage and associated tools

Commercial Banking Resume Examples & Samples

Project manage the execution of certain regulatory change management initiatives across Commercial Banking to ensure all impacted audiences and stakeholders are prepared to support critical business changes in response to regulatory directives
Work with cross functional teams and stakeholders to provide appropriate readiness /communications solutions
Develop and ensure timely delivery of regulatory messages via email, intranet, presentations, talking points, newsletters, articles, Q&A sessions, town halls, etc
Create internal messages in the proper voice and tone to deliver proactive, targeted content emphasizing the impact and importance of the change to the impacted stakeholder
Lead the planning and successful delivery of monthly cross functional, virtual meetings
Understand business priorities and the interconnectedness of regulatory operations
Quarterback approval process for messages
Partner effectively with CB Communications and/or Commercial Market Readiness in message delivery and implementing communication tactics across Commercial Banking
Broad knowledge of regulatory environment, especially KYC/AML
Superb verbal and written communications skills
Strong ability to develop clear, concise, and accurate message content with detailed editing/proofing skills
Strong project management skills with the ability to execute quality output
Outstanding collaboration skills with the ability to interact, influence, negotiate, and communicate effectively with all levels of the organization
Strong presentation development skills with ability to effectively summarize complex information and deliver it in formal business executive level presentations
Strong organizational skills with experience organizing events from end to end, including technical and logistics support and content creation
Proven ability to multitask and be resourceful in meeting deadlines and deliver high quality results in a fast-paced and changing environment
Sense of urgency and an ability to hit the ground running
Advanced proficiency with Microsoft Office Suite (Word, Excel, PowerPoint (PitchPro), and Visio)
Solid SharePoint and website management skills

Commercial Banking Resume Examples & Samples

Action all scheduled and unscheduled loan activity on a daily basis
Support the servicing of complex and non-standard loan products that require extra diligence and critical thinking as opposed to traditional loan maintenance
Monitor and investigate cash and other exceptions such as past due loans, payable & receivable balances, and reference data breaks
Communicate frequently with the various front and middle offices to ensure seamless support of the business
Work closely with Financial and Product control to ensure accurate reflection of month end income/P&L
Participate in the development of technology enhancements and fixes as well as the associated UAT testing needed to properly implement in the production environment
Participate in the drafting of New Business Initiative Agreements by attending calls and meetings with the respective business sponsors and providing key information from an operational support perspective
Bachelor's degree in Finance or Business, plus prior knowledge of loan products or trading operations, or equivalent experience required
Basic accounting knowledge and strong problem solving, decision making and analytical skills
Demonstrated leadership abilities and strong teamwork skills
Control and detail orientated individual that can work effectively under pressure
Results driven and ability to multi-task and prioritize workload

Commercial Banking Resume Examples & Samples

Prepare and execute trade settlement timely for various loan businesses within currency deadlines
Review of all settlement documentation in accordance with the LSTA and LMA standard terms and conditions
Maintain and investigate trade related exceptions, such as open payable and receivable balances
Communicate frequently with front office, documentation, and accounting and control teams as well as external counterparties
Monitor general ledger activity in regards to payments associated with trade settlement
Control Oriented
Ability to multi-task and prioritize workload
Strong problem solving, decision making, and analytical skills
Basic accounting knowledge

Commercial Banking Resume Examples & Samples

Manage projects that will have a significant impact on the business
Ensure projects are completed in accordance with Risk/Compliance/Legal standards
Work effectively at all levels of the project, understanding and tracking progress, issues and risks, as well as providing holistic updates to management on a regular basis
Contribute to development and implementation of best practices, project standards and procedures across multiple projects. Includes: Change Management, Risk Management and Demand Management
Assess and be effective in regards to project team build-out (Inter and Intra Departmental team members)
Gathers, analyzes and synthesizes information for TS Sales projects and initiatives
Effectively communicate/listen to derive action items and execute on those action items
A bachelor’s degree in a business discipline, MBA preferred
3-5 years of finance and/or project related experience
Strong Inter-Personal Skills with influencing skills
Ability to multitask and work under pressure
Advanced level in MS Office Tools

Commercial Banking Resume Examples & Samples

Support the other functions within the Regulatory Operation Office in executing the ROO agenda and objectives
Partner with CB Business control teams to ensure each team play’s their role within the change management lifecycle
Leverage tools created to support the change management process, updating reporting timely
Follow procedures and protocols for change management, understanding inputs, outputs and deliverables
Prepare CB wide communications as needed
Contribute to key metrics reporting to track initiatives
Effective communication with all levels in the organization, both written and oral
Solid organizational, project management, and multi-tasking skills with demonstrated ability to define scope, manage expectations and drive results from others
Proven skills in using Microsoft Office applications: PowerPoint, Pitch-Pro, Excel, MS-Access, MS Word and MS Project
Familiarity with credit underwriting process a plus
Previous compliance, risk, control or audit related experience

Commercial Banking Resume Examples & Samples

The incumbent is required to prospect NTB names in the SME space
The emphasis is both on revenue dynamics and client acquisitions, with tangible average ticket size of $1 MM - $10 MM
The job requires multiple level of engagement with business, risk, product and perseverance at client level
The candidate will be responsible to prospect NTB names in the SME space
The candidate should be proficient in the product suite offered and credit analysis
Prospect new clients as per CCB TM
Collect financials and understand client requirement
To complete credit analysis and propose the deal to Risk team for approvals
He would be supported by CAU team / Supervisor and business Seniors in this process
To show compelling value to clients and convince clients to bank with Citi
Post graduate
Credit, Relationship and Business Development experience
1-4 yrs of work experience – SME / GTS / Branch Banking
Understanding of corporate credit
Knowledge of Asset / GTS products
Local market knowledge

Commercial Banking Resume Examples & Samples

Work with the Regional Manager to develop sales strategies within the market (legacy and expansion) to drive key metrics growth
Guide and coach development of client proposals/presentations. Review materials including RFP responses
Attend and participate at finalist presentations, industry events and client roundtables
Elevate client and internal issues promptly and to the proper areas and levels of the firm
Lead TS Sales team in assigned region to deliver on business growth objectives
Experience in the Not for Profit and Higher Education industry segments. Any Healthcare and Government experience is a plus
Strong coaching, motivation and leadership skills; ability to network, recruit, train, develop and promote field sales officers

Commercial Banking Resume Examples & Samples

Develop a strong understanding of systems, data and reporting leveraged by the business
Support S&BM project managers on various CCBSI initiatives related to reporting, technology, communications, data quality, and more
Create, implement, and execute on key reporting for CCBSI, senior management in Commercial Banking and senior partners across the firm
Liaison with offshore reporting team to execute on standard reporting, enhancements, and ad hoc requests
Represent CCBSI in various Commercial Banking and cross-LOB projects and partner effectively with other teams
Minimum of 3 years work experience in Finance or Business Management
Expertise in Excel and PowerPoint / PitchPro; knowledge of Access is a plus
Location: New York or Chicago preferred

Commercial Banking Resume Examples & Samples

Drive the overall technical solutions which meet the functional requirements of the business problem from project initiation through project implementation, inclusive of technology stack, information flows and business component support
Identify key non-functional requirements for the initiative and drive how each one will be handled throughout the development life cycle
Enforce firm wide controls and risk policies are implemented throughout the entire program life cycle, inclusive of software vulnerability scans, people entitlements for appropriate data and environment access, ethical hacking tests (as applicable)
Create as-is vs to-be technical model for solution and conduct design reviews with peers across CB
Drive best practices for application software development team inclusive of promoting code reviews and storing evidence, continuous integration and automated testing, standard repositories for requirement and defect tracking
Drive model for automated software deployment and how it will be used in this program
Drive what architecture tests will be implemented as part of the technical solution ensuring provenance between logical and physical data models and associated information flows
Review, amend and signoff on the infrastructure architect the target design querying why specific patterns were used ,why they are considered optimal and what the costs are for GTI services (Server, Storage, Backup, Licenses)
Drive the discussion for Business Continuity and Disaster Recovery plans ensuring High Availability and Sustained Resiliency are enforced; cite exceptions where necessary
Build a Resiliency Implementation Contract (RIC) which documents your agreement with data providers and consumers with respect to information flows, points of recovery and SLAs
Create multi-year roadmap (as applicable) with business and technical sponsors for key architectural milestones and how the platform vision will be realized over its development life cycle
Define appropriate load and performance testing for the platform given program requirements and impacts, coordinate testing, review results and publish findings for review
Coordinate with Information Architect that data management soundness and health checks are scheduled throughout development
Prepare and schedule presentations for business/technology sponsors, application teams and managers, CTO/CIO the overall design and operating model for the program
Work pro-actively with new and emerging technologies through research and development efforts and assist teams in driving technology change within the organization
Provide coaching and mentoring to applications development staff in using sound architecture principles and enforcing the correct operating model for controls, testing and tools
7-10+ years’ experience with application design and multiple technology stacks inclusive of mid-range and distributed platforms
5+ years’ experience with UML modelling and associated tools or equivalent, web services, UI development and XML frameworks
5+ years experience with rules engine and business process modeling
5+ years experience in Java, JavaScript, JQuery
5+ years experience of data structures, algorithms and enterprise systems
5+ years experience with best SDLC practices: coding standards, reviews, code management, build processes, and testing
Strong oral and written communication skills to partner with application teams in developing, documenting and presenting the solution with business and technology sponsors
Strong evidence of prior experience with influencing business and technology staff on maintaining sound architecture principles and operating model

Commercial Banking Resume Examples & Samples

Manages scheduling of meetings and conference calls with all stakeholders. Help in providing a tracking mechanism for follow-ups and closure
Helps in preparing and reviewing materials for use in discussions and meetings (i.e. decks and minutes of meetings)
Assists with Expense processing, tracking , analysis and reconciliation –expenses of the department and individuals
Maintaining and tracking of Departmental records
Assists with ad hoc reports, special projects, organizational charts, analytics and such similar areas
Ensuring proactive follow ups on meetings, scheduling and all administrative functions of the department
Ensures the existence of necessary office supplies and makes requests through P2P, raising technology and telecom requests for changes and helping with Travel arrangements and Hotel Bookings
Provide support in terms of all of these when we have audits, visitors etc
Significant senior level Executive Assistant experience
Significant experience in the financial services industry
Strong interpersonal skills for interfacing with all levels of management
Excellent knowledge of Microsoft packages, specifically in Excel and PowerPoint
Excellent organizational skills and ability to work proactively without close supervision
Strong communication skills both verbal and written to be able to interact confidently with internal clients

Commercial Banking Resume Examples & Samples

Working independently and in partnership with market bankers to develop new profitable business from prospective clients; developing and executing strategic account plans
Managing client visitation and contact; Understanding clients' business environments, strategies, and industry to better determine their requirements and to, identify potential new business opportunities for JP Morgan Treasury Services and provide the appropriate solution(s)
Engage clients at senior and strategic levels to provide integrated treasury solutions within a consultative and client driven framework
Possesses a minimum of 3+ years of cash management, sales and relationship management experience
Direct experience successful selling treasury services to large complex clients with revenues over $500 Million
Understanding of the Bay Area technology vertical
Possesses knowledge and understanding of Treasury Services products, credit and risk process, overdraft management discipline, and pricing philosophy
Success developing new business in a expansion market with focus on prospecting
Possesses appropriate industry/market expertise

Commercial Banking Resume Examples & Samples

To complete credit analysis and propose the deal to Risk team for approvals; he would be supported by CAU team/supervisor and business seniors in the process
Credit, relationship and business development experience
3-8 years of work experience - SME/GTS/Branch Banking
Understandin of corporate credit
Knowledge of asset/GTS products

Commercial Banking Resume Examples & Samples

Manage the editing and reformatting of existing procedural documentation and related supporting documents to facilitate the development and initial build of a new library project
Work with Business Process Owners and SMEs to facilitate the review and approval of edited procedure and supporting documents in relation to the development and initial build of a new library project
Ensure final approved documentation conforms to prescribed templates and style guidelines
Ideal candidates would also be able to
Develop and maintain all project documentation, including: project charters, detailed project plans (in MS Project), executive management status updates (leveraging data collected in SharePoint)
Maintain project collaboration site in SharePoint
Manage ongoing BAU change requests received from business partners for updates to a defined set of published documents. Includes performing edits and basic publishing tasks directly in RoboHelp software
Review documents to ensure they conform to prescribed templates and style guidelines
Manage the annual attestation process for a defined set of published documents. Includes annual review schedule management and completing related change requests
Provide any information necessary to support communications related to procedural changes
7+ years of business writing experience. (Knowledge of financial services functions, operations and awareness of regulatory and compliance environments will provide a definite advantage.)
Fluency with external style guides. (Chicago Manual of Style, Microsoft Manual of Style for Technical Publications, and AP Stylebook)
Knowledge and proficiency leveraging SharePoint for collaboration and workflow purposes
Mastery of MSWord, Project, and PowerPoint required
Demonstrated experience editing and reformatting detailed procedural documents into succinct, easy to follow steps
Laser-sharp attention to detail
Ability to build effective partnerships at all levels
Exceptional writing and oral communication skills
Excellent organizational and time management skills. Self-starter that can manage multiple priorities against tight deadlines, ideally with little direction or management supervision
Project management experience, particularly developing project charters and project plans a definitive advantage
Experience working with Adobe RoboHelp software helpful. Intermediate to expert-level use a bonus
Bachelor's degree in English or Writing preferred

Commercial Banking Resume Examples & Samples

Manage a portfolio of relationships across diverse segments (Manufacturer/ Exporters/ Importers/ Distributors etc) across SME clients
Grow the Bank's revenue base by deepening existing customer relationships
Proactively identify opportunities to structure innovative solutions and cross-sell the full range of products tailored to customer needs and requirements, increasing share of wallet
Prepare account plans for important customers
Manage credit portfolio- Understand Industry/ Segment trends, obligor outlook and develop, implement credit strategy for managed names. Apply established policies and guidelines to complete periodic credit reviews. Ensure that appropriate credit and documentation standards are maintained
Ensuring basic KYC/AML/CADD etc for the managed set of customer
Ensuring that smooth day to day delivery of the products and services offered by Bank up to customer satisfaction
Help in cross selling GCG and CAW products across client base
4-5 years of banking work experience, preferably in Relationship Management or a product role
Candidate must have good interpersonal skills to interact with Promoter/CFO and understand customer needs/expectations
Strong credit and analytical skills
In depth knowledge/understanding of cash/trade/FX products

Commercial Banking Resume Examples & Samples

Excellent analytical skills and experience in credit/finance domain
At least 2-3 years, and upto 7-8 years of relevant work experience in credit domain
Strong work ethic, clarity of thought and ability to communicate point of view
Proficient in spreadsheet (Excel) and other office applications
Ability to propose appropriate credit structure

Commercial Banking Resume Examples & Samples

Leads with numbers – leverages advanced models to transform large sets of data into insight, deeply analytical
Payments expert – strong point of view on the future of payments informed by experience and thought leadership
Product experience – dramatically influences results through deep experience using product management frameworks spanning product, price, promotion and distribution
Relationship builder – invests in developing collaborative relationships with key internal and external partners
Client advocate – delights clients across all touch points through deep understanding of commercial clients and their emerging needs
Education - graduate degree or similar experience preferred

Commercial Banking Resume Examples & Samples

Typically a minimum of three years or the equivalent, customer service, operations, sales or portfolio management experience, preferably with work experience primarily in banking or financial service industry
An advanced knowledge of Chase Middle Market and other key operating areas within the Bank
A demonstrated ability to work independently in a problem solving capacity, couple with a willingness to multi-task

Commercial Banking Resume Examples & Samples

Minimum of 2 years exposure to International Treasury Products /Solutions; cash and liquidity
Ability to recognize a client's needs and apply solution selling requiring a deep comprehension of our products, not surface
Unquestioned levels of energy, enthusiasm, and integrity
Must be a team player, able to function effectively as a member of a sales team

Commercial Banking Resume Examples & Samples

Working in partnership with Middle Market bankers to develop new profitable business from prospective clients; developing strategic account plans and executing them
Managing client visitation and contact; understanding clients' business goals, environments, strategies, and industry trends to better determine their requirements and identify potential new business opportunities for JP Morgan Treasury Services via appropriate solution(s)
Exposure to clients of similarly scale and scope C&I $20 Million to $500 Million in revenue

Commercial Banking Resume Examples & Samples

Manage and grow a diverse portfolio of large Commercial Banking clients with a focus on regional decision makers based in Hong Kong. Establish and maintain local contacts with the client’s subsidiary and work closely with ICBs and parent bankers to increase wallet share of existing clients and cross sell APAC countries. Typical client requirements will focus on financing, trade, risk & treasury management. Types of credit facilities range from working capital lines with parent guarantee support to syndicated transactions
Size up market opportunity, identify, solicit & develop new CB relationships by active local prospecting and execution of key deals originated from the US. Analyse complex financial information to structure appropriate client solutions & credit facility as well as execution of various banking transactions. Take responsibility for the renewal of all credit facilities in the client portfolio
Provide quality and tailored business solutions to CB clients through the partnership with different Product teams including Treasury Services, Trade Services, Investment Banking, Asset Management & Credit Risk Management to deliver comprehensive JPM products
Responsible for client due diligence to provide the necessary oversight and local accountability to new transactional or service related activities in line with JPM Chase policies and local HKMA requirements covering credit documents, Compliance, Know Your Customer (KYC), Anti-Money Laundering (AML), etc
Promote and sustain strong engagement and mutually beneficial relationships with key internal stakeholders including US based International Coverage Bankers, Parent Bankers, Underwriters and Credit Committees, in addition to local and regional product and service delivery partners, Legal, Compliance, plus mid and back office support teams across the firm
Minimum 8-10 years relevant banking experience in Hong Kong, with a strong command of financial services, regulatory environment, corporate banking products, debt products, cash management, trade finance & derivatives
Extensive relationship management and credit risk management expertise in the corporate &/or MNC market segments. Relevant international banking experience in the US/Asia markets and/or prior experience of managing APAC regional relationships would be a strong advantage
Proven expertise in credit analysis, structuring and negotiating domestic and cross border credit risk transactions, both in bilateral and syndicated loan formats
Excellence in oral and written communication (English and Chinese) with proven strength for personal engagement
Prior experience in a prospecting role with demonstrated results and a capacity to operate independently, appropriately balancing short, medium and long term objectives
CFA or CPA is a strong advantage

Commercial Banking Resume Examples & Samples

Work with the trading desk, clients, legal counsel and other operations groups to settle secondary par loan trades
Review and understand LSTA standard documents and other legal documents including trade confirms, assignment agreements, proceeds letters, participation agreements, cash collateral agreements and multilateral agreements
Review and understand credit agreements, specifically assignability language
Ability to manage heavy trade portfolio across all various lines of business while maintaining a clean aging profile, with the goal of settlement within the LSTA standard for settlement time
Identify and escalate issues to the front office trading assistants/traders/sales people, in-house legal counsel and management, when necessary

Commercial Banking Resume Examples & Samples

Strong sense of ownership and responsibility
Critical thinker and action oriented
Excellent client facing skills
Comfortable with change, ambiguity, debate, conflict and informed risk taking
Ability to work effectively under pressure and within competing priorities
Willingness to make decisions, while ensuring buy in from stakeholders
Ability to challenge and influence stakeholders to ensure decisions are well thought out and can be executed from an operations perspective
10+ years experience in commercial property & casualty insurance
Outstanding written, verbal and presentation skills
Intelligent, confident, and action oriented
Solid understanding of insurance products, operations practices, and regulatory environment preferred
Ability to develop partnerships with senior banking executives
Bachelors degree, and Insurance Credentials (CPCU, ARM, Licensed Broker) required

Commercial Banking Resume Examples & Samples

Support the servicing of complex and non-standard loan products that require extra diligence and critical thinking
Scripting and coordination of distressed debt restructurings
Manage post restructuring distributions (research, reconciliation, tracking, making claims and coordinating payments due to counterparties)
Maintain a pipeline of upcoming distressed debt restructurings
Participate in the New Business Initiative Approval process by attending calls and meetings with the respective business sponsors, making recommendations/providing comments on the operating model and feasibility of the proposal in question
Work closely with Financial and Product control to reconcile P&L discrepancies and guarantee accurate reflection of Front Office P&L
Monitor and investigate cash and other exceptions such as past due loans, payable & receivable balances, and other items that pose financial risk to the firm
Respond to ad hoc queries from key business partners related to a broad range of topics (regulatory, risk, financial reporting)
Bachelor's degree in Finance or Business
Self starter with the ability to excel working independently and as part of team
Proven ability to thrive in a fast-paced, deadline driven environment
Detail/control oriented
Ability to multi-task and efficiently prioritize workload
Desire to understand the “why” behind the “how”
Interest in financial markets
Knowledge of distressed debt, bankruptcy and restructurings a plus

Commercial Banking Resume Examples & Samples

Minimum 2 years loan servicing experience with emphasis on review of tax related matters
Excellent customer service skills both verbal and written
Proficient in Microsoft Office suite, especially strong competency with Excel
Must have strong written and accurate keyboarding skills
Complete understanding of mortgage mathematics and mortgage mechanics
Self-driven, eager to learn

Commercial Banking Resume Examples & Samples

Manage a Reporting Associate to provide dedicated analytical & reporting support for CBCO leaders, focusing on initiatives that will enable improvements in planning, efficiency, controls, and the client experience
Develop a deep understanding of systems and processes in order to extract insights from existing data while identifying and recommending IT enhancements to improve data quality
Lead strategy development and group-by-group execution of core metrics programs across supported business. Team responsibilities include
10+ years of total experience within MIS/Analytics, Finance, Operations Management roles. The ideal candidate will have a unique mix of technical and business management skills
Excellent communication, project management, and client partnership ability
Advanced-level ability expected in all MS Office tools (Excel, Pivot Tables, Access, VBA, PowerPoint) and in SQL query development
Demonstrated knowledge of data warehousing concepts and exposure to one or more Business Intelligence toolsets and database platforms: SQL Server Reporting Services (SSRS), Analysis Services (SSAS), Qlikview, Business Objects, SAS, Crystal, R, SQL/Oracle/Teradata, etc
BS/BA preferred; quantitative focus / advanced study a plus

Commercial Banking Resume Examples & Samples

Financial services industry practices and regulatory requirements, including lending, loan processing and support operations
Strong analytical skills including the ability to probe sensitive issues while maintaining the highest level of integrity and objectivity
Extensive experience with reading and interpreting loan and compliance documentation/must be able to read and interpret any type of internal/external note
Ability to organize and prioritize work, and handle multiple tasks concurrently
Excellent decision-making skills are crucial, as are oral and written communication skills
Productivity and flexibility through shifting priorities and deadlines are required
Accuracy and attention to detail are imperative
Demonstrate the ability to function in a joint, cooperative manner; share information with co-workers and peers and support department and team plans, programs, and policies
Loan IQ knowledge is STRONGLY preferred
Experience in Investment Banking, Commercial Banking, Business Banking, and/or Private Banking is a plus
Experience with VLS, RLOTS, ACBS, Ivault, and/or DealWorks is a plus
Intermediate to advanced use of Microsoft Word, Excel, Access is a plus

Commercial Banking Resume Examples & Samples

Deepening and growing existing market relationships in the insurance industry
Possesses a minimum of 5 to 7+ years of cash management, sales and relationship management experience
Possesses knowledge of Treasury Services and Products and how they are applied in the insurance industry
Direct experience in the Insurance vertical; Selling treasury solutions or as a finance leader in an establish carrier environment

Commercial Banking Resume Examples & Samples

Understand product requests as part of the sales process or emanating from client recurring incremental business
Completing various internal checklists that support the Deal Manager requests
Coordinating with Risk and KYC staff to ensure the proper credit exposures are in place for certain products
Creating Deal Manager requests that support product delivery
Submit exception pricing forms for clients paying non-standard pricing
Coordinate and follow-up with various Implementation Associates assigned to Deal Manager requests
Work with internal partners on product ramp-up and verify appropriate pricing/billing is put inplace for clients
Assist Sales Associates with call preparation/follow-up, customer research, and pitch books
Work with the Sales Associates and TMOs on new bids including cost/benefit analysis, pricing and profitability models, etc
Strong drive/ambition to develop skills that will lead to positions with increasing responsibility Strong verbal and written communication skills

Commercial Banking Resume Examples & Samples

Portfolio management by attending to client service requests, annual reviews of facilities, credit and portfolio statistical reporting and ad hoc reporting
Identification and conversion of new Commercial Banking relationships in ANZ and facilitating the expansion of these relationships
Promoting and delivering tailored financial solutions to clients via partnership with, and coordination of, all product and service teams across the firm to optimise outcomes
Managing all aspects of on boarding new clients and maintenance of the existing portfolio, including due diligence & AML requirements
Assessment of credit transactions, analysis of financial information, documentation requirements including cross-border and local booking office approvals
Promote and sustain strong engagement and mutually beneficial relationships with key internal stakeholders across the firm
A relevant tertiary qualification, preferably in Finance, Accounting or Economics
A minimum of four years of relevant experience within the institutional or corporate sectors
Experience in client relationship management within these sectors would be a key advantage
A solid understanding of the Australian and New Zealand financial services markets, corporate banking products, debt products, cash management, trade finance, foreign exchange & derivatives
Multi-national &/or syndicated transaction experience would be beneficial

Commercial Banking Resume Examples & Samples

Manages a team of 12 Treasury Management Officers and Sales Associates providing; leadership, coaching and development on all aspects needed to deliver business growth objectives, performance (partner management and customer retention)
Engages in a disciplined marketing process and quality call activities. Manages customer expectations by communicating timelines and deliverables. Partners with clients to ensure successful implementation of TS products
Works closely with the coverage teams to expand existing business with current clients
Provides feedback to product managers and generates cross-sell opportunities by maintaining strong relationships with other JP Morgan lines of business
Monitors staff performance provides appropriate; coaching, recognition, and feedback
Recruits, trains, leads, and motivates field sales team
Builds collaborative internal relationships--with Coverage Leadership, Bankers, and internal partners
Takes ownership of escalated segment client issues and leverages the appropriate resources
Oversees the development of actionable relationship plans for select clients
Manages, guides, and coaches development of client proposals/presentations
Protects the firm via sound risk management and adhering to regulatory requirements
Develops, monitors, and analyzes performance metrics to evaluate regional effectiveness
Implements strategies and tactics to improve performance, efficiency, and partner service
TS P&L responsibility for the region including; managing expense budget to plan and adherence to process policies and procedures
3+ years’ of management experience
Experience managing geographically distributed team
Sales management in a business-to-business sales environment with a documented track record of success
Strong coaching, motivation and leadership skills; ability to network, recruit, train, develop, and promote field sales team

Commercial Banking Resume Examples & Samples

Researching tax, insurance and escrow issues, communicating payment status and reviewing payment histories, responding to Loan Status Requests, and other requests from outside companies and departments within the Bank
Set up, update and close accounts for clients on JPMorganChase systems, and maintain related records; prepare or assist in preparing any necessary documents
Coordinate the receipt and transfer of assets with various internal and external parties
Managing files or preparing files for imaging
Bachelors degree plus 1-3 years of loan servicing and customer servicer experience or equivalent is required
Demonstrates strong verbal and written communication skills and an ability to work quickly and accurately in a high-pressure environment
Strong client focus mind-set with proficiency in consulting/advising clients, answering inquiries and providing information, and effectively managing difficult conversations
Demonstrated focus on ownership, follow-up, and relationship management
Ability to multitask: type while listening, view multiple screens and systems while conversing with the caller
Strong PC navigation skills; proficient in Microsoft Office suite
Basic mathematics/accounting understanding

Commercial Banking Resume Examples & Samples

Processing JPMorgan loan transactions as per the Client's request
Ensure all funding is accurately & timely wired to meet deadlines
Reviewing and interpreting Credit Agreements for system setup and governance
Action all critical reports and timely completion within stated Service Level Agreements
Minimizing credit and business risk through awareness of procedure, compliance, and bank policy
Working in a high volume, fast paced, end-to-end account management environment
Strong inter-team communication skills
Demonstrating accurate and timely completion of customer service and research items per the Service Level Agreement
Strong reconciliation skills (Maintaining system files, collection and application of funds, reconciling differences, assisting with past due and nostro exception items)
Participating in projects and working in groups as required
Bachelor's Degree plus 3-4 years of professional experience in banking or financial services or equivalent is required
1-2 years prior work experience processing loans including payments, processing investments, maintenance, research, etc
Demonstrated ability to interpret standard reports, forms and legal documents
Commercial Loan systems knowledge including, but not limited to, ACBS
Ability to adapt to new systems, ACBS knowledge is preferred
Proficient in Microsoft Office applications (i.e. Excel, Word, Outlook, etc.). Excel proficiency is a must

Commercial Banking Resume Examples & Samples

Bachelors degree and minimum 3 years experience with Commercial Bank or Treasury Services contracts or loan agreements
Proven ability to independently identify issues, analyze problems and provide viable solutions
Ability to handle deadlines and manage multiple tasks
Product knowledge and Industry knowledge
Ability to follow up on assignments in a timely manner, exercise good judgment and work accurately under pressure
Ability to work independently and in a team environment

Commercial Banking Resume Examples & Samples

Providing feedback to product managers and maintaining strong working relationships with other JP Morgan lines of business
Direct background in the Healthcare, Higher Education & Not-for Profit vertical with parallel scale and scope
Ability to develop strong working relationships with clients and colleagues

Commercial Banking Resume Examples & Samples

To ensure day-to-day support responsibility of new and existing credit facilities for loans transaction supporting cross lines of businesses including set up in the credit (ARC) and loan system (Loan IQ)
Review Credit proposals to ensure credit terms comply with facility documentations
Establish effective partnerships with Credit as a key stakeholder as well as teams in several areas of the bank in different capacities
Help maintain quality measures and standards to ensure client service standards are met
Responsibility for maintaining the highest quality data, as well as understanding and adhering to credit policy developments and escalating appropriate queries
To follow best practice and procedure to ensure no control breaches
Own, resolve, escalate exceptions & manage KPIs for portfolio coverage
Tracking outstanding documents/ exceptions and follow up with Credit on the same
Support Credit on reporting requirements / adhoc reports to facilitate transaction monitoring
Participate in team, regional/global projects with a view to ensure increase efficiency, controls & streamline processes
Bachelors degree, plus min of 2-3 years relevant work experience
Strong decision making capabilities and the ability to identify problems and propose solutions. Exhibits initiative to raise issues to appropriate/relevant parties when needed
Proactive/self-starter with the ability to deliver value-added support to business partners in a dependable, timely and accurate manner
Strong influencing skills and the ability to build relationships with team members and stakeholders
Demonstrates flexibility and willingness to accept new assignments and challenges in a rapidly changing environment
Good communication and relationship/partnership-building skills both with team members as well as other business partners. Ability to interact confidently with all levels of stakeholders
Strong attention to detail with a control and cost discipline mindset, takes ownership and is accountable for area of responsibility
Good level awareness of Corporate Banking and its products. A sound knowledge of credit policies and credit systems would be a distinct added advantage
Strong PC skills in Microsoft Suite (e.g. Word, Excel, PowerPoint, Visio). Ability to use web-based technology effectively
Knowledge of Loan IQ will be an advantage
Facility documentation knowledge an advantage

Commercial Banking Resume Examples & Samples

Provide data analytics support on CB International business reporting requirements (strategic plans, industry analysis, client profiles, etc.)
Manage data manipulation & data integrity process highlighting key client trends such as revenue by product / by geographic region / by segment / by risk
Identify and remediate data discrepancies
Create and advance reporting capabilities and output
Gather, synthesize, analyze and present metrics data and findings
Develop strategic presentations for both internal and external audiences
Construct robust and dynamic reporting infrastructure augmenting strategic management decisions
Execute creative analyses and provide insight to identify issues and arrive at recommendations
Simultaneously work on multiple projects across CB International
MBA with 0-2 years experience or engineering graduates with 2-4 years in banking, business management and/or strategy support roles with knowledge of the financial services industry
Understanding of the various businesses/products within CB International (preferred)
Advanced and efficient skills using MS Excel, Access, Word and PowerPoint tools (required)
Advanced SQL; SSRS experience (preferred)
Aptitude for database development and management
Ability to see a project from start to finish
Ability to analyze problems, apply quantitative analytical approaches, communicate effectively and confidently (both oral and written), and work well in cross-functional teams
Ability to identify process improvement opportunities to improve overall client experience
Team player and demonstrated work ethic - consistently demonstrates a high level of professionalism in behavior and performance
Effective prioritization skills to meet a complex set of business demands and demonstrate delivery against multiple objectives

Commercial Banking Resume Examples & Samples

Process transactions for sensitive and/or complex customer relationships on syndicated loans (both JPM agented and Non-Agented deals) using the Loan IQ loan system. (i.e. Daily advances & payments for LIBOR loans, ABR/PRIME loans, Swing loans, and Bankers Acceptances - as well as processing of Loan Rollovers/Conversions/Repricings)
End to end deal servicing: From time of closing up to and including termination of syndicated loans. (with a general understanding of Revolver and Term Loan facilities mechanics)
Exceptional customer service skills - Customer contact focuses on high volume or unique activities requiring interaction with multiple clients, lenders, agent banks and internal market/credit partners & resources. (Ability to calculate interest and fee accruals for billing is required for this role.)
Responsible for minimizing credit and business risk through awareness of procedure, compliance, and bank policy
Participating in projects and working groups as required
Work experience with Participated and Syndicated loans preferred
Proven ability in accounting techniques and strong analytical skills (including knowledge in accrual/GL reconcilement.)
4-5 years professional working experience in banking or financial services is required
Ability to adapt to new systems; LS2/ Loan IQ system knowledge preferred - but will review experience with other syndicated loan systems such as ACBS, Agent + or AFS)
Familiarity with Foreign Currency a plus
Demonstrated ability to interpret standard reports, forms/legal documents and handling customer inquiries. (including Credit Agreements and Amendments)
Excellent interpersonal and written/verbal communication skills
Effective in time management, prioritizing, multi-tasking and meeting tight deadlines
Ability to work in a team environment
Proficient in Microsoft Office applications (i.e. Excel, Word, Outlook, etc.). Excel proficiency a must
Attention to detail and accuracy in processing work

Commercial Banking Resume Examples & Samples

3+ years experience in mortgage servicing; experience with tax escrow/escrow analysis preferred
Production oriented with a quality focus with a high attention to detail
Ability to communicate findings clearly due to proficient written and verbal skills
Strong Word and Excel skills
Demonstrate professional behavior and teamwork with punctual, dependable attributes
Works well independently and as part of a team

Commercial Banking Resume Examples & Samples

Ownership of the end-to-end trade booking process; including but not limited to daily communication with business partners in multiple LOB’s, affirmation of economic trade details, booking/enrichment/allocation of trades in loan processing system, exception management of Primary syndication and Third Party trades, trade settlement of Third Party and certain Secondary Loan trades, Bridge Loan Participation support, related portfolio transfer and trade amendment activity, and system initiatives/testing related functions for the various LOB’s supported
Responsible for BAU activities, MIS control data, daily/monthly KPI management, SOX and/or internal/external audit requirements, CSA reviews and required process reviews/improvements, and ongoing review of control environment, etc
Coordination between MO Documentation and Operations Settlements Teams, Loan and Agency Services, Legal, Credit, and Technology business partners to ensure smooth execution of trades within the syndication pipeline
Resolution of day to day issues that arise during the course of the trade management function support
Ensure proper escalation of risk and control related issues with appropriate Compliance, Controls, & Legal contacts
Daily analysis of KPI metrics with subsequent daily/weekly communication of KPI volume and outstanding trade affirmation/confirmation aging trends to senior management contacts
Participate in Operations & Technology strategic initiatives planning and UAT strategy for BAU implementation
Finance background
Self-motivated with strong initiative
Excellent organizational, analytical, and problem-solving skills
Detail orientated individual that can work efficiently under pressure
Ability to work effectively across groups within the organization
Strong focus on control and process improvement
Have a passion to understand details behind numbers and/or processes
Able to foster a team-oriented environment
Strong conflict resolution/ negotiation skills

Commercial Banking Resume Examples & Samples

2 – 5 years experience in loan documentation – real estate and land trust knowledge strongly preferred
Knowledge of risk management, collateral perfection, compliance and other related experiences
Detail Oriented - Understands the importance of details and seeks to understand their impacts; methodical approach to tasks; procedure/process oriented
Efficient - Works with a sense of urgency; seeks out and adapts to best practices; seeks constant improvement; energetic, positive outlook; and motivated by personal and departmental goals
Customer Service Oriented - Candidates are comfortable on the phone; excellent communication (written and verbal), problem solving, strong analytical skills, interpersonal skills, possess a desire to own and resolve items; and pleasant and professional demeanor
Team Oriented - Readily shares information with peers and managers; can coach others; willing to assist wherever needed; works toward team success and goals
Organized person, eye for detail, and ability to manage priorities and deadlines effectively
Proficient in the use of Windows and Microsoft Office (Word)
Paralegal certificate, associates or other college degree preferred
Ability to work to 6:00 p.m. CDT daily and overtime when necessary

Commercial Banking Resume Examples & Samples

Setup and fund new loan bookings, renewals, and modifications on commercial loan system
Ensure funding and related offsets to general ledger are in compliance with daily procedures
Process payments, rate resets, and quote payoffs
Process miscellaneous debits and credits as they relate to loan disbursements
Research detailed requests from the line of business partners related to processed transactions
Process maintenance to system related to normal accrual and non-performing loan transactions
Develops and maintains client relationship
A four-year college degree is preferred
Commercial loan operations experience preferred
Strong analytical, problem solving and judgment skills
Organized with the ability to multi-task
Strong client servicing skills

Commercial Banking Resume Examples & Samples

Review and/or define specific data element business definition values in partnership with the business process owners and assigned Data Solution Architects to ensure proper business context and impact are understood
Review and/or capture metadata, review profiling results, document issues and establish data quality monitoring required to provide certification
Submit or approve new data elements, change requests, certification requests to the Data Management Council, as needed
Review and /or document data quality issues and prioritize them in partnership with the Data Quality team to ensure that issues are resolved within agreed timeframes
Build relationships within and across line of business and partner groups to attain and sustain data quality
Active contributor in cross-line of business data domain meetings to establish and follow best practices
The Data Steward Lead Analyst is expected to engage with assigned areas within the business operations to develop knowledge and subject matter expertise of the business processes, systems of record and authoritative sources and their usage
O BA/BS degree preferred

Commercial Banking Resume Examples & Samples

Develop a strong understanding of systems, tools, data and reporting leveraged by the business
Represent CCBSI in various Commercial Banking and cross-LOB projects
Minimum of 1 year work experience in Finance or Business Management
Location: New York or Chicago strongly preferred

Commercial Banking Resume Examples & Samples

Ability to research, analyze, problem solve and provide customer resolution on mid-high complex issues within tight deadlines
May be required to work later depending on volume and deadlines
Strong commitment to ownership or responsibilities, results and quality with a sense of urgency
Work independently and proactively to identify and solve problems and produce results
Proficient knowledge of standard office equipment including PC skills with an emphasis using MS products (ie, Excel, Word, Outlook)
Must be able to work 8 hour shift between 7:30 am to 8:00 pm; also may be required to work later depending on volume
Must be able to lift at least 25lbs
High school Diploma required

Commercial Banking Resume Examples & Samples

1-5 years experience in an operations and/or accounting department setting (equipment finance company or bank), with preference for customer service and commercial documentation background
Excellent organizational, time management skills and ability to self prioritize work assignments
Exceptional attention to detail
Customer advocate, strong customer focus, high level of professionalism
Ability to deal with difficult situations
Desire to work in high pace environment and ability to manage multiple tasks
Excellent decision making and problem solving skills
Strong PC skills/Microsoft software tools especially Excel

Commercial Banking Resume Examples & Samples

Log in the receipt of, perform audit, manage inventory and process shipment of collateral files for loans funded on our warehouse lines by our customers – 50% of time
Researching and responding to Loan Status Requests, Verification of Mortgages and other requests from outside companies and departments within the Bank.– 30% of time
Update for clients on J.P. Morgan systems the status of each collateral file, and maintain related records – 5% of time
Prepare or assist in preparing any necessary documents – 5% of time
Coordinate the receipt and transfer of assets with various internal and external parties – 5% of time
Responding to standard inquiries from bankers or external customers about loans – 5% of time
Detailed oriented
Ability to prioritize tasks
Adaptable and dependable
Ability to work in high stress, fast pace environment
Ability to work overtime if needed
Technology basic skills
1 to 3 years related experience preferred
Knowledge of mortgage collateral
Knowledge of collateral tracking systems
Knowledge of operational/administrative functions/techniques associated with loan data research, input and document interpretation

Commercial Banking Resume Examples & Samples

To deliver a best-in-class client experience for the Citi Commercial Bank with a focus on ensuring timely update and processing of all client information and making every service engagement a wow experience for clients through ensuring sincere, timely and effective completion of client’s service requests
Proactively manage a portfolio of CCB Client relationships
Providing clients with customized solutions/services to manage their businesses with greater efficiency
Partnering with the operations team/clients on process re-engineering initiatives, thereby contributing to increased operational efficiencies
Partnering with the Relationship Managers and Product Sales Managers to boost cross-sell and drive increase in share of wallet
Take complete ownership of client servicing issues and facilitate their resolution
Periodic client calling and face-to-face client service reviews to take customers' feedback
Problem solution, understanding clients’ business and requirements and ensuring right housing in an appropriate internal client category
Effectively handling designated credit and KYC responsibilities
In-depth knowledge of CTS products especially cash and trade
Strong client communication and relationship skills
Excellent interpersonal skills to work effectively with clients and internal teams
Self-starter with a passion for driving results with persistent follow-ups

Commercial Banking Resume Examples & Samples

Work with front office traders and sales coverage, clients, counsel and operations to settle secondary par loan trades
Manage heavy trade portfolio across various lines of business while maintaining a clean aging profile Review LSTA standard documents and other legal documents including trade confirms, assignment agreements, proceeds letters, participation agreements, cash collateral agreements, and multilateral agreements
Review credit agreements, specifically assignability language
Identify and escalate issues to the front office trading assistants/traders/salespeople, in-house legal counsel and management, when necessary
Excellent analytical and critical thinking skills
Ability to work in a fast paced, high pressure environment and prioritize workload efficiently
Ability to take initiative and self-motivate as well as work as part of a team

Commercial Banking Resume Examples & Samples

Possesses a minimum of 3 – 7+ years of cash management, sales and relationship management experience
Understanding of the New York Metro Treasury Market
B.A./B.S in Accounting/Finance preferred or equivalent professional experience

Commercial Banking Resume Examples & Samples

Process transactions for sensitive and/or complex customer relationships using the ACBS loan system. (i.e. Daily advances & payments for loans, as well as processing of Loan Rollovers/Conversions/Repricings.)
Exceptional customer service skills - Customer contact focuses on high volume or unique activities requiring interaction with internal market/credit partners & resources. (Ability to calculate interest and fee accruals for billing is required for this role.)
Researching and responding to research requests
Exercising judgment, discretion, and prioritization
Understanding and following Bank policy and established procedures
Meeting or exceeding established Service Level Agreements

Commercial Banking Resume Examples & Samples

Ability to work independently with minimal supervision in a very fast-paced environment
Quick learner with ability to understand and interpret real estate policies
Have strong communication and personal skills
Adapt to changing needs and deadlines and maintains composure when under pressure
Focus on control and ensure compliance to real estate related policies and regulations
Computer proficiency skills in Microsoft Excel, Word, and Power Point
Excellent analytical, oral, and written communication skills

Commercial Banking Resume Examples & Samples

3-5 years as a Commercial Construction Real Estate Closer or related real estate experience required. (Not mortgage, must have commercial real estate experience)
Thorough knowledge of real estate loan documentation, risk management and collateral monitoring
Advanced analytical, time management and organizational skills

Commercial Banking Resume Examples & Samples

The Data Steward Analyst is expected to engage with assigned areas within the business operations to develop knowledge and subject matter expertise of the business processes, systems of record and authoritative sources and their usage
BA/BS degree preferred
A minimum of 5 years in the financial services market, preferably across loan operations and/or loan technology required
Strong knowledge of business operational processes, data and technology platforms
Strong analytic skills
Strong verbal and written communication skills with demonstrated presentation skills
Proven ability to be flexible, follow tight deadlines, organize and prioritize work
Strong Microsoft Office Suite skills (Word, Excel, Power Point)
Project Management experience, preferred

Commercial Banking Resume Examples & Samples

Minimum of 2-3 years of banking experience with preference to experience in operations, compliance and/or customer service (Banking exp preferred)
An undergraduate or graduate school degree, including major course work in accounting, finance, business, statistics and economics, or any combination of education and/or experience that would demonstrate the capability to perform the duties of the position. Strong attention to detail, with good reading and comprehension skills
Proven ability to communicate effectively in both verbal and written form; must also present information in a concise and effective manner
Ability to extract data from complex legal documents
Extensive experience with reading and interpreting loan and compliance documentation/must be able to read and interpret any type of internal/external document
Able to work well in a fast-paced environment
Ability to use various PC and internet applications and tools
Able to work overtime, when needed
General knowledge of wholesale banking products, services and processes preferred
Business Banking, Commercial Banking and Private Banking experience is a plus

Commercial Banking Resume Examples & Samples

Perform secondary review of loans deemed ineligible for pledge, due to documentation or system mismatch scenarios within the firm’s control to cure
Facilitate partnership meetings with WLO Doc Review and Loan Setup & Funding teams to resolve operational errors that caused pledge ineligibility
Facilitate discussions with WLO and LOB partners on high-dollar value loans to cure the pledge deficiency and make the loan eligible to pledge. Follow up as necessary until cured
Provide continuous improvement ideas to the overall BIC review process
Serve as an escalation point for BIC analyst team
Communicate succinct and timely status updates for inclusion in the BIC EMR deck
Expert knowledge of loan documentation requirements
Working knowledge of and/or prior experience with LIQ and ACBS loan systems preferred
Takes initiative and can work independently
Ability to problem solve/analytical ability
Excellent partnership skills

Commercial Banking Resume Examples & Samples

Bachelors Degree required
3-5 years experience in financial services, preferably commercial banking
Self-starter with strong problem-solving and strategic thinking skills
Strong knowledge of Microsoft Word, Excel and Power Point required
Analytical, with a strong focus on details, quality, and accuracy
Strong organizational and time management skills; ability to manage multiple and conflicting priorities
Self motivated, results oriented, proactive, eager to learn
High energy level, enthusiasm
Helpful and entrepreneurial attitude

Commercial Banking Resume Examples & Samples

A passion to deliver exceptional service and leadership in the coordination of NBIA/Concept reviews as part of overall end to end project life cycle
The demonstrated ability to work effectively across functions and businesses
The mind set to work collaboratively to drive results across LOB to support the delivery of robust client solutions
The willingness and ability to challenge our existing processes and practices to support and develop a high quality experience for the customer in the execution of initiatives
Collaborating with the Control Director to ensure there is effective risk assessment and governance processes to identify and manage risks related to initiatives that meet the criteria for NBIA review
Maintaining and updating NBIA procedures and guidance as required consistent with the firm wide policy and provide clear direction to key stakeholders that participate in the process regarding their roles and responsibilities
Developing effective controls to ensure initiatives or process changes requiring NBIA approval are appropriately identified and managed early in the life cycle, including post implementation reviews when required
Ensuring the end to end NBIA review process is managed to JPMC corporate standards and policy, maintaining comprehensive documentation and record keeping that will enable effective audit trails and quality assurance reviews
Support and drive ongoing efforts to refine and develop consistency in Opportunity Assessment/NBIA templates, tools and reporting currently being leveraged across all the LOBs in conjunction with the execution of LOB strategies and NBIA Governance policy and documentation requirements
Participation in recurring cross functional working group activities comprised of key stakeholders in the end to end project execution process incorporating feedback from all key stakeholders and participants in the process, incorporating strong controls throughout the project lifecycle
Maintaining effective reporting standards consistent with Risk Governance protocols and escalation to appropriate committees for required approval
Define and align performance metrics for success that will enable Senior Management and appropriate Risk Committees to assess and approve initiatives as required as well as have insight into key risk indicators
Review Regulatory Requirements, regulatory findings, self-id action plans to understand the functional and technical requirements in order to incorporate findings into the appropriate work stream
Participate in multiple project work stream concurrently
O 3-5 years experience in Financial Services,

Commercial Banking Resume Examples & Samples

Provide subject matter expertise while monitoring the workflow and review volume
Perform quality reviews as required in support of SLA targets
Partner with process owners, team leaders, supervisors and managers to ensure alignment of scoring expectations (e.g. challenge calls scorecard changes, process changes, etc.)
Support team performance reporting as required
Provide training and assistance to new and existing team members
Communicate clear instructions and reinforce policy and procedure updates to team members
Research and resolve quality review escalations
Represent supervisor and team on stakeholder calls as needed
Provide performance feedback to supervisor along with strategies for improvement
Help develop strategies the team will use to reach its goal
Manager the flow of day to day operations
Monitor team members’ participation to ensure the training provided is being put into use and also see if any additional training is needed
Financial services industry knowledge with an emphasis on loan operations
Experience with various loan operations systems (Loan IQ, ACBS, VLS, RLOTS, Dealworks, etc.)
Prior experience reviewing and interpreting regulatory and compliance documentation
Demonstrated ability to complete timely deliverables with a high degree of accuracy
Strong working knowledge of Microsoft office products, particularly MS Excel
Strong organization and time management abilities
Ability to deliver on projects and tasks with competing priorities
Superior communication and partnership skills

Commercial Banking Resume Examples & Samples

Thorough knowledge of spreadsheet, word, database, and widely used software programs
Construction Real Estate experience (Not mortgage, must have commercial real estate experience)
1-3 years of clerical/operation experience required
Accounting experience required
Knowledge of VLS and preparation of CLW cases a plus

Commercial Banking Resume Examples & Samples

Provide dedicated analytical & reporting support and executive reporting
Develop, automate, and report key operational metrics and business drivers from the individual through department levels in partnership with business, aligning with operational goals
Manage an operations volume capacity and forecasting model to ensure appropriate business readiness and staff utilization relative to expected volume patterns
Liaison with other reporting and analytics teams (internal to Commercial Banking and external) to identify opportunities for automation, improvement and coordination
5+ years of reporting and business analysis experience
Proven history of delivering timely, high quality, senior manager-level reporting and analysis from diverse, complex data sources
Proven history of driving productivity and streamlined business efficiency with industry tools and techniques
Business management and/or Operations management experience
Strong data analysis/quantitative/technical aptitude with ability to quickly learn new metrics, processes, and datasets
Ability to work cross-functionally & influence
Expert level ability in all MS Office tools (Excel, Pivot Tables, Access, VBA, PowerPoint)
Advanced knowledge and experience in data structures and SQL query development
Experience developing complex Excel-based models
Excellent communication ability with strong attention to detail
Activity-based costing experience
SQL query capability to access and manipulate data
Financial planning and analysis experience

Commercial Banking Resume Examples & Samples

Obtain/approve property insurance for national portfolio and accountability for turn time. Provide assistance to Business Team (i.e. Loan Consultant and Sales Associate) when obtaining insurance for transactions within an average range of $100,000 to $10,000,000
Review insurance policy as prepared by agent prior to loan documentation and closing
Confirms that loan insurance policy adheres to loan program and loan commitment
Interacts extensively with Business Team, Management and 3rd party vendors on issues related to property insurance in a timely manner
Basic knowledge of property insurance and collateral appraisals and identifying insurance and collateral related issues
Familiarity with appraisals is a plus
Working knowledge of property requirements in reviewing insurance for property and liability. Ensure compliance with policy relative to all documentation requirements and servicing procedures
Ability to deliver superior and timely communication
Basic knowledge of PCs and related software
Demonstrated organizational skills
Ability to provide superior customer service
Demonstrated professional behavior and team work, is punctual, dependable and adheres to company policy and procedures
Experience in financial services
Experience in servicing real estate loans

Commercial Banking Resume Examples & Samples

Ability to work a 10:00 am - 7:00 pm shift
2-3 years mortgage collections and/or foreclosure experience (commercial preferred)
Strong telephone skills with internal and external
Must have good written and accurate keyboarding skills and competent knowledge of Word and Excel programs
High School Diploma required; some college preferred
Strong understanding of default actions, mortgage amortization, payment application, etc
Strong attention to detail and ability to accurately prepare complex calculating spreadsheets

100

Commercial Banking Resume Examples & Samples

Ability to interact in a professional manner with internal and external customers and external investors
Must be able to read, understand, and accurately interpret complex loan documents, loan agreements, forbearance agreements, notes, and prepayment addendums
Advanced level of understanding of receivables and accruals within a loan servicing system
Ability to daily import rates, perform other daily administrative duties such as scanning, faxing, prepping record documentation
Ability to effectively communicate with an offshore support team
Must understand principal balance, simple interest, accruals, escrows, and prepayment types
Ability to properly explain and document calculation and input errors, make needed corrections, and maintain strict service level agreements (May be asked during interview to perform a simple interest calculation or explain a calculation method)
Ability to work special projects timely and effectively as assigned
Ability to work with Investor and Special Credit Groups. Acquire payoff approvals and show consistent follow through
Demonstrates ownership of processes/procedures and an ability to work with other teams to resolve issues
Minimum 4 years loan servicing experience with emphasis on review of commercial loan documents preferred
High School Diploma, Bachelor's Degree preferred
Complete understanding of mortgage mathematics (amortization, payment application, interest calculations, prepayment calculations, etc.)
Advanced competency with Excel and Word
Advanced attention to detail

101

Commercial Banking Resume Examples & Samples

Use bank loan system to research loan balances, and principal and interest payments. Issue Default Deficiency Memo when covenant out of compliance, or there is a borrowing base or marketable securities deficiency
Interact with the Underwriter, Banker, Credit Support Sr Specialist or Supervisor to resolve issues or concerns
May act in advisory role for market on loan agreement/covenant clarification
Perform monitoring file maintenance
Edit and audit work performed in the unit; ensure errors are corrected
Various team responsibilities including performing work of backup Credit Support Specialist
Bachelor’s degree in accounting or other business specialty with minimum 6 hours accounting strongly preferred (minimum G.P.A. 3.0/4.0 strongly preferred); or, equivalent work experience in financial industry (typically 6+ years)
Knowledge of financial documents including financial statements, accounts receivable reports, inventory, etc. with ability to identify inadequacies and irregularities
Knowledge of policies, procedures, regulations with emphasis on standard covenant structure and borrowing base calculation
Knowledge of specific loan types and various Bank systems is helpful (CLASS, Dealworks and Risk Analyst.)
Working knowledge of PC and Windows-based applications
Must demonstrate high level of accuracy and productivity
Must demonstrate exceptional organizational ability and be a quick learner

102

Commercial Banking Resume Examples & Samples

Act as initial contact receiving and screening telephone calls and emails, provide factual information which requires tact, discretion and the interpretation of policies and procedures; take messages and refer callers to appropriate Construction Administrator
Process and distribute mail
Manage correspondence and forms for staff, including drafting, procuring signatures and filing with minimal guidance and direction; review final documents for completeness, accuracy, format, compliance with policies and procedures, and appropriate English usage
Initial review documents received from customers, vendors, and contractors for completeness and conformity to processes and procedures before forwarding to Construction Administrators
Organize and maintain various office electronic and hard copy files
Support invoice processing—including entry in various forms, distribution, and scanning or photocopying
Provide administrative support to staff as required
Report preparation, monitoring and distribution
Set up and maintenance of desk files
Set up files within systems; moderate to heavy scanning of documents
Application of good customer service skills required in all aspects of responsibilities
Must have ability to multi-task and work in fast paced/time sensitive environment to support a team

103

Commercial Banking Resume Examples & Samples

Define, monitor, and report key operational metrics, mining data from all available data sources; create a robust documentation suite to clearly articulate data definitions
Prepare operational EMR & QBR presentations, incorporating key people, productivity, efficiency, client experience, finance, and control metrics. Leverage best in class design techniques, data quality controls, and automation where possible. Specific responsibilities include presentations supporting the Chief Administrative Officer (CAO) and Chief Risk Officer (CRO)
Participate in working sessions and metrics review meetings with global managers, looking for ways to continually simplify, identify trends, and add value to the management reporting cycle
Provide a high level of responsiveness to executive ad-hoc requests related to process improvement analysis, management reporting and “what-if” scenario modeling
O 2-4 years of total experience within MIS, Operations, and/or Management Consulting roles. Completion of a Corporate Analyst Development Program strongly preferred

104

Commercial Banking Resume Examples & Samples

Work on deal origination. This includes obtaining all the necessary information required to support a new deal and working closely with the deal transactors from JPMC, attorneys, customers and investors to ensure a smooth closing
Provide deal origination and execution support to Debt Capital Markets and Credit Risk Management
Initiate initial fundings on new deals and restructurings
Initiate systems set up on all aspects of new deals, including investors and borrower funding details
Manage the process of contacting investors and obtaining administrative information associated with new deals
Review legal documentation and maintain within repository systems
Prepare loan book to provide to the client teams who will manage the deal on an ongoing basis
Manage the funding process with Corporate Treasury for the JPMC share of a deal
Read and interpret complex legal loan documentation
Coordinate closing of numerous transactions on the same day
Initiate funds movements on complex closing transactions
Initiate funds movement in accordance with client/investor instructions
Work with external vendors to obtain loan identifiers and setup of market based pricing
Provide information as requested by Clients, Syndications or Lenders
Assist with any administrative tasks associated with the terms of the Credit Agreement
Actively participate in working groups and provide input on how to improve current processes
Participate in system testing, as needed, which may occur during non-business hours

105

Commercial Banking Resume Examples & Samples

Work with Business Process Owners and Subject Matter Experts, taking a proactive approach to facilitating the review and approval of procedures and supporting documents
Manage the editing and reformatting of existing procedures
Partner with the Commercial Banking Procedures team on new library projects and BAU process
Own the business communications process to include drafting, revising, and publishing on schedule
Ability to analyze process, make recommendations for change, document and implement change
Ability to understand sustainable business solutions in relatively complex environments through the development of strong relationships with stakeholders
Manage the Chief Operating Officer site in SharePoint
Define purpose, clear roles, tasks, milestones, and deliverables for the overall management and delivery of a project plan
Work with stakeholders to identify and staff project plan resources
Demonstrated ability to write procedures and reference documents required Demonstrated ability to write business communications effectively for a diverse audience required
Critical thinker who can consolidate information and communicate in a clear and concise manner
Minimum of 5 years’ of project management or related business experience
Minimum 5 years’ experience in commercial real estate required (Knowledge of CTL and the originations process is an advantage)
Innovative and creative in approach to solving business issues
Ability to work independently and build relationships at all levels of the organization
Ability to work in a fast paced demanding environment
Strong proficiency with MSWord, Project, PowerPoint and Excel
Knowledge and proficiency with SharePoint
Working knowledge of project management methodology and the project management lifecycle

106

Commercial Banking Resume Examples & Samples

Work with Business Process Owners and SMEs taking a proactive approach to facilitating the review and approval of edited procedures and supporting documents
Partner with the Commercial Banking DNA Procedures team on new library projects and BAU process
Ability to manage project charters, detailed project plans, and provide executive management status updates
Communicate with senior management regarding project progress, facilitating discussions and resolving conflict through broad decision making
Demonstrated ability to write procedures, and business communications effectively to a diverse audience required
Minimum of 5 years of project management or related business experience
Minimum 5 years’ experience in commercial real estate required with knowledge of CTL front end processes and systems
Strong knowledge of project management methodology and the project management lifecycle
Working knowledge of Share Point

107

Commercial Banking Resume Examples & Samples

2+ years of reporting and business analysis experience
Delivering timely, high quality, senior manager-level reporting and analysis from diverse, complex data sources
Driving productivity and streamlined business efficiency with industry tools and techniques

108

Commercial Banking Resume Examples & Samples

Advise CCBSI on all compliance topics and applicable regulations
Coordinate Compliance testing and training programs for CCBSI with CB Compliance Practices team
Provide guidance to CCBSI on key banking regulations such as Reg W, Reg O, Reg R and Reg B, as well as, FINRA licensing requirements
Assist in regulatory exam management / interactions & Internal Audits with respect to CCBSI
Identify and monitor metrics that support the compliance program to senior management
Act as a liaison for senior business leaders for the CCBSI compliance program
Coordinate with CB Legal, Global Compliance & Operational Risk to implement strong compliance culture
Develop and deliver ad-hoc live training sessions / programs as an as needed basis for CCBSI employees
Strong decision making and judgment
Ability to work independently and think outside the box
Manage projects effectively and execute in a timely fashion
Effective communication skills, including strong writing and presentation skills as well as the ability to communicate to all levels of the organization
Proficient in Microsoft Word, Excel, and PowerPoint
JD, MBA or other professional certification preferred
Minimum 5 years experience in financial services, compliance, risk, regulatory and/or legal background
Strong communication and presentation skills
Proficiency with FINRA securities license requirements preferred
Familiarity with the following would be helpful

109

Commercial Banking Resume Examples & Samples

Partner with Commercial Banking lines of business to support them through transactions that require insurance expertise
Perform complex insurance reviews
Participate in industry calls relating to insurance
Work with training to develop insurance training programs
Determine best practices and drive change
Lead and/or participate in large, complex projects
Bachelor’s degree and 5+ years experience in property & casualty insurance with a strong focus on property insurance or equivalent experience is required
Working knowledge of loan products and operations with experience in reviewing complex insurance documents
Credentialed insurance professional preferred
Understanding of the Federal Disaster Protection Act and with Write Your Own (WYO)/NFIP insurance
Outstanding written and verbal communication skills

110

Commercial Banking Resume Examples & Samples

Bachelor’s degree or equivalent experience/training
Minimum of 3 years of Asset Based Lending background or Financial industry knowledge required
Strong analytical, problem solving and time management skills
Intermediate/Advanced Excel experience required
Intermediate/Advance Word experience for creating mail merge letters
Ability to manage multiple projects concurrently
Ability to be flexible, follow tight deadlines, excellent prioritization skills and demonstrate leadership under stressful situations
Excellent planning and organizational skills, focusing on attention to detail and timely results
Team player – Ability to work with others, across other lines of businesses, with clients to resolve issues and/or functional lines
Conduct quality assurance review of model to validate against client’s support
Effective communication skills in order to correspond critical business issues in a timely manner and train staff on how to use Monarch to process the ineligibles
Self-motivated, self-starter
Perform telephone or letter verifications on ad-hoc basis
Monarch software or other data mining software knowledge a plus
Understanding the ABLE (Asset Based Lending Environment) loan system a plus
Understanding / prior working experience with Credit Agreements or legal documents a plus
Complete other assignments as required

111

Commercial Banking Resume Examples & Samples

Deliver enhancements to maximize benefits, efficiency, simplification and overall improvement to client experience
Identify opportunities to positively impact client experience
Engage the right individuals and groups to drive participation and group consensus
Escalate issues with proposed solutions and keep key stakeholders informed of project status
Demonstrate creative problem solving and solid judgment decision making
Effectively manage multiple projects of varying complexity and understand impacts in book of work
Diligent awareness of risks in our processes
Ownership, transparency and escalation of risk issues when they occur in a timely basis
O 5+ years of total experience within MIS, Business Intelligence, and/or Analytics roles

112

Commercial Banking Resume Examples & Samples

Act as point person in a backup capacity managing telephone calls and emails, provide factual information which requires tact, discretion and the interpretation of policies and procedures; take messages and refer callers to appropriate Construction Administrator as needed
Organize and maintain various office electronic and hard copy files as needed
Assist with set up and maintenance of desk files as needed
Set up files within systems; moderate to heavy printing of documents
Minimum three years of administrative experience as a Project Secretary or Project Coordinator for a construction company. Working for a construction company or equal experience is a mandatory requirement
Familiarity with standards of business correspondence
Outstanding organizational, interpersonal and time management skills; detail oriented
Advanced computer skills, including Microsoft Office suite (Word, Excel, PowerPoint, Outlook, Access) and Adobe Acrobat
Demonstrated accuracy and thoroughness of work
Ability to monitor own work and work of others to verify quality
Ability to multi-task and take initiative, cheerfully and respectfully handling multiple assignments simultaneously and meeting deadlines in a fast-paced environment
Ability to organize work, set priorities, meet critical deadlines and follow up assignments with minimum direction
Experience in handling sensitive and confidential business matters and information with discretion

113

Commercial Banking Resume Examples & Samples

Providing feedback to product managers and maintain strong working relationships with other JP Morgan lines of business
Possesses a minimum of 5 years of cash management, sales and relationship management experience targeting large public sector/Government clients of parallel scale and scope
B.A./B.S
Visibility and understanding of the Government vertical

114

Commercial Banking Resume Examples & Samples

Lead the concurrent execution of up to 3 strategic investments
Leverage project management framework to ensure projects are delivered on schedule, within budget and within highest of quality standards
Complete in depth analysis of direct and indirect competitive landscape and deliver recommendations spanning learn, build, and buy
Develop robust business cases and strategic rationale for large investments
Program management – experience leading large complex effort from concept through to implementation
3+ years relevant experience

115

Commercial Banking Resume Examples & Samples

Lead client, sales and industry workshops with the goal of identifying and evaluating unique industry workflow needs, client pain points, and evolving client needs
Program manages initiatives in their infancy to ensure successful execution
Payments experience– strong point of view on the future of payments informed by experience and thought leadership
5+ years relevant experience

116

Commercial Banking Resume Examples & Samples

Bachelor's Degree or equivalent Strong management skills - must have previous management experience in a Commercial Banking setting
Strong knowledge of the market place
Communication skills are critical
FINRA securities licenses 79, 63 and 24 may be required for the role. Specifics will be discussed at the time of offer

117

Commercial Banking Resume Examples & Samples

Initiate loan activity (fundings, repricings, payments) as instructed by the client in accordance with credit agreements
Calculation and tracking of complex interest and fee accruals at various rate levels across changing lender distributions
Reconcile daily funding and payment activity to account for all daily cash transactions
Read and interpret complex legal credit agreements and related documentation working with attorneys when applicable
Initiate and reconcile automated funds movement in accordance with client/lender instructions
Monitor and escalate past due principal, interest, and fees to ensure that the loan accounting system is accurate and provide clients timely and accurate invoices
Maintenance of margin changes and proper communication to bank group
Provide information as requested by Clients, Business Partners, Middle Office, or Lenders
Monitor control reports updating applicable comments
Assist with any administrative tasks associated with the terms of a Credit Agreement
Perform quality control on new deals, restructures and amendments by thoroughly understanding the credit agreement verifying system set up accuracy
Back up co-workers, work with various special projects or other tasks as assigned

118

Commercial Banking Resume Examples & Samples

Conduct extensive system research and draft collateral releases for WLO
Review and understand JPMC approval requirements for releasing collateral
Perform reconciliations of collateral items against loan systems and research outages
Remedy rejected documents
Adhering to compliance and regulatory requirements
Exercising judgment, discretion and prioritization
3-4 years of prior loan operations experience in a banking or financial services industry
Strong knowledge of loan documentation required; paralegal certificate a plus
Detail Oriented- Understands the importance of details and seeks to understand their impacts; takes methodical approach to tasks

119

Commercial Banking Resume Examples & Samples

Provide dedicated support to senior executive leadership to establish and maintain the operational plan
Extrapolate defined business strategy and translate into critical operating tasks
Ensure critical operating tasks are established across all departments annually that align with key business strategy and goals
Liaison and coordinate with other reporting and analytics teams to obtain information timely
Develop meaningful executive level presentations on adhoc basis
Partner with technology as part of operational planning to ensure business priorities are aligned with the technology book of work
Regularly partner with finance to ensure operational planning and associated budget are continuously aligned
Experience with producing high quality senior executive level reporting and analysis from diverse complex data sources
Track record of meeting milestones and completing work product on time
Ability to work across functions and proactively influence requests for information
Expert level ability in all MS Office tools (Excel, Access, PowerPoint, Visio, Project)
Excellent presentation and communication skills with a strong attention to detail
Financial planning experience
Strategic and operational planning experience
Experience with handling sensitive and confidential information

120

Commercial Banking Resume Examples & Samples

Handle incoming calls from both internal and external clients
Provide high quality, professional service with emphasis on one call resolution
Analyze and interpret transactions, statements, and loan documents in order to provide inquiry resolution to our clients
Maintain a high level of knowledge of our products, loan types, and services
Ability to work in fast paced constantly evolving environment
Demonstrate exemplary team working skills by maintaining a professional, positive and supportive attitude
Perform additional duties as assigned by Manager or Team Lead
Ability to work from 10:30 am - 7:00 pm
High School Diploma or equivalent required
At least 2 – 3 years contact center experience
Loan servicing experience a plus
Must have strong written and verbal skills
Proficient in Microsoft Office suite
Effective listening and analytical skills
Strong problem solving and troubleshooting skills
Ability to use multiple applications, browsers, and instant messenger simultaneously

121

Commercial Banking Resume Examples & Samples

Manage and maintain a portfolio of active leveraged and high grade loan transactions for the Investment and Commercial Bank
Support Leveraged Finance and Debt Capital Markets with the execution and closing of complex loan transactions, including, but not limited to new deals, refinancing, amendments, cross-border transactions, acquisition financings, and cashless roll repricings
Collect and review legal loan documentation for operational feasibility, optimal execution mechanics, regulatory requirements and mitigation of operational risk
Review internal loan related spreadsheets (e.g. funds flows) for accuracy and completeness
Liaise and coordinate pre-closing requirements with internal and external clients (i.e. Debt Capital Markets, Syndicate, Credit Risk, Loan and Agency Services, Product Control, Legal, Trade Settlements, Borrowers and Lenders)
Review and advise on funding mechanics and operational requirements as it pertains to internal booking locations, regional and currency policies
Initiate and coordinate trade settlement process with ClearPar and internal trade settlement team for Institutional Term Loan transactions
Coordinate internal KYC review and Flood due diligence
Assist with ad-hoc inquiries from Borrowers, Lenders, and Arrangers pertaining to the closing process and ongoing maintenance
Lead and schedule internal conference calls to ensure pre-closing requirements have been met and resolve / escalate any outstanding issues
Assist internal colleagues with fee documentation and recognition
Execution of best practices and control, risk mitigation and escalation point of contact
Take leadership roles on projects and provide valuable input with various working groups created to enhance performance and efficiency
Maintain metrics on deal closings and monitor key performance indicators on the closing process
Undergraduate degree plus 3- 5 years of Syndicated Loan experience or equivalent is required
Knowledge of the Loan product / Syndicated Loan business, including a strong understanding of a credit agreement, loan funding mechanics, deal structure, ticking fees, funds flows, etc
Demonstrated understanding of financial services, specifically within Investment Banking
Prior experience working with clients to collect and review pre-syndicated loan documentation ahead of closing large syndicated structures
Proven ability to collaborate with team members and senior management across and within the lines of business with a keen attention to detail and strong analytical capability
Demonstrated experience operating in a challenging and rapidly changing environment with a desire to accept new assignments and the ability to learn new principles and dynamic systems quickly
Critical decision-making abilities including the ability to identify, escalate, and propose solutions to problems

122

Commercial Banking Resume Examples & Samples

Manage a team of 4 Trade Support Specialists
Oversee the end-to-end trade booking process; including but not limited to daily communication with business partners in multiple LOB’s, affirmation of economic trade details, booking/enrichment/allocation of trades in loan processing system, exception management of Primary syndication and Third Party trades, settlement of third-party trades
Day to day oversight of all BAU activities, daily/monthly KPI management, SOX and/or internal/external audit requirements, and CSA reviews
Process reviews/improvements and ongoing review of control environment, etc
Act as a key point of contact for issue resolution for problems impacting various business partners including but not limited to: Documentation Team, Settlements Teams, Loan and Agency, Finance, Trading Desk and Technology
Participate in Operations & Technology driven strategic initiatives, including planning and UAT strategy formulation/execution for BAU implementation
Provide guidance and feedback to team members focusing on their personal and professional development
Ability to effectively manage a team of junior staff within the organization
Strong focus on controls and process improvement
Experience with Loans Syndications and Trading Association (LSTA) standard documentation; Knowledge of the LSTA Standard Terms and Conditions

123

Commercial Banking Resume Examples & Samples

Leading a team of 3 Distressed Closers and 1 Restructuring Support Associate and actively developing team members
Assisting in building out team structure and determining optimal workflows
Developing and implementing operational plan, policies and procedures to support the long term strategic business objectives and operational budget
Acting as escalation contact for issue resolution
Building partnerships and facilitating coordination with other departments to ensure a smooth and efficient workflow
Developing and maintaining metrics to monitor volume, controls, risks and issues
Leading and contributing to projects that improve efficiencies and controls
Undergraduate degree plus 4-6 years relevant work experience
Prior leadership experience preferred
In depth knowledge of the Loan product, Syndicated Loan business, Distressed Markets, LSTA standards, trade clams and equities, bankruptcies and restructurings
Knowledge of LoanIQ a plus
Demonstrated understanding of financial services, specifically within Investment Banking,
Ability to thrive in a rapidly changing environment
Critical decision-making abilities including the capability to identify, escalate, and propose solutions to issues and challenges
Self-motivation and demonstration of initiative to accept new assignments and challenges; ability to motivate others
Control focus
Strong PC Skills: in particular Excel, Word and PowerPoint

124

Commercial Banking Resume Examples & Samples

Develop in-depth understanding of insurance documentation as well as all regulatory requirements surrounding insurance for Investor loans (FNMA, FHMLC, SBA)
Oversee the Accenture Vendor Scorecard Review Process. Use fails as coaching/training opportunities for the teams
Manage the Quality Control process for Lender Placed Insurance disbursements and refunds, Pending Payment Changes, and borrower shortage letters
Work closely with Central Insurance Team Servicing Manager on projects as assigned
Working knowledge in performing insurance analysis and problem solving
Establish and manage productivity and quality targets for staff
Perform Quality Reviews to ensure staff follows procedural guidelines
Conduct weekly staff meetings, monthly 1:1 sessions and mid-year and annual performance reviews with staff members
Maintain department procedures and ensure they stay up-to-date
Interface in a collaborative manner with LOB partners, customers and vendors
Perform additional duties as requested by Manager
High school diploma required; Bachelor’s Degree preferred
5+ years loan operations management experience
Experience in servicing real estate secured loans
Insurance regulatory/compliance experience preferred
Experience directing employees in a quality assurance setting
Proficient in the use of MS Office Excel
Strong coach and mentor
Exhibits excellent organizational skills
Positive and flexible management style
Strong analytical skills supported by excellent written and verbal communication skills

125

Commercial Banking Resume Examples & Samples

Conduct proactive control reviews utilizing a risk-based approach. Review procedures, training materials, and control effectiveness. Document and maintain controls and effectiveness results in FORCE, operational risk system
Deliver review findings to process owners. Assist process owners with correction and the development of action plans to address significant process or control gaps
User tool champion for the Business Management function
Participate in implementation of new controls and strategic solutions. Partner with Business Management quality assurance and quality control staff to ensure validity of data
Assist with ad-hoc requests
Ensure compliance with policies and procedures and identify emerging trends and issues
Create executive level presentations
Comfortable communicating at all levels
Effective at building relationships across functional teams
Ability to prioritize and multi task
Strong work ethic and highest integrity
Strong attention to detail, analytical and problem solving skills
Strong MS Word, Excel, PowerPoint skills
Bachelors Degree, 2+ years experience in controls, risk, or compliance

126

Commercial Banking Resume Examples & Samples

Leads a team responsible for account openings, negotiation oversight, execution and administration of client documentation
Establish structure to ensure continual learning and alliance with Legal partners and other internal business partners
Review mandated deal structures and resolve conflict by partnering with internal business partners
Manage internal partner expectations and understanding
Exhibit ownership of on-boarding experience and ensure client satisfaction
Maintain a client first culture among the team through open dialogue, encouragement of feedback and attracting and/or retaining superior talent
Build and maintain strong relationships with key internal business partners in Relationship Management, Sales, Service, Operations and Product Management
Work with partners in Operations and Product Management to streamline processes
Foster a culture of teamwork with partners and within CBCO
Develop, scope and execute on internal initiatives as assigned
Utilize management reports and metrics to ensure success in meeting team objectives
Oversee employee team adherence to policy and procedures
Awareness of business risk and ownership of issues when they arise
Manage team capacity and proactively manage expenses
Some Travel required (5%) to visit clients and internal partners
Minimum 5 years of relevant experience or knowledge of legal documentation and complex account products, entity organizational documents, tax documentation and other documentation types
Minimum 2 years of management experience
Experience in coaching or mentoring employees and proven ability to successfully manage conflict
Experience in risk awareness and skills to develop and ensure quality program set ups
High level risk awareness
Judgment and reasoning skills
Strong presentation and negotiating skills
Demonstrated team building skills and ability to work in a team environment
Paralegal or Juris Doctor Certificate
Experience in financial services, if possible Corporate/Commercial Banking
Knowledge of the Risk and Control Self Assessment framework and testing

127

Commercial Banking Resume Examples & Samples

Manage complex account openings and client documentation workflow from documentation creation, collection, negotiation oversight and execution
Manage the documentation process for external clients and internal business partners throughout the documentation life cycle
Manage activities through heavy phone work with external clients and internal business partners
Performs required research for a product set-up and account opening to assess documentation requirements on internal systems as applicable
Manage the negotiation process of non-standard documents with Legal partners
Ensure documentation conforms to the Bank’s legal guidelines and policies and standards, including risk mitigation through adherence to the control framework
Ensure deal deliverables are met and hold owners accountable by managing implementation issues, escalations and error resolution
Demonstrate creative problem solving and solid judgment/decision making
Exhibit adherence to policy and procedures and meet or exceed established Service Level Agreements
Diligent awareness of risks in processes in a timely manner
Exhibit ownership, escalation and resolution of risk issues when they occur in a timely manner
Manage clear expectations and understanding by establishing clear timelines and managing documentation requirements
Exhibit ownership of on-boarding experience and client satisfaction
Ownership of internal communication and status updates
Ability to review and analyze information from multiple sources and determine relevancy
Proven ability to independently identify issues, analyze problems and provide viable account and documentation solutions
Time management and organizational skills
Demonstrated ability to work in a team environment, and ability to adapt to a changing environment
Some travel may be required (less than 5%) to visit clients
Working knowledge of risk factors that may impact specific products and industries
Ability to multi-task effectively and leverage internal resources
Strong client focus and ability to partner with various internal groups and client coverage
Independent, self-motivated with an ability to adapt and be flexible in a team environment

128

Commercial Banking Resume Examples & Samples

Manage the account opening and client documentation workflow from creation, collection, negotiation oversight and execution
Minimum 3 years of relevant experience or knowledge of legal documentation and account products, entity organizational documents, tax documentation and other documentation types
Paralegal or Juris Doctor certificate

129

Commercial Banking Resume Examples & Samples

Review of documentation to ensure compliance, credit, audit, and funding/pre-funding requirements are met
Review of approval and executed documents to ensure approval is consistent with executed documents
Funding/Pre-Funding applicable funding requests by wire and DDA
Booking of new loans, renewals, extensions, restructures, letters of credit, sublimits, rate options, and modifications in E-Clips/ACBS Loan system
Updating and documenting supporting loan systems including CLW (Commercial Loan Workflow) and ISD
Communicating and clarifying information regarding the loan booking package with the markets
Review and respond to feedback presented by the CLS QIP (Quality Improvement Program) team
Responsible for meeting service level expectations in addition to team and individual productivity and quality goals
Understands the importance of details and seeks to understand their impacts; methodical approach to tasks; procedure/process oriented
Works with a sense of urgency; seeks out and adapts to best practices; seeks constant improvement; motivated by personal and departmental goals
Candidates are comfortable on the phone; possess a desire to own and resolve items; pleasant and professional demeanor
Readily shares information with peers and managers; can coach others; willing to assist wherever needed; works toward team success and goals
Proficient in use of all MS Office programs; can navigate multiple applications making use of shortcuts; can quickly adopt new systems
Preferred prior experience in Commercial Loan Booking & Funding, Loan Processing
Ability to effectively multi-task and priorities workloads, while working within tight service levels

130

Commercial Banking Resume Examples & Samples

Process payments and advances accurately and timely
Perform Second day review of multiple transactions to verify accuracy
Authenticate client wire instructions
Ability to interact with insurance companies, monitor strict insurance requirements and update database with revised insurance information
Review title endorsements
Reconciliation of Bank Controlled Accounts
Process Client Rate Elections
Commercial Construction Real Estate experience

131

Commercial Banking Resume Examples & Samples

Providing technical sales support including preparation of internal and client-facing materials and analysis of client metrics using Excel and other internal reporting tools
Analyzing segment balance trends, product mix, and financial performance
Assisting in the development of client-level plans for top clients
Managing outreach to Sales and Banking partners in response to remediation requests by Product team
Assist with the management of effective internal and external sales/marketing campaigns to expand client penetration and exceed sales and profitability goals
Working with Sales and Banking partners on new bids or exception pricing including cost/benefit analysis, pricing and profitability models, etc
Managing exception pricing approvals process and institute regular monitoring and review of exception pricing on a monthly basis
Serving as Primary contact for handling routine client inquiries regarding product features and pricing
Assist team and Sales with the development of domestic, regional or global liquidity solutions for Commercial Banking clients, including product or segment strategy deployment, creating client proposals and marketing materials, deal structuring, negotiating and closing transactions
Liaise with internal functional groups including overseas partners in Product, Sales, Client Service, Implementations and Operations to trouble shoot client issues
Ad hoc projects as requested
Minimum three years experience in investments and/or wholesale transactional banking products
Proven sales, relationship, TS Product, finance or business management experience
Strong communication and presentation skills, - specifically, proven ability to present findings in concise and cogent written presentations
Strong analytical and spreadsheet skills
Team player and ability to network with co-workers
Strong project management skills, including the ability to juggle multiple deliverables simultaneously
Proven Treasury Management experience a plus

132

Commercial Banking Resume Examples & Samples

Provide factual information which requires tact, discretion and the interpretation of policies and procedures
Manage and file documentation for staff with minimal guidance and direction; draft documents, review final documentation for completeness, accuracy, format, compliance with policies and procedures, and appropriate English usage
Initial review of project related documents received from customers, vendors, and contractors for completeness and conformity to processes and procedures before forwarding to Construction Administrators
Set up and maintenance of electronic files shared by all staff and project management systems
Minimum three years of administrative experience as a Project Secretary or Project Coordinator for a construction company. Working for a construction company, architect/engineer, or real estate developer is a mandatory requirement
Must be familiar with AIA contract documents

133

Commercial Banking Resume Examples & Samples

Actively review and screen information to ascertain appropriateness for public-side Sales & Trading personnel in compliance with information barriers
Collaborate with Sales and Trading to draft confidentiality agreements relating to secondary loan trading and claims trading matters. Manage the agreement process and coordinate with Legal and Sales and Trading for any required negotiation with clients
Engage Sales and Trading and external clients regarding questions or status inquiries relating to confidentiality agreements
Source and prepare information for distribution to clients pursuant to executed confidentiality agreements. This includes preparing and updating web-based due diligence data rooms via Intralinks and granting access to information
J.D. required
Experience with investment bank legal or compliance dept. strongly preferred
Keen attention to detail and strong control-focused mindset
Excellent negotiation and communication skills
Knowledge of syndicated bank loans and bankruptcy trade claims preferred, not required
Knowledge of Intralinks, Debtdomain, Syndtrak helpful but not required

134

Commercial Banking Resume Examples & Samples

Provide construction budget, documentation and site inspection oversight on all assigned construction project loans
Job includes reviewing monthly contractor pay applications, blueprints, surveys, contracts, loan agreement language, and supporting documentation to resolve problems and answer questions and concerns throughout the construction project
The ability to interpret the legal, technical and financial impact of construction issues for other members of the bank and various outside professionals
The ability to analyze construction problems, perform due diligence and recommend solutions or appropriate courses of actions is required, as is the ability to determine the potential liability and construction risk exposure to the Bank for conditions that may exist
Review, approve and resolve discrepancies on draw requests
Negotiate resolutions for mechanics liens
Administer project equity requirements and additional equity solutions
Managing and negotiating with third party consultants
Create and maintain department procedures
Maintain a portfolio of loans which generate 60+ commercial draws per month
Communicate and negotiate with Borrowers, Lenders and Contractors
Some light travel is required periodically
Bachelor's degree in Construction Management or construction related field
1-3 years of experience in the construction industry
Construction trade skills and a thorough understanding of architectural and construction principles, contracts, practices and techniques is necessary
Ability to monitor own work to verify quality

135

Commercial Banking Resume Examples & Samples

Working knowledge of commercial construction loan disbursements, project accounting, risk management, and loan documentation
Interpret legal documentation and terminology relating to community development real estate transactions and servicing: low-income housing tax credits and tax-exempt bonds
Letters of Credit servicing
Manual interest billing
Interact with insurance companies, monitor strict insurance requirements and update database with revised insurance information
Reconciliation of Bank Controlled Reserve Accounts
High level of accuracy and attention to detail
Finance or Accounting degree or minimum 5 years in commercial real estate construction disbursement
Commercial Construction Real Estate Disbursement and Servicing experience required
Knowledge of low-income housing tax credits and tax-exempt bond servicing
Knowledge of legal documentation and terminology relating to real estate transactions

136

Commercial Banking Resume Examples & Samples

Interpret legal documentation and terminology relating to real estate transactions and servicing
Finance or Accounting degree or minimum 3 years in commercial real estate construction disbursement or commercial Loan Servicing
Commercial Construction Real Estate Disbursement and Servicing experience

137

Commercial Banking Resume Examples & Samples

Interpret legal documentation and terminology relating to bi-lateral and participated/syndicated commercial real estate transactions
Letters of Credit monitoring and servicing
Manual interest calculation and billing
Participated/Syndicated loan servicing
Process Large volume of Client Rate Elections
Knowledge of legal documentation and terminology relating to commercial real estate transactions- bi-lateral and participated/syndicated

138

Commercial Banking Resume Examples & Samples

Create ARC Proposals from Underwriter prepared Credit Approval Packages (CAP)
Population of all obligor and facility level data for all ARC proposals prior to submission for approval
Initiate the routing of an ARC proposal for approval
Create ARC conditions as directed by credit personnel
Perform all ARC overrides
Release all ARC proposals
Creation and maintenance of credit families via establishing UCNs, updating CRUs and family hierarchy changes, along with completing credit coverage changes
Initiation of all proposals in ARC for new business and existing facilities, including the completion of UFGL draws and Data Remediations
Proficient with ARC system
Experience with credit systems such as Client Central and ICRD
Knowledge of commercial credit products a strong plus
Effective written and verbal communication skills
Competency in PC and Microsoft applications
College degree preferred or equivalent work experience

139

Commercial Banking Resume Examples & Samples

Proactive involvement with all partners
Act as a conduit for the Commercial bank into the TS APAC Product organization Attend key client meetings where appropriate to help pitch and position our Product capabilities
Communicate key TS , Trade, FX and Credit product updates to the Commercial Bank both regionally and internationally
Represent Product Solutions as a voting member of the CB CDMC
In conjunction with , US CB Product, APAC CIB TS Product and APAC CB BOE organizations, develop segment differentiated product positioning, client/market strategies and product development programs to pursue profitable revenue growth opportunities
Active engagement with ICEs to coordinate, input and review RFP/pitch materials. Complete Win/Loss Debriefs as required
Drive the in region CB product prioritization process, partnering with CB BOE, Regional/Global Product Management, CIB TS Product and CB Relationship Teams to develop the CB product development agenda and investment pipeline
Recommend effective and comprehensive product solutions and pricing strategies for significant client opportunities, including the review and approval of exception pricing requests
Identify and coordinate the delivery of Product Training to the APAC ICE organization (deepening ICE technical and product knowledge)
Proactively update ICEs on industry developments and internal product initiatives
Represent CB in CIB regional product rollout process, including determining business justification and product commercialization
Ensure Product policies and guidelines issued by CIB are understood and disseminated to ICEs
Ensure new products/product enhancements or entry to new markets are approved by the CB approval governance committee (e.g. NBIA, RA) in partnership with the CIB approval processes,
Manage interfaces across CB and CIB for enhancements to product risk and control processes
Work with Product Management and Change Management teams in APAC and the US to ensure communications and processes around product changes and remediations , are managed appropriately
Partner with TS APAC Finance to understand and validate Product allocations and ensure the annual allocation process runs smoothly
Undertake from time to time non-TS NBIA’s
6-8+ year overall experience in transaction banking. Experience should cover product management, sales, consulting, or implementation roles across transaction banking, liquidity, and associated delivery channel products
Familiarity with a number of APAC markets
Understanding of the relationship and interdependencies across CB and CIB
Ability to work both as an individual as well as a team contributor; self motivated with attention to detail
Understanding of product management principals, tools and practices
Capacity to synthesize and manage multiple complex scenarios with tight deadlines
Undergraduate degree required, possibly with strong majors in Economics/Finance, Business Administration or Accounting
TS product knowledge, client presence and internal networking skills are critical
Excellent spoken and written English

140

Commercial Banking Resume Examples & Samples

Oversee the delivery of an excellent client onboarding experience by team members
Responsible for talent recruitment, training, and development
Cultivate an environment of strong team work and client focus
Manage team performance against key metrics and performance objectives
Model and drive team’s creative problem solving and solid decision making skills
Ensure transparency, urgency, and quality resolution of client and internal issues
Execute on internal initiatives as assigned
Experienced manager with 6 years or more of relevant business experience, including minimum 3 years direct management experience
Proven problem solver and critical thinker
Demonstrated ability to work collaboratively and proactively with all levels
Ability to drive results without direct ownership; manage conflict and mobilize direct reports as well as internal resources
Adaptable to a changing, dynamic work environment and can lead teams through change
Knowledge of Global Cash Management products
Proven ability to develop an implementation plan and execute deliverables

141

Commercial Banking Resume Examples & Samples

Provide structure and oversight to management team
Partners and Influences shared purposes through trust and teamwork across businesses and functions
Demonstrate values by promoting an inclusive work environment
Build and maintain strong relationships with key partners, in both domestic and regional locations, who lead banking, sales, service, operations and product organizations
Communicate and leverage business knowledge and technical expertise to challenge assumptions and operating models
Oversee region’s adherence to policies, procedures; institute and test the appropriate controls in conhunction with the organizations business office
Drives results by demonstrating a consistent track record
10 years or more of relevant business experience, including minimum 5 years direct management experience
Proven ability to establish direction and drive organization’s success to exceed business results
Excellent verbal and written communication skills with the ability to present information in differing degrees of detail and form depending on the audience, especially via phone or e-mail channels
AML/ KYC or Core Cash Management experience

142

Commercial Banking Resume Examples & Samples

The Account & Reference Data Specialist will be responsible for generating / reconciling / distributing the monthly billing invoices to customers
Participate in RCSA testing and UAT testing of all Mortgage Finance applications
Assist in reconciling the monthly fraud and daily MERS reports
Communicates effectively, superior customer service skills
Results oriented in a deadline driven work environment
Ability to work in a high stress, fast paced environment
Ability to multi-task efficiently and effectively
1 to 3 years related experience
Knowledge of / and ability to interpret legal documents (Master Repurchase Agreements)
Excellent accounting and quality control skills
Extremely Detail oriented – understands the importance of details and seeks to understand their impacts, takes methodical approach to task
Works with a sense of urgency, seeks out and adapts to best practices, seeks constant improvement, motivated by personal and departmental goals
Customer Service Oriented – must be comfortable communicating with internal/external clients to resolve issues
Team Oriented – readily shares information with peers and managers, can teach others, willing to assist, works towards team success and goals
Strong organizational, time management and prioritizations skills with ability to multi-task efficiently
Ability to work in a fast paced highly productive environment
Solid understanding of Microsoft Word and Excel

143

Commercial Banking Resume Examples & Samples

2-3 years call center experience in mortgage loan environment
Excellent customer service skills with clear and positive telephone manner
Complete understanding of mortgage mathematics and mortgage mechanics (amortization, payment application, ARM adjustments , prepayment charges, late charges, etc)

144

Commercial Banking Resume Examples & Samples

Reporting to a Credit Support Associate, the CTL Credit Support Specialist (CSS) provides support for teams of Credit Underwriters & Credit
Executives located throughout the United States
The CSS will also assist with report preparation on a routine or ad-hoc basis and work on special projects as needed
The CSS possesses a solid working knowledge of CRI related applications such as ARC, SRGT, Client Central, Exposure Now & CRRT
2-4 years of work related experience in a credit administrative role and have a working knowledge of commercial credit, lending functions, and familiarity with loan documents
High capacity to multi-task and learn quickly
Solid working knowledge of Microsoft Office applications (Excel, Word, Outlook)
Ability to communicate and interact with people at all levels within the organization
Highly motivated with the proven ability to work independently

145

Commercial Banking Resume Examples & Samples

A Bachelor’s degree is required. An MBA degree and/or professional certification, such as CPA, is strongly preferred
15+ years of relevant experience including Finance and/or External Audit
Excellent communication and interpersonal skills required with ability to present complex and sensitive issues to senior management
Ability to manage multiple tasks concurrently, with a high sense of urgency
Work well individually and in matrixed teams, share information, support colleagues and staff
Demonstrate supervisory and leadership capabilities, including effective performance management and staff development
Enthusiastic, self motivated, effective under pressure and willing to take risk
Flexibility to travel as required

146

Commercial Banking Resume Examples & Samples

Interpreting existing and new requirements and develop communication strategy
Helping develop appropriate training curriculum for each function with key data or controls in the process
Managing a team of high performing analysts and associates through a challenging, transitional environment
7 years of professional experience
5 years of experience in external reporting (SEC and Regulatory) for banking
2 years of management experience
Accounting degree required, CPA a plus
Superior organization and documentation skills
Advanced user of Microsoft Excel, Power Point and Access
Experience preparing presentations for senior leaders
Experience presenting to senior leaders
Ability to build rapport and influence change
Flexibility (at quarter end) to work weekends as needed

147

Commercial Banking Resume Examples & Samples

Responsible for the implementation and maintenance of KYC related procedures
Document procedures to support KYC policies
Develop job aids and tools for all areas of KYC
Adhere to the CB Regulatory Readiness process. Participate in project work streams to manage any procedure impacts
Create PowerPoint/PitchPro presentations for presentation to key business partners
Formulate observations and recommendations for process improvement, risk mitigation, and improved controls
Facilitate communication and meetings with project teams and key business partners, and escalate challenges
Facilitate reviews by management, testing and compliance to secure all approvals for procedures
Work under tight deadlines to quickly document enhanced procedures that result from policy changes
Establish working relationships and routinely interface with business stakeholders, technology, subject matter experts (SMEs), compliance, or any other relevant party
Cross-train to serve as a back-up writer for other procedure analysts in order to balance the team workload effectively
O Procedures writing or other communications experience required

148

Commercial Banking Resume Examples & Samples

Create and maintain content for client-facing collateral for the Commercial Bank Treasury Management Sales Organization
Create consistent, clear, and consolidated descriptions of products and services
Identify and maintain a consistent and effective voice and tone for these materials that matches the JPMorgan brand and assists sales staff to effectively communicate value propositions
Work with stakeholders to identify existing collateral that needs improvement, identify opportunities to develop new materials, and create a prioritized list of projects to manage
Collaborate with designers to create concise and understandable visual presentations that incorporate content to create high quality tools for effective sales of our products and services
Propose new projects and/or types of collateral that can improve the sales process in general
7+ years of experience authoring diverse forms of customer-facing content (e.g., marketing, instructional, help, demo, etc)
Financial industry experience preferred
Excellent organizational skills and attention to detail with the ability to multitask, prioritize, and meet deadlines. Project management experience preferred
Ability to effectively advise, partner and collaborate with senior management, team members and peers in order to execute assignments
High level of independence, energy and integrity; demonstrates respect for a diversity of opinions and styles, and accepts accountability and responsibility
Expertise in Word, Excel, and PowerPoint required
Ability to work in a fast-paced environment

149

Commercial Banking Resume Examples & Samples

Experience with SSRS Business Intelligence Developer Studio, Visual Studio, SQL Server Integration Services (SSIS), and/or other (non-Microsoft) reporting platforms
Experience retrieving data from Microsoft SQL Server databases for reports utilizing report writing best practices (optimization, use of joins and sub-queries)
Experience with cubes and drill down reports
Ability to write stored procedures, functions, and SQL queries
Ability to use complex expressions to calculate, group, filter, parameterize, optimize and format custom reports
Experience with manual testing to include User Acceptance Testing (UAT)
Excellent listening, interpersonal, written, and oral communication skills
Highly self-motivated and directed
Able to exercise independent judgment
Builds and maintains relationships with users to ensure adoption and buy-in of reporting solutions
Ability to effectively prioritize and execute tasks while under pressure
Bachelor's Degree Computer Science, IT related discipline preferred
3+ years working in a data warehouse environment with business intelligence applications
Minimum of 2 years of experience with report development using Microsoft SQL Server Reporting Services (SSRS)
Subject area expert in a specific skill set, business area, or product; primary focus on daily execution, with an eye toward strategic goal and long-term implications
Proficiency with MS Word, Excel, and PowerPoint required

150

Commercial Banking Resume Examples & Samples

Experienced credit professional with minimum 7 years credit experience, preferably with a background in wholesale credit underwriting and credit risk management
Previous credit review experience is preferred, but not necessary
Minimum Bachelor's degree in Accounting, Finance, Economics, or a related discipline
Demonstrated understanding of credit principles, strong analytical skills, and good judgment
Excellent verbal and written communication and interpersonal skills required with ability to present complex and sensitive issues to management
Enthusiastic, self-motivated, effective in a dynamic fast-paced environment and willing to take personal risk, demonstrates responsibility, and accountability
Works well individually and in team setting, shares information, and supports colleagues
Must be willing to travel, when necessary

151

Commercial Banking Resume Examples & Samples

Single point of contact that provides overall ownership of the client experience and satisfaction during the international onboarding process
6 Years or more relevant business experience, including client facing roles
Proven ability to develop an implementation plan and execute the deliverables
Global Cash Management
Some travel may be required (less than 25%) to support various clients and coverage teams

152

Commercial Banking Resume Examples & Samples

Initiate onboarding requests via appropriate internal tools and follow them through completion
Analyze data sets to identify stale or duplicative information and mark them for elimination
Add or enrich system records as required to support BAU activity
Understand the overall daily demand on the team and prioritize accordingly
Monitor and escalate past due requests with upstream dependents
Communicate and interact extensively with external parties
Provide information as requested by Clients, Business Partners, Middle Offices, and Lenders
Monitor control reports resolving or substantiating open issues
Perform quality control at critical stages in the life cycle to ensure accuracy
Back up co-workers, participate in ad hoc projects or other tasks assigned
Education: Minimum undergraduate degree from an accredited university, preferably majoring in Business, Economics, or MIS related areas of study. Relevant job and industry experience is a plus
Minimum 1 year of experience in banking, operations, MIS, or reporting
Strong analytical, problem solving and proven decision-making skills
General business knowledge with the ability to apply principles to new scenarios
Ability to manage concurrent assignments in an effective, efficient and organize manner
Ability to work independently within a team environment
Excellent oral and written communications skills and strong interpersonal/client servicing skills
Solid working knowledge of Microsoft Office applications (i.e. Excel, Word and PowerPoint)
Loan experience or loan operations is a plus
Flexible working schedule with some overtime required

153

Commercial Banking Resume Examples & Samples

Lead and manage a team of control testers who are responsible for executing required Risk and Control Self Assessment (RCSA) testing across the Commercial Banking business
Develop risk mitigation testing strategies
Communicate testing results to business partners and control support teams
Evaluate test work papers to ensure quality results are achieved
Perform periodic staff performance reviews and creatively collaborate on development plans
Partner with CB Controls teams and business partners to develop and drive implementation of RCSA program strategies
Participate in executive risk reviews and risk and control deep dives with line of business leaders as applicable to drive open discussion of issues and control gaps
Provide RCSA Procedures and control testing system subject matter expertise as advisor to the Controls team regarding business risk issues and recommend solutions
Develop positive working relationships with Controls team members and business partners to maintain an open environment for collaboration, risk identification, and issue solving/resolution
Provide ongoing recommendations for improvements by incorporating emerging, key business risks
Partner with colleagues across Commercial Bank to help drive a culture of risk awareness and proactive risk identification and assessment
Lead the development of tool assessments / and build out to support a sustainable testing environment
Ensure a clear and coordinated approach to addressing and remediating issues
Provide ongoing test result metrics to all stakeholders
Lead, or participate in, other Control and partner initiatives as assigned
Deep knowledge of the Commercial Banking line of business
Minimum 10 years total experience and 3-5 years experience in a leadership position responsible for Testing, Program / Project management; operational risk management and / or control oversight experience is preferred
Strong Control Testing knowledge
Prior people management experience required
Strong knowledge/background on internal control principles, operational risk management, audit, compliance, or operations preferred
Preference given to individuals with demonstrated experience in risk and control self-assessment, including risk and control testing, process mapping, and data analysis skills
Proven ability to build strong partnerships with key stakeholders, and collaborate with business and functional experts to provide RCSA guidance and to recognize risks, control gaps and design enhancements
Excellent organizational, project management, and multi-tasking skills
Strong analytical and creative thinking skills, and orientation to detail
Very high level of professionalism and sense of urgency
Demonstrated ability to manage expectations, achieve deadlines and deliver quality results
Self-motivated and confident decision-maker with the ability to demonstrate leadership, challenging and influencing change where necessary
Collaborative team player able to develop meaningful and effective working relationships with fellow colleagues
Ability to manage multiple assignments and meet tight deadlines within a team environment
Strong computer skills required; proficiency in Microsoft Office applications (Word, Advanced Excel - including macros, PowerPoint); knowledge of MS Project, MS Access and Visio a plus

154

Commercial Banking Resume Examples & Samples

College degree preferred in business, accounting, finance or equivalent work experience with commercial loans
Two years experience in accounting, substantiation and reconciliation functions preferred
Knowledge of commercial loan systems and applications including Loan IQ, ACBS, VLS, SAP, Customer Assist, eServe, MITs, etc
Strong problem solving, analytical and judgment skills
Proficient in Microsoft Word, Excel, and Access

155

Commercial Banking Resume Examples & Samples

Develop a streamlined process with appropriate risk mitigation and controls
Make recommendations for continuous process improvement
Manage heavy volume under tight timelines
Understand business priorities and the interconnectedness of the AML Program
AML/KYC technical and procedural writing experience
Knowledge of regulatory environment, especially AML/KYC
Experience developing new procedures
Experience developing job aids and other support tools
Proven ability to multitask and be resourceful in meeting deadlines and delivering high quality results in a fast-paced and changing environment
Strong relationship skills at all levels of the organization
Strong team player with consensus, collaboration and conflict management skills
Excellent analytical and execution skills

156

Commercial Banking Resume Examples & Samples

Minimum 15 years total experience and 5 years experience in a leadership position responsible for Testing, Program/Project management; Operational Risk management and/or control oversight experience is preferred
Strong Control Testing (RCSA) knowledge
Proven people and team development and management of 25+ employees
Ability to collaborate with business/ functional experts to review key controls and evaluate results
Ability to analyze results and develop metric and trend reporting
Strong organizational and project management skills with demonstrated ability to manage expectations and deliver on commitments; Ability to manage and prioritize many deliverables within tight timeframes
Excellent oral and written communication skills; Proven ability to effectively manage and influence dialogue

157

Commercial Banking Resume Examples & Samples

Based on the needs of Commercial Banking, Real Estate Industries and Credit Services, may manage a Deputy GTM and one or more Systems Managers responsible for ensuring that the development, maintenance, modifications and implementation of applications programs and services are performed within established time constraints
Evaluates incoming service requests and determines priorities with the business unit; assigns and delegates work to subordinate managers. Reviews and approves project plans and monitors work progress. Approves final packages to ensure systems adhere to corporate policies, practices and data processing standards
May review analysis performed by business and systems analysts and subordinate managers to ensure all aspects of the project development phase have been considered
Familiarity and compliance with the Bank standard project methodology and guidelines is required
Collaborates with business unit leadership and project teams for project documentation including a Cost Benefit Analysis (CBA) for any infrastructure project work being done in support of the Business Unit. This position requires the ability to measure benefit for such projects. Understands business and technical requirements, and the responsibility for the cost side of the CBA to ensure the project completes with the anticipated internal rate of return
Formulates long-range financial plan proposal for assigned area based on current and anticipated growth rate, staff development, changes affecting Applications Development, overall changes in the future of data processing, etc
Assesses the impact of new application systems, technology, physical location changes and priority changes on contingency plan. This role will be responsible for analyzing exposure/risk/vulnerability of applications to the overall success and existence to the Bank. This individual ensures that applications needed to support the essential needs of the Bank are provided in times of system failure or disaster
Responsible for developing short-medium term goals and objectives for staff. Will determine the most effective organization structure and specific responsibilities within that structure. Will perform the standard managerial functions such as performance appraisals, salary increases, transfers, promotions, new hires and terminations of staff members as needed. This role will also establish criteria to measure group performance
Assists subordinates in the long-range strategic plan by defining organizational goals and objectives, identifying the attributes and long-term needs of customer/user groups, evaluating market opportunities and threats, evaluating the capability and long-term viability of information processing equipment and supplies, application systems, data management systems, human resources, etc
Defines a proactive and integrated Maintenance & Support plan to ensure version and release currency with all vendor provide software packages. Creates and manages defined release schedules appropriate to enable activation of key vendor enhancements while balancing risk to the Bank
Bachelor’s degree and 10 years or 15 plus years of IT management and business/industry work experience is required; an M.B.A. or M.S. is preferred. Qualified candidate will typically have at least 10 years of experience managing multiple, medium to large, cross-functional teams with ability to influence senior to executive level management and key stakeholders
Must be a strong communicator and leader. Ability to be flexible, decision oriented, and motivated to establish support from senior management. Ability to approach strategic decisions in a consultative manner with a particular emphasis on delivery. Must be an exceptionally strong technologist, with a superior intellectual capacity, who is a natural leader, bringing a business perspective to the organization
Has a strong Technical and strategic understanding of the architecture necessary to oversee and leverage platforms in an aggressive growth environment
Requires an in-depth knowledge of the system development life cycles, client area functions and system, and application program development alternatives
Solid project development/management skills and a proven track record in managing vendor relationships and contract negotiation

158

Commercial Banking Resume Examples & Samples

Facilitate the documentation process for loan/lease transactions
Obtains required collateral related documentation
Coordinates, sends documentation packages
Coordinates funding review packages
Performs other onboarding and transaction documentation duties as required

159

Commercial Banking Resume Examples & Samples

Typically a minimum of 10+ years of direct client management, lending, credit support, or similar industry related experience specifically targeting local and state governments, Health Care, Higher Education and Not-For-Profit agencies
Extensive knowledge of Commercial Banking products and services; with a heavy focus on Treasury Management
Strong sales management skills and demonstrate strong tactical selling/negotiation skills
Effective communication skills are critical - including proposal writing and public speaking
Bachelor's degree required, MBA a plus

160

Commercial Banking Resume Examples & Samples

BA/BS degree required; MBA preferred
10+ years of proven leadership, management, execution and influencing skills with a demonstrated track record developing talent and partnering across business lines
Strong knowledge and understanding of Commercial Banking’s business model, products, and clients
Excellent client relationship skills; successful at delivering the entire firm to the client
In-depth knowledge of financing, credit originations, and deal underwriting
Outstanding professional reputation both inside and outside of the bank
Strategic thinker who supports the goals and direction of the firm
Ability to partner across lines of businesses and leverage internal resources
Strong knowledge of regulatory and control framework
Proven leadership, management, and client relationship skills, as well as extensive industry and product knowledge, and strong transaction execution skills
Experience with credit analysis, and the credit process
Experience with financial modeling and analysis
Experience communicating with bankers, credit professionals, management, product partners and executive leadership
Must possess collaboration, teamwork and diplomacy skills
Position is a Managing Director eligible role; Executive Directors will need to go through LOB’s Managing Director promotion process

161

Commercial Banking Resume Examples & Samples

Monitor various detective control reports to ensure tax documentation is received and validated timely
Review tax documentation to determine tax treaty applicability
As necessary, liaise with Legal, Corporate Tax, and Compliance on complex client tax issues
Reconcile, verify, research, and monitor the resolution of outstanding exceptions
Calculate the withholding rate for lenders across various tier levels and ensure that system records are updated
Reconcile daily income and refund activity to the GL for all daily cash transactions
Monitor revenue transactions to ensure deposits are made to the IRS based on the required deposit dates
Create and reconcile year end statements to submit to the IRS for US and non-US lenders
Monitor and escalate overstated and understated withholding to ensure items are cleared in a timely manner
Production of daily and/or weekly reporting highlighting trends in volumes, nostros and other key metrics
Participate in implementation of various regulatory initiatives such as TAXARE, IMY Conversion and FATCA

162

Commercial Banking Resume Examples & Samples

1-3 years of work related experience in a credit administrative role and have a working knowledge of commercial credit, lending functions, and familiarity with loan documents
Ability to multi task and learn quickly
Detail oriented with ability to multi-task, manage priorities effectively and work in a team based environment

163

Commercial Banking Resume Examples & Samples

10 or more years of architecture experience across the four enterprise architecture domains: business, system/application, information/data and technical/infrastructure
5 or more years experience in application development and support of enterprise-grade applications
Experience identifying, designing, architecting and building common services. (examples: shared reference data services, messaging/middleware services, web services infrastructure)
Experience architecting and contributing to the development and execution of strategic technology initiatives which demonstrate alignment with the broader business goals and overall technology objectives of a firm or major business unit or functional organization
A track record of driving the use of innovative technologies into the portfolio of all technologies used across the enterprise
Well versed in the processes, tools and technology to drive integration capabilities across disparate domains, both technical as well as business
Ability to present technology strategy and vision within internal and external forums
Ability to successfully drive firmwide architecture and standards discussions with the firmwide architect and CIO
Knowledge of the financial services industry preferably in one or more market leading institutions in either Retail or Wholesale
Experience in large scale companies and ability to navigate the complexities inherent in such organizations

164

Commercial Banking Resume Examples & Samples

Provide full readiness coverage for certain product areas and support multiple projects of various complexity, primarily related to Commercial Banking initiatives for clients, product, service, technology and other change events
Provide project management support to assess change impacts, provide strategic guidance, define requirements, plan implementation activities, develop employee and/or client readiness plans and materials for Change Readiness projects
Assess client and employee impacts for a wide array of initiatives led by various lines of businesses to ensure our client coverage teams are prepared for change
Coordinate, develop, and edit internal content and communications
Assist in preparing stakeholder updates for management
Support CMR tools and other resources for the team from a controls perspective
Bachelor’s degree with minimum of 5-7 years of project management experience in the financial services industry
Extensive knowledge of deposit/treasury products and payment systems, as well as TS billing platforms/processes and pricing experience strongly preferred
Knowledge of Commercial Banking line of business
Strong interpersonal and verbal communication skills; well developed technical writing abilities
Strong problem-solving and analytical skills in a fast-paced environment
A self-starter and can work independently

165

Commercial Banking Resume Examples & Samples

Client’s point of contact for initial review of construction documents submitted on construction projects
Monitor internal process controls on real estate portfolio
Provide administrative support to staff including: set up and maintenance of electronic files, set up files within systems; moderate to heavy scanning of documents
Minimum three years of relevant experience and knowledge of construction industry standards
Discuss the interpretation of internal policies, procedures, and construction industry norms with confidence, tact and discretion
Manage correspondence and forms for staff, including drafting documents, procuring signatures with minimal guidance and direction; review final documents for completeness, accuracy, format, compliance with policies and procedures, and appropriate English usage
Project Administrator or Project Coordinator for a construction company
Experience with Microsoft Office suite (Word, Excel, PowerPoint, Outlook, Access) and Adobe Acrobat

166

Commercial Banking Resume Examples & Samples

Research prospects to determine optimal points of contact, stay abreast of key events influencing banking needs, and formulate a strategic approach to win new relationships for the Commercial Bank
Employ myriad tactics such as cold-calls, emails, event invitations, and targeted marketing campaigns to establish and maintain contact quarterly with a portfolio of 800-1,000 prospects
Develop relationships with qualified prospects with $20MM - $500MM in sales in assigned markets and identify opportunities to introduce bankers as appropriate
Pursue broad and ongoing Commercial Bank product education to remain conversant in the features and benefits of our full suite of offerings including treasury, credit, retirement planning, investment banking, and more
Align closely with partners across the firm to appropriately prioritize prospects, share best practices, leverage competitive intelligence, and evolve strategy as needed
Maintain thorough records of our activities with each prospect to ensure fluidity of communication with multiple touch points across the bank
5+ years in sales or business development within the financial services industry
Business-to-business sales experience a plus
Strong interpersonal and communication skills, particularly over the phone and in writing
Comfort establishing relationships remotely via phone and email
Highly proactive, persistent, tenacious, nimble, and creative
Undergraduate degree preferred; MBA and/or other advanced degree desired
Ability to travel to markets and sales meetings as appropriate; estimate travel around 25-30%

167

Commercial Banking Resume Examples & Samples

Assist and/or lead tasks needed to examine construction vendors for use by Construction Management
Support and contribute in oversight of vendor performance monitoring
Develop and monitor Risk Control Self Assessments (RCSAs) – Make recommendations as to what RCSAs are needed or which RCSAs are no longer applicable. Respond to RCSA testing questions as needed
Assist the Delivery Manager with onboarding vendors, maintaining and monitoring approved vendor list
Facilitate resolution of inquiries and proactively respond to communications regarding vendor related items, including Third Party Oversight (TPO) procedures
Participate with internal partners on strategic projects to enhance controls, expedite delivery and improve customer experience
Maintain Department SharePoint and shared drive including content maintenance & administration
Compare Tax Service Contract requests originated by CRELA against third party vendor reports to ensure that all necessary accounts have a Tax Service Contract in place
Systematically submit information to third party vendor to obtain flood determination

168

Commercial Banking Resume Examples & Samples

Owns external client and internal client (banker) relationship
Responsible for the documentation process for loan/lease transactions in partnership with the Document Support Specialist
Engages with internal and external clients to manage expectations and gather necessary items for closing
Prepares and sends documentation packages
Negotiates documentation terms and conditions of transactions with external client
Research Sales and Personal Property Tax items
Coordinates negotiation approvals through appropriate internal channels
Ensures credit and asset conditions are met in compliance with guidelines
Engages with outside Legal counsel as needed for closing requirements
Prepares funding review packages
Minimum 2 years of Commercial Documentation or relevant experience
Strong attention to detail and strong process orientation
Excellent organizational skills and ability to prioritize work load
Excellent Microsoft Word and Excel Skills
Demonstrated ability to work independently, and solve problems in a fast paced environment, coupled with a willingness to multi-task
A mathematical/accounting competency
Professional phone etiquette skills
Client advocate
Ability to manage multiple tasks simultaneously
Equipment lending/leasing experience (LeasePak / HotDocs knowledge)

169

Commercial Banking Resume Examples & Samples

Support Group Heads and bankers with key business functions including portfolio management and special projects
Perform data analysis and address ad hoc requests to support the business groups
Assist with the development, implementation, and execution of key reporting to be leveraged by all levels within CCBSI, as well as senior management in Commercial Banking and senior partners across the firm
Prepare presentation materials to be shared with S&BM, business groups and other relevant stakeholders (e.g. Business Reviews, analytical analysis, etc.)
Minimum 2-4 years of work experience
Investment/Commercial Banking or management consulting experience preferred
Expertise in Excel and PowerPoint (PitchPro)
Familiarity with internal J.P. Morgan systems (e.g. iBanker, Client Central, CKC) is a plus
Location: New York, Los Angeles
General understanding of investment banking, credit and treasury products and services
Strong professional presence with the ability to communicate directly with regional and industry Group Heads and bankers as a local representative of S&BM

170

Commercial Banking Resume Examples & Samples

1 – 3 years of experience interpreting legal, loan, or compliance documentation
Strong analytical skills, including the ability to probe sensitive issues while maintaining the highest level of integrity and objectivity
Ability to effectively communicate complex, sometimes technical, information in a clear concise manner
Ability to organize and prioritize work, and handle multiple tasks concurrently in a metrics driven environment
Ability to flex priorities quickly while maintaining the highest levels of accuracy in work products
Intermediate knowledge of MS products
Quality Control experience is a plus
Previous Banking experience is a plus
DTS, LIQ, ARC, VLS, RLOTS, ACBS, Ivault, and/or DealWorks experience is a plus
Sworn Documents experience is a plus

171

Commercial Banking Resume Examples & Samples

Research analysis of internal and external data around thought leadership to support the team and its initiatives
Review and analyze information from multiple sources, determine relevancy and create reports as required
Independently identify issues, analyze problems and provide solutions when identifying gaps
Initiate and coordinate project meetings and provide status updates to GPE and other senior stakeholders
Work closely with internal partners, specifically PMO, and assist when expertise is needed
2+ years of experience in a project management/business analyst role in financial services and/or Associate experience in strategy consulting preferred
Results-orientation - takes initiative to identify areas to add value and executes quickly and accurately
Judgment and professional maturity to handle sensitive information and work with senior management
Demonstrate project management skills and ability to meet deadlines and deliverables
Strategic business mindset
Enthusiasm for business and eagerness to work on any task that will add value; Strong work ethic
Ability to partner and operate effectively in a team based, matrix environment
Strong communication skills and attention to detail
Proficiency with Microsoft PowerPoint ; presentation skills required with ability to develop story board and management presentations
Proficiency with Microsoft Excel; skills required with the ability to perform complex data analysis

172

Commercial Banking Resume Examples & Samples

Oversees the Project Management Office (PMO) to support and ensure programs / workstreams and projects meet and/or aligned with the overall goals and requirements
Develops and implements PMO processes and policies, reporting framework, directs project management staff, and works with other department leaders to define, prioritize, and develop projects and programs
Support the development of the overall Target Operating Model for different transformation projects within Commercial Bank with the initial focus on Client On-boarding
Leads multiple major cross-organizational/LOB or cross-business unit programs and project teams to deliver significant business results/deliverables
May lead a single large, complex and/or highly-visible program that has significant financial, reputational or regulatory risk, and require deep and broad subject matter expertise
Manages budget for assigned projects or program, monitors progress and adjusts resources and priorities accordingly
Attracts and retains the best diverse talent in the competitive market
Able to manage influence and motivation upward and downward
Ability to develop and articulate well thought out business case and its financial/bottom line impacts
Understands interdependencies between multiple variables and must consider tradeoffs and impact of decisions
Anticipates and resolves both customer and general issues with a sense of urgency
Contributes to setting and driving the strategic direction for the department
Engages organization in introducing ideas for improving client service
Mobilizes resources across boundaries to solve issues in a productive manner
Pursues cross functional opportunities to improve customer experience or meet customer needs
Demonstrates superior judgment to mitigate risk that could impact the firm’s reputation
Fosters an environment where risk/control issues are escalated, and trends are anticipated and identified
Minimum 10 years of relevant experience (program management, change management, project management)
Familiar with concepts, practices, and procedures within a particular field. Relies on extensive experience and judgment to plan and accomplish goals
Performs a variety of tasks
A wide degree of creativity and latitude is required. Typically reports to a top management
Independent self starter with the ability to handle multiple priorities and produce successful results in a fast-paced environment
Established track record of delivery in a complex environment
Ability to partner across functional teams and interact with all levels of the organization
Excellent verbal and written communication skills with the ability to present information in differing degrees of detail and form depending on the audience
Minimum 3 years of experience in financial services, if possible Corporate/Commercial Banking
Ability to understand business drivers and requirements to deliver solutions to business issues and problems
Strong project management methodology and techniques with proven teamwork and influential skills

173

Commercial Banking Resume Examples & Samples

Design and develop client-oriented process designs to rethink and enhance new and existing client on-boarding, product enablement and on-going service of clients
Leads multiple cross-organizational/LOB or cross-business unit projects to deliver significant business results/deliverables
Recommend and prioritize tactical and strategic projects to deliver ongoing sustainable business improvements
Work closely with technology team to develop product roadmaps and execute delivery of technology platforms
Utilize a practical approach to the application of methods such as Six Sigma/Lean/Agile
Minimum 7 years of relevant experience (program management, change management, project management)
Six Sigma Black Belt certification or Agile certification preferred
Proven work experience influencing others (change management) to initiate a recommended course of action to solve a problem or increase efficiency
Minimum 3 years in financial services experience
Minimum 3 years in executing projects in a matrix environment and working with technology

174

Commercial Banking Resume Examples & Samples

1 - 3 years of prior clerical/operational experience preferred
Highly organized with the ability to work in a fast-paced environment
Highly flexible with the ability to multi-task and meet deadlines
Moderate knowledge of Microsoft Excel and Word applications strongly preferred

175

Commercial Banking Resume Examples & Samples

Process transactions for sensitive and/or complex customer relationships on syndicated loans using the ABLE loan system for Rollovers/Conversions/Repricings
Exceptional customer service skills - Customer contact focuses on high volume or unique activities requiring interaction with multiple clients, lenders, and internal market/credit partners & resources. (Ability to calculate interest and fee accruals for billing is required for this role.)
Proven ability in accounting techniques and strong analytical skills
2-5 years professional working experience in banking or financial services is required
Ability to adapt to new systems; ABLE system knowledge preferred - but will review experience with other loan systems

176

Commercial Banking Resume Examples & Samples

BS/BA degree (Business, Finance & Accounting preferred; all majors considered
Minimum of two (2) years credit analysis experience or credit/lending related experience
Completion of a major corporate bank credit training program or the equivalent corporate banking/corporate finance experience
Experience in building and maintaining positive client relationships including ability to be a highly motivated, productive team player; partnership skills are essential as work will often overlap with industry partners, product partners and investment banking teams
Superior analytical and quantitative skills with the ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly
Permanent and/or unrestricted authorization to work in the U.S

177

Commercial Banking Resume Examples & Samples

Facilitate the documentation process for loan/lease transactions in partnership with Document Processing Specialist
Prepare ancillary documentation as necessary
Conduct invoice reconciliation and other verification tasks as necessary
Obtains required collateral related documentation and orders searches as needed
Facilitates assigned due diligence tasks for documentation and booking
Performs other pre and post onboarding and transaction documentation duties as required
Follow up on post closing exception items as necessary
Process interim and escrow disbursements
Strong organizational skills and ability to prioritize work load
Strong Microsoft Word and Excel Skills
A mathematical competency

178

Commercial Banking Resume Examples & Samples

Perform quality control review of notarized documents
Perform wire callbacks to clients and vendors on behalf of JPMC
Filing documents to secure Bank’s lien position
Complete file imaging request for internal and external clients
3-5 years of prior loan operations experience in a banking or financial services industry
Customer Service Oriented – must be comfortable communicating with internal/external clients on the phone and via email; possess a desire to own and resolve issues
Team Oriented- Readily shares information with peers and managers; can teach others; willing to assist wherever needed: works toward team success and goals
Technologically Adept- Proficient in use of all MS Office programs; can navigate multiple applications making use of shortcuts; can quickly adapt to new systems
Commercial Loan systems knowledge including, but not limited to, ACBS, Loan IQ, VLS, RLOTS, and Apstar
Strong organizational, time management and prioritization skills with ability to multi-task efficiently
Experience reviewing real estate documents strongly preferred

179

Commercial Banking Resume Examples & Samples

Process customer funding requests – 50% of time
Process customer paydown requests – 30% of time
Balance customer funding and operating accounts – 5% of time
Facility maintenance (haircuts, transfers, etc.) – 5% of time
Reporting – 5% of time
Research – 5% of time
Communicates effectively – Proficient
Builds relationships – Basic
Technology – Basic
Analyze information and make sound decisions – Proficient
Demonstrates adaptability – Proficient
Takes personal ownership – Proficient
Strong decision-making and problem solving skills
High energy, self-motivated and ability to make immediate, logical decisions
Proficient computer skills

180

Commercial Banking Resume Examples & Samples

Prepare all loan documentation preparation activities via Bulldog
Work closely with underwriter and banker
Communicate with the client when loan is approved and schedule funding
Prepare loan documents such as Master Loan Agreements, Notes, Guaranties and Security Documents in accordance with approved terms
Ensure completeness of loan package and coordinate delivery of package to client

181

Commercial Banking Resume Examples & Samples

Delivers non-core operational risk and control efforts for WLO. Efforts include and are not limited to
5+ years financial services experience with minimum 2 years of operational risk, controls or audit experience
Demonstrated excellent people management skills
Demonstrated ability to communicate effectively to multiple levels of management, both written and verbal
Strong relationship management skills
Working knowledge of loan operations environment
Strong analytical skills and ability to isolate the root cause

182

Commercial Banking Resume Examples & Samples

Set-up and calculate a variety of Financial Covenants (ratios) using complex commercial financial statements from customers with different accounting policies
Determine Performance Pricing and initiate any required pricing changes on various systems
Calculate borrowing base and marketable securities collateral availability on customers’ facilities per required agreements
May act in advisory role to underwriters on loan agreement/covenant structure
Ownership of internal communication and status updates to all involved parties
Manage internal partner expectations
BA/BS degree in Accounting or other business specialty (minimum GPA 3.0/4.0)
Minimum 6 hours accounting with a minimum GPA 3.0/4.0 in accounting courses
Demonstrate high level of accuracy and productivity
Be able to read and interpret complex legal agreements to identify a variety of covenants
Have a high level of accounting knowledge to interpret/analyze the impact of different accounting policies and statement formats on financial covenant calculations
Ability to interact with people at all levels within the organization
Independent, self-motivated with an ability to adapt and be flexible in a team environment under a high pressured situation
Excellent verbal, written, and organizational skills
Experience with related credit systems such as Loan IQ, Deal Works, etc

183

Commercial Banking Resume Examples & Samples

Escalate issues with proposed solutions and keep key stakeholders informed of project or initiative status
Effectively manage multiple projects and/or initiatives of varying complexity and understand impacts in book of work
5+ years of total experience within MIS, Operations, Finance, and/or Management Consulting roles. Proven experience delivering timely, high quality, senior manager-level reporting and analysis from diverse, complex data sources
Demonstrated ability to set a strategic management reporting vision while consulting with senior executives on thoughts to improve operational performance, not just deliver reporting
Attention to detail with focus on executive quality presentation
Team Player with excellent communication, project management, and client partnership ability
Advanced-level ability expected in all MS Office tools (Excel, Pivot Tables, PowerPoint)
Sense of urgency to resolve matters
Self-starter with demonstrated ability to complete assigned tasks independently with minimum supervision
CB On-Boarding experience
A unique mix of technical data skills and business acumen, with strong past experience in operational process monitoring & management
5+ years of total experience within MIS, Business Intelligence, and/or Analytics roles
Prior experience in SQL queries and servers and other Business Intelligence tools such as SQL Server Reporting Services (SSRS), Analysis Services (SSAS), Business Objects and/or Toad for SQL Server

184

Commercial Banking Resume Examples & Samples

Understand, review and analyze complex legal documents (such as Credit Agreements); financial materials and investment committee memoranda in connection with syndicated and unitranche loans
Ensure delivery of credit agreement financial covenant reporting information
Evaluate information to ascertain appropriateness for trading personnel in accordance with information barrier procedures
Engage external clients and coordinate with internal partners to manage portfolio review process
Identify and escalate issues to the front office in-house legal counsel, and compliance when necessary
Navigate web-based due diligence data rooms, obtain and organize documentation
Demonstrate problem-solving and solid judgment/decision making skills
Exhibit ownership, escalation and resolution of issues when they occur in a timely manner
Juris Doctor
Minimum 2 years of relevant experience or knowledge of legal documentation
Must be able to multitask efficiently under deadlines in a fast-paced environment
Must have excellent client and communication skills
Experience in financial services, especially Corporate/Commercial Banking
Knowledge of syndicated bank loans preferred
Knowledge of Intralinks, Debtdomain, Syndtrak helpful

185

Commercial Banking Resume Examples & Samples

Support the production of weekly/monthly/quarterly reporting for key CB’s Senior Leadership and other Control partners
Participate in the implementation of initiatives from Firmwide Control and/or CB Senior Leaders, which requires the candidate to gather, synthesize, analyze and present findings in a succinct manor
May require the need to provide some project oversight including tracking, measuring and helping to drive initiatives to completion across various constituents
Collaborate and partner with various business and functional partners to drive implementation of initiatives, and in support of BAU activities
3-5 years of experience ideally related to Risk and Controls, Operational Risk, Audit, Operations or Reporting
Ability to work independently across various levels in the organization
Organized with a strong desire to drive execution
Highly skilled in Microsoft Suite (Word, Excel, PowerPoint, Visio, etc.), and able to quickly learn various other tools/platforms
Team player – collaborates well with others
Motivated and able to work in a fast-paced environment
Creative problem solver, able to communicate ideas and a passion for process improvement

186

Commercial Banking Resume Examples & Samples

Possess a Diploma or Degree
Preferably with at least 3 years of relevant banking experience
Customer Centric and able to work under pressure
Effective interpersonal skills with both internal and external customers

187

Commercial Banking Resume Examples & Samples

Lead and coordinate strategic planning sessions, with Regional Management team and key product partners
Recommend action steps for enhancing competitive positioning with clients
Determine efficiencies within the business and sponsor productivity and quality efforts
Prioritize and lead/participate in constant stream of projects required of the business. Align resources to ensure projects are
Completed in a timely and efficient manner
Involvement in all special business unit activities
Determine and execute strategies to enhance employee recognition and satisfaction
Partner with the Sales Support Manager to deliver the Sales Management Process, which includes the management of sales pipeline and scorecard analysis
College degree; MBA a plus 6+ of relevant experience in banking
Treasury Management industry experience preferred
Ability to interpret and present complex data in an easy to comprehend manner
Strong analytical skills with attention to detail
Strong project planning and management abilities in combination with proven teamwork and influential skills
Ability to handle multiple priorities and produce successful results in a fast paced environment
Ability to develop strong, positive relationships with business stakeholders
Mature, independent, highly organized, self-motivated and a team player
Strong PowerPoint and Excel skills required

188

Commercial Banking Resume Examples & Samples

Exhibit ownership in directing and managing multiple projects which are complex in nature across various topics, including regulatory driven efforts, process efficiency initiatives, etc
Define project scope, milestones, and deliverables; manage the overall project plan
Communicate with senior management regarding project progress and recommendations/decisions
Develop effective presentations and project update materials suitable for senior executives
Monitor projects, evaluate progress and quality, manage issue resolution process and take corrective action as necessary
Produce project reporting and tracking documentation, facilitate/lead/participate in meetings at the business, operational and project levels
Build and maintain strong relationships with key internal business partners in such as LOB legal, compliance, audit and risk groups
Minimum of 7 years of program and project management experience required
Minimum of 5 years in the financial services market, loan operations and/or loan technology
Ability to lead and influence without having positional authority
Project Management Certification

189

Commercial Banking Resume Examples & Samples

Coordinate and perform monthly/quarterly submissions and validations related to SEC and regulatory reporting (Call report, Y9C, CCAR, etc)
Analyze and assist in reporting of data related to loans and allowance for loan losses for external and internal reporting
Assist with CB central control functions such as credit costs, legal entity control, fair value control, chart of account management
Participate in SOX and RCSA programs
Partner with others in the line of business (finance and non-finance) and corporate functions
Assist with ad hoc requests for information
Create executive level presentation materials
Provide assistance with issue resolution
BA in Accounting
CPA or equivalent professional credential; or working towards CPA or equivalent certification
3+ years accounting experience
Experience with complex Microsoft Excel formulas and able to analyze and maintain existing complex spreadsheets and databases

190

Commercial Banking Resume Examples & Samples

Lead CIT analysts that partner with various lines of business to support them through transactions that require insurance expertise
Manage and assign tasks to analysts to complete work within the designated Service Level Agreements (SLA)
Effectively support management by reviewing analysts production and quality, and provide feedback in order to ensure efficiency
Effectively support management by implementing changes, developing, maintaining and improving processes, procedures and best practices
Act as a point of escalation for process, questions, and issues
Escalate appropriate risk items and drive issues to closure
Perform complex insurance reviews when volume or business needs dictate
Ensure that analysts exhibit adherence to policy and procedures
Provide mentoring, training and assistance to new and existing analysts members
Minimum 5 years experience in property & casualty insurance with a strong focus on property insurance
Understanding of the Flood Disaster Protection Act and with Write Your Own (WYO)/NFIP insurance
Excellent verbal, written and organizational skills
Excellent time management, analytical and problem solving skills
Travel as needed
Experience in financial services, and/or credentialed insurance professional equivalent experience
Operations/management experience
Working knowledge of loan products

191

Commercial Banking Resume Examples & Samples

Assist with coordinating and guiding the daily operations of the team
Provide daily coaching and feedback, recognize and reward accomplishments and contributions
Implement new processes and procedures
Process exception items, resolve complex issues, review and recommend report modifications and conduct quality reviews
Assist with escalations and team questions
Partner with leadership on special projects within your function
Provide mentoring, training and assistance to new and existing team members
Communicate and reinforce policies and procedures
Collaborate on procedural writing and team execution
Represent team/supervisor on internal and/or market calls
Provide ongoing feedback to supervisor on team and offer process improvements and suggestions
Subject matter expertise on production tasks
Desire to manage people with the goal of being a supervisor
Strong knowledge of loan documentation required
Detail oriented - Understands the importance of details and seeks to understand their impact; takes methodical approach to tasks
Team oriented - Readily shares information with peers and managers; can teach others; willing to assist wherever needed; works toward team success and goals
Technologically Adaptability - Proficient in use of all MS Office program; can navigate multiple applications making use of shortcuts; can quickly adapt to new systems
Commercial Loan systems knowledge including, but not limited to ACBS, Loan IQ, VLS, RLots and Apstar
Demonstrate ability to perform multiple tasks, including production 40-50% of the time
Ability to partner effectively and foster a positive work environment
At least three years of related loan processing experience required

192

Commercial Banking Resume Examples & Samples

Supporting the CB OLO Program Team in execution of OLO deliverables
Creating key metrics reporting to track and report progress to key stakeholders and senior leaders
Entry-level position for a candidate interested in financial services
Detail oriented and comfortable managing and maintaining large quantities of data with a highly disciplined approach to process and quality control and accuracy
Solid organizational and multi-tasking skills to meet deadlines across multiple assignments

193

Commercial Banking Resume Examples & Samples

Bachelor’s degree or minimum of 2 years of relevant work experience
Commercial awareness
Language requirements (based on local needs)
Stakeholder management (External & Internal)
Excellent planning, organisation and time management abilities
Positive ‘can do’ attitude and an ability to take ownership of tasks through to completion
Drive and resilience
Conflict management
Ability and willingness to pick-up commercial banking

194

Commercial Banking Resume Examples & Samples

3 - 5 years of industry related experience with a major financial services company, in one or more of the areas of strategy, client management, business management, or program management
Intellectual curiosity and ability to work with imperfect information and competing deliverables
Strong collaboration, teamwork and diplomacy skills
Adept with PowerPoint, Excel, Word & Access
Bachelors degree or equivalent required International Banking Strategy Executive

195

Commercial Banking Resume Examples & Samples

Bachelor's degree required; MBA or MPA preferred
7+ years of direct client management, lending, credit support, or similar industry related experience specifically targeting some or all segments in Healthcare, Higher Education, and Not-for-Profit
Extensive knowledge of Commercial Banking products and services; heavy focus on Treasury Management
Business development skills are essential; arranging and executing concise business calls and follow-up
Formal bank credit training program preferred

196

Commercial Banking Resume Examples & Samples

Train and coach Transaction Processing Specialists to achieve a high level of performance, professionalism, and collection effectiveness
Maintain training materials, workflows and procedures up-to-date at all times
Provide Short Payoff and Discounted Payoff figures to Special Credits and backup preparation of Reinstatements and Statement of Indebtedness figures for Special Credits
Provide backup to all incoming email to the team general mailbox
Provide Quality Control checks for 100% of all Reinstatement and Statement of Indebtedness figures prepared by Servicers
Make presentations in Team Meetings to present new or review existing material
Accept escalated calls Transaction Processing Specialists and Client Service Representatives when necessary
Complete forms to correct cash transactions according to investor and company guidelines
Provide coaching and support for Collections and Operations team when needed
Provide telephone coverage for Customer Care when needed
Accept pay-by-phone remittances
Coordinate, prepare and mail delinquency letters and notices of acceleration as scheduled
Coordinate, prepare and mail maturing loan letters as scheduled
3-4 years mortgage collections and default resolution experience (commercial with basic understanding of financial statements, rent rolls, and risk ratings preferred)
Excellent understanding of default solutions including short payoffs, discounted payoffs, reinstatements, foreclosure and bankruptcy
Exhibits strong written and verbal communication skills with clear and positive telephone manner
Strong training / presentation skills & experience
Must have excellent verbal, written and accurate keyboarding skills
Expert understanding of mortgage mathematics and mechanics including amortization, payment application, ARM adjustment, prepayment premiums, late charges, etc
Self-driven and eager to learn

197

Commercial Banking Resume Examples & Samples

1 – 3 years of experience interpreting legal, loan and compliance documentation
Knowledge of financial documents, including financial statements, accounts receivable reports, inventory, etc. with the ability to identify inadequacies and irregularities
Ability to flex priorities quickly, while maintaining the highest levels of accuracy in work products
Demonstrate the ability to function in a joint, cooperative manner; share information with co-workers and peers and support department and team plans, programs and policies
Quality Control experience a plus
Previous Banking and financial industry a plus
ICRD, ARC, DealWorks and/or Ivault, CLASS experience is a plus

198

Commercial Banking Resume Examples & Samples

Responsible for and provide oversight of the end to end implementation process for cash management products and solutions
Conduct in-depth client interviews to validate systems and products requirements are clearly defined
Central point of contact and primary escalation point for the client and internal partners (e.g. legal, product, ops, technology, risk, sales) during the implementation process. Address any client issues that may arise and determine appropriate resolution based on the situation
Provide consultative support to the client to ensure effective delivery of products and services
Manage ongoing client and internal partner communication to ensure client expectations are met or exceeded
Post-implementation ensure the client's objectives have been satisfied with the products that were implemented
Proactively manage a portfolio of open implementation requests to ensure high quality and timely delivery of requested products and services
Hold operational partners accountable for meeting established Service Level Agreement targets
Provide and review with client product specific documentation required for the implementation
Ensure documentation and risk policies are adhered to for all implementations
Provide product partners with feedback and advice on Treasury Services product modifications that result in process improvements
Background in an environment involving legal documentation and compliance requirements
Demonstrated problem solving ability in a high client impact environment
Ability to independently manage conflict and mobilize internal resources to resolve issues
Excellent analytical skills and attention to detail
Highly proficient in various desktop and internet-based applications
Excellent organization and prioritization skills in a high pressure, competing priority work environment
BA/BS degree preferred or minimum 4 years relevant industry experience
Cash Management product knowledge preferred

199

Commercial Banking Resume Examples & Samples

Review of monthly HMDA LAR
Track and ensure completion of submitted data fix requests
Interpret data from Chase system reports
Cross train on all level functions
Communicate with internal teams to obtain and provide data
Preferably some knowledge/experience with CeLT
Working knowledge of HMDA and Reg B requirements
Demonstrated PC skills in Microsoft Office, emphasis on Excel. Entry level excel knowledge is required. Ability to build pivot tables and reports is preferred
Detail oriented with the ability to multi task and toggle back and forth between systems
Ability to interface with people at different levels within the organization such as Sales, Processing and Client Central teams

200

Commercial Banking Resume Examples & Samples

Manage the MMBSI Segment P&A COE team locally as well as in India
Partner with their segment finance leads and overall MMBSI finance & Business management counterparts to build simple consistent and standardized processes and reporting
Be an agent for change with an eye towards simplifying processes where able
Partner with Transformation teams to simplify processes
Oversee the completion of monthly, weekly and daily segment deliverables
10-15+ years in a Finance organization with exposure to financial reporting, regulatory reporting, accounting topics
Proficient in Hyperion Essbase
Superior communication skills, and the ability to articulate complex issues concisely
Leadership, relationship-building and influencing skills to drive agenda’s across a number of functions
Excellent multitasking and prioritizing skills
Strong Leadership skills are required
Excellent presentation skills – strong knowledge of PowerPoint

201

Commercial Banking Resume Examples & Samples

Partner with senior leaders to deliver data reporting and analytics agenda. Scope includes monthly business reviews, volume capacity modeling & forecasting, unit cost allocations, productivity, quality control, client experience, employee scorecards, etc
Define and drive the highest priority strategic initiatives with senior level visibility in areas above – ranging from delivering business initiatives to engineering enabling capabilities
Identify additional opportunities to deploy advanced data analysis and statistical methods at scale for WLS
Lead an innovation agenda, continually seeking to leverage the best available tools & techniques to improve the value and efficiency of data programs
Manage a high-volume and high-complexity reporting & analytics book of work, leveraging rigorous project management discipline
Develop a deep understanding of systems and processes in order to extract insights from existing data while identifying and recommending IT enhancements to improve data quality; develop strong partnerships with IT application owner and data management teams to align on a roadmap for continual improvement
5-10 years of total experience within MIS, Analytics, and/or Management Consulting roles with a focus on Financial Services. Experience supporting loan origination / servicing operations businesses preferred
Ability to serve as a strategic business consultant with proven ability to manage high profile data initiatives with senior leadership visibility: vision to strategy to execution
Experience in enterprise-level program management, with history of leveraging robust project management discipline to deliver complex initiatives
Excellent communication and global client partnership ability
Competent in the use of data technology to solve complex business problems, with hands-on expertise in use of multiple Business Intelligence toolsets and database platforms; examples include SQL Server Reporting Services (SSRS), Tableau , Analysis Services (SSAS), Qlikview, Business Objects, SAS, Crystal, R, SQL/Oracle/Teradata, etc
BA / BS; advanced study / quantitative focus a plus

202

Commercial Banking Resume Examples & Samples

Optimizing portfolio revenue opportunities and balance revenue growth (credit vs non-credit) across products and services
Identifying opportunities to cross sell every relationship across the firm’s LOBs
Executing your sales coverage plan and willingness to grow and expand your personal skills and knowledge commensurate with role and experience level
Bachelors degree required3+ years with above average performance results in a similar banking role or credit/lending related experience
Superior knowledge of the market dynamics and its competitive landscape preferred

203

Commercial Banking Resume Examples & Samples

Strong working knowledge of products ranging from cash management, trade, credit and FX
Background in Cash sales, Client service, transaction banking products would be preferred
Excellent English & Malay written and verbal communication skills
Ability to work closely with local, regional & global partners to provide end-to-end ownership for clients

204

Commercial Banking Resume Examples & Samples

Leverage strong understanding of sales and client data and related processes to continually identify areas for process improvement within client data management and partner with appropriate groups to execute on strategic recommendations
Lead development of policies & procedures for client data management processes, including managing change control process and communication to users
Serve as primary liaison with offshore Quality Assurance team on ongoing develop of CDM Quality Assurance processes
Drive ongoing development of technology / tools for client data management through close coordination with LOB data management teams, CB Technology, and key functional partners
Develop SLA, metrics and reporting to provide transparency into client data management processes and identify areas for improvement
Lead data quality efforts in close coordination with LOB data management teams, offshore teams, and CB Data Governance
Represent CB Business Management in CB and firm-wide initiatives and closely coordinate with key functional partners on intersecting programs related to client data management
10+ years of work experience in financial services industry; knowledge of Commercial Banking is preferred
5+ years of management experience with some leadership in coaching/mentoring employees
Solid understanding/prior experience understanding overall process to design/build technology solutions to solve complex business issues
Solid understanding of process improvement and project management methodologies
Strategic thinker with excellent listening, presentation, and interpersonal skills
Ability to prioritize and execute tasks in a high-pressure environment
Experience working in a team-oriented, collaborative environment
Bachelor’s degree in business or engineering; MBA preferred
Location: Dallas or Chicago preferred

205

Commercial Banking Resume Examples & Samples

Responsible for the prioritization of new Local Due Diligence requests and manages a portfolio of core clients
Manage JP account opening and/or non-complex incremental requests
Responsible for informational (translation requests/doc purchasing) adhoc inquiries
Effectively manage client and partner relationships & expectations
Demonstrated understanding of AML/KYC and Implementation process
Identify and escalate risk & issues and drive to closure
Ability to develop an implementation plan and execute the deliverables
Manage all onboarding activities through heavy phone work with external clients and internal business partners for standard onboarding
Excellent verbal and written communication ability in English and Japanese especially via phone or e-mail channels

206

Commercial Banking Resume Examples & Samples

Month-end close and quarterly line of business management representation process to ensure the books and records of REB/CDB are properly reconciled and reported in accordance with GAAP and JPMC's accounting policies
Partner with the business and CFO on deal specific structures including consolidation analysis, VIE reporting and legal entity attestation. Partner with JPM Accounting Policy and Corporate Tax on deal-specific structures and tax credit issues
Data submissions to Commercial Banking External Reporting to support SEC and Regulatory reporting
Preparation for legal entity stand-alone audit and ensuring the appropriate filing of the audited financials with governmental agencies
Assist in the preparation and compilation of quarterly SEC Certification support to management
Perform reviews and attestations of the legal entity balances, which include intercompany accounts, reviews of equity roll forwards, and ultimate sign-off within the firm’s attestation tool
Perform line of business’s Finance control self-assessment and review and participate in line of business front office and operations control self-assessments
Partner with CB Credit and Portfolio management to ensure the accuracy of the provision and allowance for credit losses
Minimum 6-10 years financial accounting experience at hedge fund, public accounting firm, or large corporate required, working in a high volume, fast-paced environment
Experience in accounting for various tax oriented investment (TOI) products, especially New Markets Tax Credits (NMTC) preferred
Bachelor’s degree in Accounting required, CPA preferred
Advanced Excel skills, experience with SAP, PowerPoint/PitchPRO, and Hyperion Essbase
Adaptable and comfortable with ambiguous and complex business issues
Self-starter, ambitious, and action-oriented
Strong analytical and problem solving abilities

207

Commercial Banking Resume Examples & Samples

Control identification and gap analysis for operational activities within Business Management including centralized expense management, client transfers, client and sales data
Design & monitor control reviews utilizing a risk-based approach and partnering with the CB Oversight & Control team and centralized testing unit. Review procedures, training materials, and control effectiveness. Document and maintain controls and effectiveness results in FORCE, operational risk system
Monthly control reporting for the Business Management EMR
Participation in the CB Business Operations Executive forum and various applicable control forums
Effective at building relationships across functional teams- including with the CB Oversight & Control Central team
Experience with FORCE or similar operational risk systems a plus
Experience evaluating and building process controls & RCSA frameworks
Bachelors Degree, 5+ years experience in controls, risk, or compliance

208

Commercial Banking Resume Examples & Samples

Manage the process for issuing letters of credit including oversight, execution and ensure all requirements are met from a risk, regulatory and collateral perspective
Manage activities through frequent communication with external clients and internal business partners and act as a single point of contact throughout the letter of credit process
Ensure deliverables are met and hold owners accountable by managing issues, escalations and error resolution
Ensure letter of credit client onboarding is complete and up-to-date
Manage external client and internal partner expectations
Manage clear expectations and understanding by establishing clear timelines and managing letter of credit requirements
Accountable for the management of the letter of credit receivables
Minimum 4 years of relevant experience or knowledge of loan/product operations or a credit/lending environment
Ability to interact with clients and people at all levels within the organization
Ability to manage external client relationships and navigate complex structures
Strong client focus and ability to partner with various internal groups
Experience with related credit systems such as ICRD, Loan IQ, Deal Works, GTS inquiry, etc

209

Commercial Banking Resume Examples & Samples

Data acquisition, cleansing, gap analysis, and metrics development from a wide range of complex sources, using all available automation and analytical tools to streamline the process
Contributions of key metrics and analyses for executive reporting cycles, including the Commercial Banking Monthly and Quarterly Business Review process
Data and business process model development, initially focused on predicting required staffing levels and client volume trends
Participate in working sessions and metrics review meetings with senior managers, looking for ways to continually simplify reporting, identify trends, and add value through data mining
Provide a high level of responsiveness to management ad-hoc requests related to process improvement analysis, management reporting and “what-if” scenario modeling
Recent undergraduate with a strong academic record and focused study on analytical disciplines (e.g. Math, Engineering, Economics, Computer Science, etc.); relevant data & analytics internships a plus
Attention to detail a must with focus on executive quality presentation and polished communication
Advanced-level ability in MS Office tools (Excel, Pivot Tables, Access, PowerPoint), with interest and ability to continue learning more complex platforms over time
Knowledge of data warehousing concepts and experience in one or more Business Intelligence toolsets and database platforms, such as: SQL Server Reporting Services (SSRS), Python, C++, Tableau, R, Hadoop, Qlikview, Business Objects, SAS, Crystal, SQL/Oracle/Teradata, etc

210

Commercial Banking Resume Examples & Samples

External Program/Project meetings with Client
Bachelor’s degree or equivalent work experience required
Ability to assess & calibrate with multiple partners on project deliverables under time sensitive deadlines
Strong Project Management background with experience in complex projects with expertise in project management discipline, tools & techniques
Ability to work independently and with a virtual and/or geographically dispersed team
Client interaction skills to calibrate & manage client expectations
Ability to lead and motivate cross-functional teams and interact with all levels of the organization including senior management, sales, IT, operations and product management, banking, implementation
Strong verbal, writing and communication skills
Experience with the Bank’s product delivery framework process
Experience with the Treasury Services products and implementation processes
Reasonable knowledge of Microsoft Office suite of products such as Project, Power-point and Excel
Facilitate data management where necessary
Ability to travel approximately 25% of time to meet with clients and operation sites

211

Commercial Banking Resume Examples & Samples

Working with the CRE Senior Business Manager to ensure the execution of functional priorities and strategic initiatives
Supporting the sales teams in obtaining/maintaining client accounts
Providing insight on the competitive landscape
Providing business intelligence, insight and analytics on portfolio, pipeline and production
Budgeting/forecasting and setting production goals
Staffing and productivity analysis and reporting
Supporting hiring and recruiting efforts
Supporting marketing efforts
Bachelor’s degree (Business Administration, Finance or Marketing desired)
7 years professional experience in a commercial real estate lending environment
Strong interpersonal skills and ability to develop effective partnerships
Strong project planning/management abilities
Excellent oral/written communication skills
Enthusiastic, self-motivated and effective under pressure
Ability to handle multiple priorities, prioritize, multi-task and produce successful results
Strong problem solving and analytical skills and excellent attention to detail

212

Commercial Banking Resume Examples & Samples

Diligent awareness of risks in our processes in a timely manner
Ownership, escalation and resolution of risk issues when they occur in a timely manner
Manage activities through heavy phone work with clients and business partners
Demonstrated problem solving ability through interaction with clients and business partners
Exceptional verbal and written communications skills
Strong interpersonal and relationship building skills
Knowledge of Microsoft Suite of products
Must have 1-3 years of experience in a Client Service, Operations Sales, Portfolio Management or Implementation function
Project management skills as necessary to manage multiple projects in varying stages
Cash Management / Card product knowledge
Ability to travel to clients organization when required

213

Commercial Banking Resume Examples & Samples

Manage complex, cross business regulatory and control projects
Manage project lifecycle, from initiation to closing
Facilitate/lead/participate in meetings at the business, operational and project levels
Communicate with management regarding project progress and recommendations/decisions; develop effective presentations and project update materials suitable for senior executives
Resolve conflict through broad decision making
Minimum of 5 years of program and project management experience required
Minimum of 3 years in the financial services market, loan operations and/or loan technology preferred
Proficiency with project management methodology and the project management lifecycle
Controls, Compliance, or Regulatory experience

214

Commercial Banking Resume Examples & Samples

Process transactions for sensitive and/or complex customer relationships using the ACBS loan system (i.e. daily advances & payments for loans, as well as processing of LIBOR Rollovers/Conversions)
Review transactions for accuracy and quality check
Exceptional customer service skills - Customer contact focuses on high volume or unique activities requiring interaction with internal market/credit partners & resources (ability to calculate interest and fee accruals for billing is required for this role)
Participating in projects and working groups as needed
Researching and responding to requests from internal market partners and client service
Proficient in Microsoft Office applications (i.e. Excel, Word, Outlook, etc.)
Ability to adapt to internal tracking and monitoring systems
Working knowledge of legal documents
Ability to interpret standard reports and forms
Exceptional customer service skills
Ability to effectively multi-task and prioritize workloads while working within tight service levels
Demonstrate attention to detail and accuracy with completed work
Ability to consistently maintain high performance levels in stressful situations and high volume environment
Ability to think out of the box and recommend solutions/ improvement

215

Commercial Banking Resume Examples & Samples

Coordinate end to end audit activities, including engagement of SME’s across lines of business
Partner with management, program SME’s and functional partner ensure all audit activities and deliverables are completed timely
Maintain and develop audit project plans
Maintain process for Audit/Exam preparation and response
Represent CB Reg Ops, including KYC on Audit/Exam prep project teams
Prepare sample documentation and presentation materials as requested through Audit/Exam requirements
Interact with KYC Operations Management, CB Compliance, and Corporate GFC
Maintain confidentiality of sensitive client information
Evaluate methods and processes and make recommendations for improvement
Identify and help resolve issues
Background in the RCSA process is preferred
Previous risk, compliance or audit related experience preferred
Bachelor’s Degree is required; Advanced Degree desirable
Self-motivated and independent worker
Solid organizational and multi-tasking skills with demonstrated ability to define scope, manage expectations and drive results in a matrix management environment
Results-oriented individual that can deliver high-quality results under tight deadlines
Strong interpersonal skills, with ability to build and maintain partnerships with key stakeholders
Ability to communicate effectively at multiple levels of the organization
Proficiency in Global AML Standards
CB KYC specific end to end knowledge

216

Commercial Banking Resume Examples & Samples

Design and develop client-oriented process designs to rethink and enhance new and existing KYC Processes with the focus of improving the accuracy of our KYC files while also enhancing the quality of our insights and risk assessment
Manage contractor resources to design enhanced role based training program and improvements to our procedures
Minimum 10 years of relevant experience (program management, change management, project management, AML/KYC Compliance)

217

Commercial Banking Resume Examples & Samples

Responsible for design, delivery and adoption of applicable standards and processes corresponding to CB Client Data
Responsible for collaborating with Business Process Stakeholders and Product Management to translate business requirements into the appropriate data and application requirements
Responsible for working in partnership with Chief Data Architect, CRM Business Initiative Lead and Client Reference Data Utility to provide subject matter advise in support of multiple Client Data-related initiatives
Responsible for Client Data Quality Assurance Team, including providing inputs (e.g. data impact analysis) to Head of CB CDM for data quality issue prioritization and operational changes (improvements)
Responsible for monitoring changes to business data requirements and ensuring that change and release management activities are executed for the data domain(s)
Responsible for Client Data Book
Understands how data is used within business processes and its impact on desired business process outcomes
Education and training related to business process improvement and its desired business outcomes, and quality-assurance methods (for example, popular quality-oriented methodologies such as Six Sigma), are preferred
Ability to manage a complex workload that includes multiple tasks and conflicting priorities with minimal supervision

218

Commercial Banking Resume Examples & Samples

Bachelor's Degree or equivalent; MBA desired
Typically at least fifteen years in account relationship management with demonstrated, high-level of success in establishing and maintaining excellent relationships with clients
Demonstrated experience leading cross functional teams within a business development environment
Strong management skills - must have previous management experience in a Commercial Banking setting
Demonstrated experience in cross-selling products and an ability and track record to meet or exceed aggressive sales goals
Knowledge and/or connection to the region a plus

219

Commercial Banking Resume Examples & Samples

Manage credit data in Client Central via Client Data Management Team (CIF linkage, credit family structures, credit transfers, coverage roles)
Execute data remediation projects
Monitor various data reports for accuracy and correct any errors
Coordinate payment of legal, field exam and appraisal invoices via Concur, PASSPORT and ABLE Loan Ops
General knowledge of treasury and credit products
General experience with related credit systems such as ARC, Client Central, iCRD, DealWorks, GTS Inquiry
Ability to understand moderate to complex customer structures
Asset Based Lending experience is a plus

220

Commercial Banking Resume Examples & Samples

Responsible for the preparation and publication of monthly originations forecasts, pipeline balance forecasts and portfolio metrics and roll-forwards segmented by Line of Business with regional breakouts and rollups
Preparation of high visibility materials submitted by the department for Monthly Business Review meetings
Preparation and publication of monthly scorecards
Collects and analyzes complex data for reporting and/or performance (trend) analysis
Prepares a broad variety of reports and provides data and management information for internal clients
Develops decisions based on analysis gathered
Participates in financial budgeting and/or other business planning activities
Ensures data accuracy across all analysis and reporting
Fulfill ad hoc requests for data, analytics and reporting for Sales Management and Finance, and others as needed
Support departmental development of new core reports and metrics to encompass changing business needs
2 to 5 years of related analysis and reporting experience – experience with commercial lending preferred
Flexibility in a rapidly changing environment
Willingness to learn and challenge the status quo
Strong Microsoft Excel and Microsoft Access required
SQL, SSRS, Business Objects skills required

221

Commercial Banking Resume Examples & Samples

Experience in ABL collateral monitoring
Business degree (accounting preferred) a plus
Familiarity with mainframe loan systems and/or commercial lending loan accounting systems. Knowledge of ABLE system a strong plus
Very proficient in Microsoft Office Excel and proficient with other Office applications (Word, Outlook, PowerPoint, etc.)
Strong analytical skills and a demonstrated ability to complete complex reconciliations
Strong communication skills, verbal and written, both with internal bankers and clients
Knowledge of commercial lending loan documentation and the ability to interpret standard commercial lending legal terms and language

222

Commercial Banking Resume Examples & Samples

Support the implementation of client solutions, attend to client service requests, and annual reviews of facilities. Manage MIS for the team including, sales pipeline database & prospect list, credit & portfolio statistical reporting, ad hoc reporting and keep abreast of new product developments
Manage a portfolio of network clients in China with the supervision of China Country Head. Work closely with US International Product Specialist (IPS) team to execute new or incremental network transactions for Commercial Bank relationships in China and manage local relationships
Assist with the China portfolio review process and manage client exit/repricing with the supervision of China Country Head
Credit Analysis and support including assessment of credit transactions, analysis of financial information, documentation requirements including cross-border and local booking office approvals
Assist in local regulatory reporting and related administrative work for the client portfolio
Solid understanding of China financial services markets including AML requirements
MBA/Degree Qualified in Business, Finance, Accounting and/or Economics

223

Commercial Banking Resume Examples & Samples

Strong TS pricing and billing expertise
5+ years of TS Billing Operations background
10+ years of project experience in a dynamic, fast-paced environment
Excellent problem solving and critical thinking skills in order to identify, understand and address operational and technical issues
Superior skills for MS Excel, PowerPoint
Business analysis and process mapping experience
Strong communication skills, both written and verbal, including the ability to develop relationships across the various stakeholders who may be in other regions
Ability to resolve conflict & facilitate decision-making

224

Commercial Banking Resume Examples & Samples

Gain level of visibility into Northeast Middle Market, MMBSI, CB Business Management and CB as a whole
Develop expertise in a variety of functions and businesses across CB
Development, organization and execution of strategic and tactical initiatives to grow and manage the business
Execution and project management skills – Well-developed organizational skills to manage multiple projects and priorities. Scope projects and create workable project plans. Must be self-directed with the ability to explore innovative ways to perform tasks in an efficient and timely manner. Must be proactive, high energy, detail and results-oriented, and willing to drive change. Strong organizational and time management skills; flexibility, ability to prioritize requests and multi-task
Leadership and interpersonal skills – Must be able to interact and influence colleagues at all levels in the business. Able to collaborate with peer team members across business and staff areas at all levels, and achieve goals without direct control over all resources. Must have flexible work style and be able to develop junior colleagues within the team
Familiarity with key 3rd party data tools (e.g. Dealogic, FactSet)
Bachelor’s Degree required, MBA preferred

225

Commercial Banking Resume Examples & Samples

Communication (written / verbal)
Professionalism
Knowledgeable in the use of Windows and Microsoft Office (Word) and Excel

226

Commercial Banking Resume Examples & Samples

Conduct rigorous qualitative research to assist deal team with business development efforts and call preparation
Knowledge of unique structure and procurement process for Government/HHN clients and prospects
The final officer title and job grade is at the discretion of the firm and will be discussed at the time of offer. It may be different than what is listed on the requisition based on candidate’s experience level

227

Commercial Banking Resume Examples & Samples

The candidate should have 5+ years of relevant experience
Experience of working with International Partners in an Offshore and Onshore model is a plus
Demonstrated proficiency with Microsoft Office (Excel, PowerPoint)
Proficiency in critical thinking and problem solving
Strong understanding of data mining models, structures, theories, principles, and practices
Experience in large scale data handling
Ability to guide and conduct research and drive valuable insights from data
Qlikview Experience required

228

Commercial Banking Resume Examples & Samples

Owns customer and banker relationship
Prepares, and sends documentation packages
Negotiates documentation terms and conditions of transactions with client
Research Sales and PPT tax items
Coordinate negotiation approvals through appropriate internal channels
Engages with outside counsel as needed for closing requirements
Bachelor’s degree preferred with 2 years of Commercial Documentation experience
A demonstrated ability to work independently, and solve problems in a fast paced environment, coupled with a willingness to multi-task
Customer advocate
Equipment lending/leasing experience (LeasePak / HotDocs knowledge) a plus

229

Commercial Banking Resume Examples & Samples

Provide support to WLO in the recording of complex transactions
Prepare the quarterly Representation Letter Support Deck which substantiates the controls over financial reporting and present the results to management
Compilation and review of various regulatory supporting schedules in compliance with regulatory policies
Active participation in an upcoming system migration, including business requirements, participating in progress calls and user acceptance testing
Oversight of Risk Control Self Assessments
Ensure compliance with accounting policies and procedures
Special Projects as needed
Bachelor’s degree in accounting, finance or related discipline
Advanced degree or professional certification preferred
10+ years of professional accounting experience
Must have strong decision making, leadership, organization and communication skills
Knowledge of SAP, Essbase, Business Object, Excel and Access would be a plus

230

Commercial Banking Resume Examples & Samples

Be an insurance subject matter expert for our business partners
Participate in large, complex projects
Minimum 3-5 years of property and casualty experience, including Flood, Windstorm, Seismic, Environmental, Terrorism, Fine Art, Builders Risk, and Liability is preferred; comparable professional experience will be considered
Credentialed insurance professional or related experience in financial services
Possess or develop an understanding of the Flood Disaster Protection Act and Write Your Own (WYO)/NFIP insurance
Independent, self-motivated with an ability to adapt and be flexible in a team environment under high pressure situations
Ability to report results in a clear, concise manner at the appropriate level
Strong client focus and ability to partner with various internal and external groups
Possess a solutions-oriented mindset

231

Commercial Banking Resume Examples & Samples

Engage with internal partners to conduct analyses using key risk indicators and other control metrics produced by the business and operational risk to identify negative trends and potential control gaps; develop new data / information as needed
Identify, define and manage control reporting needs, including metric identification, reporting views, report frequency, use and distribution
Collect data requirements from internal partners to develop reporting as needed
Provide input and suggestions on ways to improve reporting process; where possible, streamline (automate) reporting to make it a more robust, efficient and effective process
Gather information from various sources, synthesize the information, perform analysis, and interpret results
Identify, document and communicate data integrity/quality issues and data capture gaps
Perform ongoing analysis of program related data and develops ad-hoc reports as requested to support business related programs and strategies
Prepare and make reports / presentations on performance, recommendations or analytical results
Provide data expertise support for existing reports, dashboards, measures or other tools
Ensure appropriate root cause analyses for significant operational losses and risk events; assist in implementation of resulting control enhancements as needed
Lead, or participate in, other operating risk and control initiatives as needed
3 - 5 years financial services experience with minimum 3 years supporting analytics and reporting for operational risk, controls or audit data analysis and data governance
Working knowledge of audit, risk and operational management concepts and the ability to understand and interpret data and information
Strong analytical and problem solving skills with advanced knowledge of spreadsheets, databases and presentation software, including MS Access, Excel, PowerPoint and SharePoint
Demonstrated knowledge and exposure to one or more Business Intelligence toolsets and database platforms: Business Objects, Cognos, Crystal, SAS, R, SQL Server Reporting Services (SSRS), SQL Server Analysis Services (SSAS), SQL/Oracle/Teradata, Tableau, QlikView etc
Ability to communicate effectively, in both written and verbal form, in a manner that is clear, logical and concise, including, the ability to present information in differing degrees of detail and form depending on the audience
Experience in effective presentation/visualization of data analytics and reporting
Ability to deliver timely, high quality reporting and analysis from diverse data sources
Strong prioritization skills to handle multiple tasks and competing priorities
Excellent productivity, communication and flexibility in a fast-paced changing environment
Strong influencing and negotiation skills

232

Commercial Banking Resume Examples & Samples

Review the quality of customers’ compliance with credit agreements by re-performing tasks originally completed by Credit Services Specialists, including
Significant Accounting experience – either a minimum of 6 credit hours or 2 semesters of undergrad Accounting or Equivalent Work Experience
Ability to read and interpret complex legal agreements to identify a variety of covenants
High level of accounting knowledge to interpret/analyze the impact of different accounting policies and statement formats on financial covenant calculations
Ability to work independently with strong attention to detail and high accuracy and efficiency level
Creative problem solving and solid judgment/decision making skills
Bachelor’s degree in accounting/other business specialty or equivalent work experience in financial industry (typically 5+ years)
Knowledge of the Firm’s or similar financial institution’s Credit Policy
Experience with related credit systems such as CLASS, LoanIQ, ARC/iCRD, Deal Works, etc

233

Commercial Banking Resume Examples & Samples

Develop and execute compliance firm-wide training programs and enhancement of all existing programs
Effectively partner with Compliance Advisory, Business Stakeholders & Other Support Functions in developing and executing training programs and strategies
Liaising with global partners to ensure consistency in training programs
Assist in the management of regulatory exams / interactions & internal Audits with respect to compliance training
Generate and analyze management reporting, detailed statistics/metrics that support compliance training including the monthly delinquent metrics review process
Coordinate with line of business management to ensure completion of required compliance courses
Develop and deliver ad-hoc live training sessions / programs as an as needed basis
Bachelor's Degree required; with three or more years of experience in project management
5 to 7 years of compliance or training preferred
Superior verbal and written communication skills and comfort in communicating with different levels of management
Highly organized, detail and control orientated
Good organizational and project management skills with the ability to manage and prioritize in order to meet tight deadlines
Strong decision making and judgment skills required
Proficient in the following programs: Word, Excel, and PowerPoint
Effective team player who achieves team, division and firm goals
Develop and manage key relationships with team members and other functional partners

234

Commercial Banking Resume Examples & Samples

Credit Administration, Transaction Management or Credit Execution experience
Strong credit and documentation knowledge across core lending products/agreements (e.g. Loans, Trade finance, ISDA, specific local market knowledge where required)
Strong relationship management and partnership with the Business, Technology and Corporate groups
Sound understanding of banking processes and products
History of success working in a team environment
Flexibility to handle multiple tasks and changing priorities
Strong decision making capabilities and the ability to identify problems and drive to resolution
Proactive/self-starter with the ability to deliver value-added support to business partners and clients in a dependable, timely and accurate manner

235

Commercial Banking Resume Examples & Samples

Lead (by example) the team of International Coverage Executives who are required to manage, retain and further develop advocacy and profitability across the portfolio of diverse Commercial Banking client relationships
Overall responsibility for the business including but not limited to: identify, win and diligently on-board new clients in line with the business strategy; credit quality; operational & reputation risk; and all regulatory & compliance matters
Analyse all aspects of credit risk transactions for new and existing clients to develop, negotiate and deliver appropriate transaction, documentation and security structures on behalf of the firm. The role requires strong technical contribution to credit analysis, deal structuring, regulatory, compliance and policy adherence, underwriting, documentation and deal close processes within the firm
Promote and sustain strong engagement and mutually beneficial relationships with key internal stakeholders including but not limited to: the Regional Commercial Banking teams, US based International Product Specialists, US Parent Bankers, product and service delivery partners, Investment Banking teams, Underwriters and Credit Committees, Legal, Compliance, mid and back office support teams across the firm
The highest professional standards, value-add approach and effectiveness in contributing to the strategic direction and performance against business objectives are expected at all times
Represent and champion the Commercial Banking line of business at a location level via participation in managements committees and governance forums, and ensure Commercial Banking actively participates in all cross line of business activities/initiatives
Minimum 15 years industry experience with a strong command of the Greater China financial services markets, corporate banking products, debt products, cash management, trade finance & derivatives
Proven leadership, management, execution and influencing skills. Strong people manager with a proven track record of managing cross cultural environment and developing talent
Effectively develop viable strategies as well as take pragmatic steps to execute such strategies to develop and grow the business together with strong commercial judgement
Strong understanding of local regulatory requirements including Anti-Money Laundering & Counter Terrorism Financing legislation
Extensive relationship management and credit risk management expertise in the corporate market segment. Relevant international banking experience in the US, UK or Asian markets would be a strong advantage
Excellent client relationship management skills together with new-business development skills
Proven ability to develop strong professional partnerships working across lines of business, leveraging internal resources and navigating the firm to deliver the desired outcomes
Self-starting with clear results orientation and a capacity to lead and direct resources appropriately balancing short, medium and long term objectives
Ability to work consistently across different time zones and geographies, across diverse product and service capabilities dealing with numerous and overlapping stakeholders
Fluency in English and Mandarin is a prerequisite

236

Commercial Banking Resume Examples & Samples

Previous commercial real estate and/or commercial banking experience are preferred (not required)
Knowledge of basic loan documentation (Deed of Trust, Security/Mortgage Agreement)
Flexibility to adapt quickly to changing priorities
Self-starter who works well in a fast-paced environment with multiple active deliverables

237

Commercial Banking Resume Examples & Samples

Advise Client Service and Onboarding on all compliance topics and applicable regulations
Coordinate Compliance testing and training programs for Client Service and Onboarding with CB Compliance Practices team
Provide guidance on key banking regulations such as Reg W, Reg O, Reg R and Reg B, as well as, FINRA licensing requirements
Assist in regulatory exam management / interactions & Internal Audits
Act as a liaison for senior business leaders for the compliance program
Develop and deliver ad-hoc live training sessions / programs as an as needed basis for Client Service and Onboarding employees
Minimum 5 years experience

238

Commercial Banking Resume Examples & Samples

Responsible for the management and prioritization of new Local Due Diligence and manages portfolio for complex relationships
Responsible for multi-entity/jurisdiction account opening requests, will serve as client single point of contact on global/complex requests
Queue workflow and prioritization management
Collaborate with the client and coverage team, to develop and execute the international product and account onboarding plan
Manage all complex onboarding activities through heavy phone work with external clients and internal business partners
Ability to soundly execute quantitative and qualitative analysis and draw salient conclusions
Strong organizational skills both personally and across working team to meet deadlines in a fast paced environment
Excellent written and verbal communication ability in English, Mandarin (Traditional) and Korean, especially via phone or e-mail channels
Some travel may be required (less than 25%) to support various clients and coverage teams
Multilingual - communication ability in Korean is an added advantage

239

Commercial Banking Resume Examples & Samples

Conduct projects to quantify and remediate exception pricing and fee leakage
Manage scope and modeling rules for Commercial Banking’s annual TS Price Event
Work with product partners to develop pricing proposals in coordination with Commercial Banking, including introduction of new pricing outside scheduled price events
Plan and manage team testing during multiple phases of Price Event including statement validation
Work with TS Sales on Price Event planning and readiness activities
Ad hoc strategic revenue and price modeling projects
BA/BS in Management, Marketing, Finance, Economics or a related discipline; MBA preferred
Intermediate level skills in Excel, PowerPoint and SharePoint
5-8 years of experience in an analytical function with additional experience in one or more of the following areas: Product Management, Sales, and Treasury Management. Pricing and Billing experience is strongly preferred. Strong skills in Pivot tables and Business objects are strongly preferred
3-5 years of relevant experience in the financial services industry
Well-developed interpersonal, organizational, analytical, problem-solving, project management and verbal and written communication skills
This position will require limited travel
Location: Open

240

Commercial Banking Resume Examples & Samples

Researches and responds to internal inquiries for prompt customer resolution
Understand and adhere to Bank policies and procedures
Perform data entry for incoming loan packages into CLW tracking system
Prepare physical loan documents for scanning and imaging
Operate high speed Kodak paper scanner
Ensure collateral lien perfection
Process incoming checks (payoff’s and payments) for all lines of business
Conduct internal inventory and audits on all boxes to be shipped to Iron Mountain off-site storage facility
Handle warehouse retention processing for loan files; including boxing files and moving/lifting retention boxes up to 25 lbs
Receive and sort all incoming loan packages by line of business
1-2 years of prior loan operations experience in banking or financial services industry
Customer Service Oriented – Candidates are comfortable communicating with internal/external clients on the phone and via email; possess a desire to own and resolve issues
Strong time management, organizational, planning and follow-up skills; ability to multi-task effectively
Ability to work in a fast paced, highly productive environment
Intermediate in the use of Windows and Microsoft Office
Knowledge of legal documents
Ability to work OT as required

241

Commercial Banking Resume Examples & Samples

Collect loan payments on Commercial Term Lending mortgage loans that are up to 60 days past due with loan balances up to $20 million in compliance with basic FDCPA standards
Determine reason for delinquency, take and follow up on promises to pay with the goal to cure delinquency in a professional and positive manner before the loan reaches 60 days past due
Negotiate and document formal payment plans
Clearly and accurately explain the payment amounts due including changes due to ARM adjustments, lender placed insurance, delinquent taxes, escrows, and escrow analysis
Clearly and accurately explain all aspects of loan documents, loan histories, payoffs, and prepayment premiums
Accept and submit payments over the phone
Complete tickets to obtain in-depth information and research required to appropriate support departments
Assist in contacting borrowers on delinquent Taxes
Assist on inbound calls regarding financials for commercial portfolio
Assist Customer Care department on inbound calls as needed
Perform additional duties as requested by Manager or Lead
Assist with Special Projects when needed
Cross sell products as required
Excellent communication skills with clear and positive telephone manner
3-4 years mortgage collections experience (commercial preferred)
Strong understanding of mortgage mathematics and mechanics including amortization, payment application, ARM adjustment, prepayment charges, late charges, etc

242

Commercial Banking Resume Examples & Samples

Responsible for supporting a team of approximately 6 quality specialists
Responsible for excellent internal customer service and managing relationships
Manages a functional unit including accountability for effective and efficient processes and services to internal departments
Manages and directs overall team activities, manages team metrics, coaches for improvement, and monitors progress
Recommends and implements process changes to improve services and systems
Assigns resources in support of day-to-day functions
Manages projects as assigned and completes deliverables timely
Provides analysis and deep dive of review results including reporting trends through monthly reporting and presentations
Bachelor’s degree with 2-4 years of financial services, regulatory and compliance experience or equivalent is required
2-4 years’ experience managing and directing employees in a Quality Assurance setting
Financial services industry knowledge with regulatory practices, including lending, loan processing and support operations
Sworn Documents and Quality Control experience is a plus
Strong analytical and problem solving skills with intermediate to advanced knowledge of spreadsheets, databases and presentation software, including MS Excel, PowerPoint and SharePoint
Excellent decision-making and strong analytical skills including the ability to probe sensitive issues while maintaining the highest level of integrity and objectivity
Extensive experience with reading and interpreting regulatory and compliance procedures against the loan documentation
Experience with DTS, VLS, RLOTS, Loan IQ, ACBS, Ivault, Dealworks is a plus

243

Commercial Banking Resume Examples & Samples

Accountable for satisfaction of International Client’s based in the United States
Use comprehensive knowledge to handle all issues in a timely manner, identifies underlying or hidden problems and patterns, and provide timely follow-up to the client and/or relationship team
Demonstrate solid knowledge of commercial treasury management products, international treasury products and services and assimilate new product knowledge by attending training courses and staying abreast of product updates
Proactively works to enhance clients relationships by probing for, and when appropriate, recommending and implementing service enhancements
Serve as a liaison between Relationship team, Operations, Treasury Management Sales and Implementations to provide the best service to the client, your department and the firm
Project a confident and professional image to our clients, other bank departments and the community at all times
Ability to work independently with minimal supervision and escalate complex or sensitive issues as necessary to resolve customer requests in a timely manner
Adhere to all department and firm policies and procedures and upholds the firms risk and control environment
Relentless and versatile learner with an aptitude for assimilating new industry, company, product or technical knowledge
Demonstrated, consistent professional presence with the ability to adapt to evolving needs and situations
Ability to work independently and as an effective team member
Refined professional presentation skills and face-to-face client servicing background
International corporate treasury products
Core cash management experience
Experience in international business, preference to documentation and regulatory requirements
JPM clearing and reconciliation systems
SWIFT (both financial and non-financial aspects)
Legal documents such as POAs and Trust documents
How businesses are formed and the supporting documentation, including tax documentation
Cash clearing and settlements, including FX and non-FX transaction as they relate to the corporate treasury function
Minimum of three years to five years of customer service, operations, sales or portfolio management experience
Proficient PC skills including Word, Excel and PowerPoint

244

Commercial Banking Resume Examples & Samples

People Management & Leadership – conduct weekly staff meetings; evaluate staff’s abilities and development needs, creating customized learning/training plans based on individual need; administer HR policies fairly and consistently
Production – monitor and manage work queues and production capacity, maintain service levels, meet client satisfaction survey targets, achieve headcount and expense targets; continually look for opportunities to improve efficiency and create capacity within the team while maintaining controls
Risk and Controls – ensure staff is consistently following procedures, timely completing required compliance-related training and meeting quality (QIP) standards
Client/Customer Focus – develop relationships with market and mid-office business partners, manage their requests and issues timely and professionally, participate on market partner calls; work collaboratively with other supervisors and managers in WLS and across lines of business
Projects – actively participate in projects within and across WLS centers, manage scrub reports as assigned, and lead or assist in departmental/team projects
Undergraduate degree is preferred, but direct job and industry experience will be considered
Minimum 3-5 years’ experience serving in a managerial role within the Financial Services industry
Knowledge of legal and collateral loan documentation, compliance, related loan applications or other related experience preferred
Detail oriented with a strong emphasis on quality
Must enjoy working with people and have the ability to motivate and lead a team in a dynamic, fast-paced environment
Strong PC skills in Windows-based and Microsoft suite applications

245

Commercial Banking Resume Examples & Samples

Advise MMBSI on all compliance topics and applicable regulations
Assist Compliance Practices team with testing and training programs for MMBSI
Coordinate with CB Legal, Global Compliance & Operational Risk to support a strong compliance culture
Develop and deliver ad-hoc live training sessions / programs as an as needed basis for MMBSI and, at times, the broader CB businesses
At least 2-5 years banking experience preferred

246

Commercial Banking Resume Examples & Samples

Manage the professional development of 7 full time employees
Demonstrate effective leadership by providing coaching and feedback, performance appraisals, training, and making recommendations for promotion and compensation
Responsible for planning and implementation of WLS organizational objectives
Responsible for resolving escalations and primary point of contact for upstream business partners
Ensure all delegated transactions are completed and approved in a timely manner adhering to required guidelines
Actively participate in Organizational initiatives working with other managers to identify system enhancements and other processes impacting the broader Organization and firm
Identify and manage various projects
Manage and monitor all exception reports escalating appropriately
Attend KPI and other management meetings to discuss exceptions
Read and understand credit agreements and legal loan documentation
Oversee workflow for NA CIB Traditional Credit Product support (i.e. ARC, ICRD, Workflow, etc.)
Understanding of JPM’s accounting policies and exceptions
Various other managerial tasks

247

Commercial Banking Resume Examples & Samples

Manage and grow a diverse portfolio of CB clients with a focus on local/regional decision makers based in Singapore. Establish and develop local contacts with the client’s subsidiaries working closely with US teams to increase wallet share of existing clients and originating new business for APAC. Typical client requirements will focus on Treasury services, Trade, Financing and Foreign exchange. Types of credit facilities range from working capital lines with parent guarantee support to syndicated transactions
Size up market opportunity, identify, solicit & develop new CB relationships by active local prospecting and execution of key deals originated from the US
Analyse complex financial information to structure appropriate client solutions on cash management, liquidity, trade, credit facilities and execution of banking transactions
Provide quality and tailored business solutions to CB clients through the partnership with different Product teams including Treasury Services, Trade, Investment Banking & Credit Risk Management to deliver comprehensive JPMorgan products
Take the lead role in preparation and submission of RFPs i.e., lead the end-to-end process
Responsible for client due diligence to provide the necessary oversight and local accountability in line with JPM Chase policies and local Regulatory requirements covering credit documents, Compliance, Know Your Customer (KYC), Anti-Money Laundering (AML), Audit, etc
End to end ownership of clients from origination, KYC & on-boarding, account opening, implementation to managing Client service related issues working with support teams and product partners
Independent producer with responsibility for meeting revenue targets
Promote and sustain strong engagement and mutually beneficial relationships with key internal stakeholders including US based IPS teams, Parent Bankers, Underwriters and Credit Committees, in addition to local and regional product and service delivery partners, Legal, Compliance, plus mid and back office support teams across the firm
Minimum 8-10 years relevant banking experience in Singapore, with a strong command of financial services, regulatory environment, transaction banking services (core cash, liquidity, FX), corporate banking products, debt products, trade finance and foreign exchange
Extensive relationship management expertise in the corporate &/or MNC market segments. Relevant international banking experience in the US/Singapore/Asia markets and/or prior experience of managing APAC regional relationships would be a strong advantage
Prior experience of working in Treasury Services / Transaction Banking areas would be a strong advantage
Has experience of working with clients in areas relating to KYC, on-boarding, implementation and solutioning
Ability to work consistently across different time zones and geographies, dealing with numerous stakeholders. Should be capable of building partnerships across the organization and working with key stakeholders to ensure projects and business opportunities are successfully realized
Enthusiastic, team player, detail oriented, positive can-do attitude and capable of end-to-end-ownership of clients

248

Commercial Banking Resume Examples & Samples

Setup and fund new loan bookings, renewals, modifications, and related fee processing to commercial loan system
Handling of Special Credit deals, understanding compliance and requlatory requirements
Ensure funding and related offsets to general ledger are in compliance with daily procedures and reconcile daily
Working on multiple loan systems ACBS and Loan IQ
Process miscellaneous debits and credits as they relate to new loan fundings (payoffs)
Track and cite document exceptions per policy
Research and resolve monetary/non-monetary inquiries including system maintenance to the commercial loan systems and transfer of funds to internal general ledger or dda accounts
Research general ledger and dda exceptions and work with other lines of businesses to resolve aging items
Resolves transactions exceptions or rejects
2 - 5 years of experience serving in a role within an Operations environment
Comprehensive knowledge of commercial loan processes and documentation requirements
General accounting knowledge
Knowledge of commercial loan accounting systems and applications Working knowledge of Microsoft Suite Commercial loan system knowledge with ACBS or Loan IQ preferred
Must have strong problem solving skills
Must be organized with the ability to manage a variety of tasks
Excellent prioritization and time management skills

249

Commercial Banking Resume Examples & Samples

Perform initial review of loans to determine eligibility to pledge pool
Conduct secondary reviews of loans deemed ineligible for pledge due to documentation or system mismatch scenarios within the firm’s control to cure
Detail oriented- understands the importance of details and seeks to understand their impacts; takes methodical approach to tasks
Customer service oriented – must be comfortable communicating with internal/external clients on the phone and via email; possess a desire to own and resolve issues
Commercial Loan systems knowledge including, but not limited to, ACBS, Loan IQ,

250

Commercial Banking Resume Examples & Samples

Analyzing critical Commercial Bank and wholesale lending metrics and performing detailed risk and control assessments to identify areas requiring detailed testing
Implementing specific testing strategies for high risk areas
Sampling end to end transaction processing (back to source documentation), and resulting balances reported externally, as well as assessing the effectiveness of key controls and documentation including Risk Control Self Assessments (RCSA)
Communicating issues and presenting recommendations including opportunities to strengthen internal controls as well to improve operational efficiency
Staying current with evolving industry and regulatory changes and analyzing impact to external reporting process and compliance
Coordinating QA activities with the Corporate Financial Reporting QA team
Meeting frequently with Audit and SOX teams to ensure proper coverage and eliminate duplication of efforts
2 to 5+ years in an Audit, Accounting, Credit Risk, Internal Control and/or Finance role
BS in Accounting or Finance
Solid analytical and creative thinking skills
Ability to respectfully challenge the status quo and raise issues timely
Ability to document and prepare executive-level presentations of findings (PowerPoint)
Ability to understand the big picture while maintaining a detailed focus on reporting requirements
Good judgment and a willingness to make decisions
Ability to make connections and understand potential impacts across entities, businesses, and function
Knowledge of Regulatory/SEC reports and related requirements a plus
Knowledge of and experience with credit and risk systems a huge plus

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Commercial Banking Resume Examples & Samples

Commercial Banking Resume Examples & Samples

Commercial Banking Resume Examples & Samples

Commercial Banking Resume Examples & Samples

Commercial Banking Resume Examples & Samples

Commercial Banking Resume Examples & Samples

Commercial Banking Resume Examples & Samples

Commercial Banking Resume Examples & Samples

Commercial Banking Resume Examples & Samples

Commercial Banking Resume Examples & Samples

Commercial Banking Resume Examples & Samples

Commercial Banking Resume Examples & Samples

Commercial Banking Resume Examples & Samples

Commercial Banking Resume Examples & Samples

Commercial Banking Resume Examples & Samples

Commercial Banking Resume Examples & Samples

Commercial Banking Resume Examples & Samples

Commercial Banking Resume Examples & Samples

Commercial Banking Resume Examples & Samples

Commercial Banking Resume Examples & Samples

Commercial Banking Resume Examples & Samples

Commercial Banking Resume Examples & Samples

Commercial Banking Resume Examples & Samples

Commercial Banking Resume Examples & Samples

Commercial Banking Resume Examples & Samples

Commercial Banking Resume Examples & Samples

Commercial Banking Resume Examples & Samples

Commercial Banking Resume Examples & Samples

Commercial Banking Resume Examples & Samples

Commercial Banking Resume Examples & Samples

Commercial Banking Resume Examples & Samples

Commercial Banking Resume Examples & Samples

Commercial Banking Resume Examples & Samples

Commercial Banking Resume Examples & Samples

Commercial Banking Resume Examples & Samples

Commercial Banking Resume Examples & Samples

Commercial Banking Resume Examples & Samples

Commercial Banking Resume Examples & Samples

Commercial Banking Resume Examples & Samples

Commercial Banking Resume Examples & Samples

Commercial Banking Resume Examples & Samples

Commercial Banking Resume Examples & Samples

Commercial Banking Resume Examples & Samples

Commercial Banking Resume Examples & Samples

Commercial Banking Resume Examples & Samples

Commercial Banking Resume Examples & Samples

Commercial Banking Resume Examples & Samples

Commercial Banking Resume Examples & Samples

Commercial Banking Resume Examples & Samples

Commercial Banking Resume Examples & Samples

Commercial Banking Resume Examples & Samples

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