Loan Origination Associate I
Associate job at JPMorgan Chase & Co.
JobID: 210688163 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $68,400.00-$109,000.00 Join a dynamic team driving impactful change in equipment finance operations. Be part of a group that values innovation and collaboration. Apply today to help shape the future of our business!
Job Summary
As an Equipment Finance Loan Origination Analyst in Equipment Finance Onboarding, you guide and support a production team to deliver an exceptional customer experience. You partner with leadership to implement transformation initiatives and serve as an escalation point for contract data setup and booking processes. You reinforce priorities that support the Equipment Finance strategic plan and adapt responsibilities as business needs evolve.
Job Responsibilities
* Serve as point of contact for segments and roles served, managing pipeline priorities
* Address transaction processing escalations and participate in deal team meetings
* Resolve quality control escalations and partner with the quality control team to recalibrate onboarding processes
* Foster partnerships across onboarding sites, operations, sales, bankers, legal, asset team, structuring, and underwriting officers to manage workflow and SLA adherence
* Promote a culture of continuous improvement, encouraging new ideas and empowering the team
* Develop, draft, and maintain job aides throughout onboarding transformation
* Identify and implement training opportunities based on data quality and accuracy, guiding according to policies and procedures
Required Qualifications, Capabilities, and Skills
* 4 years of experience in equipment finance, loan origination, or related operations
* Demonstrated ability to lead and guide teams in a fast-paced environment
* Strong communication and partnership skills across multiple business functions
* Experience resolving escalations and managing priorities
* Proven ability to drive process improvements and transformation initiatives
* Proficiency in workflow management and adherence to service level agreements
* Ability to develop training materials and job aides
* Attention to detail and commitment to data quality
* Flexibility to adapt responsibilities as business needs change
* Experience working with cross-functional teams
* Willingness to become a subject matter expert in equipment finance products
Preferred Qualifications, Capabilities, and Skills
* Experience with syndicated and bilateral leases and loans
* Background in commercial or private banking operations
* Knowledge of asset types such as aircraft, marine, and rail
* Experience with global operations teams
* Familiarity with structuring and underwriting processes
* Advanced problem-solving and analytical skills
* Experience implementing transformation initiatives in financial services
Auto-ApplyStrategic Analytics - Associate
Associate job at JPMorgan Chase & Co.
JobID: 210687961 JobSchedule: Full time JobShift: : As a Strategic Analytics - Associate in Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
The Strategic Analytics - Associate will support the Risk team for the Auto Finance portfolio by conducting data-driven analyses, developing actionable insights, and collaborating with cross-functional partners to optimize loss assessments. This role offers the opportunity to work in a dynamic environment, present findings to senior management, and contribute to key business initiatives across Chase Auto.
Job responsibilities:
* Complete analytical tasks independently and as part of a team, including problem identification, objective setting, data discovery, analysis of large datasets, and synthesis of findings into actionable recommendations and presentations.
* Partner with the Acquisition Risk Criteria team to analyze the relationship between credit performance and policy, supporting the optimization of acquisition strategies.
* Build strong relationships with Business Operations, Finance, Product/Pricing, Collections, and IT teams to implement loss assessment changes.
* Maintain and update industry and competitor insights to assess portfolio positioning and identify opportunities for optimization.
* Support senior management with ad hoc requests, such as preparing talking points for investor meetings and presentations.
* Serve as a subject matter expert on credit losses for business initiatives across Chase Auto.
Required qualifications, capabilities, and skills:
* BA/BS in Finance, Economics, Statistics, or a related field; 2+ years of relevant experience.
* Strong quantitative and analytical problem-solving skills.
* Experience with statistical analysis and data mining using SAS, SQL, or Python.
* Effective written and verbal communication skills, with the ability to present analysis and results.
* Ability to understand complex concepts and clearly articulate recommendations in a fast-paced environment.
* Demonstrated work ethic and intellectual curiosity.
* Proactive and results-driven.
* Willingness to ask challenging questions and challenge the status quo.
* Confident presence; comfortable interacting with and presenting to all levels of management.
* Proficiency in Microsoft Office applications.
Preferred qualifications, capabilities, and skills:
* Professional designation or advanced degree preferred.
Auto-ApplyAssociate - GIB
Palo Alto, CA jobs
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Responsibilities
* Perform financial analysis, including valuations and merger consequences.
* Conduct company and industry research to support financial advisory.
* Prepare presentation and other materials for clients.
* Participate in due diligence sessions.
* Communicate and interact with finance team members.
* Conduct comprehensive and in-depth company and industry research.
* Handle several projects at once and work effectively as an individual and as part of a team.
* Execute and advise on various M&A, initial public offerings, follow-ons, mandatory convertibles and exchangeable debt offerings, spin offs/split offs, debt-for-equity exchanges, recapitalizations, and private placements.
* Develop and maintain financial models to analyze trends, including discounted cash flow, leverage buyout, cost of capital analysis, merger models, ability-to-pay, value creation, operating models, and 3- statement models.
* Perform comprehensive valuation analysis using comparable companies and precedent transactions.
* Prepare client presentation materials, internal approval memos, and marketing documents such as roadshow materials, confidential information memorandums, and rating agency presentations to execute transactions.
* Conduct research using FactSet, Capital IQ, Bloomberg, Thomson and Factiva to analyze market data and competitive dynamics.
* Remote work may be permitted within a commutable distance from the worksite.
Required Skills & Experience
* Bachelor's degree or equivalent in Economics, Mathematics, Finance or related: and
* 2 years of experience in the job offered or a related Finance occupation.
* Must include 2 years of experience in each of the following:
* Conducting global bank/bulge bracket investment banking transactions in the Technology sector;
* Executing and advising on various M&A transactions, convertible debt offerings, and spin offs;
* Conducting due diligence in connection with M&A, equity and debt financings, minority investments, and other investment banking transactions;
* Preparing materials for C-suite management teams, board of directors, and other client executives and participating and leading client meetings throughout deal origination and execution;
* Conducting research using Factset, BamSec, Bloomberg, and equity research to analyze market data and competitive dynamics.
If interested apply online at ***************************** or email your resume to ***************** and reference the job title of the role and requisition number.
EMPLOYER: BofA Securities, Inc.
Shift:
1st shift (United States of America)
Hours Per Week:
40
Easy ApplyAssociate - GIB
Palo Alto, CA jobs
Palo Alto, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*************************************************************************************
**Job Description:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Responsibilities**
+ Perform financial analysis, including valuations and merger consequences.
+ Conduct company and industry research to support financial advisory.
+ Prepare presentation and other materials for clients.
+ Participate in due diligence sessions.
+ Communicate and interact with finance team members.
+ Conduct comprehensive and in-depth company and industry research.
+ Handle several projects at once and work effectively as an individual and as part of a team.
+ Execute and advise on various M&A, initial public offerings, follow-ons, mandatory convertibles and exchangeable debt offerings, spin offs/split offs, debt-for-equity exchanges, recapitalizations, and private placements.
+ Develop and maintain financial models to analyze trends, including discounted cash flow, leverage buyout, cost of capital analysis, merger models, ability-to-pay, value creation, operating models, and 3- statement models.
+ Perform comprehensive valuation analysis using comparable companies and precedent transactions.
+ Prepare client presentation materials, internal approval memos, and marketing documents such as roadshow materials, confidential information memorandums, and rating agency presentations to execute transactions.
+ Conduct research using FactSet, Capital IQ, Bloomberg, Thomson and Factiva to analyze market data and competitive dynamics.
+ Remote work may be permitted within a commutable distance from the worksite.
**Required Skills & Experience**
+ Bachelor's degree or equivalent in Economics, Mathematics, Finance or related: and
+ 2 years of experience in the job offered or a related Finance occupation.
+ Must include 2 years of experience in each of the following:
+ Conducting global bank/bulge bracket investment banking transactions in the Technology sector;
+ Executing and advising on various M&A transactions, convertible debt offerings, and spin offs;
+ Conducting due diligence in connection with M&A, equity and debt financings, minority investments, and other investment banking transactions;
+ Preparing materials for C-suite management teams, board of directors, and other client executives and participating and leading client meetings throughout deal origination and execution;
+ Conducting research using Factset, BamSec, Bloomberg, and equity research to analyze market data and competitive dynamics.
If interested apply online at ***************************** or email your resume to ***************** and reference the job title of the role and requisition number.
**EMPLOYER:** BofA Securities, Inc.
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Easy ApplyQuantitative Analytics Associate - Controllership
Brooklyn, OH jobs
JOB BRIEF (PURPOSE)
As part of the Risk Modeling Enablement team within Finance, responsibilities for this position include, but are not limited to:
Supporting the implementation, testing, documentation, and on-going validation of credit loss forecasting models for use in CECL Allowance and Capital Stress Testing
Coordinating with Lines of Business, Data Owners, Risk Management, and Key Technology, Operations, and Services (KTOS) to ensure alignment with all activities impacting credit loss models
Creating and/or maintaining production environments for ongoing credit loss forecasting, including creation of process controls
Working both independently and as part of cross-functional teams to perform business, data, and application analysis to implement business requirements on a variety of reporting needs and strategic project initiatives
This role requires developing close relationships with the model development and reporting groups and understanding the impact of changing portfolio characteristics as well as economic and financial environments on model results. The position will require the ability to understand various statistical methodologies used to forecast credit losses, to complete analysis supporting critical business processes, and to understand and access various data sources, analytical platforms, and reporting platforms, including the use of cloud interfaces for programming and engineering.
ESSENTIAL JOB FUNCTIONS
In working with other teams within Finance, support orderly maintenance and development of a Google Cloud Platform (GCP) environment for model development and deployment
Assist with design of and implementation of production applications for credit loss modeling
Gather client requirements and translate to technical specifications; working closely with Risk Management Information Reporting (RMIR) and KTOS teams on changes to the production CECL environment, system conversions, quarterly change cycles, technical error resolution, production support, and other enhancements
Critical participation in annual Capital Plan Stress Tests, working closely with groups across the organization to produce and vet Credit Loss and Allowance forecasts
Perform data and process validation during development, testing, and production phases of various projects, including maintaining detailed records of development process
Communicate key points to respective stakeholders, with the appropriate level of detail for the relevant partners
Continue to evolve processes and use of technology with a focus on continuous improvement, leveraging new technologies, and identifying and implementing efficiencies; working with teammates and partners to document and ensure use of best coding practices
REQUIRED QUALIFICATIONS
Bachelor's Degree (Math, Statistics, Data Analytics, Computer Science, Finance, Accounting or related degree preferred)
Two years of relevant accounting, finance, analytics, or modeling experience, or a graduate degree in a related field
Proficiency in Python (e.g., NumPy, Pandas) or other Object-Oriented Programming language
Database querying and data transformation experience (e.g., Excel, BigQuery, DB2)
Familiarity with building reporting dashboards, including through the use of Tableau, Google Looker Studio, or other similar tools
Experience dealing with complex and large data sets from multiple sources to support analytical processes
Excellent communication skills
Quantitative, analytical, problem solving, and decision-making skills
Detail-focused organizational skills required to coordinate and manage multiple tasks simultaneously to meet strict deadlines
PREFERRED QUALIFICATIONS
Experience with Git, and demonstrable coding best-practices
Familiarity with Cloud Analytics (e.g., Google Cloud Platform, Azure, AWS)
Experience with quantitative modeling or forecasting
Familiarity with Current Expected Credit Loss financial accounting standards
Experience with bank stress testing (e.g., CCAR, DFAST)
Familiarity with ReactJS
COMPETENCIES/SKILLS
Critical Thinking / Problem Solving: Leverages critical thinking and business acumen to provide solutions to increasingly complex problems; Aware of potential pitfalls with each recommended solution; thoroughly vets and thinks through options before making a decision
Communication: Solid written and verbal communication skills; organizes material for brevity, persuasiveness, and impact; Effectively communicates key points to respective stakeholders with the appropriate level of detail; Proactively shares information beyond those at the table who may have a need to know; Comfortable in situations where conflict is present
Partnering / Influencing: Proven relationship building ability; Strong interpersonal skills; Sought out to by business partners and team members
Business Acumen: Understands key drivers of financial results and business impact; Developing understanding of how business works; Possesses intellectual curiosity
Commitment: Exhibits ability to work under pressure, discipline to meet deadlines, ability to multi-task and consistently demonstrates flexibility in a dynamic environment
EQUIPMENT/SOFTWARE USED
Microsoft Office Suite, Python, Google Cloud Platform (GCP) and related tools (BigQuery, Cloud Storage, Looker Studio, etc.), VSCode, Tableau
#LI-KH1
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $68,000.00 - $103,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation subject to individual and company performance.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 01/05/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
#LI-Remote
Auto-ApplyQuantitative Analytics Associate- Remediations & Corrections
Associate job at JPMorgan Chase & Co.
JobID: 210691366 JobSchedule: Full time JobShift: : Ready to transform data into impactful insights? Join us as a Quantitative Analytics Associate and make your mark with our dynamic team! Dive into data analysis, support diverse Lines of Businesses such as Auto Finance and Business Banking and drive strategic decision while advancing your career. With highly supportive leadership and programs to foster growth and career mobility, your skills and capabilities can increase and be fine-tuned to make you more agile and versatile in reaching your career potential.
As a Quantitative Analytics Associate- Remediations & Corrections in Regulatory Operations, you will be crucial in identifying, classifying, and resolving customer impacts stemming from business process or operational disruptions at JPMorganChase. You will address affected customers by recalculating and crediting finance charges, fees, and processing account adjustments to rectify account issues and to succeed, you must be highly motivated, analytical, detail-oriented, and an outstanding problem solver who takes pride in managing customer issues comprehensively and delivering exceptional service.
Job responsibilities
* Collaborate with key stakeholders across the firm to understand case contexts and translate high-level requirements into detailed analytic steps.
* Query databases and manipulate data to identify correction populations, analyze financials, and create execution files using account, customer, and transaction-level data.
* Ensure accuracy in analytics by maintaining attention to detail and supporting the independent validation team with case requirements and code review.
* Automate repetitive analytics steps across cases using SAS macros and other relevant tools.
* Develop and apply analytics skills to deliver best-in-class solutions for customer issue treatment.
Required qualifications, capabilities, and skills
* Bachelor's degree in a quantitative discipline (Mathematics, Statistics, Physics, Engineering, Economics, Finance or related fields)
* Strong analytical and problem-solving skills with demonstrated ability to manage complex customer issues.
* Proficiency in data analysis tools and techniques (e.g., SAS, SQL, Python, R).
* Excellent attention to detail and commitment to accuracy.
* Ability to communicate complex findings clearly to both technical and non-technical stakeholders.
* Experience working in a fast-paced, deadline-driven environment with ability to work collaboratively across multiple teams and lines of business.
* High level of motivation and initiative with strong organizational and time management skills, and commitment to delivering exceptional customer service.
Auto-ApplyStrategic Analytics - Associate
Associate job at JPMorgan Chase & Co.
As a Strategic Analytics - Associate in Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
The Strategic Analytics - Associate will support the Risk team for the Auto Finance portfolio by conducting data-driven analyses, developing actionable insights, and collaborating with cross-functional partners to optimize loss assessments. This role offers the opportunity to work in a dynamic environment, present findings to senior management, and contribute to key business initiatives across Chase Auto.
Job responsibilities:
Complete analytical tasks independently and as part of a team, including problem identification, objective setting, data discovery, analysis of large datasets, and synthesis of findings into actionable recommendations and presentations.
Partner with the Acquisition Risk Criteria team to analyze the relationship between credit performance and policy, supporting the optimization of acquisition strategies.
Build strong relationships with Business Operations, Finance, Product/Pricing, Collections, and IT teams to implement loss assessment changes.
Maintain and update industry and competitor insights to assess portfolio positioning and identify opportunities for optimization.
Support senior management with ad hoc requests, such as preparing talking points for investor meetings and presentations.
Serve as a subject matter expert on credit losses for business initiatives across Chase Auto.
Required qualifications, capabilities, and skills:
BA/BS in Finance, Economics, Statistics, or a related field; 2+ years of relevant experience.
Strong quantitative and analytical problem-solving skills.
Experience with statistical analysis and data mining using SAS, SQL, or Python.
Effective written and verbal communication skills, with the ability to present analysis and results.
Ability to understand complex concepts and clearly articulate recommendations in a fast-paced environment.
Demonstrated work ethic and intellectual curiosity.
Proactive and results-driven.
Willingness to ask challenging questions and challenge the status quo.
Confident presence; comfortable interacting with and presenting to all levels of management.
Proficiency in Microsoft Office applications.
Preferred qualifications, capabilities, and skills:
Professional designation or advanced degree preferred.
Auto-ApplyStrategic Analytics - Associate
Associate job at JPMorgan Chase & Co.
As a Strategic Analytics - Associate in Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
The Strategic Analytics - Associate will support the Risk team for the Auto Finance portfolio by conducting data-driven analyses, developing actionable insights, and collaborating with cross-functional partners to optimize loss assessments. This role offers the opportunity to work in a dynamic environment, present findings to senior management, and contribute to key business initiatives across Chase Auto.
Job responsibilities:
+ Complete analytical tasks independently and as part of a team, including problem identification, objective setting, data discovery, analysis of large datasets, and synthesis of findings into actionable recommendations and presentations.
+ Partner with the Acquisition Risk Criteria team to analyze the relationship between credit performance and policy, supporting the optimization of acquisition strategies.
+ Build strong relationships with Business Operations, Finance, Product/Pricing, Collections, and IT teams to implement loss assessment changes.
+ Maintain and update industry and competitor insights to assess portfolio positioning and identify opportunities for optimization.
+ Support senior management with ad hoc requests, such as preparing talking points for investor meetings and presentations.
+ Serve as a subject matter expert on credit losses for business initiatives across Chase Auto.
Required qualifications, capabilities, and skills:
+ BA/BS in Finance, Economics, Statistics, or a related field; 2+ years of relevant experience.
+ Strong quantitative and analytical problem-solving skills.
+ Experience with statistical analysis and data mining using SAS, SQL, or Python.
+ Effective written and verbal communication skills, with the ability to present analysis and results.
+ Ability to understand complex concepts and clearly articulate recommendations in a fast-paced environment.
+ Demonstrated work ethic and intellectual curiosity.
+ Proactive and results-driven.
+ Willingness to ask challenging questions and challenge the status quo.
+ Confident presence; comfortable interacting with and presenting to all levels of management.
+ Proficiency in Microsoft Office applications.
Preferred qualifications, capabilities, and skills:
+ Professional designation or advanced degree preferred.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Trust Associate II
Brooklyn, OH jobs
The focus of administrative activities relates to client satisfaction/consulting and oversight responsibilities associated with all legal, reporting aspects and client issues/resolution involving the following: trust/custody, benefit disbursements, investment management, and commercial bank account services/activities, as well as maintaining the integrity of associated compliance aspects. May independently work with client contacts to identify and describe problems. Is expected to contact involved operations parties to find resolution and convey to client for closure. Establishes rapport and effectively coordinates all service issues across product lines to deliver quality service to external and internal clients.
The focus of administrative activities relates to client satisfaction/consulting and oversight responsibilities associated with all legal, reporting aspects and client issues/resolution involving the following: trust/custody, benefit disbursements, investment management, and commercial bank account services/activities, as well as maintaining the integrity of associated compliance aspects. May independently work with client contacts to identify and describe problems. Is expected to contact involved operations parties to find resolution and convey to client for closure. Establishes rapport and effectively coordinates all service issues across product lines to deliver quality service to external and internal clients.
ESSENTIAL JOB FUNCTIONS
Work in partnership with a Institutional Advisor/Relationship Manager to service and monitor an assigned group of accounts to ensure timely and accurate processing of client directed trades and transactions and the required financial reporting.
Demonstrate knowledge relating to the institutional trust/custody client needs and IA product offerings and operational effectiveness and efficiency (ex. Account Onboarding, asset collection, alternative assets, pension payment system, client & file system maintenance, etc.)
Processes, on daily basis, various cash processing transactions including wire transfers, preparation of checks, transfer of cash, deposit of funds, forwards client trading requests.
Reviews and manages daily cash reports. Prepare various reports, correspondence, technical documents, and special projects as requested.
Develop relationships with clients and their service providers, such as consultants, third-party plan administrators, accountants, auditors, outside RIA's, etc.
Read and understand standard institutional client trust/custody agreements and documents for administrative and fiduciary purposes.
Mitigate risk by servicing assigned institutional client relationships in compliance with KeyBank policies and procedures, as well as with regulatory and legal requirements.
Leads by example and demonstrates client focus and teamwork towards both clients and KeyBank employees.
Assist clients with required reporting to various government agencies (i.e., DOL, PBGC, IRS, etc.).
Identify improvement opportunities with internal support units, investment management, or other KeyBank business units, and proactively advise IA clients on effective operational, or investment processes and solutions.
Provide back up to other CAs or assigned RM(s).
REQUIRED QUALIFICATIONS
Undergraduate degree in business-related field or equivalent work experience.
A minimum of 2 years industry experience working with corporate, nonprofit, endowment funds, public fund and/or Taft Hartley clients in administrative capacity or other client service roles.
Demonstrated strong client service skills.
Securities processing and bank operations knowledge.
Excellent analytical, communication (oral and written), interpersonal and problem resolution skills.
Strong PC skills, especially Excel, Word, Power Kofax PDF and PowerPoint.
PREFERRED QUALIFICATIONS
Competence with trust/custody, pension, alternative assets, commercial banking, operating fund, and charitable plan client needs.
Client consultation/advocate background.
Securities processing and bank operations knowledge.
Public speaking experience.
COMPETENCIES/SKILLS
Personal effectiveness
Communication
Adaptability / Flexibility/Detail oriented
Independent problem solving
Decision making/Prioritizing
Focus on serving clients
REPORTING RELATIONSHIP
This position reports to Team Lead Manager - Client Administrator
Mobile - Office 3 days and work from home 2 days
COMPENSATION AND BENEFITS
This position is eligible to earn a base hourly rate in the range of $18.75 - $24.52 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation subject to individual and company performance.
Please click here for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 12/31/2025 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
Auto-ApplyARP Reconciliation Associate II M-F 8:30am-5pm
Cincinnati, OH jobs
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
GENERAL FUNCTION: This position reports to the Account Reconciliation Manager. The incumbent is responsible for the maintenance, processing and balancing of transactions on ARP/Positive Pay accounts. Responsibilities will also include research and resolution of problems with ARP/Positive Pay accounts, daily exception reporting by prescribed deadlines, and extensive customer interaction.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Routinely process incoming/outgoing transactions of a complex nature.
Some familiarity with inbound customer transmission files.
Some familiarity with job scheduling of outbound files.
Interact regularly with commercial clients, respond promptly and accurately to client requests, provide superior customer service.
Ensure output meets quality standards prior to release.
Prepare and input documentation, review for completeness and accuracy.
Compile and/or balance data for transaction processing.
Update and maintain appropriate files, reports and other documentation/data.
Research and resolve situations of complex nature, which often requires interaction with a variety of internal departments i.e. Information Technology, Commercial Officers, and other operations areas.
Exercise decision making capability within department guidelines to expedite workflow, transaction processing and minimize risk.
Package and deliver all reconciliation related materials within established timeliness goals.
Maintain working knowledge of regulations and compliance issues related to job function and department.
Provides back up coverage for other staff.
Process new account set ups, account deletions, and/or account changes as necessary.
Escalate issues according to established chain of command.
Meet and maintain assigned production standards and deadlines.
Perform work in accordance with established policies and procedures.
Assist in new employee orientation and training.
Perform other duties as assigned.
SUPERVISORY RESPONSIBILITIES: None.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
High school diploma or its equivalent.
Two years of reconciliation and/or accounting related experience.
Strong written and verbal communications skills with an emphasis on customer service.
Proven analytical ability and problem solving aptitude.
10 key skills preferred.
Demonstrated ability to make appropriate decisions, which expedite workflow and minimize risk.
Ability to communicate effectively with customers and team members.
Working knowledge of basic office applications and ability to operate software related to job.
Ability to operate under deadlines with close attention to detail.
Ability to work in a fast paced environment.
Meet/exceed established department and individual performance goals.
WORKING CONDITIONS:
Normal office environment with little exposure to dust, noise, temperature and the like.
Extended viewing of CRT screen.
Routinely lift and move objects up to 25 lbs.
#LI-EG1
ARP Reconciliation Associate II M-F 8:30am-5pm
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Cincinnati, Ohio 45227
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
Auto-ApplyAssociate - Modeling Analytics
Associate job at JPMorgan Chase & Co.
JobID: 210686953 JobSchedule: Full time JobShift: Day : Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Senior Associate - Modeling Analytics, in the Credit Card Loss Forecasting within the Consumer & Business Banking (CCB) Risk Management group, you will be responsible for leading credit forecasting for the $220B credit card portfolio. This role requires strong data analytical knowledge and skills to generate short- and long-term loss forecasts and perform attribution analysis. The role encompasses all aspects of loss forecasting, including CCAR, CECL, Budgets, and Risk Appetite. This is an exciting opportunity to work on high-impact strategy initiatives as they become the key focus of the firm and across the financial services industry. You will excel at creative thinking and problem-solving, be self-motivated, confident, and ready to work in a fast-paced, energetic environment.
Job Responsibilities
* Support analytical tools for risk assessment and stress credit evaluations to support annual stress testing, the Risk Appetite framework, and strategy integrations
* Participate in cross-functional communications with Risk Management, Finance, Marketing, and Collections to inform the forecast and incorporate strategic initiatives
* Partner with the Risk Modeling team to ensure the model functions as desired and provide regular inputs for improvement
* Create and present forecasts to senior management with a clear storyline and data support
* Enhance consistency and efficiency across existing processes and reporting to meet the changing needs of the business
* Be a self-motivated individual with the ability to work on multiple projects with limited guidance
* Spearhead best-in-class documentation and operational risk and audit controls surrounding loss forecasting and LLR
Required qualifications, capabilities, and skills
* Master's/Bachelor's degree in a quantitative discipline (Finance/Statistics/Economics/Mathematics/Engineering) from an accredited college/university required.
* Minimum 1 year of experience in Credit Risk Management, Statistical Modeling, Marketing Analytics, and/or Consulting.
* Minimum 3 years of related analytical experience.
* Strong knowledge of Python, SAS, SQL, and MS Office required.
* Strong analytical, interpretive, and problem-solving skills with the ability to interpret large data sets and their impact in both operational and financial areas.
* Excellent oral and written communication and presentation skills.
Preferred qualifications, capabilities, and skills
* Advanced degree is preferred.
* Strong P&L knowledge and understanding of drivers of profitability.
* Knowledge of CCAR (Stress Testing) and CECL process
Auto-ApplyCompliance Associate - Financial Crimes Risk Management Sanctions and Trade Compliance Team
Brooklyn, OH jobs
The Compliance Associate - Financial Crimes Risk Management (FCRM) Governance Team role ensures Key's compliance with Bank Secrecy Act (BSA), USA PATRIOT Act, Office of Foreign Assets Control (OFAC), and export control regulations.
Essential Job Functions
This position is in the FCRM Sanctions and Trade Compliance Team.
Review and disposition system alerts, transactions, and perform due diligence on clients that present sanctions risk to the organization.
Work closely with AML operations to ensure compliance with AML requirements including onboarding, enhanced due diligence, and investigations reviews.
Coordinate the dissemination of regulatory compliance regulations, related laws and guidance to Key's lines of business (LOBs) to ensure corporate-wide compliance with regulatory requirements.
Act as corporate Subject Matter Expert resource for complex Anti-Money Laundering laws and regulatory requirements, this includes, but is not limited to, Bank Secrecy Act (BSA), USA PATRIOT Act, Office of Foreign Assets Control (OFAC), and export control regulations.
Effectively partner and establish trusted relationships with LOB contacts, senior level management, the law group, marketing and others, regarding corporate-wide compliance issues and the identification and mitigation of compliance risk.
Perform complex compliance tasks as assigned. This includes, but is not limited to, merger and acquisition activities, contract reviews, risk assessments, compliance risk mitigation strategies, new or existing system and/or operational implementation.
Interact, at the direction of the OFAC Officer, with regulatory agencies and the Risk Review Group to respond to examination information requests, address exam findings, and respond to requests for comment.
Support GRC testing and controls with self-testing and assisting in the development of new controls to assist in mitigating sanctions risk.
Assist the OFAC Officer in new business initiatives (new product development and product analysis to ensure sanctions compliance risks are appropriately identified and mitigated.
Special projects/other duties, as assigned
Required Qualifications
Bachelor's degree in business, finance, legal or related field, or equivalent experience
Minimum 5 years' experience in banking, compliance, or audit related activity desired
Strong research, analytical, and problem-solving skills
Flexible hours to provide for coverage as needed till 6:00 pm, with a possibility to extend to 7:00 pm depending on bank's needs.
Well-developed relationship building skills and ability to work in a team environment
Excellent written and verbal communication skills with the ability to effectively communicate with lines of business and compliance management
Strong organizational skills with an attention to detail
Comprehend compliance laws and regulations
Preferred Qualifications
Experience with OFAC compliance and/or OFAC screening processes
Experience with export control compliance and knowledge of import/export regulations
Experience with digital asset / crypto currency compliance
Experience with person-to-person (P2P) compliance
Experience with LOB OFAC compliance oversight
Understanding of risk assessments, vendor engagement, and contracts
Knowledge of Tableau, sanctions screening software and research tools, including World Check and Lexis-Nexis
Sound knowledge about banking/business organizational structures and understanding of how to get things done through formal channels and informal networks.
ACAMS, ACFCS, or CGSS certification desired
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $56,000.00 - $85,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation subject to individual and company performance.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 12/24/2025 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
#LI-Remote
Auto-ApplySenior Product Associate - Digital Communications Strategy
Associate job at JPMorgan Chase & Co.
JobID: 210685295 JobSchedule: Full time JobShift: Day Base Pay/Salary: New York,NY $99,750.00-$150,000.00 Unleash your expertise in product development and optimization by leveraging user research, analyzing metrics, and collaborating across one of the world's most innovative financial organizations.
As a Senior Product Associate in Digital Communications Strategy, you contribute to the team by leveraging your expertise in product development and optimization to make a significant impact, supported by user research and customer feedback to fuel the creation of innovative products and continuously improve existing offerings. Collaborate closely with cross-functional teams and play a crucial role in shaping the future of our products and ongoing success.
The Communications Strategy team connects platform capabilities and communication channel strategies to deliver enhanced outbound messaging (like email, text and push), improve customer experiences, and drive business value. In this role, you will build strong relationships with business partners, facilitate clear communication, and provide expert guidance on utilizing our Communications capabilities. With a proactive and positive approach, you'll help partners solve problems, connect the dots, and make strategic decisions to optimize their communication journeys. You'll guide business partners through communications strategy and discovery, ensuring they are equipped to make informed decisions. You'll support onboarding and enable self-service for communication builds, ensuring more customers receive timely and relevant information to service their accounts.
Job responsibilities
* Partners with the Product Manager to identify new product opportunities that reflect the needs of our customers and the market through user research and discovery
* Considers and plans for upstream and downstream implications of new product features on the overall product experience
* Supports the collection of user research, journey mapping, and market analysis to inform the strategic product roadmap and provide insight on potential product features that provide value to customers
* Analyzes, tracks, and evaluates product metrics including work to time, cost, and quality targets across the product development life cycle
* Writes the requirements, epics, and user stories to support product development
* Serve as a proactive liaison between the Communications Team and business partners, consistently presenting and articulating the team's functions and processes to ensure clarity and understanding.
* Develop and maintain robust, collaborative relationships with business partners, prioritizing stakeholder management and relationship building to facilitate effective communication and foster trust.
* Attend meetings with business partners, actively participate, create comprehensive and insightful write-ups, and diligently follow up on associated action items.
* Identify the need for, create and maintain intuitive, user-friendly documentation to support business partners throughout their communication discovery, build and implementation journey.
* Foster open communication and address any concerns or questions from business partners.
* Demonstrate exceptional organizational skills to manage multiple tasks and priorities effectively, executing repeatable tasks with precision to ensure consistent, accurate, and high-quality communications and operations
Required qualifications, capabilities, and skills
* 3+ years of experience or equivalent expertise in product management or a relevant domain area
* Proficient knowledge of the product development life cycle
* Experience in product life cycle activities including discovery and requirements definition
* Developing knowledge of data analytics and data literacy
* Excellent communication and interpersonal skills to convey information and build relationships with diverse stakeholders.
* Strong presentation skills, with the ability to educate and engage diverse audiences, tailoring messages to suit different stakeholders and ensuring clarity and impact.
* Professional demeanor with the ability to confidently represent the team in meetings and presentations.
* Robust organizational skills, with the ability to manage multiple projects and priorities simultaneously.
* Detail-oriented, proactive and diligent in approach, ensuring accuracy and thoroughness in all tasks.
* Strong problem-solving skills to address challenges and provide solutions in a dynamic environment.
Preferred qualifications, capabilities, and skills
* Experience in a similar industry or sector: Familiarity with industry-specific trends and challenges can be advantageous.
* Strong visual storytelling skills, with the ability to create compelling and impactful documentation that effectively communicates complex ideas to business partners across the firm. This includes proficiency in designing visually engaging presentations, reports, and other materials that enhance understanding and drive engagement.
* Proven track record of successful partner engagement and relationship-building in a large, matrixed organization.
* Certification in project management or a related discipline, such as PMP or Agile methodologies.
Auto-ApplySenior Product Associate - Connected Banking
Associate job at JPMorgan Chase & Co.
JobID: 210674538 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $99,750.00-$150,000.00 Unleash your expertise in product development and optimization by leveraging user research, analyzing metrics, and collaborating across one of the world's most innovative financial organizations.
As a Senior Product Associate in Digital - Connected Banking - Enrollment & Activation, you contribute to the team by leveraging your expertise in product development and optimization to make a significant impact, supported by user research and customer feedback to fuel the creation of innovative products and continuously improve existing offerings. Collaborate closely with cross-functional teams and play a crucial role in shaping the future of our products and ongoing success.
Within Connected Banking, Credit Journey provides credit & identity monitoring and protection services to Chase's personal and business digital customer bases. This both protects our customers & returns value back to the firm
Job responsibilities
* Partners with the Product Manager to identify new product opportunities that reflect the needs of our customers and the market through user research and discovery
* Considers and plans for upstream and downstream implications of new product features on the overall product experience
* Supports the collection of user research, journey mapping, and market analysis to inform the strategic product roadmap and provide insight on potential product features that provide value to customers
* Analyzes, tracks, and evaluates product metrics including work to time, cost, and quality targets across the product development life cycle
* Writes the requirements, epics, and user stories to support product development
* Collaborate with cross-functional teams, including engineering, design, marketing, and sales, to deliver high-quality enrollment and activation experiences on time and within budget
* Build and maintain effective relationships with internal and external stakeholders, aiding in the communication of product updates and progress
* Foster a collaborative environment, encouraging open communication and feedback
* Foster inclusion and diversity through collaboration and knowledge sharing.
Required qualifications, capabilities, and skills
* 3+ years of experience or equivalent expertise in product management or a relevant domain area
* Proficient knowledge of the product development life cycle
* Experience in product life cycle activities including discovery and requirements definition
* Developing knowledge of data analytics and data literacy
* Experience in reading data and metrics to determine feature health.
* Experience with design lead product development, collaborating with both visual and content designers.
Preferred qualifications, capabilities, and skills
* Demonstrated prior experience working in a highly matrixed, complex organization
* Demonstrated ability to positively interact with cross-functional teams both internally and externally to achieve specific business results
* Effective in prioritizing and managing multiple initiatives concurrently
* Customer focused with the ability to turn insights into action
* Experience in running digital experiments designed to quickly identify opportunities for improvement
Auto-ApplySenior Product Associate - Fraud Assessment - Trust & Security
Associate job at JPMorgan Chase & Co.
JobID: 210691261 JobSchedule: Full time JobShift: : Join Trust & Security, where your work helps protect our customers and drives innovation in fraud risk management. Be part of a collaborative team making a real impact.
As a Senior Product Associate, Fraud Assessment in Trust & Security, you will help shape technology solutions that safeguard our customers and the firm. You will collaborate across business and technology teams to deliver high-quality requirements and ensure solutions provide an exceptional client experience. Your work will drive innovation in fraud detection and risk management, making a meaningful difference every day.
Job Responsibilities
* Partner with product owners, data scientists, and fraud strategists to deliver customer-focused solutions
* Support product roadmap and pipeline development and maintenance
* Schedule and lead technical elaboration and JAD sessions with stakeholders and technology partners
* Gather and translate system requirements into use cases, user stories, and functional specification documents
* Define and write API specifications, including request/response data structures (JSON, YAML, Avro, XML)
* Create technical process flows, data flow diagrams, swim-lane diagrams, and sequence diagrams
* Document user personas and build requirement artifacts and mapping documents
* Support internal and functional testing using tools such as Postman or SOAP UI
* Work closely with the System User Acceptance Test team to ensure thorough testing of scenarios
* Serve as the primary liaison between business, architecture, development, and testing teams
* Manage interdependencies between product releases and delivery activities
Required Qualifications, Capabilities, and Skills
* Bachelor's degree in engineering, computer science, technology, or related field
* 3+ years of experience in product, technology, or financial services
* Extensive experience in technical business analysis in a related industry
* Experience with service-oriented design and technology (Rest APIs, micro services, Kafka, webservices, MQ messaging)
* Experience with cloud solutions and/or RDBMS
* Excellent communication, interpersonal, and analytical skills
* Ability to interpret and share concepts clearly with varied audiences
* Comfortable creating and presenting recommendations to leadership
* Ability to interview stakeholders and quickly understand new concepts
* Self-starter with strong problem-solving skills and ability to deliver actionable insights
* Proficiency with project tracking and process documentation tools (Confluence, JIRA, Visio)
Preferred Qualifications, Capabilities, and Skills
* Advanced degree
* Experience with fraud risk and originations products
* Prior web-based development experience (J2EE, web services, API development, data streaming)
* Prior experience in financial or banking institutions, especially with digital or payments-related products
Auto-ApplyProgram Delivery Associate II
Associate job at JPMorgan Chase & Co.
Performance Consulting is a dedicated internal consulting group that is highly visible and a critical component of JPMorgan Chase's commitment to operational excellence. The team partners with strategic and functional leaders to improve and enhance core components of our business, from designing innovative, streamlined ways of working to piloting cutting-edge AI solutions. Our mission is to optimize end-to-end processes, elevate the customer experience, and foster a vibrant culture of continuous improvement. We are committed to shaping a future where innovation and excellence are at the heart of everything we do.
As a Program Delivery Associate II within Performance Consulting, you will be instrumental in driving operational excellence and delivering client solutions that optimize efficiency and enhance service delivery. You will leverage your expertise in process improvement, change management, and project management to support organizational transformation. Your role may involve delivering training, managing projects, and engaging stakeholders to align goals with organizational needs. Your innovative thinking will enable you to challenge the status quo and foster a culture of continuous improvement across diverse teams.
Job Responsibilities:
Support Operational Excellence initiatives through client engagements and certification.
Manage projects to ensure they meet timelines, budgets, and quality expectations, incorporating AI-driven tools, models and training materials to enhance efficiency and drive improvements.
Implement change management strategies to facilitate organizational transformation and ensure smooth transitions.
Prepare and maintain documentation to support internal audit readiness and compliance with control standards.
Communicate with stakeholders to align project goals and deliverables with organizational needs.
Monitor performance metrics to evaluate the effectiveness of training, change management, and project management outcomes, and make adjustments as needed.
Develop and apply AI-driven process models and training materials to support operational improvements.
Required Qualifications, Capabilities, and Skills:
Undergraduate degree in a related field such as Business, Engineering, or Data Science
3+ years of experience in program/project management, process improvement, and/or organizational change management, including understanding of relevant tools, processes, and best practices.
Proficiency in developing and applying AI-driven process models, creating training materials, and/or managing projects to enhance operational efficiency and drive improvements.
Proven ability to support fast-paced, complex, cross-functional programs or projects with significant business impact.
Effective communication skills for engaging stakeholders and aligning project deliverables with organizational needs.
Preferred Qualifications, Capabilities, and Skills:
Advanced degree in a related field such as Business, Engineering, or Data Science
Certification in Project Management Professional (PMP), Lean Six Sigma, and / or Change Management.
Proficiency in delivering training and utilizing digital tools to enhance operational efficiency and audit readiness.
Familiarity with AI technologies and digital process tools to drive innovation and efficiency.
Experience with data analytics and visualization tools such as Tableau or Power BI to support decision-making and performance evaluation.
Strong interpersonal skills to foster collaboration and build relationships across diverse teams.
Ability to adapt to changing environments and lead initiatives that drive continuous improvement.
Auto-ApplyProgram Delivery Associate II
Associate job at JPMorgan Chase & Co.
Performance Consulting is a dedicated internal consulting group that is highly visible and a critical component of JPMorgan Chase's commitment to operational excellence. The team partners with strategic and functional leaders to improve and enhance core components of our business, from designing innovative, streamlined ways of working to piloting cutting-edge AI solutions. Our mission is to optimize end-to-end processes, elevate the customer experience, and foster a vibrant culture of continuous improvement. We are committed to shaping a future where innovation and excellence are at the heart of everything we do.
As a Program Delivery Associate II within Performance Consulting, you will be instrumental in driving operational excellence and delivering client solutions that optimize efficiency and enhance service delivery. You will leverage your expertise in process improvement, change management, and project management to support organizational transformation. Your role may involve delivering training, managing projects, and engaging stakeholders to align goals with organizational needs. Your innovative thinking will enable you to challenge the status quo and foster a culture of continuous improvement across diverse teams.
**Job Responsibilities:**
+ Support Operational Excellence initiatives through client engagements and certification.
+ Manage projects to ensure they meet timelines, budgets, and quality expectations, incorporating AI-driven tools, models and training materials to enhance efficiency and drive improvements.
+ Implement change management strategies to facilitate organizational transformation and ensure smooth transitions.
+ Prepare and maintain documentation to support internal audit readiness and compliance with control standards.
+ Communicate with stakeholders to align project goals and deliverables with organizational needs.
+ Monitor performance metrics to evaluate the effectiveness of training, change management, and project management outcomes, and make adjustments as needed.
+ Develop and apply AI-driven process models and training materials to support operational improvements.
**Required Qualifications, Capabilities, and Skills:**
+ Undergraduate degree in a related field such as Business, Engineering, or Data Science
+ 3+ years of experience in program/project management, process improvement, and/or organizational change management, including understanding of relevant tools, processes, and best practices.
+ Proficiency in developing and applying AI-driven process models, creating training materials, and/or managing projects to enhance operational efficiency and drive improvements.
+ Proven ability to support fast-paced, complex, cross-functional programs or projects with significant business impact.
+ Effective communication skills for engaging stakeholders and aligning project deliverables with organizational needs.
**Preferred Qualifications, Capabilities, and Skills:**
+ Advanced degree in a related field such as Business, Engineering, or Data Science
+ Certification in Project Management Professional (PMP), Lean Six Sigma, and / or Change Management.
+ Proficiency in delivering training and utilizing digital tools to enhance operational efficiency and audit readiness.
+ Familiarity with AI technologies and digital process tools to drive innovation and efficiency.
+ Experience with data analytics and visualization tools such as Tableau or Power BI to support decision-making and performance evaluation.
+ Strong interpersonal skills to foster collaboration and build relationships across diverse teams.
+ Ability to adapt to changing environments and lead initiatives that drive continuous improvement.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Sr Product Delivery Associate
Associate job at JPMorgan Chase & Co.
Unleash your expertise in product development and optimization by leveraging user research, analyzing metrics, and collaborating across one of the world's most innovative financial organizations. As a Senior Product Associate in Employee Platforms, you contribute to the team by leveraging your expertise in product development and optimization to make a significant impact, supported by user research and customer feedback to fuel the creation of innovative products and continuously improve existing offerings. Collaborate closely with cross-functional teams and play a crucial role in shaping the future of our products and ongoing success. You will play a key role in managing the end-to-end delivery of mobile solutions to be used by our employees.
**Job responsibilities**
+ Partners with the Product Manager to identify new product opportunities that reflect the needs of our customers and the market through user research and discovery
+ Considers and plans for upstream and downstream implications of new product features on the overall product experience
+ Supports the collection of user research, journey mapping, and market analysis to inform the strategic product roadmap and provide insight on potential product features that provide value to customers
+ Analyzes, tracks, and evaluates product metrics including work to time, cost, and quality targets across the product development life cycle
+ Writes the requirements, epics, and user stories to support product development
+ Lead quarterly planning sessions to ensure alignment of product delivery milestones.
+ Manage the book of work in Jira and resource capacity tools for effective resource allocation and prioritization.
**Required qualifications, capabilities, and skills**
+ 3+ years of experience or equivalent expertise in product management or a relevant domain area
+ Proficient knowledge of the product development life cycle
+ Experience in product life cycle activities including discovery and requirements definition
+ Developing knowledge of data analytics and data literacy
+ Strong understanding of mobile devices, mobile device management (MDM), and mobile application development
+ Proven ability to support product delivery in a technology-focused setting.
**Preferred qualifications, capabilities, and skills**
+ Developed knowledge of the product development life cycle
+ Experience with app testing, bug tracking, and user acceptance testing
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
Payroll Product Delivery Associate
Associate job at JPMorgan Chase & Co.
Play a crucial role in transforming ideas into functional products, while navigating through complex challenges. Develop your skills, contribute to meaningful change, and propel your career in an environment that values growth and learning. As a Product Delivery Associate in the HR Money Movement Team, you enable the release and sustainment of products and features by overcoming obstacles. As an emerging member of the team, you work across the organization and enable the product to continuously deliver value, while gaining skills and experience to grow within your role.
The Human Resources function at JPMorgan Chase embraces a product-driven way of working. This allows us to function in a manner where we are fully organized around our customers to deliver personalized experiences throughout an employee or manager journey. Our intention is to build products that our customers love and that work for our businesses. The HR Product Organization sits within Corporate HR and plays an important role in driving our transformation. The organization leads our efforts to identify outcomes, goals, and measures of success across all our products, applying agile principles, continuous discovery, and a common set of data architecture and delivery tools.
The HR Money Movement Team is seeking a highly effective and innovative person to be a part of the Global Pay team. This role will play a key role in the continued innovation and sustainment of the Oracle HCM cloud application, related suite of applications, and business processes. The role will be critical in defining the evolution of the platform, processes, and experiences that run across the function for all current/former employees, managers, and HR professionals firmwide.
**Job responsibilities**
+ Plays a key role in the continued innovation for payroll, Oracle HCM cloud application, related suite of applications, and business processes.
+ Works with a diverse group of stakeholders to execute and implement the ongoing technology strategy that will enable the Global HR organization.
+ Ensures the continued optimization and sustainment of the Oracle HCM cloud solution, ensuring the reliability, accuracy, and effectiveness of the platform and the end-to-end experience for our 260K+ employees globally.
**Required qualifications, capabilities, and skills**
+ 2+ years of experience or equivalent expertise in product delivery or a relevant domain area
+ Experience with Oracle HCM pay and time platforms
+ Able to multi-task, prioritize, and manage time efficiently
+ Ability to collaborate in a team-oriented environment across teams
+ Problem solving, problem identification, and reasoning skills. Good judgement and decision-making skills.
+ Good written and verbal communication skills.
+ Exceptional analytical skills (e.g., root cause analysis).
**Preferred qualifications**
+ Desire to innovate and improve processes.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
Payroll Product Delivery Associate
Associate job at JPMorgan Chase & Co.
Play a crucial role in transforming ideas into functional products, while navigating through complex challenges. Develop your skills, contribute to meaningful change, and propel your career in an environment that values growth and learning.
As a Product Delivery Associate in the HR Money Movement Team, you enable the release and sustainment of products and features by overcoming obstacles. As an emerging member of the team, you work across the organization and enable the product to continuously deliver value, while gaining skills and experience to grow within your role.
The Human Resources function at JPMorgan Chase embraces a product-driven way of working. This allows us to function in a manner where we are fully organized around our customers to deliver personalized experiences throughout an employee or manager journey. Our intention is to build products that our customers love and that work for our businesses. The HR Product Organization sits within Corporate HR and plays an important role in driving our transformation. The organization leads our efforts to identify outcomes, goals, and measures of success across all our products, applying agile principles, continuous discovery, and a common set of data architecture and delivery tools.
The HR Money Movement Team is seeking a highly effective and innovative person to be a part of the Global Pay team. This role will play a key role in the continued innovation and sustainment of the Oracle HCM cloud application, related suite of applications, and business processes. The role will be critical in defining the evolution of the platform, processes, and experiences that run across the function for all current/former employees, managers, and HR professionals firmwide.
Job responsibilities
Plays a key role in the continued innovation for payroll, Oracle HCM cloud application, related suite of applications, and business processes.
Works with a diverse group of stakeholders to execute and implement the ongoing technology strategy that will enable the Global HR organization.
Ensures the continued optimization and sustainment of the Oracle HCM cloud solution, ensuring the reliability, accuracy, and effectiveness of the platform and the end-to-end experience for our 260K+ employees globally.
Required qualifications, capabilities, and skills
2+ years of experience or equivalent expertise in product delivery or a relevant domain area
Experience with Oracle HCM pay and time platforms
Able to multi-task, prioritize, and manage time efficiently
Ability to collaborate in a team-oriented environment across teams
Problem solving, problem identification, and reasoning skills. Good judgement and decision-making skills.
Good written and verbal communication skills.
Exceptional analytical skills (e.g., root cause analysis).
Preferred qualifications
Desire to innovate and improve processes.
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