JPMorgan Chase Anticipated Commercial Banking - Credit Support Specialist II - WLS (Dallas, Houston, & Phoenix) in Houston, Texas

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.6 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the worlds most prominent corporate, institutional and government clients under its JPMorgan Chase & Co brands. JPMorgan Chase & committed to providing a comprehensive set of benefits choices to meet different employee needs and lifestyles, which include choices such as fully paid parental leave time, health care insurance and retirement benefits.

Commercial Banking serves more than 30,000 clients, including corporations, municipalities, financial institutions, and not-for-profit entities with annual revenues generally ranging from $20 million to $2 billion. The Firm's broad platform positions the Commercial Bank to deliver extensive product capabilities - lending, treasury services, investment banking, and asset management - to meet our clients' domestic and international financial needs.

The Credit Support Specialist coordinates activities between the market and other areas of Wholesale Lending Services (WLS). Activities include loan documentation, loan booking and funding, collateral release amongst other activities.

Loan Documents

  • Coordinate all document preparation activities through HotDocs.

  • Work jointly with underwriting associate, coordinate document preparation activities involving outside counsel.

  • Review draft and executed loan documents such as loan agreement, notes, guaranties, and security documents for accuracy and agreement with approved terms.

  • Coordinate with WLS, outside counsel and the Real Estate Transaction Services team to obtain third-party vendor work such as flood zone certifications, title work, insurance certificates, and UCC searches.

  • When requested, assist in loan closings directly with the client.

  • Download documents from Intralinks when applicable.

  • Ensure completeness of loan package and forward package to WLS.

  • Notary may be required.

Post Closing Activities

  • Route loan documentation to WLS for booking and funding

  • Apply fees collected in conjunction with closing and identify missing fees for follow-up with client or subsequent escalation to banker/underwriting associate.

  • Follow up directly with Underwriters, Bankers, attorneys and customers to clear documentation exceptions.

  • Coordinate with WLS to correct any errors made in on-boarding credit facilities to the loan systems.

  • Coordinate with WLS for the release, substitution or addition of collateral.


  • College degree in Business Administration preferred.

  • Excellent verbal, written and organizational skills.

  • Detail oriented with ability to multi task and prioritize and work in a team based environment.

  • Preferred knowledge of commercial loan documentation. Ability to review commercial loan documents such as loan agreement, notes, guaranties, and security documents for accuracy and agreement with approved terms.

  • Preferred knowledge of commercial credit products and credit and commercial loan systems.

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.