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CBS BB Credit Operations Sr Specialist II - Credit Monitoring

Req #: 170108029
Location: Taguig City, 00, PH
Job Category: Credit
Job Description:
Company Overview
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.5 trillion and operations in more than 60 countries. The firm is a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing and asset management.
It began operations in the Philippines in 1961 with a representative office. Since then, the firm has expanded its presence into a fully integrated franchise, comprising Investment Banking, Treasury and Securities Services, Equity Sales and Research as well as foreign exchange and fixed income trading operations. JPMorgan Chase & Co. has a number of legal entities operating in the country, including the Manila Branch of the bank, which has a commercial banking license as well as a derivatives license, and a securities company with a seat on the Philippine Stock Exchange.
JPMorgan Chase & Co. launched its Global Service Center in Manila in 2005 and in Cebu in 2010, to provide a wide variety of strategic support including analytics, finance and accounting voice-based services, transaction processing and other functions to its affiliates around the world.
Information about JPMorgan Chase & Co. is available at
We have opportunities for Credit Operations Senior Specialist in our Business Banking group.
Business Banking Monitoring Functions:
Perform detailed and accurate reviews of Tracking Financial Statements, Attaching Financial
Statements, Covenant Testing, Securities Valuation Monitoring and Annual Certification Set-ups:
• Financial Statements will be sent to the Service Provider by the Market, per requirements stated
on the Loan Agreement. Once received, tracking will be updated in the system of record.
• Once tracking is updated, the Financial Statements will be added to the system of record.
• Calculate and test all covenants as defined on the Loan Agreement and set-up in the system.
• Follow the stated process for covenant fails and / or waiver requests.
• Monitor margin requirements as defined in the Pledge Agreement and Control Agreement
• Create Annual Certification change request per requirements.
Borrowing Bases and GNP Relationships will remain with the domestic analyst.
JPMorgan Chase is an Equal Opportunity and Affirmative Action Employer, M/F/Disability/Veteran 


  • Bachelor degree required
  • Bachelor degree in accounting preferred.
  • Prior business credit experience preferred.  Bachelor degree in business, finance, or economics is acceptable.
  • Credit underwriting experience is a plus.
  • Excellent verbal and written communication skills, strong analytical, interpersonal skills and judgment skills.
  • Self motivated with ability to work independently in a fast-paced environment.
  • Should possess a good knowledge of bank systems and loan/credit operations.
  • Results oriented team player with a high level of proficiency in organizing, priority-setting and issues management a must.
  • Understanding of the company's financial statements, including ratio analysis, cash flow analysis, and basic accounting standards.
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