295 Financial Advisory jobs in the Philippines

At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all.

EY GDS – Assurance FAAS – Manager – Control & Compliance
At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture, and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all.

The opportunity
Financial Accounting Advisory Services (FAAS) professionals provides advisory services including Accounting and regulatory support for accounting change and special matters; accounting processes and controls support. We are looking for a professional to join EY FAAS, having expertise across the FAAS solutions and specifically for engagements related to Process and Control, Process compliance and reviews, SOX and, Developing Standard Operating Procedure manuals, Enterprise Risk Management & Payment application.

FAAS is a dynamic group of people focused on helping our clients solving tomorrow's problems today through integrated solution service offerings in the area of risk, such as internal control assessment, risk management and financial controls. Risk continues to move up the agenda and our team work with many of today's front-running companies. Our clients want integrated, strategic, tech-enabled, end-to-end solutions and we deliver tailored risk offerings putting client value and relationships at the core of what we do. You can expect to work with senior client personnel and drive high quality work products.

Our Risk team consists of talented colleagues who invite you to bring your natural curiosity and innovative thoughts to work each day. Working within our team, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture, and technology to become the best version of you. We offer excellent career development, diverse opportunities and fantastic work life balance including hybrid working. Join us and build an exceptional experience for yourself, and a better working world for all.

Your Key Responsibilities
We are looking for a highly skilled and motivated manager to join our dynamic Control & Compliance team. The ideal candidate will bring technical expertise in risk management, internal control assessment and implementation of internal control framework. In this role, you will lead the delivery of high-quality outcomes across a portfolio of clients in the internal audit and internal controls space. You will manage multiple engagement teams and stakeholders, both internally and externally, taking full ownership of projects and relationships. Your focus will be on delivering impactful results, on time, within budget and in line with EY's quality and risk management practices. Key responsibilities include:

• Client Delivery and Project Management: Lead and manage multiple client engagements. Oversee planning, fieldwork and reporting of findings and recommendations to senior stakeholders. Ensuring high-quality deliverables, on time within budget.
• Technical Expertise: Act as a key trusted advisor in discussing complex regulations with clients, including UK Corporate Reform, US Sarbanes-Oxley (SOX) compliance, Global Internal Audit Standards and other industry-specific regulatory compliance requirements.
• Quality and Risk Management: Ensure compliance with EY's quality and risk management processes across client acceptance, contracting and engagement delivery. Proactively identify and manage risks across engagements, escalating issues where appropriate.
• Stakeholder Management: Build trusted relationships with senior client stakeholders and proactively manage client expectations to ensure alignment on project goals, timelines and deliverables. Collaborate cross-functionally with other EY service lines and subject matter experts to deliver high quality insights. Collaborate with internal leader/s, provide regular updates on engagement progress and support internal decision-making through clear communication and proactive escalation and the ability to flex communication styles.
• Team Leadership and Development: Mentor and coach junior team members through effective supervision to develop their technical and professional skills. Support career development through performance reviews and providing timely, regular and actionable feedback. You will contribute to a positive team environment by demonstrating consistent commitment and optimism toward work challenges.
• Business Development: Build the EY brand through high quality delivery. Support in the identification of new opportunities and development of proposals. Build EY's market presence through contribution to thought leadership and client events.
• Promoting EY's values: Champion EY's commitments to integrity, respect and teaming in all client and internal interactions. Foster an inclusive and diverse working environment where everyone feels valued and empowered to contribute.
• Practice development: contribute to practice development and internal initiatives such as learning and development programmes and solution development.

Skills And Experience

• You will be a trusted manager with proven technical expertise in risk, control and compliance that will complement our teams in delivering high-quality solutions to our clients. Your skills and experience will include:
• Control & Compliance experience: Proven and relevant professional experience across core process and controls solutions (e.g. internal audit, SOX and internal controls) in consulting, government or industry. Extensive experience in process mapping, walkthroughs, risk analysis (strategic, financial, operational and compliance) and control identification and design assessment. The ability to act as a trusted advisor to clients on risk and control issues, such as controls remediation or Enterprise Risk Management.
• Technical skills and knowledge: In depth understanding of core business processes, associated risks, and leading practice controls. Strong leadership and communication skills, technical knowledge, and the ability to write at a publication quality level in order to communicate findings and recommendations to clients. Strong business acumen, including the ability to compile information quickly and accurately, and to test data and assumptions for informed decision-making.
• Engagement management: Track record demonstrating success in leading high-performing teams, mentor junior staff and foster a culture of continuous learning. Experienced in managing complex project and multiple stakeholder groups including senior clients and internal leadership. Demonstrated ability to balance project management and delivery skills across a range of clients, including financial management, quality, and risk management requirements.
• Communication and interpersonal skills: Strong communication (written and verbal) and interpersonal skills with the ability to influence and build trust at all levels. Being an active listener, having self-awareness when dealing with others, and adapting your own approach to differences in individual style and backgrounds, recognising the risk of unconscious biases.
• Client delivery: Demonstrated success in delivering high-quality, client-focused solutions on time and within budget with a commitment to going above and beyond for clients.
• Commercial acumen: Commercially aware, with a track record of developing relevant propositions and sales collateral and supporting business development efforts.
• Technology and innovation: Proficient in leveraging technology such as data analytics, automation, and AI in project delivery. Experience with data visualisation tools (e.g., Power BI, Tableau) and core business systems (e.g., SAP, Oracle). Proficient across the Microsoft Office suite (e.g. PowerPoint, Excel and Word). Ability to develop dashboards across key data visualization tools and produce visual reports to track key risks and control metrics, noted as desirable but not essential.
• Professional attributes: Self-stater with a proactive mindset, natural curiosity and commitment to delivering excellence for our clients. Ability to work in areas of uncertainty and navigate ambiguous situations, adaptable and inclusive, with strong self-awareness and the ability to work effectively across diverse teams. Up to date with industry trends, emerging risks, and the UK regulatory landscape. Adaptability and the ability to work effectively across diverse teams.
• Other desirable skills and experience: Professional experience, skills and knowledge in the following areas is desirable but not essential; finance transformation, controls automation, programme assurance, IT control including analysing core systems (e.g., SAP and Oracle) to identify control weaknesses

To qualify for the role, you must have

• Significant managerial and professional experience in risk, process and controls services in a consulting, industry or public sector setting.
• Chartered Accountant (CA), CPA (US), ACCA (UK) or MBA with 5-10 years of experience with a large global corporate Process, Risk and Control and/or similar experience

• Experience on the following Process and Control / SOX areas:

• Governance, controls and regulation

• Governance, Risk & Compliance
• Process and Control
• Process reviews
• Standard Operating Procedures
• Enterprise Risk Management
• Revenue Assurance
• SOX
• Internal Control over Financial Reporting (ICFR)
• Design and Implementation testing

• Process walkthroughs and testing effectiveness of controls

• Strong problem solving and analytical skills

• Strong sales, presentation and client management skills
• Strong training and mentoring skills
• Ability to manage a team and to establish credibility as a trusted advisor with clients
• Effective written and verbal communication skills with demonstrated ability to present complex information in a concise and clear manner
• Strong executive presence and ability to interface with all levels of management (EY and clients)
• Strong project management and organizational experience
• Willingness and ability to travel approximately 50% to 80% of the time

EY | Building a better working world
EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.

Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform and operate.

Working across assurance, consulting, law, strategy, tax and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today.

Build a Business with Purpose — Join FWD Life Insurance Philippines

An exclusive partner of Security Bank

About Us

FWD Life Insurance Philippines is part of the FWD Group, a leading multinational insurer founded in 2013 and headquartered in Hong Kong. As the insurance arm of Pacific Century Group, FWD is one of Asia's fastest-growing insurers.

We're on a mission to change how people feel about insurance — offering customer-first, digitally enabled, and purpose-driven financial solutions to help individuals and businesses achieve financial security and live life to the fullest.

What You'll Do:

• Guide clients in building financial security through insurance and investment solutions
• Conduct online consultations and design personalized financial plans
• Build and grow your own business with the support of a top-tier brand and training team
• Enjoy the flexibility to work remotely on a schedule that fits your lifestyle

Who This Role is Ideal For:

• Financial professionals (bankers, loan officers)
• Educators skilled at explaining complex topics
• Real estate agents familiar with commission-based sales
• Healthcare professionals and medical reps who value protection
• Content creators and influencers with strong networks
• Corporate professionals and mid-career switchers seeking flexibility
• OFWs and returning workers looking for a sustainable income
• Sales and marketing experts who thrive on closing deals

What You'll Get:

• Up to 43% commissions plus monthly and weekly bonuses
• Exciting travel incentives—local and international
• Flexible hours and a remote work setup
• Fast promotion and leadership opportunities
• Comprehensive professional training and mentorship
• A meaningful career with real income potential

Qualifications:

• At least 2 years of college (any course)
• Self-motivated and competitive mindset
• Willingness to attend online training
• Ability to work independently with reliable internet access
• Own a personal iPad, laptop, or desktop
• Willing to take the Insurance Commission Licensure Exam
• At least 1 year of work experience

Ready to Start?

If you're passionate about helping others achieve financial freedom and meet the qualifications above, we'd love to hear from you.

Send your resume to or apply here:

FWD Life Insurance Philippines is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

JOB DESCRIPTION

Shape the future of tax operations in a fast-paced, global environment. Join our team and make your mark by driving compliance and operational efficiency for Private Banking clients.

As the Tax Documentation Compliance Team Lead within the IPB Tax Operations team, you will play a pivotal role in ensuring adherence to tax regulation requirements for the EMEA platform. You will oversee the review and acceptance of client tax documentation, maintain data integrity across systems, and coordinate operational tax projects. You will act as a Center of Excellence, providing guidance on onboarding and operational tax matters, and support all aspects of client onboarding, including AML, KYC, and FATCA/CRS implementation. Your leadership will promote compliance and operational success in a demanding, multi-jurisdictional environment.

Job Responsibilities:

• Review and accept client tax documentation, ensuring accuracy and compliance
• Input and maintain client data across multiple systems
• Provide guidance, advice, and training to other teams on tax documentation matters
• Advise the business on account opening and due diligence tax issues
• Support business development for prospective clients prior to account opening
• Perform controls and reconciliations to ensure data consistency with client documentation
• Monitor tax reporting deadlines and ensure timely submissions
• Generate metrics and statistics for operational reporting
• Act as the local escalation point for complex tax documentation issues
• Manage day-to-day team operations, including work allocation and prioritization
• Coordinate tax-related projects from an operational perspective.

Required qualifications, capabilities and skills:

• Bachelor's degree or professional certification in tax
• Deep knowledge of structures within the Wealth Management industry
• Excellent understanding of AML/KYC requirements and Economic Sanctions regulations
• Familiarity with Common Reporting Standard (CRS)
• Familiarity with US tax forms
• General knowledge of the Asia tax regime
• Excellent organizational skills with strong attention to detail
• Ability to manage multiple workstreams and prioritize effectively
• Flexible, team-oriented approach with the ability to work independently
• High ethical standards and sense of responsibility and ability to meet tight deadlines in a demanding environment.
• Strong MS Office skills, including intermediate Excel proficiency

Preferred qualifications, capabilities and skills:

• Automation skills (Alteryx, Xceptor, etc.)
• Project management experience
• Outstanding interpersonal, verbal, and written communication skills
• Fluency in any European language in addition to English

ABOUT US

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 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.

ABOUT THE TEAM

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

Shape the future of tax operations in a fast-paced, global environment. Join our team and make your mark by driving compliance and operational efficiency for Private Banking clients.

As the Tax Documentation Compliance Team Lead within the IPB Tax Operations team, you will play a pivotal role in ensuring adherence to tax regulation requirements for the EMEA platform. You will oversee the review and acceptance of client tax documentation, maintain data integrity across systems, and coordinate operational tax projects. You will act as a Center of Excellence, providing guidance on onboarding and operational tax matters, and support all aspects of client onboarding, including AML, KYC, and FATCA/CRS implementation. Your leadership will promote compliance and operational success in a demanding, multi-jurisdictional environment.

Job Responsibilities:

• Review and accept client tax documentation, ensuring accuracy and compliance
• Input and maintain client data across multiple systems
• Provide guidance, advice, and training to other teams on tax documentation matters
• Advise the business on account opening and due diligence tax issues
• Support business development for prospective clients prior to account opening
• Perform controls and reconciliations to ensure data consistency with client documentation
• Monitor tax reporting deadlines and ensure timely submissions
• Generate metrics and statistics for operational reporting
• Act as the local escalation point for complex tax documentation issues
• Manage day-to-day team operations, including work allocation and prioritization
• Coordinate tax-related projects from an operational perspective.

Required qualifications, capabilities and skills:

• Bachelor's degree or professional certification in tax
• Deep knowledge of structures within the Wealth Management industry
• Excellent understanding of AML/KYC requirements and Economic Sanctions regulations
• Familiarity with Common Reporting Standard (CRS)
• Familiarity with US tax forms
• General knowledge of the EMEA tax regime
• Excellent organizational skills with strong attention to detail
• Ability to manage multiple workstreams and prioritize effectively
• Flexible, team-oriented approach with the ability to work independently
• High ethical standards and sense of responsibility and ability to meet tight deadlines in a demanding environment.
• Strong MS Office skills, including intermediate Excel proficiency

Preferred qualifications, capabilities and skills:

• Automation skills (Alteryx, Xceptor, etc.)
• Project management experience
• Outstanding interpersonal, verbal, and written communication skills
• Fluency in any European language in addition to English

Work Location : Taguig City / Pasig City

Full Onsite

Work Schedule : Nightshift

Hiring for Senior Manager and Consulting Delivery ( Wealth Investment and Asset Management)

REQUIRED QUALIFICATIONS

• Bachelor's degree in Business Administration, Management, or related field; MBA is often preferred.
• Extensive experience in Wealth Investment, Asset Management, Fund Servicing, Fund Accounting, Risk & Compliance, Equity Fund, Unit Trust Pricing, Client Services, Financial Portfolio Lifecycle, CSAT standpoint, Stock Market, Investment, Mutual Funds, Products, with a proven track record of successful leadership.
• Strong understanding of BPO industry trends, best practices, and technologies.
• Excellent communication, negotiation, and interpersonal skills.
• Strategic thinking, problem-solving abilities, and decision-making skills.
• Ability to work under pressure, prioritize tasks, and meet deadlines.

Job Type: Full-time

Pay: From Php100,000.00 per month

BENEFITS :

Leave Entitlements

Night shift differential

Retirement fund

Share Purchase Plan

Performance Bonus

HMO + dependents

Group Life Insurance

Career growth

Free health consultation

Reward program

Client Profile:

This IT and consulting company is listed in the TOP 10 great companies to work with. 47 years in providing great service and with over 33 delivery centers across the globe.

Position: Wealth and Asset

Industry: IT Company

Location: Taguig City or Pasig City

Work Set up: Work On Site

Salary: (Negotiable

Work Schedule: Midshift or Night Shift

Requirements:

Bachelors Degree holder

At least 5-10 years of working experience in wealth and asset management

People Management experience for about 2-5 years

Amenable to work on site.

Experience working in Financial Services/Financial Company.

Responsibilities:

Create and execute commercial banking strategies that improve service delivery and operational efficiency.

Create engaging narratives to communicate trends and projections to stakeholders.

Create thorough management reporting.

To expedite deliveries and guarantee alignment with business objectives, encourage cooperation across project managers, finance teams, and business managers.

Lead projects aimed at improving the company's financial performance, such as fee optimization and cost control.

Determine, intensify, and reduce possible business risks.

To increase operational efficiencies, evaluate financial performance, pinpoint productivity projects, and supervise their execution.

Represent the company in pertinent internal and external working groups, promoting best practices and strategic objectives.

Recruitment process: (Online)

Initial Interview

Second Interview

Final Interview

Job Offer

Look for: Ms. Kendra

Job Type: Full-time

Pay: Php150, Php250,000.00 per month

Work Location: In person

JOB DESCRIPTION

Shape the future of mortgage lending by joining a team that values expertise, collaboration, and innovation.

As an Underwriting Specialist in Private Banking Mortgage, you will play a critical role in supporting the mortgage business through comprehensive underwriting analysis. You will review and enter loan information, analyze income and credit, and assess collateral and financial statements to determine credit risk. You will partner with internal teams to resolve exceptions and ensure loans progress to final decisions, all while adhering to regulatory timelines. You will leverage your expertise to identify risks, suggest process enhancements, and contribute to a culture of accuracy and compliance.

Job Responsibilities:

• Achieve daily production targets and complete priority reviews within stipulated timelines
• Maintain process accuracy targets, ensuring less than 5% high QA error rate, and uphold high hygiene standards by following all process controls without lapses
• Assist in data collection and report preparation on various metrics to support business initiatives
• Identify and escalate issues, exceptions, and procedure gaps to management for timely resolution
• Interact with global stakeholders to resolve process issues and enhance process controls
• Allocate 90% of productive time to processing and 10% to business initiatives, reporting, and training activities
• Suggest process enhancements and automations for improved controls, and perform periodic risk and controls analysis with the team
• Review and enter loan information according to current underwriting guidelines, ensuring accuracy and compliance
• Analyze income by reviewing and validating US documents for debt-to-income ratio calculations, and conduct credit analysis including review of credit reports, scores, and public records in adherence to FACT ACT and FCRA regulations
• Analyze personal financial statements and asset statements to determine liquidity and leverage ratios, and assess collateral risks by reviewing purchase contracts, addendums, and property appraisal reports
• Coordinate with Mortgage Solutions Team and other internal teams to develop necessary credit information, add and review relevant underwriting conditions, resolve exceptional scenarios, identify credit risks and collateral variances, and ensure adherence to the 30-day timeline for all credit decisions per Regulation B (ECOA).

Required qualifications, capabilities and skills:

• Bachelor's degree in Business, Finance, Accounting, or related field
• Two years of mortgage underwriting experience in US mortgage loan originations
• Experience reviewing and analyzing US financial documents, including asset statements, personal financial statements, profit and loss statements, personal tax returns, and credit reports
• Exposure to production management, work allocation, prioritization, exception handling, and process documentation
• Thorough understanding of all stages of the mortgage originations life cycle
• Expertise in mortgage underwriting concepts, ratios, and calculation methods, including debt-to-income, loan-to-value, liquidity, and leverage ratios
• Working knowledge of major US mortgage regulations

Preferred qualifications, capabilities, and skills:

• Three years of mortgage underwriting experience in US mortgage loan originations
• Advanced proficiency in risk and controls analysis
• Experience collaborating with global teams
• Strong analytical skills with attention to detail
• Effective time management and adaptability to US, Asia, and EMEA shifts
• Excellent communication and teamwork skills
• Proven ability to suggest process enhancements and automations

ABOUT US

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 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.

ABOUT THE TEAM

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

Training and Marketing Professionals Inc. is looking for a WEALTH MANAGEMENT OPERATIONAL ADMIN - HYBRID WORK SET-UP

• Well known Telecommunications Company (Globe Telecommunications-Mynt)

• With strong career development programs

Skills and Qualifications:

• Bachelor's Degree in Business Management, Financial Management, Accounting Information System, Accounting or any related course.
• Proven experience in Technical writing, Product training, Creating informative and attractive visuals or related field
• Previous experience preferably in the fintech or software industry.
• Anti-Money Laundering or Know Your Client background a plus.
• Strong analytical, time management and problem-solving skills.
• Detail-oriented with excellent organizational abilities
• Proficient using the following tools and applications: MS Office Tools (Excel: Pivot & VLOOKUP), & Google Apps (Shared Drive, Sheets, Docs etc.,)
• Willing to work in hybrid work set-up in BGC, Taguig.

Job Description:

• The personnel will work with each WM Operations (Ops) Manager on the clerical and administrative tasks related to:
• Updating WM Policies and Procedures Manuals (PPMs) to ensure that each aspect of the customer journey is covered
• Updating WM Know; edge Management System (KMS) docs to ensure that each aspect of the customer journey is covered
• Organizing all WM Ops related files (e.g. PPMs, KMS, Root Cause Analyses) in a shared drive
• Creating updated product decks including front-end screens and back-end processes in its day-to-day function
• Maintaining a product health dashboard that shows uptime/downtimes and CX tickets daily
• Creating an Ops onboarding module/checklist
• Maintaining the WM Ops issues, SFTP, and comms tracker

HOW TO APPLY? FOLLOW THE INSTRUCTIONS BELOW

Please send or submit your updated resume or CV to and

Subject Format: Applicant for WEALTH MANAGEMENT ADMIN, Last Name, First Name

Job Types: Fixed term, Temporary

Contract length: 3 months

Pay: Php30, Php33,000.00 per month

Benefits:

• Additional leave
• Company Christmas gift
• Company events
• Health insurance

Ability to commute/relocate:

• Taguig: Reliably commute or planning to relocate before starting work (Preferred)

Education:

• Bachelor's (Required)

Experience:

• Wealth Management: 1 year (Preferred)
• Anti-Money Laundering: 1 year (Preferred)
• Know Your Client background: 1 year (Preferred)
• technical writing: 1 year (Preferred)
• product training: 1 year (Preferred)
• creating informative: 1 year (Preferred)
• attractive visuals: 1 year (Preferred)

Location:

• Taguig (Preferred)

Willingness to travel:

• 75% (Preferred)

Work Location: In person

Job Description
Join J.P. Morgan, a global leader in financial services, and make your mark in our Asset & Wealth Management division. Unlock your potential by contributing to our quality control initiatives and driving process improvements.

As a Quality Control Team Lead in the Credit Operations group within J.P. Morgan Asset & Wealth Management, you will play a crucial role in reviewing the quality of operations work for compliance with procedural and regulatory requirements. You will identify patterns and trends, address root causes, and ensure corrections are made, contributing to the continuous improvement of our processes.

Job Responsibilities

• Perform quality review and audit of credit facilities in compliance with Standard Operating Procedures.
• Suggest process and procedure improvements based on quality review findings.
• Participate in quality improvement projects and offer suggestions for process enhancements.
• Maintain a risk and controls mindset, challenging the status quo and identifying process efficiencies.
• Communicate and escalate discrepancies to Credit Services management for resolution.
• Assist with additional responsibilities as assigned by management, including process transfers and partner communications.

Required Qualifications, Capabilities, And Skills

• Bachelor's degree with at least four years of experience in a related position.
• Ability to perform in a fast-paced environment and handle multiple tasks through effective prioritization.
• Strong organizational and interpersonal skills, highly detailed and results-oriented.
• Strong verbal and written communication, as well as analytic skills.
• Self-motivated and able to work independently, multi-task, and reprioritize work.
• Ability to interact with varying levels throughout the organization.

Preferred Qualifications, Capabilities, And Skills

• Prior exposure to traditional credit and/or mortgage products.
• Knowledge in data mining and use of MS Office applications.

ABOUT US
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 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.

About The Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.