Chase · 3 months ago
Custom Loan Agency Manager
4041 Ogletown Stanton Rd, Newark, DE, 19713, US
Full-time
Onsite
Mid, Senior Level
2+ years expChase is a leading financial services firm, and they are seeking a Custom Loan Agency Manager to enhance their trading services. In this role, you will manage a team, execute trading operations, and improve processes while collaborating with various stakeholders to ensure compliance and efficiency in structured lending transactions.
BankingFinancial Services
Responsibilities
Execute daily trading operations efficiently, ensuring timely and accurate trade execution while collaborating with traders and team members to resolve discrepancies
Monitor and reconcile trading accounts to maintain accuracy, driving the development and implementation of process improvements for enhanced operational efficiency
Deliver exceptional service to internal and external clients, maintaining up-to-date knowledge of market trends, trading regulations, and ensuring compliance with company policies and industry standards
Prepare and analyze trading reports for management review, actively participating in team meetings and contributing to strategic discussions
Assist in training and mentoring junior team members, fostering a collaborative and growth-oriented environment
Manage ad-hoc projects and tasks as assigned, demonstrating adaptability and a proactive approach to addressing emerging needs
Serve as primary Middle Office resource supporting all structured lending transactions entered into by the Equities financing desk
Coordinate communications between structuring, the trading desk, Credit Risk, and operational stakeholder groups in order to close new structured finance transactions
Perform loan servicing responsibilities relating to all structured equity loan products including, but not limited to, processing of advances, paydowns and calculation of interest
Serve as primary point of contact for client inquiries for the firm’s buy-side customers, including hedge funds and asset managers
Work with Equities Product Control teams to ensure accuracy in the desk’s P&L related to the structured financing product
Qualification
Required
Extensive experience in trading or financial services, showcasing a deep understanding of industry practices and operations
Strong analytical and problem-solving skills, enabling effective decision-making and innovative solutions
Excellent communication and interpersonal abilities, facilitating clear and productive interactions with colleagues and stakeholders
Proficiency in Microsoft Office Suite, particularly Excel, along with advanced digital literacy for integrating innovative technologies in trade services
Ability to thrive in fast-paced environments, maintaining a detail-oriented approach and strong organizational skills to manage multiple tasks and adapt to changing priorities
Demonstrated capability to work collaboratively in team settings, with a solid knowledge of trading systems and financial markets, and a strong commitment to delivering high-quality results
2+ years of experience in financial operations, with a Bachelor's degree in Finance or Business (or equivalent experience)
Demonstrated leadership abilities, strong teamwork skills, and a control-oriented mindset
Preferred
Proficiency in trading platforms and software, demonstrating the ability to effectively navigate and optimize these tools
Understanding of regulatory requirements in the trading industry, ensuring compliance and adherence to industry standards
Capability to leverage digital literacy for adopting and integrating innovative technologies, enhancing trade services and operational efficiency
Skill in utilizing AI and machine learning to enhance trade service processes, driving improved decision-making and data-driven insights
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
Recent News
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