Chase · 8 hours ago
Custom Lending Transaction Coordinator
Chase, one of the oldest financial institutions, is seeking a Custom Lending Transaction Coordinator to enhance their trading services. The role involves executing daily trading operations, monitoring accounts, delivering exceptional client service, and contributing to process improvements within the team.
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
Participate and contribute to the various strategic initiatives; keep improving and evolving processes and business architecture
Build an in-depth understanding of all trading structures from both a financial and operational perspective
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
Understand all relevant derivatives and hedging products (Interest Rate Swaps, Basis Swaps, Cross Currency swaps, Forward Rate Agreement (FRA), Foreign Exchange (FX), Zero Coupon and Overnight Index Swaps (OIS), Bond and Futures)
Knowledge of the front to back Operations process (including the key elements such as confirmations, settlements, regulatory reporting) and facilitate issue resolution across teams
Understand the key elements of other infrastructure groups (i.e. Finance, Market risk, Credit risk, Operational risk, Legal, Collateral etc.) and recognize the impact of the actions of the Trade support team on these areas
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
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
Funding
Current Stage
Late StageLeadership Team
Recent News
Financial Sector Technology
2026-02-05
2026-02-05
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