Operations Executive - Head of Wholesale Loan Services

Head of Wholesale Lending Services

Wholesale Lending Services serves complex clients, including corporations, municipalities, financial institutions, and not-for-profit entities with annual revenues greater than $20M.

The Firm’s broad platform positions the Wholesale Lending Services Group to deliver extensive product and service capabilities across JP Morgan’s Wholesale Business which include Commercial Lending, Investment Banking, and Asset & Wealth Management and allow them to meet clients’ domestic and international financial needs

As the Head of Wholesale Loan Services, you will run our Global Wholesale Lending Operations and partner and collaborate with sales, product development, technology, and various other leaders and partners to enhance and differentiate the overall client experience both internally and externally by leading all aspects of our Loan Product Operation Verticals (Syndicated, Bilateral, Real Estate, Business Credit, Transformation and Documentation).

This ideal leader possess’ both deep expertise managing a global complex Loan Operations organization as well as demonstrated success driving scale, efficiency, and control.

This position also must align results and resources to support overall financial plans and goals of the organization.

Job Responsibilities

• Modernize the client experience by understanding client needs both internally and externally and applying the appropriate scalable and sustainable solutions
• Continue to grow our Global Process through transformation including technology implementation, acquisition integration, change management initiative, off-shoring.
• Provide strategic guidance to drive value- added services and solutions for clients
• Deliver client needs and best interests with those of the firm while driving a strong controls framework
• Partner with heads of business and product sales to develop the aspirational vision for client service.
• Lead a Global Loan Operations Team with over 3,100 team players and 18 countries
• Ability to analyze complex situations, develop associated action plans and lead teams to achieve key objectives
• Manage by the data with a proven ability to define outcomes and drive accountability to achieve results
• Partnering with our technology organization, deliver a technology strategy that simplifies client engagement activities, automates manual tasks and delivers a client-centric engagement with clients at every touch point
• Provide key input to shape digital tools that drive more efficient and meaningful client experiences
• Provides critical thinking and creative solutions to drive scale, efficiency and control.
• Fosters an environment where risk / control issues are escalated and trends are anticipated and identified
• Applies a global perspective in establishing direction for the team
• Develop diverse talent and positions the workforce with skills of the future
• Runs disciplined performance, promotion and compensation processes
• Evaluates and delivers related staff capabilities, focusing on current and anticipated demands
• Successfully coach front line managers through transformation transitions and drive adoption for their team

Required qualifications, capabilities, and skills

• Bachelor’s degree & / or 15+ years equivalent work experience
• Dynamic, high-energy leader passionate to drive the organization forward and developing others to their fullest potential
• Deep experience managing a large complex client facing front office function
• Demonstrated success implementing transformational change
• Outstanding ability to convey senior leadership messages in both verbal and written

Required qualifications, capabilities, and skills

• Management of a large multi-million dollar budget with demonstrated results
• Experience in process standardization and global best practices across segments and regions
• Demonstrated experience in operational design of client facing support models
30+ days ago