Data Specialist Jobs in Plano, TX

INTRODUCTION

Do you enjoy keeping client and credit data accurate across systems and partnering with Sales, KYC, and Credit teams? If so, the Commercial Term Lending Data Management Specialist role is a great fit! As a Data Management Specialist in Commercial Term Lending, you ensure client, credit, and coverage data is accurate and reliable across systems of record. You review and interpret internal and client documentation to ensure required data elements are complete and match source materials. In this role, you work closely with and are depended on by the Processing, Sales, KYC, and Credit teams.

JOB RESPONSIBILITIES

- Perform key data management functions, including client and sales data maintenance, credit data maintenance, mass changes, and coverage changes.
- Validate that party relationships and data attributes align with approved deal structure, policy requirements, and supporting documentation.
- Analyze and interpret internal and client documentation in order to execute appropriate data maintenance.
- Review and confirm that required data elements are complete, accurate, and consistent with source documentation.
- Responsible for ongoing maintenance and monitoring of key data metrics to ensure client information is accurate.
- Ensure end to end data integrity across systems of record, including Party Central, credit systems, and document repositories.
- Execute timely follow through to support pipeline progression, data completeness, and downstream readiness.
- Maintain defined SLAs and throughput targets, prioritizing workload based on risk, aging, and downstream dependencies.

BASIC QUALIFICATIONS

- Independent and self-motivated with a service-oriented mindset, but also a team player capable of working collaboratively and developing strong partnerships.
- Demonstrated attention to detail and commitment to data accuracy and completeness.
- Able to prioritize issues and multi-task effectively to handle multiple assignments and be proactive in a fast-paced environment.
- Strong problem-solving and analytical skills; able to think-through and outline work processes in a thoughtful and detailed manner.
- Able to effectively respond to rapidly changing business needs and urgent requests.
- Proactively seeks guidance, clarification, and feedback from others.
- Basic understanding of Microsoft Suite applications (Word, Excel, PowerPoint, Access).

PREFERRED QUALIFICATIONS

- Minimum 3 years of work experience in an office environment.
- Expertise with client reference and sales data is a plus.
- Familiarity with Party Central, iCRD, and/or Strategy.
- Willingness to learn new systems and technology.

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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 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. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans.

ABOUT THE TEAM

J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.