JPMorgan Chase Learning Associate (Credit & Underwriting) – Commercial Banking in Chicago, Illinois

Learning Associate (Credit & Underwriting) – Commercial Banking

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.6 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management.

Commercial Banking (CB) serves more than 24,000 clients nationally, including corporations, municipalities, financial institutions and not-for-profit entities with annual revenue generally ranging from $20 million to $2 billion, and nearly 35,000 real estate investors/owners.

By partnering with the firm’s other businesses, CB provides a variety of comprehensive solutions to meet our clients’ domestic and inter­national financial needs. With offices in 29 states plus Washington, DC, and a coverage model that expands across more than 60 countries, CB provides clients access to dependable local banking solutions and global financial capabilities.


As part of the CB Learning Team the Senior Learning Associate will be responsible for developing and training CB employees on introductory, intermediate and advanced banking and lending fundamentals. Leveraging their experience in the business and technical understanding of these fundamentals, the Senior Learning Associate will help design, instruct, deliver and manage multiple trainings across numerous platforms and will be integral in supporting the business achieve its long-term strategic goals.


  • Independent, end-to-end management of on-going training programs – including, but not limited to, facilitation and instruction of course material; communication and registration; ownership of rosters, agendas and calendars; developing and refreshing of program content and cases; organizing logistics and booking speakers; completing performance management and evaluations; etc.

  • Cultivate and maintain partnership with key stakeholders to ensure programs and curriculum support the overall strategic priorities of Commercial Banking

  • Develop and maintain partnership with Subject Matter Experts (SMEs) to create accurate, appropriate and engaging training material and to ensure proper support and involvement for training programs

  • Create assessments, surveys, and other evaluation tools to measure the success of participants and training programs

  • Effectively collaborate and communicate with the CB Learning team, the larger CB Human Resources organization, and other learning and development teams throughout JPMorgan Chase

  • Mentor and develop training program participants

  • Focus on continued improvement and efficiencies in running training programs

  • Ad hoc projects as needed


  • Minimum of 5 years of commercial banking, credit, or underwriting experience

  • A Bachelor's degree, preferably in business – finance, economics, or accounting

  • Completion of formal credit training program or equivalent experience

  • Strong understanding of, and ability to apply commercial banking and credit fundamentals

  • Experience with the commercial bank’s financial and profitability models are desired

  • Comfort and experience instructing and presenting to large audiences - creating interactive learning experiences

  • Aptitude to manage and prioritize multiple programs and projects independently and ability to ask for guidance when needed

  • Excellent communication skills, both written and oral, and a keen attention to detail

  • Desire and ability to mentor, develop and coach program participants

  • Strong relationship building skills and ability to regularly interact with executives and senior leaders

  • Team player with a proactive "can do" attitude

  • Proficiency in Microsoft Word, Excel, and PowerPoint (PitchPro UB)

  • Travel - Up to 10-15%

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.