This role is an excellent opportunity to provide thoughtful, accurate and timely customer response through strong written and verbal communications, increasing JPMorgan Chase profitability by maintaining and strengthening our customers' bank relationship.
Job Summary:
As a Loan Origination Specialist IV within JPMorgan Chase, you will be responsible for delivering accurate and timely responses to our customers through effective written and verbal communication. Your role will be pivotal in enhancing our profitability by nurturing and strengthening our customer relationships. You will collaborate closely with Sales, Client, Relationship Managers, and Underwriters to document and process Equipment Finance transactions. Your ability to manage multiple tasks, utilize internal resources effectively, and maintain meticulous attention to detail will be crucial in this role. This position provides an opportunity to thrive in a dynamic, team-oriented environment where your professional growth and development are of utmost importance.
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Job Responsibilities:
- Works with Sales, Client, Relationship Managers and Underwriters to document and book Equipment Finance transactions
- Process the documentation process for equipment finance loan/lease transactions in partnership with the Document Support Specialist
- Engages with internal and external clients to manage expectations and gather necessary items for closing.
- Prepares and sends documentation packages.
- Research Sales and PPT tax items
- Ensures credit and asset conditions are met in compliance with guidelines.
- Works with Internal and External Legal counsel as needed for closing requirements.
- Prepares funding review packages
- Works on projects as needed to improve current processes and procedures.
Required qualifications, capabilities, and skills:
- Minimum of 2 years of Loan Documentation or doc creation experience
- Ability to multi-task effectively and leverage internal resources
- Excellent verbal and written communication skills
- Strong attention to detail and strong process orientation
- Excellent organizational skills and ability to prioritize work load
- Excellent Microsoft Word and Excel Skills
- Team player with a positive attitude and desire to be part of a collaborative environment
- Demonstrated ability to work independently and solve problems in a fast paced environment
- Knowledge of basic accounting processes and procedures
- Professional phone etiquette skills
Preferred qualifications, capabilities, and skills:
- Bachelor's degree
- 2+ years' experience in Commercial Banking financial services
- Paralegal certificate or experience
- Equipment finance\equipment leasing experience
- HotDocs\LeasePak experience a plus
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.