Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area?
As a Loan Origination Specialist IV - Deal Setup in our dynamic team, you will be responsible for completing assigned Deal Setup cases within designated Service Levels. You will compare booking package documentation & closing checklists against internal credit systems & proposals, enter data of customer, facility, and loan details into the loan system(s), and create PDF batch work for quality control. You will maintain communication with business partners about their booking case status and participate in projects as required. This role provides an opportunity to minimize credit and business risk through awareness of procedure, compliance, and bank policy.
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Job Responsibilities
- Complete assigned Deal Setup cases within designated Service Levels
- Comparing booking package documentation & closing checklists against internal credit systems & proposals
- Enter data of customer, facility, and loan details into the loan system(s)
- Create PDF batch work for quality control/two-touch and document repositories
- Ensure timely attestation/correction of Quality errors and Service Level breaches
- Maintain prompt and proactive communication with business partners as to the status of their booking case
- Minimize credit and business risk through awareness of procedure, compliance, and bank policy
- Participate in projects and working groups as required
Required qualifications, skills and capabilities
- Working knowledge of loan documents or ability to quickly learn legal terms found within promissory notes, credit agreements, collateral documents, etc
- Exceptional customer service skills including excellent interpersonal and written/verbal communication skills
- Ability to effectively multi-task and prioritize workloads while working within tight service levels.
- Strong organizational and time management skills
- Demonstrate attention to detail and accuracy with completed work
- Ability to maintain consistent performance levels in high demand environment
- Ability to think outside the box and generate ideas for process improvements
Preferred qualifications, skills and capabilities
- 2 years of prior (back office) loan operations and/or quality control experience in a banking or financial services industry preferred
Shift Schedule: 9pm-6am PHT
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 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.
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.