Loan Origination Specialist IV - JPMorgan Chase
Columbus, OH
About the Job
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 at JPMorgan Chase, you will provide thoughtful, accurate, and timely customer response through strong written and verbal communications. Your role will be crucial in increasing our profitability by maintaining and strengthening our customers' bank relationship. You will work closely with Sales, Client, Relationship Managers, and Underwriters to document and book Equipment Finance transactions. Your ability to multi-task effectively, leverage internal resources, and maintain a strong attention to detail will be key in this role. This position offers the opportunity to work in a fast-paced, collaborative environment where your professional growth and development will be prioritized.
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 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 financeequipment leasing experience
+ HotDocsLeasePak experience a plus
JPMorgan Chase & Co., 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. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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 is an Equal Opportunity Employer, including Disability/Veterans
Job Summary:
As a Loan Origination Specialist IV at JPMorgan Chase, you will provide thoughtful, accurate, and timely customer response through strong written and verbal communications. Your role will be crucial in increasing our profitability by maintaining and strengthening our customers' bank relationship. You will work closely with Sales, Client, Relationship Managers, and Underwriters to document and book Equipment Finance transactions. Your ability to multi-task effectively, leverage internal resources, and maintain a strong attention to detail will be key in this role. This position offers the opportunity to work in a fast-paced, collaborative environment where your professional growth and development will be prioritized.
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 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 financeequipment leasing experience
+ HotDocsLeasePak experience a plus
JPMorgan Chase & Co., 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. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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 is an Equal Opportunity Employer, including Disability/Veterans
Source : JPMorgan Chase