Loan Origination Specialist IV
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 finance equipment leasing experience
- HotDocs LeasePak experience a plus
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