Post Ad

JPMorgan Chase

Oh, Ohio, United States

(On-Site)

1 day ago

Description

Job Summary:

This individual will be responsible for the documentation and transaction closing process with internal and external customers. Document Processing Specialists strive to exceed client expectations through timely preparation and execution of commercial documents while mitigating potential risks to JPMorgan Equipment Finance. The successful candidate will provide thoughtful, accurate and timely customer response through strong written and verbal communications and increase JPMorgan Chase profitability by maintaining and strengthening our customers' bank relationship.

Job Responsibilities:

Works with Sales, Client, Relationship Managers and Underwriters to document and book Equipment Finance transactions

Responsible for 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/experience

Equipment finance\\equipment leasing experience

HotDocs\\LeasePak experience a plus

About the Team

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 recognize that our people are our strength and the diverse talents and perspectives that 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. (If you are a US or Canadian applicant with a disability and wish to request an accommodation to complete the application process, please contact us by calling the Accessibility Line (US and Canada Only) 1-866-777-4690 and indicate the specifics of the assistance needed.)

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.

JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans

Job Information

Job ID: 71784206

Workplace Type: On-Site

Location:

Oh, Ohio, United States

Company Name For Job: JPMorgan Chase

Position Title: Equipment Finance Loan Origination Specialist IV

Job Function: Other

Job Type: Full-Time

https://jpmc.fa.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1001/job/210473419/?utm_medium=jobshare