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JPMorgan Sr Documentation Specialist - Loan Origination Analyst 
United States, Illinois, Chicago 
439143934

25.06.2024

Job Responsibilities:

  • Facilitate the loan closing process for Commercial Bank Equipment Finance transactions through preparation of documentation, review of collateral searches, coordination of attorney created documents and funding of transactions.
  • Process transactions to ensure credit and asset conditions are met in compliance with guidelines. Drive resolution of issues that arise during the transaction.
  • Identify and escalate process gaps and recommend possible solutions. Take a lead role in process improvement and other team projects.
  • Process tasks appropriately and independently by prioritizing and managing workflow for assigned transactions. Coordinate with team members to ensure that SLA's are met.
  • Demonstrate sense of urgency to meet deadlines. Communicate frequently with deal team members regarding status of transaction.
  • Handle complex transactions with minimal supervision. Understand transactions with different collateral types and structures and apply critical thinking skills to address issues that arise during a transaction.
  • Provide guidance and act as a mentor for junior team members on processes and deal experiences on Equipment Finance transactions.
  • Demonstrate creative problem solving based on depth of deal experience and solid judgment/decision making.

Required qualifications, capabilities, and skills:

  • Bachelor's Degree or minimum of 5 years of related experience in equipment financing (leases and loans).
  • Advanced knowledge of post-approval to loan closing process for Equipment Finance transactions.
  • Demonstrated flexibility and willingness to adjust to changing conditions and priorities.
  • Excellent communication and customer service skills, both verbal and written. Consistent professional presence.
  • Demonstrated motivation to assist with team goals. Respects different points of view and treats others with respect. Maintains and/or builds relationships across Equipment Finance teams.
  • Strong knowledge of LeasePak or similar loan systems.
  • Strong 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.