JPMorgan Loan Origination Specialist IV 

United States, Ohio 

728587581

Job Responsibilities:

• Collaborate with Sales, Clients, Relationship Managers, and Underwriters to document and book Equipment Finance transactions.
• Process documentation for equipment finance loan/lease transactions with the Document Support Specialist.
• Engage with internal and external clients to manage expectations and gather necessary items for closing.
• Prepare and send documentation packages.
• Research Sales and PPT tax items.
• Ensure credit and asset conditions are met in compliance with guidelines.
• Work with Internal and External Legal counsel as needed for closing requirements.
• Prepare funding review packages.
• Contribute to projects aimed at improving 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 process orientation.
• Excellent organizational skills and ability to prioritize workload.
• Proficiency in Microsoft Word and Excel.
• 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.
• Experience with HotDocs/LeasePak is a plus.