JPMorgan Loan Origination Specialist IV 

United States, Ohio 

198762670

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