JPMorgan Business Solutions Coordinator 

United States, Texas, Houston 

238268851

As a Business Solutions Coordinator in Business Banking, you'll be under the general direction of the Business Direct Center Management team. You’ll support client application workflow management, post-approval documentation review, loan booking, and closing processes associated with credit processed through the Business Direct Center.

Job Responsibilities

• Work to process required post approval items in Loan-Track
• Clear post approval items to allow for closing document preparation
• Coordinate and facilitate loan closing with clients while working with a team and independently
• Process executed loan documents for loan funding and submission to loan servicing
• Complete/resolve un-bookable loans and holds from loan servicing, and coordinate post approval flow with Business Solutions Specialist and customers to ensure a great customer experience
• Maintain quality management of documentation with a focus on minimizing un-bookable loan facilities and order tax transcripts as required by underwriting
• Execute all objectives in a manner that adheres strictly to Consumer and Community Bank controls and credit compliance standards
• Proactively follow-up on all credit referrals less than or equal to $250k from both consumer branch based employees and Business Relationship Managers
• Clearly communicate credit decisions and terms (including declinations and counter-offers) to clients, and prospect with the goal of assisting the borrower with their access to capital need while keeping internal partners informed of loan status and decisions
• Protect the firm by following sound risk management protocols, adhering to regulatory requirements, and credit policy

Required qualifications, capabilities and skills

• Minimum of 2 years’ experience in Business Banking client service/support, a related experience in business loan processing or commercial lending support environments, and/or similar positions
• Ability to establish credibility and rapport, be friendly and personable, and look for ways to benefit the customer
• Strong phone-based communication skills with individuals at all levels, internally and externally
• Professional, thorough, and organized; and able to follow standard operating policies and procedures
• Demonstrate a strong working knowledge of credit application and post-approval workflows with completion of training courses in credit policy and Customer Service Center workflows through a bank sponsored training program or other related course work
• Display strong problem solving skills while using sound judgment
• Maintain strong technical skills while using Microsoft Office and internal bank systems

Preferred qualifications, capabilities and skills

• College degree preferred, or high school degree/GED or foreign equivalent