JPMorgan Loan Origination Specialist IV - Deal Setup 

Philippines, Quezon City 

813080672

As a Loan Origination Specialist IV - Deal Setup in our dynamic team, you will be responsible for completing assigned Deal Setup cases within designated Service Levels. You will compare booking package documentation & closing checklists against internal credit systems & proposals, enter data of customer, facility, and loan details into the loan system(s), and create PDF batch work for quality control. You will maintain communication with business partners about their booking case status and participate in projects as required. This role provides an opportunity to minimize credit and business risk through awareness of procedure, compliance, and bank policy.

Job Responsibilities

• Complete assigned Deal Setup cases within designated Service Levels
• Comparing booking package documentation & closing checklists against internal credit systems & proposals
• Enter data of customer, facility, and loan details into the loan system(s)
• Create PDF batch work for quality control/two-touch and document repositories
• Ensure timely attestation/correction of Quality errors and Service Level breaches
• Maintain prompt and proactive communication with business partners as to the status of their booking case
• Minimize credit and business risk through awareness of procedure, compliance, and bank policy
• Participate in projects and working groups as required

Required qualifications, skills and capabilities

• Working knowledge of loan documents or ability to quickly learn legal terms found within promissory notes, credit agreements, collateral documents, etc
• Exceptional customer service skills including excellent interpersonal and written/verbal communication skills
• Ability to effectively multi-task and prioritize workloads while working within tight service levels.
• Strong organizational and time management skills
• Demonstrate attention to detail and accuracy with completed work
• Ability to maintain consistent performance levels in high demand environment
• Ability to think outside the box and generate ideas for process improvements

Preferred qualifications, skills and capabilities

• 2 years of prior (back office) loan operations and/or quality control experience in a banking or financial services industry preferred

Must meet minimum employment tenure requirement. Specific roles require longer tenure in current position to be eligible to apply. Unless established for specific positions by the line of business, the standard tenure requirement is 12 months.

Meets satisfactory performance standards as defined by the firm

By submitting an application and/or joining the interview, you affirm to meet the Internal Mobility Eligibility Requirements as stated in the

Inform your manager once scheduled for an interview. Include in your discussion if you have questions about eligibility or LOB specific guidelines.

In partnership, Hiring Managers and Recruiters will review applications to determine which candidates best meet the required skills and experience specified in the job description. While not every application will result in an interview, applications will be acknowledged.