The Loan Origination Specialist IV role works closely with internal partners to coordinate tasks for commercial facilities from transaction profile and setup through booking.
JOB RESPONSIBILITIES
- Set up of highly complex transactions in the application, LeasePak. It is a fast-paced environment, periodic volume of work, that builds the foundation for career progression into many different roles within Onboarding as well as roles in Portfolio Services and Quality Control.
- Responsible for review of the credit approvaland corresponding documents to complete deal set up in LeasePak within designated Service Levels
- Data entry of customer, facility, and loan details into the loan system(s)
- Submission of new work for quality control and creation of electronic document files
- 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
- Escalate rush requestsas appropriate to ensure customer expectations are met
- Maintain a working knowledge of required systems and procedure changes to support deal setup and funding activities that evolve
- Minimize credit and business risk through awareness of procedure, compliance, and bank policy
- Participating in projects and working groups as required
Required qualifications, capabilities and skills:
- Proficient in Microsoft Office applications (i.e. Excel, Word, Outlook, Teams, etc.).
- Ability to navigate and consistently update internal workflow systems
- 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.
- Above average quality of work with minimalerror rate.
- Strong organizational and time management skills.
- Ability to work in a team environment
- Demonstrate attention to detail and accuracy with completed work
- Ability to consistently maintain high performance levels in high-volume peaks
- Ability to think outside the box and generate ideas for process improvement
- High level of abilityto communicate with multiple stakeholdersand work independently in a high volume fast paced environment.
Preferred qualifications, capabilities and skills:
- Internal to JPM Chase Manila with prior experience in setup or booking/ auto finance business/ Loan processing
- Prior loan operations and/or quality control experience in a banking or financial services industry