Sr. Documentation Specialist - Loan Origination Analyst

JobID: 210529987

Category: Lending Services

JobSchedule: Full time

Posted Date: 2024-06-24T15:58:12+00:00

JobShift:

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A Senior Document Specialist will strive to exceed client expectations through timely fulfillment of pre-booking and post-booking requests, while mitigating potential risks to JPMorgan Equipment Finance.

Job Summary:

You will help facilitate the documentation and transaction closing process with internal and external customers. The successful candidate will provide thoughtful, accurate and timely customer response through strong written and verbal communications and increase JPMC profitability by maintaining and strengthening our customers' bank relationship.

Job Responsibilities:

• Facilitate the loan closing process for Commercial Bank Equipment Finance transactions through preparation of documentation, review of collateral searches, coordination of attorney created documents and funding of transactions.

• Process transactions to ensure credit and asset conditions are met in compliance with guidelines. Drive resolution of issues that arise during the transaction.

• Identify and escalate process gaps and recommend possible solutions. Take a lead role in process improvement and other team projects.

• Process tasks appropriately and independently by prioritizing and managing workflow for assigned transactions. Coordinate with team members to ensure that SLA's are met.

• Demonstrate sense of urgency to meet deadlines. Communicate frequently with deal team members regarding status of transaction.

• Handle complex transactions with minimal supervision. Understand transactions with different collateral types and structures and apply critical thinking skills to address issues that arise during a transaction.

• Provide guidance and act as a mentor for junior team members on processes and deal experiences on Equipment Finance transactions.

• Demonstrate creative problem solving based on depth of deal experience and solid judgment/decision making.

Required qualifications, capabilities, and skills:

• Bachelor's Degree or minimum of 5 years of related experience in equipment financing (leases and loans).

• Advanced knowledge of post-approval to loan closing process for Equipment Finance transactions.

• Demonstrated flexibility and willingness to adjust to changing conditions and priorities.

• Excellent communication and customer service skills, both verbal and written. Consistent professional presence.

• Demonstrated motivation to assist with team goals. Respects different points of view and treats others with respect. Maintains and/or builds relationships across Equipment Finance teams.

• Strong knowledge of LeasePak or similar loan systems.

• Strong 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.