Join our dynamic team as an Equipment Finance Manager, where you'll lead a team responsible for onboarding equipment finance transactions and ensuring a top-tier customer experience. This role involves promoting strategic priorities and supporting transformation initiatives across our operations team in Columbus, Chicago, Tempe, Charlotte, and Manila. The ideal candidate is ready to enhance the team's product knowledge and execution of Equipment Finance transactions.
As a Loan Origination Manager II - Equipment Finance within the Equipment Finance Operations team, you will lead a dynamic team responsible for onboarding equipment finance transactions. You will manage Documentation, Booking, and Support Specialists to effectively work across sales, risk, and operations. Your role will be pivotal in promoting the short and long term priorities that support the broader Equipment Finance strategic plan. This role offers an exciting opportunity to build your team's domain expertise of product offerings and contribute to the transformation initiatives as the business evolves.
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Job Responsibilities
- Manage the onboarding of Equipment Finance loan and lease transactions across our Government, Hospital, Higher Education, Not for Profit, CORE, Specialty and Syndications segments.
- Serves as manager to specialists who are the primary point of service contact for each customer within EF's portfolio.
- Provide ongoing oversight of team members' work to ensure data quality and accuracy is maintained according to policies and procedures and in close partnership with Quality Control.
- Create synergies and foster partnerships across the Onboarding sites, with Equipment Finance operations, including our global operations team, sales and bankers, legal and asset team, structuring and underwriting officers to effectively manage pipeline workflow and Service Level Agreement (SLA) adherence.
- Act as productivity and efficiency champion for the process; Promote a culture that fosters continuous improvement, encourages new ideas & empowers the team to execute on them.
- Establish, communicate and manage to key performance metrics and provide updates to senior management.
- Ensure an audit ready team by maintaining an effective controls framework and self-identifying any potential risk areas.
- Develop talent within the onboarding team through training, coaching and ongoing support through regular one on one meetings, objective discussions and performance evaluation discussions.
Required qualifications, skills and capabilities
- 4+ years management experience, 8+ years banking experience or equivalent.
- Experience in Commercial lending transactions & loan documentation.
- Skilled in handling client issues and problem resolution in a high volume, fast paced environment.
- Strong influencing and communication skills with all levels of stakeholders, building strong partnership with various teams to help deliver results.
- Relevant process management experience analyzing as-is business processes, mapping process flows, analyzing and recommending improvements to processes and implementing them using various industry standard practices and tools.
- Ability to lead in a continuous change and agile business environment.
- Inclusive, supportive leadership with the ability to collaborate across functional teams; lead across boundaries and realize the benefits of a globally diverse workforce.
Preferred qualifications, skills and capabilities
- Equipment Finance documentation or transaction management; knowledge of appropriate due diligence for loan & lease documentation and perfection of collateral.
- Sound understanding of project management and quality methodologies.
- Proficient in developing procedures and training solutions.
- Advanced proficiency in Microsoft Office products.
Shift: 8pm-5am PHT, weekends off
ABOUT US
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
ABOUT THE TEAM
J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.
Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients-including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations.