Deal Setup requires attention to detail, data-entry, and ability to interpret legal/credit documents. Data sourced from documents is used to enrich the loan system with customer/facility details as well as funding details, pricing rules, repayment schedules, and invoice set-up for principal, interest, and fees.
Job Summary
The Loan Origination Specialist IV is an experienced advanced-level processing role within Deal Setup. The candidate filling this position will be responsible for higher-complexity, fast-paced, periodic volume of work, that builds the foundation for career progression into a quality control role (subject matter expertise) or explore team leadership role (as a manager in training). Will be responsible for assisting with the entire team's portfolio of transactions (regardless of complexity) as a secondary source of work. Career progression is based on the following performance metrics: productivity, quality, customer satisfaction, and contributions to the team.
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Job Responsibilities
- Completion of assigned Deal Setup cases within designated Service Levels
- Comparing booking package documentation & closing checklists against internal credit systems & proposals
- Data entry of customer, facility, and loan details into the loan system(s)
- Creation of PDF batch work for quality control/two-touch and document repositories
- 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
- Participating in projects and working groups as required
Required Qualifications, Capabilities and Skills
- Bachelor's degree in Commerce/Accounting preferred, 1 - 4 years of work experience, preferably in Banking/Mortgage/Financial Analysis and Loan Operations candidate should be open to work in night shifts
- Successful completion of all periodic High Value Business Entitlements (HBVE) background checks, Prior (back office) loan operations and/or quality control experience in a banking or financial services industry preferred
- Proficient in Microsoft Office applications (i.e. Excel, Word, Outlook, etc.). Ability to adapt to internal tracking and monitoring systems.
- 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. Ability to work in a team environment
- Demonstrate attention to detail and accuracy with completed work, Ability to consistently maintain high performance levels in stressful situations and high-volume peaks
ABOUT US
JPMorgan Chase & Co., 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
Commercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide 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 nonprofit organizations.
Operations teams develop and manage innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.