Wholesale Lending Services (WLS) supports several lines of businesses that include Business Banking, Commercial Bank, Global Wealth Management, and Investment Bank.
The Equipment Finance Deal Setup & Booking Team is a production-based operations function within WLS responsible for the set up and booking of new loans, renewals, and amendments/modifications for Equipment Finance products. The key loan accounting system used by the Deal Set Up team is LeasePak.
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 approval and 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 requests as 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
Want more jobs like this?
Get Business Operations jobs delivered to your inbox every week.
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 minimal error 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 ability to communicate with multiple stakeholders and 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
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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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.
JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans
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.