JPMorgan Chase Looking for Loan Origination Associate-Equipment Finance at Chicago, IL Full Time

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. As active members in our communities, we offer lending, equity, training and mentorship to help power diverse businesses, expand affordable housing, support vital institutions and advance the sustainable change that our communities need now more than ever.

The Equipment Finance Operations Team is a part of Wholesale Lending Services (WLS). The Equipment Finance Loan Origination Associate is responsible for the Quality Control of documents and transactions within the group for Middle Market, GHHN, Investment Bank, Corporate Client Bank and Private Bank client sets. The Equipment Finance Loan Origination Associate will review prepared documents to ensure they capture each transaction’s structural aspects, review pre-funding packages for completeness and accuracy, and review both phases against a quality control checklist.

Core Responsibilities:

• Responsible for performing QC testing on all phases of On-boarding transactions and entering details into the UCMS Aurora workflow tool. Accurately record all errors (critical and non-critical) into a quality control checklist.

• Independently drive resolution of transaction issues.

• Monitor workflow queues and transaction metrics of the team to ensure that Business Objectives are met.

• Provide guidance, coaching and mentoring to the team regarding Service Level Agreements, training, Quality and Productivity.

• Exhibit adherence to policy and procedures and meet or exceed established Service Level Agreements.

• Demonstrate creative problem solving and solid judgment/decision making.

• Partner with management to develop and implement projects.

• Lead operational excellence by driving continuous improvement, process simplification and transformation initiatives.

• Identify and make recommendations on specific training needs for Doc Specialists.

• Build an in-depth understanding of all product types from both a financial and operational perspective.

• Ensure all controls are diligently performed, completed, and signed-off on a timely basis.

• Serve as escalation point for queries from clients and internal counterparties.

• Communicate clear, consistent messages via email with clients and internal partners.

Required Qualifications:

• Require s related commercial loan documentation experience

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

• Prefer knowledge of LeasePak or similar loan systems.

• Self-motivated with an ability to adapt and adjust to changing conditions and priorities.

• Have a collaborative style, be flexible, and have an ability to partner with other team members across global time zones.

• Excellent verbal, written, and organizational skills..

• Ability to manage external client relationships and navigate complex loan structures.

• Ability to manage concurrent assignments in an effective, efficient, and organized manner.

• Proven ability to successfully manage conflict, proven team leadership and meeting facilitation skills.

• Strong project management and analytical skills.

• Self-motivated with ability to thrive in a rapidly evolving environment.

• Ability to effectively manage multiple priorities through planning and time management.

• 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.

• Keen understanding of the financial and banking industries and a working knowledge of the key areas of the bank.

• Prefer related Bachelor’s Degree

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. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the “WELL Health-Safety Rating” for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm’s current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm’s vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

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, discretionary incentive compensation which may be awarded in recognition of 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.

Equal Opportunity Employer/Disability/Veterans