Loan Origination Specialist III
Aumni
Join our team as a Loan Origination Specialist III and play a vital role in the Deal Setup process, where your attention to detail and ability to interpret legal and credit documents will directly impact our clients’ success.
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.
The Loan Origination Specialist III is an intermediate role within Deal Setup. The candidate filling this position will be responsible for moderate complexity, fast-paced work, that builds the foundation for career progression into complex transactions. Career progression is based on overall work performance and contribution to the team and process.
Job responsibilities:
- Complete assigned Deal Setup cases within designated Service Levels
- Comparing booking package documentation & closing checklists against internal credit systems & proposals
- Enter data of customer, facility, and loan details into the loan system(s)
- 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, skills, and capabilities:
- 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.
- Demonstrate attention to detail and accuracy with completed work
- Ability to maintain consistent performance levels in high demand environment
- Ability to think outside the box and generate ideas for process improvements
- Creation of PDF batch work for quality control/two-touch and document repositories
Preferred qualifications, skills, and capabilities:
- 2 years of prior (back office) loan operations and/or quality control experience in a banking or financial services industry preferred
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.
J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
The Loan Origination Specialist III is an intermediate role within Deal Setup