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Form of workJoin the firm that FORTUNE has named one of the top five "World's Most Admired Companies," and named the most admired megabank for the seventh consecutive year.
As a Commercial Loan Documentation Lead in Dealer Commercial Services, you will take a lead role within the team to create Floorplan and Commercial documentation through the use of HotDocs for the Dealer Services. You will work with Credit Coordinators, Bankers, Underwriters, Controls, Compliance internal and external legal counsel and outside vendors to complete a request. Performs documentation preparation and documentation review for existing customers and new prospects based on an established criteria. Reviews and analyzes the terms, conditions, and financial components in the approval documentation to create the required legal documents for loan transactions.
Job Responsibilities:
- Identify potential problems while offering solutions, analyze transaction type and identify, collect, review and distribute necessary due diligence items for loan closings.
- Responsible for meeting service level expectations in addition to team, individual productivity and quality goals.
- Work queue monitoring and assigning to Loan Origination Specialists.
- Presenting daily pipeline items to management to avoid Service Level Agreement misses.
- Create and maintain training materials for new hires.
- Continued upkeep of procedures and processes.
- Working closely with business partners to ensure process changes are inclusive of all groups impacted.
- Assist with system and template testing and annual attestations of procedures.
- Perform procedure and policy reviews and revisions as needed
- Prepare materials and present group learning sessions to colleagues and business partners
- Find and implement solutions to pain points and complete monthly data reporting to senior leaders.
Required Qualifications, Capabilities, and Skills:
- 3 years of experience in Commercial Loan Documentation preparation
- Proven leadership qualities
- Knowledge of risk management, collateral perfection, compliance and controls.
- Proficient in Outlook, Windows and Microsoft Office applications
- Detail oriented and organized. Need to be able to understand the importance of urgency and prioritize workload effectively
- Flexible and Adaptable. Need to be able to prioritize team workload, create best practices, and multitask and meet Service Level Agreements
- Be team oriented.
- Create an inclusive environment with peers and business partners by having strong interpersonal skills.
- Customer service focused.
- Needs to be comfortable on zoom and phone as well as having excellent communication (written and verbal) skills.
Preferred Qualifications, Capabilities, and Skills:
- Experience with Dealer Floorplan
- Experience with HotDocs or similar Commercial Loan system
Work schedule
- This hybrid role requires going into the office three days a week with two days' flexibility to work from home, subject to change
This position is not eligible for H1B or Sponsorship
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 and perspectives that 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. (If you are a US or Canadian applicant with a disability and wish to request an accommodation to complete the application process, please contact us by calling the Accessibility Line (US and Canada Only) 1-866-777-4690 and indicate the specifics of the assistance needed.)
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.
JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans
