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Commercial Bank – Document Processing Specialist (WLO) Equipment Finance (Columbus, OH or Chicago, IL)

Req #: 180028372
Location: Columbus, OH, US
Job Category: Operations
Potential Referral Amount: 0 US Dollar (USD)
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.6 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the worlds most prominent corporate, institutional and government clients under its JPMorgan Chase & Co brands. JPMorgan Chase & Co.is committed to providing a comprehensive set of benefits choices to meet different employee needs and lifestyles, which include choices such as fully paid parental leave time, health care insurance and retirement benefits.
Commercial Banking serves more than 30,000 clients, including corporations, municipalities, financial institutions, and not-for-profit entities with annual revenues generally ranging from $20 million to $2 billion. The Firm's broad platform positions the Commercial Bank to deliver extensive product capabilities - lending, treasury services, investment banking, and asset management - to meet our clients' domestic and international financial needs.
 
The Equipment Finance Operations Team is a part of Wholesale Loan Operations (WLO).  The Document Processing Specialist is responsible for the documentation and transaction closing process with internal and external clients.  Document Processing Specialists strive to exceed client expectations through timely preparation and execution of commercial documents while mitigating potential risks to Equipment Finance.  The successful candidate will provide thoughtful, accurate and timely customer response through strong written and verbal communications and increase JPMC profitability by maintaining and strengthening our clients’ bank relationship.
 
Core Responsibilities:
  • Owns external client and internal client (banker) relationship
  • Responsible for the documentation process for loan/lease transactions in partnership with the Document Support Specialist
  • Engages with internal and external clients to manage expectations and gather necessary items for closing
  • Prepares and sends documentation packages
  • Negotiates documentation terms and conditions of transactions with external client
  • Research Sales and Personal Property Tax items
  • Coordinates negotiation approvals through appropriate internal channels
  • Ensures credit and asset conditions are met in compliance with guidelines
  • Engages with outside Legal counsel as needed for closing requirements
  • Prepares funding review packages
 
Required Qualifications: 
  • Minimum 2 years of Commercial Documentation or relevant experience
  • Excellent verbal and written communication skills
  • Strong attention to detail and strong process orientation
  • Excellent organizational skills and ability to prioritize work load
  • Excellent Microsoft Word and Excel Skills
  • Demonstrated ability to work independently, and solve problems in a fast paced environment, coupled with a willingness to multi-task
  • A mathematical/accounting competency
  • Professional phone etiquette skills
  • Client advocate
  • Ability to manage multiple tasks simultaneously
     
Preferred Qualifications: 
  • BA/BS degree
  • Experience in financial services, if possible Corporate/Commercial Banking
  • Ability to multi-task effectively and leverage internal resources
  • Strong client focus and ability to partner with various internal groups and client coverage
  • Equipment lending/leasing experience (LeasePak / HotDocs knowledge)
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