Loan Origination Specialist III

Responsibilities

• Complete assigned Deal Setup cases within designated Service Levels
• Compare booking package documentation and closing checklists against internal credit systems and proposals
• Enter customer, facility, and loan details into the loan system(s)
• Perform timely attestation and correction of quality errors and service level breaches
• Maintain proactive communication with business partners regarding booking case status
• Minimize credit and business risk through strict adherence to procedures, compliance, and bank policy
• Participate in various projects and working groups as required

Requirements

• Working knowledge of loan documents or the ability to quickly learn legal terms found in promissory notes, credit agreements, and collateral documents
• Exceptional customer service skills with excellent interpersonal and written/verbal communication abilities
• Ability to effectively multi-task and prioritize workloads within tight service levels
• Strong organizational and time management skills
• High level of attention to detail and accuracy in all completed work
• Ability to maintain consistent performance levels in a high-demand environment
• Ability to think critically and generate ideas for process improvements

Preferred Qualifications

• 2 years of prior back-office loan operations or quality control experience within the banking or financial services industry

About the Company

JPMorganChase is a leading global financial institution offering innovative solutions to millions of consumers, small businesses, and prominent corporate, institutional, and government clients. Our history spans over 200 years, and we are a global leader in investment banking, commercial banking, and asset management.