Loan Origination Specialist III

Join our team as a Loan Origination Specialist III! 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.

As a Loan Origination Specialist III within the Deal Setup process, you will play a vital role where your attention to detail and ability to interpret legal and credit documents will directly impact our clients’ success.

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

Internal Application Eligibility Requirements

TENURE: 

Must meet minimum employment tenure requirement. Specific roles require longer tenure in current position to be eligible to apply. Unless established for specific positions by the line of business, the standard tenure requirement is 12 months.

PERFORMANCE:

Meets satisfactory performance standards as defined by the firm

By submitting an application and/or joining the interview, you affirm to meet the Internal Mobility Eligibility Requirements as stated in the Applying for Internal Positions Firmwide Standard. You are expected to provide true and accurate information to the Company during the recruitment and application process. Knowingly giving false or misleading information shall be subjected to the imposition of appropriate corrective action, following the firm’s HR Policies and Guidelines. 

Inform your manager once scheduled for an interview. Include in your discussion if you have questions about eligibility or Line of Business specific guidelines.

Make sure your profile is updated in the new me@jpmc > Jobs.  Attaching your updated resume is encouraged. 

In partnership, Hiring Managers and Recruiters will review applications to determine which candidates best meet the required skills and experience specified in the job description. While not every application will result in an interview, applications will be acknowledged.