JP Morgan Chase & Co.

Asset Based Lending Loan Origination Team Lead

JP Morgan Chase & Co.$100K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Minimum four years in loan origination or similar lending services with conflict management skills
  • Advanced skills in strategic planning for effective resource allocation
  • Strong time management and organization for multitasking across projects
  • Experience in equipment finance loan/lease deals preferred
  • Ability to interpret data and leverage AI/ML for decision-making
  • Demonstrated adaptability to changing market conditions and technologies

Responsibilities

  • Collaborate with sales and clients to ensure accurate documentation and smooth transaction closures
  • Engage clients to gather necessary closing items while managing their expectations
  • Verify compliance with credit and asset conditions by meticulously reviewing documentation
  • Utilize strategic planning to identify and implement process improvements
  • Prepare comprehensive documentation packages for loan closures with accuracy
  • Contribute innovative ideas for process improvements to enhance loan origination efficiency

Benefits

  • Collaborative work environment with opportunities to engage with diverse stakeholders
  • Ongoing professional development to enhance industry knowledge and skills
  • Access to advanced tools and technologies, including AI and analytics for process improvements
  • Impactful role contributing directly to client success and company growth
  • Opportunities for involvement in change initiatives and innovative projects
Full Job Description
JOB DESCRIPTION
As a Loan Origination Associate II within our team, you will play a crucial role in the loan lifecycle, ensuring seamless transaction closings. You will collaborate with various stakeholders to optimize processes and drive improvements. Your work will have a meaningful impact on our operations and contribute to the success of our clients and the firm. You will engage with both internal and external clients, managing expectations and ensuring compliance with credit and asset conditions. Your strategic planning and problem-solving skills will be key in identifying opportunities for process enhancements, making a significant contribution to our equipment finance loan/lease deals.

Job responsibilities
  • Collaborate with Sales, Client, Relationship Managers, and Underwriters to ensure accurate documentation and facilitate seamless transaction closing. This involves leveraging strong communication and teamwork skills to align all parties and address any discrepancies promptly.
  • Engage with clients to manage expectations and gather necessary items for closing, utilizing interpersonal skills to build trust and ensure a positive client experience throughout the loan origination process.
  • Ensure credit and asset conditions are met in compliance with guidelines by applying analytical skills and attention to detail, reviewing all documentation thoroughly to maintain high standards of accuracy and compliance.
  • Utilize strategic planning skills to optimize the loan origination process, identifying opportunities for efficiency improvements and implementing solutions that enhance workflow and reduce processing times.
  • Prepare and send documentation packages with meticulous attention to detail, ensuring all required information is included and accurately presented to support successful loan closings.
  • Work on projects to improve current processes and procedures, contributing innovative ideas and solutions that drive continuous improvement and enhance the overall efficiency and effectiveness of the loan origination function.
Required qualifications, capabilities, and skills
  • Expertise in loan origination or related lending services, proven with at least four years of experience, demonstrating strong conflict management and critical thinking capabilities.
  • Advanced strategic planning skills, enabling effective resource allocation and long-term goal setting.
  • Strong time management and organizational skills, ensuring efficient handling of multiple tasks and projects.
Preferred qualifications, capabilities, and skills
  • Expertise in equipment finance loan/lease deals, with a proven track record of facilitating discussions and creating win-win solutions.
  • Ability to generate conclusions consistent with facts and associated risks, leveraging AI/ML to enhance lending processes and improve decision-making capabilities.
  • Proven ability to manage change initiatives, adapting lending services to evolving market conditions and technologies, while using market product knowledge to align services with industry trends and client needs.
  • Skilled in creating quantitative reports to track lending performance and support strategic planning efforts.
  • Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes.

About JP Morgan Chase & Co.

JP Morgan Chase & Co. stands at the forefront of the global financial services industry. They offer an expansive array of products and services to a diverse clientele, including individuals, corporations, governments, and institutions. Ever since the merger of J.P. Morgan & Co. and Chase Manhattan Corporation in 2000, this industry-leading entity has become renowned for its comprehensive portfolio encompassing consumer and community banking, corporate and investment banking, commercial banking, as well as asset and wealth management. Headquartered in the vibrant city of New York, JP Morgan Chase & Co. boasts a formidable presence across over 100 countries worldwide.

Unveiling Employment Opportunities at JP Morgan Chase & Co.

Vacancies and Hiring Initiatives

JP Morgan Chase & Co. is continuously on the lookout for talented individuals eager to contribute to its legacy of excellence. The company's recruitment efforts are geared towards identifying candidates with the right blend of skills and qualifications to drive forward its various business segments. Whether you are a seasoned professional or a recent graduate, JP Morgan Chase offers a plethora of job openings across multiple disciplines.

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Preparation is key to succeeding in your interview with JP Morgan Chase. Familiarize yourself with the company's business segments, values, and recent achievements. Demonstrating how your background and aspirations match the company's goals can significantly increase your chances of employment. A World of Job Opportunites in the Financial Services Industry JP Morgan Chase & Co. offers a world of job opportunities for those seeking to make their mark in the financial services industry. With competitive salaries, comprehensive benefits, and endless possibilities for growth, positions at JP Morgan Chase are highly coveted. By staying informed through job sites, tailoring your applications, and preparing thoroughly for interviews, you can enhance your prospects of joining the esteemed ranks of JP Morgan Chase employees. Explore the job board, seize the job opportunities, and embark on a rewarding career journey with one of the world's leading financial institutions.
Learn more about JP Morgan Chase & Co.
Size
661 employees
Market Cap
$384.5 billion
Industry
Net Income
$29.1 billion
Founded
1823
5 Year Trend
+0.7%
Revenue
$261.5 million
NASDAQ

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