Credit Support Specialist

Testing Site - JPMC; San Francisco (CA); In loco; USD 75.000 - 110.000; Tempo pieno

Descrizione del lavoro

Testing Site - JPMC in San Francisco seeks a Credit Support Specialist to coordinate loan documentation between market, Underwriter, and Wholesale Lending Serves (WLS). You will handle execution, booking, funding, and collateral actions, ensuring accuracy and adherence to approved terms.

Strong communication and multi-tasking across teams are essential for success in this role. We value a college degree or equivalent experience and at least 4 years in commercial loan operations, with knowledge

Competenze

• College degree or equivalent experience.
• Minimum of 4 years in commercial loan operations or a credit/lending environment.
• Knowledge of commercial loan documentation and ability to review loan documents for accuracy and terms.
• Knowledge of credit products and credit systems.
• Strong verbal, written, and organizational skills.
• Detail oriented with ability to multi-task in a team environment.

Mansioni

• Coordinate all commercial document preparation activities through HotDocs.
• Review draft and executed loan documents for accuracy and alignment with approved terms.
• Coordinate with Underwriter, outside counsel and vendors for collateral and related tasks.
• Ensure completeness of loan package and forward to WLS partner for booking/funding.
• Follow up with customers, Bankers, Underwriters and attorneys to clear documentation exceptions.
• Coordinate with WLS partners for collateral release, substitution or additions.

Conoscenze

Knowledge of commercial loan docs

Review loan documents

Attention to detail

Multi-tasking

Verbal and written communication

Formazione

College degree or equivalent experience

Strumenti

HotDocs

Descrizione del lavoro

The Credit Support Specialist coordinates activities between the market, the Underwriter, and other areas of Wholesale Lending Serves (WLS). Activities include the handling of executed commercial loan documentation, loan booking and funding, and collateral release amongst other activities.

Commercial Loan Documents

• Coordinate all commercial document preparation activities through HotDocs
• Work jointly with Underwriter, coordinate document preparation activities involving outside counsel
• Review draft and executed loan documents such as loan agreement, notes, guaranties, and security documents for accuracy and agreement with approved terms
• Coordinate with WLS, outside counsel and the Real Estate Transaction Services team to obtain third-party vendor work such as flood zone certifications, title work, insurance certificates, and UCC searches
• Ensure completeness of loan package and forward to WLS partner

Post Closing Activities

• Route loan documentation to WLS partners for booking and funding
• Coordinate the application of fees collected in conjunction with closing and identify missing fees for follow-up with the market
• Follow up directly with customers, Bankers, Underwriters and attorneys to clear documentation exceptions
• Coordinate with WLS partners to correct any errors made in on-boarding credit facilities to the loan systems.
• Coordinate with WLS partners for the release, substitution or addition of collateral

Experience:

• College degree or equivalent experience
• Minimum of 4 years’ experience in commercial loan operations or a credit/lending environment
• Knowledge of commercial loan documentation. Ability to review commercial loan documents such as loan agreement, notes, guaranties, and security documents for accuracy and agreement with approved terms
• Knowledge of commercial credit products
• Knowledge of credit and commercial loan systems.
• Good verbal, written and organizational skills
• Detail oriented with ability to multi task and prioritize and work in a team based environment