Equipment Finance Loan Origination Analyst

Testing Site - JPMC; Ohio; On-site; USD 60,000 - 90,000; Full time

Job summary

Testing Site - JPMC, based in Ohio, seeks a Loan Origination Analyst to support equipment finance loan originations and related booking processes. You will collaborate with internal teams, manage stakeholders, and ensure accurate documentation to drive efficient transaction closing.

The role emphasizes problem solving, attention to detail, and adaptability in a fast-paced environment, contributing to overall accuracy and collaboration within the team.

Qualifications

• Strong stakeholder management skills.
• Ability to manage conflicts and facilitate discussions non-confrontationally.
• Proven time management and organizational skills.
• Developing proficiency in critical thinking and evaluation to assess situations.
• Knowledge of Asset Finance.
• Previous or current experience in equipment finance.
• Bachelor’s degree.

Responsibilities

• Assist in set up and closing of loan originations in leasing and loan system.
• Manage stakeholder relationships with internal teams for clear communication.
• Identify and address issues during booking specialist process using analytical skills.
• Assist in identifying potential conflicts and mediate disputes for harmonious workflow.
• Coordinate and prioritize tasks to ensure timely leasing and loan system execution.

Skills

Stakeholder management

Conflict resolution

Time management

Critical thinking

Asset Finance

Equipment Finance

Education

Bachelor’s degree

Job description

As a Loan Origination Analyst, you will be at the forefront of our Equipment Finance team. This role offers a unique opportunity to enhance your career while contributing to the success of our loan originations Processes. You'll develop valuable skills in Pipeline management and problem-solving, all while being part of a supportive and dynamic team. You will play a crucial role in ensuring the smooth operation of the booking specialist processes directly impacting stakeholders and contributing to the success of the equipment finance team. You'll collaborate with internal stakeholders, fostering a culture of trust and efficiency in a fast-paced environment. Our team is dedicated to providing exceptional accuracy and you'll be a key player in achieving this goal. You'll work on diverse loan transactions, develop critical thinking skills, and build strong relationships with stakeholders. Join us to be part of a team that values innovation, collaboration, and personal growth.

Job responsibilities

• Assist in the set up and closing of transactions for loan originations in the leasing and loan system and by collaborating with team members to ensure all necessary documentation is accurately finalized.
• Manage stakeholder relationships with internal teams, to ensure clear communication and efficient handling of loan transactions.
• Identify and address issues that arise during the booking specialist process by applying analytical skills and problem-solving techniques to find effective solutions.
• Assist in identifying potential conflicts and work collaboratively with team members to mediate and resolve disputes, ensuring a harmonious workflow.
• Coordinate and prioritize tasks to ensure timely completion of all activities related to leasing and loan system execution, maintaining a high level of organization and efficiency.

Required qualifications, capabilities, and skills

• Strong stakeholder management skills for internal teams
• Ability to manage conflicts and facilitate discussions non-confrontationally, ensuring effective communication and resolution.
• Proven time management and organizational skills to efficiently prioritize tasks and meet deadlines.
• Developing proficiency in critical thinking and evaluation to accurately assess situations and make informed decisions.
• Knowledge of Asset Finance
• Previous or current experience in equipment finance
• Bachelor’s degree

Preferred qualifications, capabilities, and skills

• Expertise with leveraging AI/ML technologies to streamline processes and enhance decision-making accuracy and efficiency.
• Strong communication and interpersonal skills for effective collaboration and rapport building in a team environment.
• Adaptability to changing priorities and environments, ensuring continued progress and success.
• Keen attention to detail and accuracy in documentation, maintaining high standards of quality and compliance.