Equipment Finance Onboarding Lead — Transform & Deliver

JPMorgan Chase & Co.; Tempe (AZ); On-site; USD 110,000 - 160,000; Full time

Job summary

JPMorgan Chase & Co. in Tempe, AZ is seeking an Equipment Finance Team Leader to guide a production team handling onboarding of equipment finance transactions for Commercial and Private Bank clients.

You will partner with Sales, Risk, Legal and Operations to drive SLA adherence, process improvements, and cross-functional collaboration, serving as escalation point for Documentation and Booking Specialists. This role requires strong leadership, communication, and project management skills to

Qualifications

• Bachelor's Degree or higher.
• 5+ years of related experience in financial services or project management.
• Strong communication and customer service skills, verbal and written.

Responsibilities

• Guide and support a production team delivering onboarding of equipment finance transactions.
• Collaborate with sales, risk, legal and operations to execute transactions and maintain SLA.
• Escalate and resolve issues with Documentation and Booking Specialists across teams.
• Drive transformation initiatives and continuously improve onboarding processes.
• Develop and maintain job aids and provide training opportunities based on data quality and policies.

Skills

Leadership

Communication

Project management

Team collaboration

Problem solving

MS Office (Word/Excel)

Client relations

Process improvement

Education

Bachelor's Degree

5+ years related experience in financial services or project management

Tools

MS Word

MS Excel

Job description

JPMorgan Chase & Co. in Tempe, AZ is seeking an Equipment Finance Team Leader to guide a production team handling onboarding of equipment finance transactions for Commercial and Private Bank clients.

You will partner with Sales, Risk, Legal and Operations to drive SLA adherence, process improvements, and cross-functional collaboration, serving as escalation point for Documentation and Booking Specialists. This role requires strong leadership, communication, and project management skills to