Loan Origination Associate - Equipment Finance

Aumni; Tempe (AZ); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. in Tempe seeks an Equipment Finance Team Leader to guide a production team responsible for onboarding equipment finance transactions, partnering with sales, risk, legal and operations to deliver a best-in-class client experience.

You will drive transformation, manage escalations, foster continuous improvement and develop training and job aids while aligning with the broader Equipment Finance strategy.

Qualifications

• Bachelor's degree or 5+ years of related experience in financial services or project management.
• Excellent communication and customer service skills, verbal and written.
• Self-motivated, flexible and able to adapt to changing conditions.
• Strong influencing and communication skills with all levels of stakeholders.

Responsibilities

• Serve as a point of contact to segments/roles and manage pipeline priorities.
• Address transaction processing escalations and participate in deal team meetings.
• Resolve quality control escalations and recalibrate onboarding processes.
• Create synergies across onboarding sites and collaborate with global operations, sales, bankers, legal and underwriting.
• Promote a culture of continuous improvement and empower the team to implement ideas.
• Develop, draft and maintain job aides during transformation.
• Identify training opportunities based on data quality and policy guidance.

Skills

Leadership

Communication

Project management

Problem solving

Customer service

Stakeholder management

MS Word & Excel

Education

Bachelor's degree

Tools

MS Word

Excel

Job description

The Equipment Finance Team Leader guides a team that works closely with equipment finance sales, customers, bankers, risk, legal and others, to onboard (document, fund and book) equipment finance transactions. Equipment Finance Onboarding, a team within Equipment Finance Operations in Wholesale Lending, is responsible for processing syndicated and bilateral leases and loans for the Private, Corporate Investment and Commercial Banks.

As the Equipment Finance Team Leader you will guide and support a production team capable of delivering a best in class customer experience. You’ll partner with the leadership team to implement transformation initiatives as the business evolves. You’ll be an escalation point for Documentation and Booking Specialists to effectively work across sales, risk and operations to execute Equipment Finance transactions for Commercial and Private Bank clients. You’ll reinforce the short and long term priorities that support the broader Equipment Finance strategic plan. This position requires someone that is willing and able to be flexible with responsibilities as business needs dictate and become a product SME. Equipment Finance operations team locations include Columbus, Chicago, Tempe, Charlotte and Manila.

Job Responsibilities

• Assigned as a point of contact to the segments and/or roles served – GHHN, CORE (MM-EMM, GCB), Syndications, Specialty (Aircraft, Marine and Rail) and manages pipeline priorities
• Address Transaction Processing Escalations and participate in Deal Team meetings
• Resolve Quality Control Escalations and partner with the Quality Control team to recalibrate Onboarding processes
• Create synergies and foster partnerships across the Onboarding sites, with Equipment Finance operations, including our global operations team, sales and bankers, legal and asset team, structuring and underwriting officers to effectively manage pipeline workflow and Service Level Agreement (SLA) adherence.
• Promote a culture that fosters continuous improvement, encourages new ideas & empowers the team to execute on them.
• Develop, draft and maintain job aides throughout Equipment Finance Onboarding’s transformation.
• Identify and implement training opportunities based on team members’ data quality and accuracy and guide according to policies and procedures

Required Qualifications, Capabilities and Skills

• Bachelor's Degree or 5+ years of related experience in financial services or project management
• Self-motivated, demonstrated flexibility and willingness to adjust to changing conditions and priorities; thrive in a rapidly changing environment.
• Excellent communication and customer service skills, both verbal and written. Consistent professional presence.
• Strong influencing and communication skills with all levels of stakeholders, building strong partnership with various teams to help deliver results.
• Skilled in handling client issues and problem resolution in a high volume, fast paced environment.
• Proven ability to successfully manage conflict, proven team leadership and meeting facilitation skills.
• Strong Microsoft Word and Excel Skills.

Preferred skills

• Experience in Commercial lending transactions & loan documentation, knowledge of appropriate due diligence for loan & lease documentation and perfection of collateral.
• Proficient in developing procedures and training solutions. Relevant process management experience analyzing as-is business processes
• Project management and analytical skills.
• Inclusive, supportive leadership with the ability to collaborate across functional teams; lead across boundaries and realize the benefits of a globally diverse workforce.

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. JP Morgan Equipment Finance seeks to be the partner of choice for clients and prospects. Your role will be to guide a team dedicated to providing an exceptional client experience when onboarding new Equipment Finance products.