Loan Origination Associate - Equipment Finance

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

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.