Loan Setup & Funding Specialist

JPMorganChase; Columbus (OH); On-site; USD 55,000 - 85,000; Full time

Job summary

JPMorgan Chase is seeking a Credit Support Analyst within the Loan Setup & Funding (LSF) team to support auto dealership lending nationwide. You will collaborate with internal bankers, third-party institutions, and partners to keep the loan process moving smoothly and accurately.

The role emphasizes reviewing loan documentation, coordinating closings, managing workflow, and ensuring timely money movement while upholding risk standards.

Qualifications

• Experience reviewing and interpreting floorplan and/or commercial loan documentation.
• Familiarity with loan documentation, including Credit Agreements, Promissory Notes, and Disbursement Agreements.
• Understanding of back-office operations such as client service, credit support, deal setup, and funding.
• Knowledge of money movement processes, including wire and internal MITS processing.
• Strong attention to detail, excellent communication skills, and proficiency with PC applications.
• A track record of high-quality work with minimal errors.
• Ability to communicate effectively with diverse stakeholders and work independently in a high-volume, fast-paced setting.

Responsibilities

• Be a Key Connector: Build strong relationships with internal bankers, third-party financial institutions, and centralized business partners, serving as a trusted resource throughout the loan process.
• Work with Complex Deals: Dive into a variety of commercial loan products—including Floorplan, Acquisition, Term Notes, Lines of Credit, Real Estate and Construction, and Letters of Credit—helping clients achieve their business goals.
• Support Loan Closings: Assist with loan closing activities by partnering closely with our Credit Coordination team, who lead the closing process. Review loan documentation for accuracy and completeness, ensuring alignment with the loan proposal system and approved terms.
• Safeguard Documentation Integrity: Independently review and validate loan documentation to identify and mitigate potential risks. Ensure all documentation adheres to credit approval standards and maintains the bank's required collateral position.
• Own the Workflow: Manage incoming requests and maintain a clear view of upcoming closings and funding activities, keeping operations running smoothly and efficiently.
• Move Money with Confidence: Initiate wire transfers to title companies and financial institutions, adhering to firm standards for secure and accurate money movement.
• Champion the Client Experience: Escalate urgent requests and resolve issues quickly to deliver exceptional service and support.
• Stay Ahead of Change: Continuously update your knowledge of systems and procedures, adapting to evolving deal setup and funding activities in a fast-paced environment.

Job description

JPMorgan Chase is seeking a Credit Support Analyst within the Loan Setup & Funding (LSF) team to support auto dealership lending nationwide. You will collaborate with internal bankers, third-party institutions, and partners to keep the loan process moving smoothly and accurately.

The role emphasizes reviewing loan documentation, coordinating closings, managing workflow, and ensuring timely money movement while upholding risk standards.