Commercial Banking - Document Processing Specialist - Chase Equipment Finance - Chicago IL

Job description

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.6 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the worlds most prominent corporate, institutional and government clients under its JPMorgan Chase & Co brands. JPMorgan Chase & Co.is committed to providing a comprehensive set of benefits choices to meet different employee needs and lifestyles, which include choices such as fully paid parental leave time, health care insurance and retirement benefits.
Commercial Banking serves more than 30,000 clients, including corporations, municipalities, financial institutions, and not-for-profit entities with annual revenues generally ranging from $20 million to $2 billion. The Firm's broad platform positions the Commercial Bank to deliver extensive product capabilities - lending, treasury services, investment banking, and asset management - to meet our clients' domestic and international financial needs.

JPMorgan Equipment Finance is seeking to add a Document Processing Specialist to its Operations Team in Columbus/Chicago. He/she will be responsible for the documentation and transaction closing process with internal and external customers. Document Processing Specialists strive to exceed client expectations through timely preparation and execution of commercial documents while mitigating potential risks to JPMorgan Equipment Finance. The successful candidate will provide thoughtful, accurate and timely customer response through strong written and verbal communications and increase JPMC profitability by maintaining and strengthening our customers' bank relationship.

CORE RESPONSIBILITIES:
· Owns customer and banker relationship
· Responsible for the documentation process for loan/lease transactions in partnership with the Document Support Specialist
· Engages with internal and external clients to manage expectations and gather necessary items for closing
· Prepares, and sends documentation packages
· Negotiates documentation terms and conditions of transactions with client
· Research Sales and PPT tax items
· Coordinate negotiation approvals through appropriate internal channels
· Ensures credit and asset conditions are met in compliance with guidelines
· Engages with outside counsel as needed for closing requirements
· Prepares funding review packages

Desired profile

REQUIRED QUALIFICATIONS:
·  Bachelor's degree preferred with 2 years of Commercial Documentation experience
·  Excellent verbal and written communication skills
·  Strong attention to detail and strong process orientation
·  Excellent organizational skills and ability to prioritize work load
·  Excellent Microsoft Word and Excel Skills
·  A demonstrated ability to work independently, and solve problems in a fast paced environment, coupled with a willingness to multi-task
·  A mathematical/accounting competency
·  Professional phone etiquette skills
·  Customer advocate
·  Ability to manage multiple tasks simultaneously
·  Equipment lending/leasing experience (LeasePak / HotDocs knowledge) a plus

PREFERRED QUALIFICATIONS:
·  Experience in financial services, if possible Corporate/Commercial Banking
·  Ability to multi-task effectively and leverage internal resources
·  Strong client focus and ability to partner with various internal groups and client coverage