Expires soon J.P. Morgan

Commercial Banking - Document Processing Specialist - Wholesale Lending Services - Chicago, IL

  • Chicago (Cook County)
  • Accounting / Management control

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 Flexible Work Arrangements with periodic work from home and non-standard business hours, 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.

The Doc Prep Specialist creates commercial and real estate documentation
through the use of HotDocs for the Middle Market group. Works with Bankers, Underwriters, Compliance, internal and external Legal Counsel and outside vendors to complete the request. Performs documentation preparation and documentation review for existing customers and new prospects based on an established criteria. Reviews and analyzes the terms, condition and financial components in the approval documentation to create the required legal documents for loan transactions. Identifies potential problems while offering solutions, analyze transaction type and identify, collect, review and distribute necessary due diligence items for loan closings. Reviews executed loan documents for discrepancies to identify documentation exceptions, prepare checklist based on critical criteria and releases loan documents upon completion. Responsible for meeting service level expectations in addition to team, individual productivity, and quality goals.

Desired profile

·  2 – 5 years experience in loan documentation and collateral perfection preferred
·  Knowledge of risk management, collateral perfection, compliance and other related experiences
·  Detail Oriented - Understands the importance of details and seeks to understand their impacts; methodical approach to tasks; procedure/process oriented.
·  Efficient - Works with a sense of urgency; seeks out and adapts to best practices; seeks constant improvement; energetic, positive outlook; and motivated by personal and departmental goals.
·  Customer Service Oriented - Candidates are comfortable on the phone; excellent communication (written and verbal), problem solving, strong analytical skills, interpersonal skills, possess a desire to own and resolve items; and pleasant and professional demeanor
·  Team Oriented - Readily shares information with peers and managers; can coach others; willing to assist wherever needed; works toward team success and goals.
·  Organized person, eye for detail, and ability to manage priorities and deadlines effectively
·  Ability to manage and prioritize multiple tasks, focus be flexible, and willing to learn
·  Proficient in the use of Windows and Microsoft Office (Word)
·  Paralegal certificate, associates or other college degree preferred
·  Hours 9:00 to 5:30 p.m. CDT daily and overtime when necessary

Make every future a success.
  • Job directory
  • Business directory