Commercial Equipment Finance Loan Origination Associate

JPMorgan Chase JPMorgan Chase · Banking · Columbus, OH +1 · Commercial & Investment Bank

This role is for a Loan Origination Associate I at JPMorgan Chase, focusing on managing the loan lifecycle from documentation to closing. The position requires expertise in loan origination, strategic planning, critical thinking, and time management. While the role is within a financial services environment, it does not involve building or directly working with AI/ML models, but rather leveraging existing financial services processes.

What you'd actually do

  1. Collaborate with Sales, Client, Relationship Managers, and Underwriters to facilitate loan documentation and closing.
  2. Engage with clients to gather necessary items for closing, managing expectations throughout the process.
  3. Prepare and dispatch documentation packages, ensuring compliance with credit and asset conditions.
  4. Assist in researching Sales and PPT tax items, applying critical thinking skills.
  5. Contribute to projects aimed at improving processes and procedures.

Skills

Required

  • loan origination
  • conflict management
  • strategic planning
  • critical thinking
  • time management
  • organization

Nice to have

  • financial services experience
  • AI/ML to enhance lending processes
  • emotional intelligence
  • listening skills
  • change management
  • continuous improvement
  • process automation
  • market product knowledge
  • presentation skills