Equipment Finance Onboarding Manager

2 months ago

Chicago, Illinois, United States JPMorganChase Full time

Job Description
This role is an excellent opportunity for someone ready to enhance the team's domain expertise within an established framework.
Job Summary
As an Equipment Finance Onboarding Manager within the Equipment Finance Operations in Wholesale Lending, you will lead a team that works closely with equipment finance sales, customers, bankers, risk, legal and others, to onboard (document, fund and book) equipment finance transactions. You will manage Documentation, Booking and Support Specialists to effectively work across sales, risk and operations to execute Equipment Finance transactions for Commercial and Private Bank clients. You will promote the short and long term priorities that support the broader Equipment Finance strategic plan. This position requires someone that is willing and able to take an established framework and build the team's domain expertise of product offerings.
Job Responsibilities

  • Manage the onboarding of Equipment Finance loan and lease transactions across our Government, Hospital, Higher Education, Not for Profit, CORE, Specialty and Syndications segments.
  • Provide ongoing oversight of team members' work to ensure data quality and accuracy is maintained according to policies and procedures and in close partnership with Quality Control.
  • 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.
  • Act as productivity and efficiency champion for the process; Promote a culture that fosters continuous improvement, encourages new ideas & empowers the team to execute on them.
  • Establish, communicate and manage to key performance metrics and provide updates to senior management.
  • Ensure an audit ready team by maintaining an effective controls framework and self-identifying any potential risk areas.
  • Develop talent within the onboarding team through training, coaching and ongoing support through regular one on one meetings, objective discussions and performance evaluation discussions.

Required qualifications, capabilities and skills

  • Minimum of years management experience, Minimum of 8 years banking experience or equivalent.
  • Experience in Commercial lending transactions & loan documentation.
  • Skilled in handling client issues and problem resolution in a high volume, fast paced environment.
  • Strong influencing and communication skills with all levels of stakeholders, building strong partnership with various teams to help deliver results.
  • Relevant process management experience analyzing as-is business processes, mapping process flows, analyzing and recommending improvements to processes and implementing them using various industry standard practices and tools.
  • Ability to lead in a continuous change and agile business environment.
  • Inclusive, supportive leadership with the ability to collaborate across functional teams; lead across boundaries and realize the benefits of a globally diverse workforce.

Preferred qualifications, capabilities and skills

  • Equipment Finance documentation or transaction management; knowledge of appropriate due diligence for loan & lease documentation and perfection of collateral.
  • Sound understanding of project management and quality methodologies.
  • Proficient in developing procedures and training solutions.
  • Advanced proficiency in Microsoft Office products.

About Us
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans
About the Team
Commercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide credit and financing, treasury and payment services, international banking and real estate services to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations.
Operations teams develop and manage innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.

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