Loan Origination Manager Ii

2 months ago


Chicago, United States JPMorgan Chase & Co Full time

**JOB DESCRIPTION** Job Summary**

The Equipment Finance Onboarding Manager leads a team that works closely with equipment finance sales, customers, bankers, risk, legal and others, to onboard (document, fund and book) equipment finance transactions. Equipment Finance Onboarding, a team within Equipment Finance Operations in Wholesale Lending, is responsible for processing syndicated and bilateral leases and loans for the Private, Corporate Investment and Commercial Banks. You’ll 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’ll drive the short and long term priorities that support the broader Equipment Finance strategic plan. You’ll lead production while supporting transformation initiatives as the business evolves. This position requires someone that is willing and able to take an established framework and build the team’s domain expertise of product offerings. Equipment Finance operations team locations include Columbus, Chicago, Tempe, Charlotte and Manila.

**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 th



  • Chicago, United States Fifth Third Full time

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Performs a wide range of duties relating to the origination of residential 1st mortgage loans for outside referrals. Meets standards and objectives defined by management for...


  • Chicago, United States Fifth Third Full time

    Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Performs a wide range of duties relating to the origination of residential 1st mortgage loans for outside referrals. Meets standards and objectives defined by management...


  • Chicago, United States Fifth Third Full time

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Performs a wide range of duties relating to the origination of residential 1st mortgage loans for outside referrals. Meets standards and objectives defined by management for...


  • Chicago, United States Fifth Third Full time

    Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Performs a wide range of duties relating to the origination of residential 1st mortgage loans for outside referrals. Meets standards and objectives defined by management...


  • Chicago, United States Fifth Third Full time

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Performs a wide range of duties relating to the origination of residential 1st mortgage loans for outside referrals. Meets standards and objectives defined by management for...


  • Chicago, United States iLoan Full time

    Job Overview: We are seeking a motivated (bi-lingual a plus) and licensed Mortgage Loan Originators to join our team. Limited experience is allowed as we provide coahing and mentoring to assist in your growth. As a Mortgage Loan Originator, you will be responsible for assisting clients in securing mortgage loans and providing exceptional customer service...

  • Loan Originator

    1 week ago


    Chicago, United States Wintrust Financial Full time

    Wintrust Mortgage was founded in 1981 to help customers achieve the American dream of homeownership and has since successfully navigated the ever-changing real estate market. As a full-service, federally chartered lender with offices located across the country, we’re dedicated to providing customers with a wide range of mortgage products and have the...


  • Chicago, United States Above Lending Full time

    We are seeking highly motivated and experienced Loan Application Support Specialists to join our dynamic team on-site in Northbrook, Chicago, IL. As a seasoned professional in areas of customer care or sales, the successful candidate will play a crucial role in ensuring our customers receive exceptional service and support regarding their online applications...


  • Chicago, United States Above Lending, Inc Full time

    Above Lending is a next-generation financial services company. We provide simple and transparent products aimed at helping our clients achieve their personal finance goals. With competitive rates and personalized support, our mission is to simplify the lending process and help borrowers attain financial well-being. We are committed to making credit more...


  • Chicago, United States Above Lending Full time

    Above Lending is a next-generation financial services company. We provide simple and transparent products aimed at helping our clients achieve their personal finance goals. With competitive rates and personalized support, our mission is to simplify the lending process and help borrowers attain financial well-being. We are committed to making credit more...


  • Chicago, United States Above Lending Full time

    Above Lending is a next-generation financial services company. We provide simple and transparent products aimed at helping our clients achieve their personal finance goals. With competitive rates and personalized support, our mission is to simplify the lending process and help borrowers attain financial well-being. We are committed to making credit more...


  • Chicago, United States Above Lending Full time

    Above Lending is a next-generation financial services company. We provide simple and transparent products aimed at helping our clients achieve their personal finance goals. With competitive rates and personalized support, our mission is to simplify the lending process and help borrowers attain financial well-being. We are committed to making credit more...


  • Chicago, United States Canadian Imperial Bank of Commerce Full time

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...


  • Chicago, United States Canadian Imperial Bank of Commerce Full time

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...


  • Chicago, United States Canadian Imperial Bank of Commerce Full time

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...


  • Chicago, United States Canadian Imperial Bank of Commerce Full time

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...


  • Chicago, United States VCA Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...


  • Chicago, United States Friedman Management Full time

    Job DetailsLevel Experienced Job Location Chicago Metropolitan Area - Chicago, IL Remote Type N/A Position Type Undisclosed Education Level 4 Year Degree Salary Range Undisclosed Travel Percentage Up to 25% Job Shift Undisclosed Job Category Real Estate Friedman Real Estate, one of the nation's leading full-service real estate organizations, is looking for...


  • Chicago, United States Friedman Management Full time

    Job DetailsLevel Experienced Job Location Chicago Metropolitan Area - Chicago, IL Remote Type N/A Position Type Undisclosed Education Level 4 Year Degree Salary Range Undisclosed Travel Percentage Up to 25% Job Shift Undisclosed Job Category Real Estate Friedman Real Estate, one of the nation's leading full-service real estate organizations, is looking for...


  • Chicago, United States Illinois Fiance Authority Full time

    **I. ILLINOIS FINANCE AUTHORITY (CLIMATE BANK) OVERVIEW** IFA/CB is a nationally recognized conduit issuer in the tax‑exempt financing market and the commercial property assessed clean energy financing market. IFA issues tax-exempt qualified private activity bonds and property assessed clean energy bonds or notes to facilitate the funding of eligible...