Commercial Equipment Finance Credit Coordinator

Job Summary:

The Equipment Finance Credit Coordinator partners with all stakeholders to establish and maintain framework that ensures best-in-class customer service to Equipment Finance clients.

You'll partner with sales, clients, legal, risk and operations to coordinate tasks necessary to close and fund loans and leases for Commercial, Corporate Investment and Private Bank clients.

If you are execution driven individual, who has the ability and acumen to provide quality customer service, complete all diligence and tasks necessary to close Commercial loans, this is the role for you.

The Equipment Finance credit coordination team is part of Wholesale Lending with locations in Columbus, Chicago, Tempe, Charlotte and Manila.

Job Responsibilities


* Responsible for partnering with Equipment Finance operations and sales to effectively manage pipeline workflow, Service Level Agreement (SLA) adherence and client expectations


* Provide ownership and complete operational oversight on transaction closings; Liaise and coordinate pre and post-closing requirements with internal and external clients; schedule internal conference calls to ensure requirements have been met and resolve / escalate any outstanding issues.


* Responsible for review of the credit approval, verification of due diligence to ensure loan will be closed in accordance with approval, as well as coordination of appropriate loan documentation preparation for new, renewal, & modification of loans.


* Coordinate and review funds flows and executed loan documentation for operational feasibility and mitigation of operational risk


* Gain understanding of Equipment Finance products, documentation requirements, collateral perfection, as well as sales and underwriting processes.


* Assist with special projects, willing to assist teammates as needed.

Promotes a culture that fosters positive communication, problem solving, continuous improvement, and new ideas.

Required qualifications, capabilities, and skills:


* Undergraduate degree; and a minimum of 5 years banking experience or equivalent.


* Experience in Commercial lending transactions & loan documentation.


* Experience in handling client issues and problem resolution in a high volume, fast paced environment.


* Strong influencing and communication skills and able to build strong partnerships with various teams to help deliver results.


* Flexible and able to thrive in a continuous change and agile business environment.


* Be accountable and champion the customer experience for internal and external clients.


* Self-motivated and able to learn new principles and operate independently

Preferred qualifications, capabilities, and skills:


* Equipment Finance documentation or transaction management; knowledge of appropriate due diligence for loan & lease documentation and perfection of collateral.


* Advanced proficiency in Microsoft Office products.

JPMorgan Chase & Co., one of t...