3 days old

JPMorgan Chase & Co.
Columbus, OH 43215
  • Job Code

Commercial Banking - Wholesale Lending Services - Equipment Finance Document Processing Specialist (Columbus, OH)

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 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.


JPMorgan Equipment Finance is seeking to add a Document Processing Specialist to its Operations Team. He/she will be responsible for the documentation and transaction closing process with internal and external customers. Document Processing Specialists strive to exceed client expectations through timely preparation and execution of commercial documents while mitigating potential risks to JPMorgan Equipment Finance. The successful candidate will provide thoughtful, accurate and timely customer response through strong written and verbal communications and increase JPMC profitability by maintaining and strengthening our customers’ bank relationship.



  • Owns customer and banker relationship

  • Responsible for the documentation process for equipment finance loan/lease transactions in partnership with the Document Support Specialist

  • Engages with internal and external clients to manage expectations and gather necessary items for closing

  • Prepares and sends documentation packages

  • Research Sales and PPT tax items

  • Ensures credit and asset conditions are met in compliance with guidelines

  • Engages with outside counsel as needed for closing requirements

  • Prepares funding review packages

  • Works on projects to help improve current processes and procedures


  • Minimum of 2 years of  Loan Documentation experience
  • Ability to multi-task effectively and leverage internal resources
  • Excellent verbal and written communication skills
  • Strong attention to detail and strong process orientation
  • Excellent organizational skills and ability to prioritize work load
  • Excellent Microsoft Word and Excel Skills
  • Team player with a positive attitude and desire to be part of a collaborative environment
  • Demonstrated ability to work independently and solve problems in a fast paced environment
  • Knowledge of basic accounting processes and procedures
  • Professional phone etiquette skills


  • 2+ years experience in Commercial Banking financial services

  • Bachelor’s degree
  • Paralegal certificate/experience

  • Equipment finance\equipment leasing experience

  • HotDocs\LeasePak experience a plus

Req #: 200006349
Location: Columbus, OH US
Job Category: Operations
Employment Type: Full Time
Potential Referral Amount: 500 US Dollar (USD)

Keyword: consumer%20banking


Posted: 2020-02-14 Expires: 2020-03-15

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JPMorgan Chase & Co.
Columbus, OH 43215

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