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JPMorgan Chase Loan Origination Specialist III in Tempe, Arizona

The Credit Support Specialist coordinates activities between the market, the Underwriter, and other areas of Wholesale Lending Serves (WLS). Activities include the handling of executed commercial loan documentation, loan booking and funding, and collateral release amongst other activities.

Commercial Loan Documents

  • Coordinate all commercial document preparation activities through HotDocs

  • Work jointly with Underwriter, coordinate document preparation activities involving outside counsel

  • Review draft and executed loan documents such as loan agreement, notes, guaranties, and security documents for accuracy and agreement with approved terms

  • Coordinate with WLS, outside counsel and the Real Estate Transaction Services team to obtain third-party vendor work such as flood zone certifications, title work, insurance certificates, and UCC searches

  • Ensure completeness of loan package and forward to WLS partner

Post-Closing Activities

  • Route loan documentation to WLS partners for booking and funding

  • Coordinate the application of fees collected in conjunction with closing and identify missing fees for follow-up with the market

  • Follow up directly with customers, Bankers, Underwriters and attorneys to clear documentation exceptions

  • Coordinate with WLS partners to correct any errors made in on-boarding credit facilities to the loan systems.

  • Coordinate with WLS partners for the release, substitution or addition of collateral


  • College degree or equivalent experience

  • Minimum of 4 years' experience in commercial loan operations or a credit/lending environment

  • Knowledge of commercial loan documentation. Ability to review commercial loan documents such as loan agreement, notes, guaranties, and security documents for accuracy and agreement with approved terms

  • Knowledge of commercial credit products

  • Knowledge of credit and commercial loan systems.

  • Good verbal, written and organizational skills

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 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans