Asset Based Lending Loan Origination Associate

JPMorgan Chase JPMorgan Chase · Banking · Charlotte, NC +1 · Commercial & Investment Bank

Associate role focused on loan origination, documentation, client engagement, and process improvement within a financial services firm.

What you'd actually do

  1. Collaborate with Sales, Client, Relationship Managers, and Underwriters to facilitate loan documentation and closing.
  2. Engage with clients to gather necessary items for closing, managing expectations throughout the process.
  3. Prepare and dispatch documentation packages, ensuring compliance with credit and asset conditions.
  4. Assist in researching Sales and PPT tax items, applying critical thinking skills.
  5. Contribute to projects aimed at improving processes and procedures.

Skills

Required

  • loan origination
  • conflict management
  • strategic planning
  • critical thinking
  • time management
  • organization

Nice to have

  • financial services experience
  • AI/ML experience
  • emotional intelligence
  • change management
  • continuous improvement
  • process automation
  • market product knowledge
  • presentation skills