Loan Origination Analyst - Loan Documentation

JPMorgan Chase JPMorgan Chase · Banking · Metro Manila, National Capital Region, Philippines · Commercial & Investment Bank

This role focuses on automating and enhancing loan origination and closing processes within a financial services context. It involves designing and implementing workflow automation, digital enhancements, and leveraging tools like Alteryx, Tableau, and UI Path. The analyst will also support the adoption of digital platforms and AI-driven tools, analyze workflows, provide training, and manage stakeholder relationships. While AI-driven tools are mentioned as something to support, the core of the role is process automation and enhancement using existing tools and technologies, not direct AI/ML model development.

What you'd actually do

  1. Design and deliver workflow automation and digital enhancements for loan origination and closing (e.g., intake/validation trackers, exception queues, SLA dashboards, and standardized templates) by translating operational needs into clear requirements, testing solutions end-to-end, and driving measurable improvements in cycle time, quality, and controls.
  2. Assist in the documentation and transaction closing process for loan origination by collaborating with team members to ensure all necessary documentation is accurately prepared and finalized for loan origination, facilitating a seamless transaction closing process.
  3. Identify, evaluate, and implement innovative solutions to streamline loan origination processes, leveraging emerging technologies and automation tools.
  4. Support the adoption and integration of digital platforms, data analytics, and AI-driven tools within the loan origination function.
  5. Analyze current workflows and recommend process improvements, ensuring alignment with regulatory requirements and organizational goals.

Skills

Required

  • Alteryx
  • Tableau
  • UI Path
  • stakeholder management
  • loan origination processes
  • innovation and transformation projects
  • digital lending platforms
  • automation tools
  • data analytics technologies
  • communication and collaboration skills
  • conflict management
  • time management
  • organizational skills
  • critical thinking
  • evaluation

Nice to have

  • AI/ML technologies
  • interpersonal skills
  • adaptability
  • attention to detail
  • accuracy in documentation

What the JD emphasized

  • drives innovation and change in a regulated setting
  • improving processes and rolling out digital platforms, analytics, or AI-enabled tools
  • stay compliant while expanding what works