Loan Origination Associate I

JPMorgan Chase JPMorgan Chase · Banking · Fort Worth, TX +1 · Commercial & Investment Bank

This role focuses on the loan origination process within JPMorgan Chase, involving collaboration with various teams to facilitate loan documentation and closing. It requires expertise in conflict management, strategic planning, and critical thinking, with a focus on improving processes and client engagement.

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 knowledge
  • emotional intelligence
  • change management
  • process automation
  • market product knowledge
  • presentation skills