Loan Origination Associate I jobs in United States
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Chase · 1 month ago

Loan Origination Associate I

Chase is a dynamic financial services company, and they are seeking a Loan Origination Associate I to support their Equipment Finance Onboarding team. This role involves guiding a production team, managing pipeline priorities, and implementing transformation initiatives to enhance customer experience.

BankingFinancial Services

Responsibilities

Serve as point of contact for segments and roles served, managing pipeline priorities
Address transaction processing escalations and participate in deal team meetings
Resolve quality control escalations and partner with the quality control team to recalibrate onboarding processes
Foster partnerships across onboarding sites, operations, sales, bankers, legal, asset team, structuring, and underwriting officers to manage workflow and SLA adherence
Promote a culture of continuous improvement, encouraging new ideas and empowering the team
Develop, draft, and maintain job aides throughout onboarding transformation
Identify and implement training opportunities based on data quality and accuracy, guiding according to policies and procedures

Qualification

Equipment finance experienceLoan origination experienceProcess improvementWorkflow managementCross-functional teamworkTraining material developmentCommunication skillsAttention to detailAdaptabilityProblem-solving skills

Required

4 years of experience in equipment finance, loan origination, or related operations
Demonstrated ability to lead and guide teams in a fast-paced environment
Strong communication and partnership skills across multiple business functions
Experience resolving escalations and managing priorities
Proven ability to drive process improvements and transformation initiatives
Proficiency in workflow management and adherence to service level agreements
Ability to develop training materials and job aides
Attention to detail and commitment to data quality
Flexibility to adapt responsibilities as business needs change
Experience working with cross-functional teams
Willingness to become a subject matter expert in equipment finance products

Preferred

Experience with syndicated and bilateral leases and loans
Background in commercial or private banking operations
Knowledge of asset types such as aircraft, marine, and rail
Experience with global operations teams
Familiarity with structuring and underwriting processes
Advanced problem-solving and analytical skills
Experience implementing transformation initiatives in financial services

Company

Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.

Funding

Current Stage
Late Stage

Leadership Team

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Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
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Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
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Company data provided by crunchbase