Chase ยท 1 month ago
Commercial Loan Origination Associate I
Chase is a leading financial services firm seeking a Loan Origination Associate I to enhance their lending services. This role involves facilitating loan documentation and closing processes while engaging with clients and contributing to process improvement projects.
BankingFinancial Services
Responsibilities
Collaborate with Sales, Client, Relationship Managers, and Underwriters to facilitate loan documentation and closing
Engage with clients to gather necessary items for closing, managing expectations throughout the process
Prepare and dispatch documentation packages, ensuring compliance with credit and asset conditions
Assist in researching Sales and PPT tax items, applying critical thinking skills
Contribute to projects aimed at improving processes and procedures
Qualification
Required
Expertise in loan origination or a closely related field, with over two years of experience and proficiency in managing and resolving conflicts through collaborative solutions
Advanced strategic planning capabilities, demonstrated by effective resource allocation decisions
Strong critical thinking skills for evaluating various aspects of loan transactions, ensuring informed decision-making
Proficiency in time management and organization, with the ability to efficiently manage multiple tasks and projects
Preferred
Experience in a financial services environment, leveraging AI/ML to enhance lending processes and improve decision-making capabilities
Strong emotional intelligence and listening skills, fostering a collaborative and productive work environment
Proven ability to manage change initiatives, adapting lending services to evolving market conditions and technologies
Expertise in driving continuous improvement and process automation to optimize lending workflows and efficiency
Ability to use market product knowledge to align lending services with industry trends and client needs
Skilled in developing and delivering presentations to effectively communicate insights and updates to stakeholders
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
Funding
Current Stage
Late StageLeadership Team
Recent News
Financial IT
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2026-01-08
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