Loan Origination Associate — Transformation & Automation

JPMorgan Chase & Co.; Manila; On-site; PHP 600,000 - 900,000; Full time

Job summary

JPMorganChase is seeking a Loan Origination Associate — Transformation & Automation in Manila to partner with Loan Origination stakeholders across Documentation, Coordination, and Funding to drive automation and translate needs into actionable requirements and user stories.

Responsibilities include mapping workflows, delivering end-to-end automation, and creating reusable assets and reports. The role emphasizes risk-aware controls, governance, and collaboration with Technology and global teams.

Qualifications

• > 3 years of experience in loan operations, loan origination/closing, or related automation/business analysis.
• > Ability to analyze complex processes and data with risk/control mindset.
• > Knowledge of automation delivery practices and software development basics.
• > Hands-on experience with low-code/automation/analytics tools (Alteryx, UiPath, Power Automate, Tableau).
• > Proficiency in Microsoft Office (Excel, PowerPoint, Word) for analysis and reporting.
• > Strong communication and collaboration across stakeholders.

Responsibilities

• Partner with Loan Origination stakeholders to identify automation opportunities and translate needs into requirements and user stories.
• Map current-state and target-state workflows to reduce manual touchpoints and improve throughput.
• Deliver automation initiatives end-to-end as an individual contributor (discovery to deployment).
• Create and enhance business solutions using approved low-code, analytics, and AI-enabled tools.
• Automate origination activities (booking, funding readiness, document status, reporting).
• Embed controls-by-design with validations and monitoring for risk management.
• Collaborate with Technology and controls for access, data connectivity, and production support.
• Define and communicate OKRs/KPIs and benefits realized.
• Create documentation and reusable assets to support adoption and knowledge transfer.

Skills

Process analysis

Stakeholder collaboration

Communication

Advanced Excel/Office

Education

Bachelor’s degree

Tools

Alteryx

UiPath

Power Automate

Tableau

Job description

Elevate your career with JPMorganChase, a top financial firm, valuing innovation, creativity, and excellence.

As a Loan Origination Associate — Transformation & Automation within Manila operations, you will partner with Loan Origination stakeholders across Loan Documentation, Credit Coordination, and Loan Setup & Funding to identify automation opportunities and translate operational needs into clear requirements and user stories.

Job responsibilities

• Partner with Loan Origination stakeholders acrossLoan Documentation, Credit Coordination, and Loan Setup & Fundingto identify automation opportunities and translate operational needs into clear requirements and user stories.
• Map current-state and target-state workflows (handoffs, exceptions, approvals, data dependencies, and controls) to reduce manual touchpoints and improve end-to-end throughput.
• Deliver automation initiatives end-to-end as anindividual contributor, including discovery, requirements, solution design, build/configuration, testing/UAT support, deployment, hypercare, and ongoing enhancements—while adhering to firm standards, governance, and controls.
• Create, develop, and enhance business solutions using firm-approved low-code, automation, analytics, and AI-enabled tools (e.g., LLM Suite, Alteryx, UiPath, Power Automate, Tableau, or similar platforms) to streamline processes, automate tasks, orchestrate workflows, improve data quality, and deliver operational reporting, dashboarding, and KPI insights.
• Automate and digitize origination activities such as booking/setup readiness checks, funding readiness tracking, document/package status visibility, credit approval/conditions coordination, exception follow-ups, and standardized reporting.
• Embedcontrols-by-designby implementing validations, approvals, exception management, audit evidence capture, and monitoring to strengthen operational risk management and improve first-time-right performance.
• Collaborate with Technology and control partners to align on access, data connectivity, infrastructure, release/change practices, and production support expectations.
• Define, track, and communicateOKRs/KPIsand realized benefits (e.g., capacity creation, cycle time reduction, reduced rework/exceptions, improved data quality, fewer control breaks, improved on-time funding).
• Create and maintain documentation and reusable assets (process maps, requirements, SOPs, test scripts, runbooks, training materials) to support adoption, resiliency, and knowledge transfer within Manila operations.

Required qualifications, capabilities, and skills

• 3+ years of experiencein loan operations, loan origination/closing, credit coordination, loan documentation, loan setup/booking, funding support, and/or operations automation/business analysis within financial services.
• Demonstrated ability toanalyze complex operational processes and data, identify root causes, and develop practical recommendations with a clear risk/control lens.
• Working knowledge ofautomation delivery practices(requirements, design, testing, deployment, change discipline) and basic software development principles.
• Hands-on experience usingone or more firm-approved low-code / automation / analytics tools(e.g., Alteryx, UiPath, Power Automate, Tableau, and other applicable platforms).
• Intermediate proficiency inMicrosoft Office(Excel, PowerPoint, Word) to produce analysis, reporting, and stakeholder-ready materials.
• Strong communication and collaboration skills across operations, technology, and global stakeholders.

Preferred qualifications, capabilities, and skills

• Bachelor’s degree or higher (or equivalent experience).
• Strong understanding ofend-to-end commercial lending originationand common drivers of exceptions (documentation quality, condition tracking, booking accuracy, funding readiness).
• Experience with process improvement methods (Lean fundamentals), controls-by-design, and operational risk mindset.
• Experience producing delivery artifacts (user stories, process maps, solution design notes, test scripts, deployment/checklist runbooks, and post-release monitoring).