Loan Origination Specialist IV

JPMorganChase; Taguig; On-site; PHP 500,000 - 800,000; Full time

Job summary

JPMorganChase is seeking a Loan Origination Specialist IV to support end-to-end loan origination documentation and closing activities, ensuring a strong client experience. You will partner with stakeholders to satisfy credit conditions, resolve non-routine issues, and uphold quality standards.

You will contribute to process improvements while supporting a collaborative, resilient team environment and mentoring others as needed.

Qualifications

• Experience supporting loan origination documentation and closing activities.
• Demonstrated knowledge of loan origination processes, documentation standards, and operational controls.
• Ability to communicate clearly with clients and stakeholders to gather requirements, explain next steps, and resolve issues.
• Proven critical thinking and problem-solving skills to analyze exceptions and drive timely resolution.
• Demonstrated ability to manage conflict and facilitate productive discussions using active listening and effective questioning.
• Strong attention to detail with the ability to produce accurate, complete work within defined quality standards.
• Ability to manage competing priorities and sustain performance during high-volume periods.
• Proficiency with relevant systems and tools used to support deal setup, documentation, and funding workflows.

Responsibilities

• Prepare and dispatch complete, accurate documentation packages to support loan origination and transaction closing.
• Partner with clients to manage expectations and support compliance by communicating requirements clearly and addressing documentation gaps.
• Resolve non-routine issues by applying lending policy knowledge, critical thinking, and sound judgment.
• Contribute to projects that improve loan origination processes, controls, and cycle times.
• Coordinate with internal stakeholders to satisfy credit and asset conditions and support timely closing and funding.
• Complete quality reviews, attestations, and corrections for errors and service level breaches in a timely manner.
• Escalate urgent requests and risks appropriately to help meet customer expectations and service commitments.
• Maintain working knowledge of required systems, procedures, and updates to support deal setup and funding activities.

Skills

Loan documentation

Closing support

Stakeholder communication

Critical thinking

Problem solving

Attention to detail

Multi-tasking

Systems proficiency

Tools

Documentation systems

Regulatory/compliance tools

Job description

Job Description:

Build your career in a role where precision and client experience matter every day. You will help deliver smooth, accurate loan closings and resolve complex documentation issues with confidence. You will collaborate closely with partners and clients to keep transactions moving efficiently. If you enjoy problem-solving, continuous improvement, and mentoring others, this role offers meaningful impact and growth.

Job summary

As a Loan origination specialist IV in our lending operations team, you will support end-to-end loan origination documentation and closing activities to help deliver a strong client experience. You will partner with stakeholders to satisfy credit and asset conditions, resolve non-routine issues, and uphold quality standards. You will contribute to process improvements while supporting a collaborative, resilient team environment.

Job responsibilities

• Prepare and dispatch complete, accurate documentation packages to support loan origination and transaction closing.
• Partner with clients to manage expectations and support compliance by communicating requirements clearly and addressing documentation gaps.
• Resolve non-routine issues by applying lending policy knowledge, critical thinking, and sound judgment.
• Contribute to projects that improve loan origination processes, controls, and cycle times.
• Coordinate with internal stakeholders to satisfy credit and asset conditions and support timely closing and funding.
• Complete quality reviews, attestations, and corrections for errors and service level breaches in a timely manner.
• Escalate urgent requests and risks appropriately to help meet customer expectations and service commitments.
• Maintain working knowledge of required systems, procedures, and updates to support deal setup and funding activities.

Required qualifications, capabilities and skills

• Experience supporting loan origination documentation and closing activities.
• Demonstrated knowledge of loan origination processes, documentation standards, and operational controls.
• Ability to communicate clearly with clients and stakeholders to gather requirements, explain next steps, and resolve issues.
• Proven critical thinking and problem-solving skills to analyze exceptions and drive timely resolution.
• Demonstrated ability to manage conflict and facilitate productive discussions using active listening and effective questioning.
• Strong attention to detail with the ability to produce accurate, complete work within defined quality standards.
• Ability to manage competing priorities and sustain performance during high-volume periods.
• Proficiency with relevant systems and tools used to support deal setup, documentation, and funding workflows.

Preferred qualifications, capabilities and skills

• Experience supporting Equipment Finance or similar asset-based lending products.
• Experience mentoring or coaching junior team members to support skill development and consistent performance.
• Market and product knowledge to support informed decisions and effective stakeholder engagement.
• Experience supporting change initiatives, including process updates, control enhancements, or technology adoption.
• Experience driving continuous improvement, standardization, or process automation in an operations environment.
• Experience supporting strategic planning or complex deal execution in a loan origination context.
• Exposure to AI-enabled tools and willingness to adopt emerging technologies that support process improvement and operational excellence.

About us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

Requirements