ABL Loan Origination Associate

Testing Site - JPMC; Charlotte (NC); On-site; USD 55,000 - 75,000; Full time

Job summary

JPMorganChase in Charlotte, NC seeks a Loan Origination Associate I to support loan documentation, closing, and client interactions. You will collaborate across teams to ensure accurate package preparation and timely closings, while fostering a customer-focused, compliant lending process.

The role emphasizes conflict resolution, strategic planning, and efficient management of multiple tasks within a dynamic financial services environment.

Qualifications

• Experience in loan origination or related field with 2+ years.
• Ability to resolve conflicts through collaborative solutions.
• Strong strategic planning and resource allocation skills.
• Proven time management and multi-tasking capabilities.

Responsibilities

• Collaborate with Sales, Client, Relationship Managers and Underwriters to facilitate loan documentation and closing.
• Engage with clients to gather items for closing and manage expectations.
• Prepare and dispatch documentation packages ensuring compliance with credit conditions.
• Research Sales and PPT tax items using critical thinking.
• Contribute to process improvement projects.

Skills

Loan origination

Conflict resolution

Strategic planning

Time management

Job description

Join JPMorganChase as a Loan Origination Associate I and make a significant impact on our lending services. This role offers a unique opportunity for career growth and development, where your skills in conflict management and strategic planning will be highly valued. Be part of a dynamic team that fosters collaboration and innovation, contributing to the success of our firm. As a Loan Origination Associate I within JPMorganChase, you will play a crucial role in the loan lifecycle by ensuring smooth transaction closings, directly impacting clients and the wider community. We value a collaborative team culture and are committed to providing opportunities for professional growth and development. Your role involves engaging with internal and external clients to gather necessary documentation and manage expectations for a diverse range of loan products. You will also contribute to process improvement projects, optimizing resources and achieving objectives. Join us to be part of a team dedicated to efficient and effective lending services.

Job 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.

Required qualifications, capabilities, and skills

• 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 qualifications, capabilities, and skills

• 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.