Loan Origination Deal Associate

ATR International; Chicago (IL); On-site; USD 90,000 - 130,000; Full time

Job summary

ATR International seeks a skilled loan closing specialist to coordinate with Originations, Client, Relationship Managers, Treasury, Operations and Credit Underwriters to move loan documentation to closing. The role emphasizes interpreting legal docs and guiding feasibility, while engaging clients to collect required items and manage expectations throughout the closing process.

The position requires strategic planning, strong critical thinking, and leadership to drive end-to-end deal progression.

Qualifications

• 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,
• Demonstrated leadership and execution skills to drive the end-to-end deal process, align stakeholders, maintain accountability, and deliver consistent, high-quality outcomes.

Responsibilities

• Collaborate with Originations, Client, Relationship Managers, Treasury, Operations and Credit Underwriters to facilitate loan documentation and closing.
• Review and interpret legal documentation and provide operational feasibility guidance to Originations and Credit Underwriters.
• 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.
• Provide seamless support and facilitation from mandate to close, applying critical thinking skills to anticipate needs of the business.
• Contribute to projects aimed at improving processes and procedures.

Skills

Strategic planning

Critical thinking

Time management

Leadership

Education

Bachelor's degree in finance, accounting, economics or similar

Tools

Loan IQ

Job description

• Collaborate with Originations, Client, Relationship Managers, Treasury, Operations and Credit Underwriters to facilitate loan documentation and closing.
• Review and interpret legal documentation and provide operational feasibility guidance to Originations and Credit Underwriters.
• 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.
• Provide seamless support and facilitation from mandate to close, applying critical thinking skills to anticipate needs of the business.
• Contribute to projects aimed at improving processes and procedures.

Required qualifications, capabilities, and skills

• 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,
• Demonstrated leadership and execution skills to drive the end-to-end deal process, align stakeholders, maintain accountability, and deliver consistent, high-quality outcomes.

Preferred 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.
• Bachelor's degree in finance, accounting, economics or similar.
• Experience with syndicated or commercial lending and Loan IQ highly preferred, but open to new graduates with internship experience.
• 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.