Strategic Loan Origination Associate I

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

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.