LOG IN
SIGN UP
Canary Wharfian - Online Investment Banking & Finance Community.
Sign In
or continue with e-mail and password
Forgot password?
Don't have an account?
Create an account
or continue with e-mail and password
By signing up, you agree to our Terms & Conditions and Privacy Policy.

Loan Origination Analyst

ExperiencedNo visa sponsorship
J.P. Morgan logo

at J.P. Morgan

Bulge Bracket Investment Banks

Posted 5 days ago

No clicks

**Loan Origination Analyst:** Coordinate loan docs, manage stakeholders, ensure accuracy, and drive process improvements to facilitate smooth, compliant loan origination and closing. Collaborate across the transaction lifecycle, analyze process break issues, and drive resolution. Excel in high-volume environments; strong attention to detail, critical thinking, and communication skills required. Experience in loan origination, quality control, and process improvement preferred.

Compensation
Not specified USD

Currency: $ (USD)

City
Chicago
Country
United States

Full Job Description

Location: Chicago, IL, United States

Join a team that helps clients access lending solutions through accurate, timely execution. You will build strong stakeholder management skills while supporting high-impact transactions in a collaborative environment.

Job summary

As a Loan Origination Analyst in the Lending Operations team, you support smooth, compliant loan origination and closing by coordinating documentation, resolving issues, and partnering with stakeholders across the transaction lifecycle. This section and all sections below follow the required format and content rules. Required Job Description Format.docx

Job responsibilities

  • Coordinate loan documentation and closing activities to ensure packages are complete, accurate, and delivered on time.
  • Partner with clients and internal teams to maintain clear communication and manage transaction expectations.
  • Prepare and route documentation packages for quality review and approval.
  • Review executed client documents for completeness and accuracy and follow up on discrepancies.
  • Support funding readiness by preparing funding instructions and coordinating wire-related documentation, as applicable.
  • Review Uniform Commercial Code (UCC) search results, identify potential conflicting liens, and prepare appropriate supporting documentation.
  • Draft, file, and amend lien-related records in the designated filing system, as applicable.
  • Identify process breaks and non-routine issues, analyze root causes, and drive resolution aligned to lending policies and standards.
  • Mediate stakeholder conflicts constructively to maintain progress and a positive working environment.
  • Contribute to process improvement initiatives by proposing changes that improve controls, cycle time, and client experience.
  • Support team effectiveness by helping onboard or train new hires and contributing to internal meetings and project work.
  • Required qualifications, capabilities, and skills

  • Demonstrated knowledge of loan origination and closing processes, including documentation workflows and control practices.
  • Experience reviewing loan documentation (e.g., promissory notes, guaranties, master agreements, invoices, and insurance documents).
  • Strong attention to detail and a consistent focus on accuracy and quality.
  • Proven organizational skills with the ability to manage competing priorities in a high-volume environment.
  • Critical thinking and problem-solving skills to identify issues, assess impact, and implement practical solutions.
  • Strong stakeholder management skills, including clear written and verbal communication.
  • Ability to build productive relationships and collaborate effectively across multiple functions.
  • Effective listening, questioning, and conflict navigation skills to move work forward.
  • Preferred qualifications, capabilities, and skills

  • Experience mentoring or coaching junior team members.
  • Familiarity with lending products and market practices relevant to loan origination and documentation.
  • Experience supporting change initiatives in operational environments.
  • Demonstrated continuous improvement mindset, including workflow optimization or process automation exposure.
  • Ability to support planning and prioritization across multiple transactions or workstreams.
  • Bachelors degree (or higher) preferred; equivalent experience considered.
  • Support end-to-end loan closings by coordinating documentation, stakeholders, and issue resolution in a fast-paced team.

    Loan Origination Analyst

    Compensation

    Not specified USD

    City: Chicago

    Country: United States

    J.P. Morgan logo
    Bulge Bracket Investment Banks

    5 days ago

    No clicks

    at J.P. Morgan

    ExperiencedNo visa sponsorship

    **Loan Origination Analyst:** Coordinate loan docs, manage stakeholders, ensure accuracy, and drive process improvements to facilitate smooth, compliant loan origination and closing. Collaborate across the transaction lifecycle, analyze process break issues, and drive resolution. Excel in high-volume environments; strong attention to detail, critical thinking, and communication skills required. Experience in loan origination, quality control, and process improvement preferred.

    Full Job Description

    Location: Chicago, IL, United States

    Join a team that helps clients access lending solutions through accurate, timely execution. You will build strong stakeholder management skills while supporting high-impact transactions in a collaborative environment.

    Job summary

    As a Loan Origination Analyst in the Lending Operations team, you support smooth, compliant loan origination and closing by coordinating documentation, resolving issues, and partnering with stakeholders across the transaction lifecycle. This section and all sections below follow the required format and content rules. Required Job Description Format.docx

    Job responsibilities

  • Coordinate loan documentation and closing activities to ensure packages are complete, accurate, and delivered on time.
  • Partner with clients and internal teams to maintain clear communication and manage transaction expectations.
  • Prepare and route documentation packages for quality review and approval.
  • Review executed client documents for completeness and accuracy and follow up on discrepancies.
  • Support funding readiness by preparing funding instructions and coordinating wire-related documentation, as applicable.
  • Review Uniform Commercial Code (UCC) search results, identify potential conflicting liens, and prepare appropriate supporting documentation.
  • Draft, file, and amend lien-related records in the designated filing system, as applicable.
  • Identify process breaks and non-routine issues, analyze root causes, and drive resolution aligned to lending policies and standards.
  • Mediate stakeholder conflicts constructively to maintain progress and a positive working environment.
  • Contribute to process improvement initiatives by proposing changes that improve controls, cycle time, and client experience.
  • Support team effectiveness by helping onboard or train new hires and contributing to internal meetings and project work.
  • Required qualifications, capabilities, and skills

  • Demonstrated knowledge of loan origination and closing processes, including documentation workflows and control practices.
  • Experience reviewing loan documentation (e.g., promissory notes, guaranties, master agreements, invoices, and insurance documents).
  • Strong attention to detail and a consistent focus on accuracy and quality.
  • Proven organizational skills with the ability to manage competing priorities in a high-volume environment.
  • Critical thinking and problem-solving skills to identify issues, assess impact, and implement practical solutions.
  • Strong stakeholder management skills, including clear written and verbal communication.
  • Ability to build productive relationships and collaborate effectively across multiple functions.
  • Effective listening, questioning, and conflict navigation skills to move work forward.
  • Preferred qualifications, capabilities, and skills

  • Experience mentoring or coaching junior team members.
  • Familiarity with lending products and market practices relevant to loan origination and documentation.
  • Experience supporting change initiatives in operational environments.
  • Demonstrated continuous improvement mindset, including workflow optimization or process automation exposure.
  • Ability to support planning and prioritization across multiple transactions or workstreams.
  • Bachelors degree (or higher) preferred; equivalent experience considered.
  • Support end-to-end loan closings by coordinating documentation, stakeholders, and issue resolution in a fast-paced team.