Loan Origination Analyst

Job Description

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.
• Bachelor’s degree (or higher) preferred; equivalent experience considered.

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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About the Team

J.P. 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.