Loan Origination Deal Associate

Job 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.

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 projects.
• 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.