Commercial Loan Origination Associate I
- Collaborate with Sales, Client, Relationship Managers, and Underwriters to facilitate loan documentation and closing.
- 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.
- Assist in researching Sales and PPT tax items, applying critical thinking skills.
- Contribute to projects aimed at improving processes and procedures.
- 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.
- 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.
- 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.
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