Loan Origination Specialist IVnew

Build your career in a role where precision and client experience matter every day. You will help deliver smooth, accurate loan closings and resolve complex documentation issues with confidence. You will collaborate closely with partners and clients to keep transactions moving efficiently. If you enjoy problem-solving, continuous improvement, and mentoring others, this role offers meaningful impact and growth.

Job summary

As a Loan origination specialist IV in our lending operations team, you will support end-to-end loan origination documentation and closing activities to help deliver a strong client experience. You will partner with stakeholders to satisfy credit and asset conditions, resolve non-routine issues, and uphold quality standards. You will contribute to process improvements while supporting a collaborative, resilient team environment.

Job responsibilities

• Prepare and dispatch complete, accurate documentation packages to support loan origination and transaction closing.
• Partner with clients to manage expectations and support compliance by communicating requirements clearly and addressing documentation gaps.
• Resolve non-routine issues by applying lending policy knowledge, critical thinking, and sound judgment.
• Contribute to projects that improve loan origination processes, controls, and cycle times.
• Coordinate with internal stakeholders to satisfy credit and asset conditions and support timely closing and funding.
• Complete quality reviews, attestations, and corrections for errors and service level breaches in a timely manner.
• Escalate urgent requests and risks appropriately to help meet customer expectations and service commitments.
• Maintain working knowledge of required systems, procedures, and updates to support deal setup and funding activities.

Required qualifications, capabilities and skills

• Experience supporting loan origination documentation and closing activities.
• Demonstrated knowledge of loan origination processes, documentation standards, and operational controls.
• Ability to communicate clearly with clients and stakeholders to gather requirements, explain next steps, and resolve issues.
• Proven critical thinking and problem-solving skills to analyze exceptions and drive timely resolution.
• Demonstrated ability to manage conflict and facilitate productive discussions using active listening and effective questioning.
• Strong attention to detail with the ability to produce accurate, complete work within defined quality standards.
• Ability to manage competing priorities and sustain performance during high-volume periods.
• Proficiency with relevant systems and tools used to support deal setup, documentation, and funding workflows.

Preferred qualifications, capabilities and skills

• Experience supporting Equipment Finance or similar asset-based lending products.
• Experience mentoring or coaching junior team members to support skill development and consistent performance.
• Market and product knowledge to support informed decisions and effective stakeholder engagement.
• Experience supporting change initiatives, including process updates, control enhancements, or technology adoption.
• Experience driving continuous improvement, standardization, or process automation in an operations environment.
• Experience supporting strategic planning or complex deal execution in a loan origination context.

• Exposure to AI-enabled tools and willingness to adopt emerging technologies that support process improvement and operational excellence.