Loan Origination Analyst

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.