4,435 Mortgage Banking jobs in the United States
Private Mortgage Banking (SAFE)
10176 New York, New York
Wells Fargo
Posted 16 days ago
Job Viewed
Job Description
**About this role:**
Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas and lines of business at wellsfargojobs.com ( .
**In this role, you will:**
+ Participate in soliciting residential mortgages from various sources
+ Produce high quality jumbo loans which are compliant and provide excellent customer service
+ Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources
+ Develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace; stay informed of mortgage industry trends and developments in the assigned market
+ Present recommendations for producing loans and exercise some independent judgment while developing understanding of and adherence to Private Mortgage Banking Sales functional area, policies, procedures, compliance requirements, and generating loans
+ Understand real estate appraisals, title reports, and real estate transactions
+ Receive customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in; analyze and offer mortgage loan products based on client needs
+ Review and analyze low to moderately complex financial and credit data; match customer needs with an appropriate loan program and level of risk
+ Inform prospective and existing customers of Wells Fargo Home Mortgage programs, rates, policies, underwriting requirements, and loan procedures; maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication
+ Pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements
+ This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
**Required Qualifications:**
+ 2+ years of Private Mortgage Banking Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Qualifications:**
+ Basic Microsoft Office skills
+ Documented retail residential mortgage fundings over the past 12 months referred primarily from established, local, external sources
+ Excellent verbal, written, and interpersonal communication skills
+ Mortgage industry experience
+ Knowledge and understanding of sales prospecting and generating referrals
+ Customer service experience
+ Experience working with high net-worth clients
**Job Expectations:**
+ This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website ( provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
+ Completion of formal position specific training programs
+ Reliable transportation
+ Ability to work nights, weekends, and/or holidays as needed or scheduled
**Pay Range**
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$0.00 - $0.00
**Benefits**
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs ( for an overview of the following benefit plans and programs offered to employees.
+ Health benefits
+ 401(k) Plan
+ Paid time off
+ Disability benefits
+ Life insurance, critical illness insurance, and accident insurance
+ Parental leave
+ Critical caregiving leave
+ Discounts and savings
+ Commuter benefits
+ Tuition reimbursement
+ Scholarships for dependent children
+ Adoption reimbursement
**Posting End Date:**
9 Dec 2025
*** **_Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo ( .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy ( to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-
Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas and lines of business at wellsfargojobs.com ( .
**In this role, you will:**
+ Participate in soliciting residential mortgages from various sources
+ Produce high quality jumbo loans which are compliant and provide excellent customer service
+ Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources
+ Develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace; stay informed of mortgage industry trends and developments in the assigned market
+ Present recommendations for producing loans and exercise some independent judgment while developing understanding of and adherence to Private Mortgage Banking Sales functional area, policies, procedures, compliance requirements, and generating loans
+ Understand real estate appraisals, title reports, and real estate transactions
+ Receive customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in; analyze and offer mortgage loan products based on client needs
+ Review and analyze low to moderately complex financial and credit data; match customer needs with an appropriate loan program and level of risk
+ Inform prospective and existing customers of Wells Fargo Home Mortgage programs, rates, policies, underwriting requirements, and loan procedures; maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication
+ Pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements
+ This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
**Required Qualifications:**
+ 2+ years of Private Mortgage Banking Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Qualifications:**
+ Basic Microsoft Office skills
+ Documented retail residential mortgage fundings over the past 12 months referred primarily from established, local, external sources
+ Excellent verbal, written, and interpersonal communication skills
+ Mortgage industry experience
+ Knowledge and understanding of sales prospecting and generating referrals
+ Customer service experience
+ Experience working with high net-worth clients
**Job Expectations:**
+ This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website ( provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
+ Completion of formal position specific training programs
+ Reliable transportation
+ Ability to work nights, weekends, and/or holidays as needed or scheduled
**Pay Range**
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$0.00 - $0.00
**Benefits**
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs ( for an overview of the following benefit plans and programs offered to employees.
+ Health benefits
+ 401(k) Plan
+ Paid time off
+ Disability benefits
+ Life insurance, critical illness insurance, and accident insurance
+ Parental leave
+ Critical caregiving leave
+ Discounts and savings
+ Commuter benefits
+ Tuition reimbursement
+ Scholarships for dependent children
+ Adoption reimbursement
**Posting End Date:**
9 Dec 2025
*** **_Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo ( .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy ( to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-
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0
Attorney - Mortgage Banking Servicing Operations ( Hybrid in Buffalo, NY)
14211 Buffalo, New York
M&T Bank
Posted 16 days ago
Job Viewed
Job Description
*** Work Arrangement/Location: This is a hybrid position, requiring in-office work three days every week, and it will be based in the Buffalo, NY office.**
**Overview:**
The successful candidate will be located in Buffalo, New York working primarily with M&T Bank (M&T) business teams that support performing (Banking Services) and non-performing (Customer Asset Management - CAM) mortgage loans that are part of M&T's mortgage servicing portfolios. In addition, the successful candidate will have the opportunity to work with the Mortgage Origination and Mortgage Operation business teams.
**Primary Responsibilities:**
+ Partner with members of the Legal Department to support the Associate General Counsel responsible for overseeing legal support for the Residential Mortgage Division. In addition, the successful candidate will partner with the responsible business line managers and staff responsible for primarily servicing activities, along with origination and operational activities
+ Support the performing residential mortgage servicing operations and the default residential servicing operations of the Customer Asset Management department
+ Support the servicing operations with respect to performing and non-performing first lien and Home Equity Line of Credit (HELOC) residential mortgage servicing. Such advice will include, but is not limited to, compliance with applicable state and federal laws and regulations such as the Truth in Lending Act (TILA), Real Estate Settlement Procedures Act (RESPA), Fair Debt Collection Practices Act (FDCPA), Equal Credit Opportunity Act (ECOA), Servicemembers Civil Relief Act (SCRA), Fair Credit Reporting Act (FCRA), Home Mortgage Disclosure Act (HMDA), Community Reinvestment Act (CRA) and Fair Housing Act (FHA)
+ Have a working knowledge of Fannie Mae, Freddie Mac and Ginnie Mae regulations and guidelines
+ Have familiarity with title reports, recording requirements, and real estate transfer matters
+ Provide legal advice to M&T's Residential Mortgage Division with respect to operations, compliance programs and business line policies and procedures, including required customer facing agreements, documents and disclosures
+ Partner with M&T's Litigation Department in addressing and responding to legal actions filed against M&T's Residential Mortgage Division
+ Work with and oversee outside counsel retained to provide assistance to M&T's Residential Mortgage Division
+ Partner with M&T's compliance, risk and audit groups to support M&T's Residential Mortgage Division
+ Keep colleagues, manager, senior management and other personnel up to date on pertinent legal and regulatory developments, including legal risks
**Scope of Responsibilities:**
This position is responsible for providing basic analysis and counsel on legal issues for business units supported. Incumbent should be able to guard against legal risks facing M&T, develop and recommend corporate policy and positions on legal issues and conduct research into a variety of legal issues. This position requires interaction with mid-level management.
**Supervisory/ Managerial Responsibilities:**
May provide guidance to more junior staff members.
**Education and Experience Required:**
+ J.D. from an accredited law school.
+ New York State or applicable state bar admission.
+ 2-5 years of experience practicing law.
+ Ability to identify legal issues, evaluate legal risks, and offer solutions.
+ Strong negotiation, interpersonal, organizational skills.
+ Excellent writing, analytical and verbal skills.
+ Strong analytical and decision-making skills.
**Education and Experience Preferred:**
+ 4-7 years of experience practicing law, ideally as in-house counsel at a bank/financial services organization or with a law firm.
+ Experience in residential mortgage/mortgage servicing related law ideal.
+ Contract drafting experience, especially contracts related to mortgages.
#LI-RS1
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $93,581.10 - $155,968.51 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.
**Location**
Buffalo, New York, United States of America
M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
**Overview:**
The successful candidate will be located in Buffalo, New York working primarily with M&T Bank (M&T) business teams that support performing (Banking Services) and non-performing (Customer Asset Management - CAM) mortgage loans that are part of M&T's mortgage servicing portfolios. In addition, the successful candidate will have the opportunity to work with the Mortgage Origination and Mortgage Operation business teams.
**Primary Responsibilities:**
+ Partner with members of the Legal Department to support the Associate General Counsel responsible for overseeing legal support for the Residential Mortgage Division. In addition, the successful candidate will partner with the responsible business line managers and staff responsible for primarily servicing activities, along with origination and operational activities
+ Support the performing residential mortgage servicing operations and the default residential servicing operations of the Customer Asset Management department
+ Support the servicing operations with respect to performing and non-performing first lien and Home Equity Line of Credit (HELOC) residential mortgage servicing. Such advice will include, but is not limited to, compliance with applicable state and federal laws and regulations such as the Truth in Lending Act (TILA), Real Estate Settlement Procedures Act (RESPA), Fair Debt Collection Practices Act (FDCPA), Equal Credit Opportunity Act (ECOA), Servicemembers Civil Relief Act (SCRA), Fair Credit Reporting Act (FCRA), Home Mortgage Disclosure Act (HMDA), Community Reinvestment Act (CRA) and Fair Housing Act (FHA)
+ Have a working knowledge of Fannie Mae, Freddie Mac and Ginnie Mae regulations and guidelines
+ Have familiarity with title reports, recording requirements, and real estate transfer matters
+ Provide legal advice to M&T's Residential Mortgage Division with respect to operations, compliance programs and business line policies and procedures, including required customer facing agreements, documents and disclosures
+ Partner with M&T's Litigation Department in addressing and responding to legal actions filed against M&T's Residential Mortgage Division
+ Work with and oversee outside counsel retained to provide assistance to M&T's Residential Mortgage Division
+ Partner with M&T's compliance, risk and audit groups to support M&T's Residential Mortgage Division
+ Keep colleagues, manager, senior management and other personnel up to date on pertinent legal and regulatory developments, including legal risks
**Scope of Responsibilities:**
This position is responsible for providing basic analysis and counsel on legal issues for business units supported. Incumbent should be able to guard against legal risks facing M&T, develop and recommend corporate policy and positions on legal issues and conduct research into a variety of legal issues. This position requires interaction with mid-level management.
**Supervisory/ Managerial Responsibilities:**
May provide guidance to more junior staff members.
**Education and Experience Required:**
+ J.D. from an accredited law school.
+ New York State or applicable state bar admission.
+ 2-5 years of experience practicing law.
+ Ability to identify legal issues, evaluate legal risks, and offer solutions.
+ Strong negotiation, interpersonal, organizational skills.
+ Excellent writing, analytical and verbal skills.
+ Strong analytical and decision-making skills.
**Education and Experience Preferred:**
+ 4-7 years of experience practicing law, ideally as in-house counsel at a bank/financial services organization or with a law firm.
+ Experience in residential mortgage/mortgage servicing related law ideal.
+ Contract drafting experience, especially contracts related to mortgages.
#LI-RS1
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $93,581.10 - $155,968.51 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.
**Location**
Buffalo, New York, United States of America
M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
View Now
1
Loan Origination Associate
60684 Chicago, Illinois
JPMorgan Chase
Posted today
Job Viewed
Job Description
Join JPMorganChase as a Loan Origination Associate I and make a significant impact on our lending services. This role offers a unique opportunity for career growth and development, where your skills in conflict management and strategic planning will be highly valued. Be part of a dynamic team that fosters collaboration and innovation, contributing to the success of our firm.
As a Loan Origination Associate I within JPMorganChase, you will play a crucial role in the loan lifecycle by ensuring smooth transaction closings, directly impacting clients and the wider community. We value a collaborative team culture and are committed to providing opportunities for professional growth and development. Your role involves engaging with internal and external clients to gather necessary documentation and manage expectations for a diverse range of loan products. You will also contribute to process improvement projects, optimizing resources and achieving objectives. Join us to be part of a team dedicated to efficient and effective lending services.
**Job responsibilities**
+ Collaborate across multiple teams to effectively interpret loan documentation and facilitate closings
+ Engage with clients to gather necessary items for closing, managing expectations throughout the process.
+ Govern and reconcile exception reports related to recent closed transactions
+ Contribute to projects aimed at improving processes and procedures.
+ Actively manage and prioritize a pipeline of assigned transactions to ensure timely execution and alignment with strategic goals.
**Required 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.
+ 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.
+ Ability to work independently while collaborating effectively within a team environment, demonstrating strong interpersonal skills and a proactive approach to problem solving.
**Preferred qualifications, capabilities, and skills**
+ 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.
+ Experience in syndicated loan transactions, demonstrating a strong understanding of the syndication process and related documentation.
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
**Base Pay/Salary**
Chicago,IL $68,400.00 - $109,000.00 / year
As a Loan Origination Associate I within JPMorganChase, you will play a crucial role in the loan lifecycle by ensuring smooth transaction closings, directly impacting clients and the wider community. We value a collaborative team culture and are committed to providing opportunities for professional growth and development. Your role involves engaging with internal and external clients to gather necessary documentation and manage expectations for a diverse range of loan products. You will also contribute to process improvement projects, optimizing resources and achieving objectives. Join us to be part of a team dedicated to efficient and effective lending services.
**Job responsibilities**
+ Collaborate across multiple teams to effectively interpret loan documentation and facilitate closings
+ Engage with clients to gather necessary items for closing, managing expectations throughout the process.
+ Govern and reconcile exception reports related to recent closed transactions
+ Contribute to projects aimed at improving processes and procedures.
+ Actively manage and prioritize a pipeline of assigned transactions to ensure timely execution and alignment with strategic goals.
**Required 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.
+ 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.
+ Ability to work independently while collaborating effectively within a team environment, demonstrating strong interpersonal skills and a proactive approach to problem solving.
**Preferred qualifications, capabilities, and skills**
+ 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.
+ Experience in syndicated loan transactions, demonstrating a strong understanding of the syndication process and related documentation.
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
**Base Pay/Salary**
Chicago,IL $68,400.00 - $109,000.00 / year
View Now
2
Loan Origination Associate
60601 Chicago, Illinois
JPMorgan Chase Bank, N.A.
Posted 1 day ago
Job Viewed
Job Description
Join JPMorganChase as a Loan Origination Associate I and make a significant impact on our lending services. This role offers a unique opportunity for career growth and development, where your skills in conflict management and strategic planning will be highly valued. Be part of a dynamic team that fosters collaboration and innovation, contributing to the success of our firm.
Required qualifications, capabilities, and skills
Preferred qualifications, capabilities, and skills
As a Loan Origination Associate I within JPMorganChase, you will play a crucial role in the loan lifecycle by ensuring smooth transaction closings, directly impacting clients and the wider community. We value a collaborative team culture and are committed to providing opportunities for professional growth and development. Your role involves engaging with internal and external clients to gather necessary documentation and manage expectations for a diverse range of loan products. You will also contribute to process improvement projects, optimizing resources and achieving objectives. Join us to be part of a team dedicated to efficient and effective lending services.
Job responsibilities
- Collaborate across multiple teams to effectively interpret loan documentation and facilitate closings
- Engage with clients to gather necessary items for closing, managing expectations throughout the process.
- Govern and reconcile exception reports related to recent closed transactions
- Contribute to projects aimed at improving processes and procedures.
- Actively manage and prioritize a pipeline of assigned transactions to ensure timely execution and alignment with strategic goals.
Required 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.
- 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.
- Ability to work independently while collaborating effectively within a team environment, demonstrating strong interpersonal skills and a proactive approach to problem solving.
Preferred qualifications, capabilities, and skills
- 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.
- Experience in syndicated loan transactions, demonstrating a strong understanding of the syndication process and related documentation.
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
Base Pay/Salary
Chicago,IL $68,400.00 - $109,000.00 / year
Apply Now
3
Loan Origination Analyst
75023 Plano, Texas
JPMorgan Chase Bank, N.A.
Posted 15 days ago
Job Viewed
Job Description
Join JPMorganChase as a Loan Origination Analyst and be at the forefront of our lending services. This role offers a unique opportunity to enhance your career while contributing to the success of our loan origination processes. You'll develop valuable skills in stakeholder management and problem-solving, all while being part of a supportive and dynamic team.
As a Loan Origination Analyst within JPMorganChase, you will play a crucial role in ensuring the smooth operation of loan origination processes, directly impacting clients and contributing to the success of our lending services. You'll collaborate with internal and external stakeholders, fostering a culture of trust and efficiency in a fast-paced environment. Our team is dedicated to providing exceptional lending services, and you'll be a key player in achieving this goal. You'll work on diverse loan transactions, develop critical thinking skills, and build strong relationships with stakeholders. Join us to be part of a team that values innovation, collaboration, and personal growth.
Job responsibilities
- Assist in the documentation and transaction closing process for loan origination by collaborating with team members to ensure all necessary documentation is accurately prepared and finalized for loan origination, facilitating a seamless transaction closing process.
- Manage stakeholder relationships with clients and internal teams, to ensure clear communication and efficient handling of loan transactions.
- Identify and address issues that arise during the loan origination process by applying analytical skills and problem-solving techniques to find effective solutions.
- Assist in identifying potential conflicts and work collaboratively with team members to mediate and resolve disputes, ensuring a harmonious workflow.
- Coordinate and prioritize tasks to ensure timely completion of all activities related to loan origination, maintaining a high level of organization and efficiency.
Required qualifications, capabilities, and skills
- Expertise in loan origination processes with strong stakeholder management skills for both internal and external clients.
- Ability to manage conflicts and facilitate discussions non-confrontationally, ensuring effective communication and resolution.
- Proven time management and organizational skills to efficiently prioritize tasks and meet deadlines.
- Developing proficiency in critical thinking and evaluation to accurately assess situations and make informed decisions.
Preferred qualifications, capabilities, and skills
- Expertise in lending services with the ability to leverage AI/ML technologies to streamline processes and enhance decision-making accuracy and efficiency.
- Strong communication and interpersonal skills for effective collaboration and rapport building in a team environment.
- Adaptability to changing priorities and environments, ensuring continued progress and success.
- Keen attention to detail and accuracy in documentation, maintaining high standards of quality and compliance.
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
Apply Now
4
Director, CRE Loan Origination
33140 Miami Beach, Florida
SitusAMC
Posted 2 days ago
Job Viewed
Job Description
SitusAMC is where the best and most passionate people come to transform our client's businesses and their own careers. Whether you're a real estate veteran, a passionate technologist, or looking to get your start, join us as we work together to realize opportunities for everyone, we proudly serve.
At SitusAMC, we are looking to match your unique experience with one of our amazing careers, so that we can help you realize your potential and career growth within the Real Estate Industry. If you are someone who can be yourself, advocate for others, stay nimble, dream big, own every outcome, and think global but act local - come join our team!
Our client is looking for a Director, CRE conduit loan originator to source, originate, structure, and close commercial real estate financings across a range of property types for the group's conduit CMBS business. This position will work closely with the loan underwriters, capital markets desk, credit risk management, loan transaction management, securitization bankers, loan closing team, and other important stakeholders.
ESSENTIAL JOB FUNCTIONS:
+ Solicit new business: source and originate CRE conduit loans in accordance with market standards and the bank's origination guidelines and risk parameters
+ Develop and maintain strong productive relationships with existing and prospective clients with an emphasis on origination opportunities among regional and national brokerage firms, local developers, high net worth individuals, corporations and other owners and operators in the real estate development and ownership space
+ Prescreen opportunities prior to the sizing, underwriting and documentation process
+ Oversee a deal origination team to prepare and present lending packages for internal credit approval and rating agency/ investor analysis
+ Lead in negotiating loan terms and conditions with borrowers working to achieve optimal terms for both the client and the bank
+ Provide independent, succinct and objective in-depth analysis of credit quality to present a financing request to senior management, loan approval committee and credit risk for approval
+ Use credit skills to identify strengths and weaknesses of a transaction and create structural features to mitigate risks
+ Work closely with:
+ the loan transaction management team to review and finalize loan documentation, ensuring compliance with market standards, internal policies and regulatory requirements
+ the loan underwriting team to prepare initial deal summaries and preliminary loan analysis and, should the loan approval progress, finalize the model
+ the syndicate desk, securitization bankers and capital sources to achieve superior execution on transactions
+ all stakeholders to maintain a high level of customer service and continuously strive to meet client objectives in the effort to responsibly grow a market-leading CMBS conduit platform
+ Coordinate the processing and closing of approved loans in compliance with the company lending policies and procedures
+ Provide leadership, mentorship, and support to junior team members
QUALIFICATIONS/REQUIREMENTS:
+ Candidate is required to have a BA/BS, ideally in commercial real estate finance, finance or similar
+ Strong network of contacts in the CRE industry including mortgage brokers and key decision makers at potential borrowers
+ Proven track record of originating and closing a high volume of securitized CRE conduit loans
+ At least 10+ years' experience focused on commercial real estate
+ Strong valuation, analytical and problem-solving skills
+ Skills in structuring and planning work, and proactively managing tasks through ebbs and flows in workload
+ Desire to work among a diverse team and be a supportive and collaborative colleague
+ Exceptional interpersonal, communication and presentation skills
+ The person will be expected to work from the client's New York office on weekdays. Travel is expected
Note: This job description is not intended to be all inclusive or exclusive. At any time, employees may perform other related duties as required to meet the ongoing needs of the organization and participate in additional trainings. SitusAMC does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to SitusAMC in any manner will be considered SitusAMC property, and SitusAMC will not pay a fee for any placement resulting from the receipt of an unsolicited resume.
The annual full time base salary range for this role is
$170,000.00 - $325,000.00
Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Additionally, certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and SitusAMC Senior Management approval. SitusAMC offers PTO and paid holidays, the terms of which are set forth in the program policies. All full time employees also are eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with the terms of the applicable plans.
Pay Transparency Nondiscrimination Provision ( is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Know Your Rights, Workplace Discrimination is Illegal (
At SitusAMC, we are looking to match your unique experience with one of our amazing careers, so that we can help you realize your potential and career growth within the Real Estate Industry. If you are someone who can be yourself, advocate for others, stay nimble, dream big, own every outcome, and think global but act local - come join our team!
Our client is looking for a Director, CRE conduit loan originator to source, originate, structure, and close commercial real estate financings across a range of property types for the group's conduit CMBS business. This position will work closely with the loan underwriters, capital markets desk, credit risk management, loan transaction management, securitization bankers, loan closing team, and other important stakeholders.
ESSENTIAL JOB FUNCTIONS:
+ Solicit new business: source and originate CRE conduit loans in accordance with market standards and the bank's origination guidelines and risk parameters
+ Develop and maintain strong productive relationships with existing and prospective clients with an emphasis on origination opportunities among regional and national brokerage firms, local developers, high net worth individuals, corporations and other owners and operators in the real estate development and ownership space
+ Prescreen opportunities prior to the sizing, underwriting and documentation process
+ Oversee a deal origination team to prepare and present lending packages for internal credit approval and rating agency/ investor analysis
+ Lead in negotiating loan terms and conditions with borrowers working to achieve optimal terms for both the client and the bank
+ Provide independent, succinct and objective in-depth analysis of credit quality to present a financing request to senior management, loan approval committee and credit risk for approval
+ Use credit skills to identify strengths and weaknesses of a transaction and create structural features to mitigate risks
+ Work closely with:
+ the loan transaction management team to review and finalize loan documentation, ensuring compliance with market standards, internal policies and regulatory requirements
+ the loan underwriting team to prepare initial deal summaries and preliminary loan analysis and, should the loan approval progress, finalize the model
+ the syndicate desk, securitization bankers and capital sources to achieve superior execution on transactions
+ all stakeholders to maintain a high level of customer service and continuously strive to meet client objectives in the effort to responsibly grow a market-leading CMBS conduit platform
+ Coordinate the processing and closing of approved loans in compliance with the company lending policies and procedures
+ Provide leadership, mentorship, and support to junior team members
QUALIFICATIONS/REQUIREMENTS:
+ Candidate is required to have a BA/BS, ideally in commercial real estate finance, finance or similar
+ Strong network of contacts in the CRE industry including mortgage brokers and key decision makers at potential borrowers
+ Proven track record of originating and closing a high volume of securitized CRE conduit loans
+ At least 10+ years' experience focused on commercial real estate
+ Strong valuation, analytical and problem-solving skills
+ Skills in structuring and planning work, and proactively managing tasks through ebbs and flows in workload
+ Desire to work among a diverse team and be a supportive and collaborative colleague
+ Exceptional interpersonal, communication and presentation skills
+ The person will be expected to work from the client's New York office on weekdays. Travel is expected
Note: This job description is not intended to be all inclusive or exclusive. At any time, employees may perform other related duties as required to meet the ongoing needs of the organization and participate in additional trainings. SitusAMC does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to SitusAMC in any manner will be considered SitusAMC property, and SitusAMC will not pay a fee for any placement resulting from the receipt of an unsolicited resume.
The annual full time base salary range for this role is
$170,000.00 - $325,000.00
Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Additionally, certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and SitusAMC Senior Management approval. SitusAMC offers PTO and paid holidays, the terms of which are set forth in the program policies. All full time employees also are eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with the terms of the applicable plans.
Pay Transparency Nondiscrimination Provision ( is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Know Your Rights, Workplace Discrimination is Illegal (
View Now
5
Loan Origination Associate I
85282 Tempe, Arizona
JPMorgan Chase
Posted 2 days ago
Job Viewed
Job Description
Join JPMorganChase as a Loan Origination Associate I and make a significant impact on our lending services. This role offers a unique opportunity for career growth and development, where your skills in conflict management and strategic planning will be highly valued. Be part of a dynamic team that fosters collaboration and innovation, contributing to the success of our firm.
As a Loan Origination Associate I within JPMorganChase, you will play a crucial role in the loan lifecycle by ensuring smooth transaction closings, directly impacting clients and the wider community. We value a collaborative team culture and are committed to providing opportunities for professional growth and development. Your role involves engaging with internal and external clients to gather necessary documentation and manage expectations for a diverse range of loan products. You will also contribute to process improvement projects, optimizing resources and achieving objectives. Join us to be part of a team dedicated to efficient and effective lending services.
**Job responsibilities**
+ 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.
**Required 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.
+ 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.
**Preferred qualifications, capabilities, and skills**
+ 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.
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
As a Loan Origination Associate I within JPMorganChase, you will play a crucial role in the loan lifecycle by ensuring smooth transaction closings, directly impacting clients and the wider community. We value a collaborative team culture and are committed to providing opportunities for professional growth and development. Your role involves engaging with internal and external clients to gather necessary documentation and manage expectations for a diverse range of loan products. You will also contribute to process improvement projects, optimizing resources and achieving objectives. Join us to be part of a team dedicated to efficient and effective lending services.
**Job responsibilities**
+ 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.
**Required 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.
+ 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.
**Preferred qualifications, capabilities, and skills**
+ 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.
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
View Now
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6
Associate, CRE Loan Origination
90006 Los Angeles, California
SitusAMC
Posted 2 days ago
Job Viewed
Job Description
SitusAMC is where the best and most passionate people come to transform our client's businesses and their own careers. Whether you're a real estate veteran, a passionate technologist, or looking to get your start, join us as we work together to realize opportunities for everyone, we proudly serve.
At SitusAMC, we are looking to match your unique experience with one of our amazing careers, so that we can help you realize your potential and career growth within the Real Estate Industry. If you are someone who can be yourself, advocate for others, stay nimble, dream big, own every outcome, and think global but act local - come join our team!
We are looking for an Associate join our client's Large Loan Team in screening, sizing, structuring, underwriting and documentation of potential CRE loan opportunities for diverse asset classes across the US. The team originates $multi-million / $illion+ loans for securitization/syndication and supports underwriting for the recently established balance sheet program.
ESSENTIAL JOB FUNCTIONS:
+ Support large loan originators with the sizing, underwriting/due diligence, closing and execution of large loan transactions across various geographies and asset types
+ Prepare sizing cashflow and, estimated capital stacks for pricing and quoting large loans and for purposes of preliminary credit approval
+ Recommend structural loan features to enhance credit and mitigate risk
+ Prepare all necessary components of the credit package, including due diligence material, credit memo/Asset Summary Report and underwriting
+ Complete site inspections and detailed market analysis, including broker interviews and discussions with property management and ownership
+ Analyze detailed property financial information
+ Create and/or review existing Argus cash flow models; edit assumptions based on actual market data collections and financial review information
+ Review third party reports (appraisal, engineering, environmental, etc.), and identify key issues that warrant further investigation and/or revision
+ Participate in presentations and discussions with clients, mortgage brokers, loan syndication partners, rating agencies, B buyers and mezz lenders regarding loan structure, sponsorship, legal, property, market, pricing, and underwriting issues
+ Assist Capital Markets team to ensure the successful execution/exit of loans, including coordination with rating agencies, investors, and securitization functions
**QUALIFICATIONS/REQUIREMENTS:**
+ Bachelor's degree from an accredited institution
+ 4-6 years' experience in CMBS loan underwriting or similar role
+ Strong financial modelling / excel skills
+ Excellent communication skills, willingness to work as part of a larger team
+ Self-starter who thrives in a dynamic environment and requires minimal supervision
Note: This job description is not intended to be all inclusive or exclusive. At any time, employees may perform other related duties as required to meet the ongoing needs of the organization and participate in additional trainings. SitusAMC does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to SitusAMC in any manner will be considered SitusAMC property, and SitusAMC will not pay a fee for any placement resulting from the receipt of an unsolicited resume.
The annual full time base salary range for this role is
135,000.00 - 175,000.00
Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Additionally, certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and SitusAMC Senior Management approval. SitusAMC offers PTO and paid holidays, the terms of which are set forth in the program policies. All full time employees also are eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with the terms of the applicable plans.
Pay Transparency Nondiscrimination Provision ( is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Know Your Rights, Workplace Discrimination is Illegal (
At SitusAMC, we are looking to match your unique experience with one of our amazing careers, so that we can help you realize your potential and career growth within the Real Estate Industry. If you are someone who can be yourself, advocate for others, stay nimble, dream big, own every outcome, and think global but act local - come join our team!
We are looking for an Associate join our client's Large Loan Team in screening, sizing, structuring, underwriting and documentation of potential CRE loan opportunities for diverse asset classes across the US. The team originates $multi-million / $illion+ loans for securitization/syndication and supports underwriting for the recently established balance sheet program.
ESSENTIAL JOB FUNCTIONS:
+ Support large loan originators with the sizing, underwriting/due diligence, closing and execution of large loan transactions across various geographies and asset types
+ Prepare sizing cashflow and, estimated capital stacks for pricing and quoting large loans and for purposes of preliminary credit approval
+ Recommend structural loan features to enhance credit and mitigate risk
+ Prepare all necessary components of the credit package, including due diligence material, credit memo/Asset Summary Report and underwriting
+ Complete site inspections and detailed market analysis, including broker interviews and discussions with property management and ownership
+ Analyze detailed property financial information
+ Create and/or review existing Argus cash flow models; edit assumptions based on actual market data collections and financial review information
+ Review third party reports (appraisal, engineering, environmental, etc.), and identify key issues that warrant further investigation and/or revision
+ Participate in presentations and discussions with clients, mortgage brokers, loan syndication partners, rating agencies, B buyers and mezz lenders regarding loan structure, sponsorship, legal, property, market, pricing, and underwriting issues
+ Assist Capital Markets team to ensure the successful execution/exit of loans, including coordination with rating agencies, investors, and securitization functions
**QUALIFICATIONS/REQUIREMENTS:**
+ Bachelor's degree from an accredited institution
+ 4-6 years' experience in CMBS loan underwriting or similar role
+ Strong financial modelling / excel skills
+ Excellent communication skills, willingness to work as part of a larger team
+ Self-starter who thrives in a dynamic environment and requires minimal supervision
Note: This job description is not intended to be all inclusive or exclusive. At any time, employees may perform other related duties as required to meet the ongoing needs of the organization and participate in additional trainings. SitusAMC does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to SitusAMC in any manner will be considered SitusAMC property, and SitusAMC will not pay a fee for any placement resulting from the receipt of an unsolicited resume.
The annual full time base salary range for this role is
135,000.00 - 175,000.00
Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Additionally, certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and SitusAMC Senior Management approval. SitusAMC offers PTO and paid holidays, the terms of which are set forth in the program policies. All full time employees also are eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with the terms of the applicable plans.
Pay Transparency Nondiscrimination Provision ( is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Know Your Rights, Workplace Discrimination is Illegal (
View Now
7
Associate, CRE Loan Origination
10176 New York, New York
SitusAMC
Posted 6 days ago
Job Viewed
Job Description
SitusAMC is where the best and most passionate people come to transform our client's businesses and their own careers. Whether you're a real estate veteran, a passionate technologist, or looking to get your start, join us as we work together to realize opportunities for everyone, we proudly serve.
At SitusAMC, we are looking to match your unique experience with one of our amazing careers, so that we can help you realize your potential and career growth within the Real Estate Industry. If you are someone who can be yourself, advocate for others, stay nimble, dream big, own every outcome, and think global but act local - come join our team!
We are looking for an Associate join our client's Large Loan Team in screening, sizing, structuring, underwriting and documentation of potential CRE loan opportunities for diverse asset classes across the US. The team originates $multi-million / $illion+ loans for securitization/syndication and supports underwriting for the recently established balance sheet program.
ESSENTIAL JOB FUNCTIONS:
+ Support large loan originators with the sizing, underwriting/due diligence, closing and execution of large loan transactions across various geographies and asset types
+ Prepare sizing cashflow and, estimated capital stacks for pricing and quoting large loans and for purposes of preliminary credit approval
+ Recommend structural loan features to enhance credit and mitigate risk
+ Prepare all necessary components of the credit package, including due diligence material, credit memo/Asset Summary Report and underwriting
+ Complete site inspections and detailed market analysis, including broker interviews and discussions with property management and ownership
+ Analyze detailed property financial information
+ Create and/or review existing Argus cash flow models; edit assumptions based on actual market data collections and financial review information
+ Review third party reports (appraisal, engineering, environmental, etc.), and identify key issues that warrant further investigation and/or revision
+ Participate in presentations and discussions with clients, mortgage brokers, loan syndication partners, rating agencies, B buyers and mezz lenders regarding loan structure, sponsorship, legal, property, market, pricing, and underwriting issues
+ Assist Capital Markets team to ensure the successful execution/exit of loans, including coordination with rating agencies, investors, and securitization functions
**QUALIFICATIONS/REQUIREMENTS:**
+ Bachelor's degree from an accredited institution
+ 4-6 years' experience in CMBS loan underwriting or similar role
+ Strong financial modelling / excel skills
+ Excellent communication skills, willingness to work as part of a larger team
+ Self-starter who thrives in a dynamic environment and requires minimal supervision
Note: This job description is not intended to be all inclusive or exclusive. At any time, employees may perform other related duties as required to meet the ongoing needs of the organization and participate in additional trainings. SitusAMC does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to SitusAMC in any manner will be considered SitusAMC property, and SitusAMC will not pay a fee for any placement resulting from the receipt of an unsolicited resume.
The annual full time base salary range for this role is
135,000.00 - 175,000.00
Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Additionally, certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and SitusAMC Senior Management approval. SitusAMC offers PTO and paid holidays, the terms of which are set forth in the program policies. All full time employees also are eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with the terms of the applicable plans.
Pay Transparency Nondiscrimination Provision ( is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Know Your Rights, Workplace Discrimination is Illegal (
At SitusAMC, we are looking to match your unique experience with one of our amazing careers, so that we can help you realize your potential and career growth within the Real Estate Industry. If you are someone who can be yourself, advocate for others, stay nimble, dream big, own every outcome, and think global but act local - come join our team!
We are looking for an Associate join our client's Large Loan Team in screening, sizing, structuring, underwriting and documentation of potential CRE loan opportunities for diverse asset classes across the US. The team originates $multi-million / $illion+ loans for securitization/syndication and supports underwriting for the recently established balance sheet program.
ESSENTIAL JOB FUNCTIONS:
+ Support large loan originators with the sizing, underwriting/due diligence, closing and execution of large loan transactions across various geographies and asset types
+ Prepare sizing cashflow and, estimated capital stacks for pricing and quoting large loans and for purposes of preliminary credit approval
+ Recommend structural loan features to enhance credit and mitigate risk
+ Prepare all necessary components of the credit package, including due diligence material, credit memo/Asset Summary Report and underwriting
+ Complete site inspections and detailed market analysis, including broker interviews and discussions with property management and ownership
+ Analyze detailed property financial information
+ Create and/or review existing Argus cash flow models; edit assumptions based on actual market data collections and financial review information
+ Review third party reports (appraisal, engineering, environmental, etc.), and identify key issues that warrant further investigation and/or revision
+ Participate in presentations and discussions with clients, mortgage brokers, loan syndication partners, rating agencies, B buyers and mezz lenders regarding loan structure, sponsorship, legal, property, market, pricing, and underwriting issues
+ Assist Capital Markets team to ensure the successful execution/exit of loans, including coordination with rating agencies, investors, and securitization functions
**QUALIFICATIONS/REQUIREMENTS:**
+ Bachelor's degree from an accredited institution
+ 4-6 years' experience in CMBS loan underwriting or similar role
+ Strong financial modelling / excel skills
+ Excellent communication skills, willingness to work as part of a larger team
+ Self-starter who thrives in a dynamic environment and requires minimal supervision
Note: This job description is not intended to be all inclusive or exclusive. At any time, employees may perform other related duties as required to meet the ongoing needs of the organization and participate in additional trainings. SitusAMC does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to SitusAMC in any manner will be considered SitusAMC property, and SitusAMC will not pay a fee for any placement resulting from the receipt of an unsolicited resume.
The annual full time base salary range for this role is
135,000.00 - 175,000.00
Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Additionally, certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and SitusAMC Senior Management approval. SitusAMC offers PTO and paid holidays, the terms of which are set forth in the program policies. All full time employees also are eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with the terms of the applicable plans.
Pay Transparency Nondiscrimination Provision ( is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Know Your Rights, Workplace Discrimination is Illegal (
View Now
8
Loan Origination Specialist III
75026 Plano, Texas
JPMorgan Chase
Posted 8 days ago
Job Viewed
Job Description
Join our dynamic team and make a real impact in small business lending! Apply today to help drive successful loan experiences for our clients.
**Job Summary**
As a Loan Origination Specialist in the Small Business Lending team, you will review approvals, documentation, and due diligence to ensure loans are closed accurately and securely. You will help protect both our clients and the bank by preparing thorough documentation and supporting the loan process.
**Job Responsibilities**
+ Review commercial credit application packages for adherence to credit policy and required due diligence
+ Examine business entity and organizational documents, including trust agreements and UCC searches
+ Coordinate and review equipment valuations and other necessary reports
+ Evaluate collateral and verification reports to ensure credit approval terms are met
+ Prepare loan and compliance documentation to protect the bank's interests
+ Serve as a primary liaison between the Business Relationship Manager and Credit Coordinator
+ Ensure all documentation is complete and accurate before closing
+ Communicate effectively with internal and external partners
+ Maintain high attention to detail in a fast-paced environment
+ Support process improvements and risk mitigation
+ Work independently to manage multiple loan files
**Required Qualifications, Capabilities, and Skills**
+ 1 year of experience preparing commercial loan, SBA, or mortgage loan documents
+ Experience with collateral and entity due diligence for commercial loans
+ Excellent attention to detail
+ Strong communication and PC skills
+ Ability to work independently in a high-volume, production-oriented environment
+ College degree, paralegal, or equivalent work experience
**Preferred Qualifications, Capabilities, and Skills**
+ Advanced knowledge of commercial loan documentation
+ Experience with SBA loan processes
+ Familiarity with compliance documentation
+ Strong organizational skills
+ Ability to manage competing priorities
+ Experience supporting process improvements
+ Proven track record in risk mitigation
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
**Job Summary**
As a Loan Origination Specialist in the Small Business Lending team, you will review approvals, documentation, and due diligence to ensure loans are closed accurately and securely. You will help protect both our clients and the bank by preparing thorough documentation and supporting the loan process.
**Job Responsibilities**
+ Review commercial credit application packages for adherence to credit policy and required due diligence
+ Examine business entity and organizational documents, including trust agreements and UCC searches
+ Coordinate and review equipment valuations and other necessary reports
+ Evaluate collateral and verification reports to ensure credit approval terms are met
+ Prepare loan and compliance documentation to protect the bank's interests
+ Serve as a primary liaison between the Business Relationship Manager and Credit Coordinator
+ Ensure all documentation is complete and accurate before closing
+ Communicate effectively with internal and external partners
+ Maintain high attention to detail in a fast-paced environment
+ Support process improvements and risk mitigation
+ Work independently to manage multiple loan files
**Required Qualifications, Capabilities, and Skills**
+ 1 year of experience preparing commercial loan, SBA, or mortgage loan documents
+ Experience with collateral and entity due diligence for commercial loans
+ Excellent attention to detail
+ Strong communication and PC skills
+ Ability to work independently in a high-volume, production-oriented environment
+ College degree, paralegal, or equivalent work experience
**Preferred Qualifications, Capabilities, and Skills**
+ Advanced knowledge of commercial loan documentation
+ Experience with SBA loan processes
+ Familiarity with compliance documentation
+ Strong organizational skills
+ Ability to manage competing priorities
+ Experience supporting process improvements
+ Proven track record in risk mitigation
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
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