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Origination Associate Jobs in Ohio (NOW HIRING)

UMB Bank

Mortgage Loan Originator

Columbus, OH

$20.60K - $208.20K/mo

UMB's mortgage team has a wealth of knowledge due to it being comprised of many associates who have ... The Mortgage Loan Originator' s role is important because they help to educate, advise and guide ...

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What are the key skills and qualifications needed to thrive as an Origination Associate, and why are they important?

To thrive as an Origination Associate, you need strong analytical skills, financial acumen, and a background in finance, business, or a related field. Familiarity with CRM systems, financial modeling tools like Excel, and deal management software is typically required. Excellent communication, relationship-building abilities, and attention to detail are important soft skills for working with clients and internal teams. These skills ensure the efficient sourcing, evaluation, and execution of new business opportunities, which are critical to driving growth and successful deal outcomes.

How does an Origination Associate typically collaborate with other teams during the deal origination process?

An Origination Associate works closely with cross-functional teams such as underwriting, due diligence, legal, and sales to ensure the smooth progression of deals from initial contact through to closing. They often coordinate meetings, share market insights, and gather necessary documentation to help evaluate potential opportunities. Effective communication and strong organizational skills are critical, as the role requires managing multiple stakeholders and timelines simultaneously. This collaborative environment provides valuable exposure to different aspects of the business and helps build a strong professional network.

What does an Origination Associate do?

An Origination Associate is responsible for identifying, evaluating, and initiating new business opportunities, often within finance, real estate, or energy sectors. Their work typically involves researching markets, building relationships with potential clients or partners, and supporting the execution of deals or transactions. They play a key role in the early stages of the deal-making process by conducting due diligence, preparing proposals, and coordinating with internal teams. The position requires strong analytical skills, attention to detail, and effective communication abilities.

What is the difference between Origination Associate vs Loan Officer?

AspectOrigination AssociateLoan Officer
CredentialsTypically requires a bachelor's degree; licensing may be needed for certain loan typesRequires licensing (e.g., NMLS) and often a similar educational background
Work EnvironmentWorks in banks, mortgage companies, or financial institutions, supporting loan origination processesWorks directly with clients to evaluate and approve loan applications
Industry UsageCommonly used in mortgage and commercial lending sectorsWidely used across retail banking, mortgage, and consumer lending

While both roles involve supporting the loan process, an Origination Associate primarily assists with administrative tasks and initial documentation, whereas a Loan Officer actively evaluates, approves, and interacts directly with clients to facilitate loans.

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What job categories do people searching Origination Associate jobs in Ohio look for? The top searched job categories for Origination Associate jobs in Ohio are:
What cities in Ohio are hiring for Origination Associate jobs? Cities in Ohio with the most Origination Associate job openings:
Origination Associate jobs near you
P-Commercial Equipment Finance Loan Origination Associate

P-Commercial Equipment Finance Loan Origination Associate

JPMorgan Chase & Co

Columbus, OH • On-site

Full-time

Medical, Retirement

Posted 12 days ago

JPMorgan Chase & Co. rating

8.1

Company rating: 8.1 out of 10

Based on 467 frontline employees who took The Breakroom Quiz

46th of 141 rated banks

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. 

Required or additional information:

  • Visa sponsorship is not available for this position.
  • Work schedules will be full-time in office, on a 40-hour per week schedule.
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

J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.
Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients-including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations.

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