ZipRecruiter

Log In

1

Origination Associate Jobs in Ohio (NOW HIRING)

F&M Bank

Home Loan Originator

Perrysburg, OH · On-site

Ensure exceptional customer experience by overseeing the loan process from origination to closing ... EDUCATION and/or EXPERIENCE Associate's degree (A. A.) in banking or finance or two years related ...

Xpand

Sr Associate

Columbus, OH · On-site

$14.50 - $17.50/hr

Job Title: Sr Associate, M&A Business Unit: Xpand Reports To: Director, M&A Location: North ... This role will be the face of Xpand to strategic buyers; originating, presenting, and negotiating ...

Unison Risk Advisors

Sales Associate - Group Benefits

Akron, OH · On-site +1

$13.50 - $18.25/hr

Sales Associate, Group Benefits - Position Summary Responsible for generating sales opportunities ... Hands-On Execution & Delivery • Establishes a sales development plan to originate business with ...

previous page

Showing results 41-60

All JobsOrigination Associate JobsOrigination Associate Jobs in Ohio

Origination Associate information

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.

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 are the key skills and qualifications needed to thrive as an Origination Associate?

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.

What are popular job titles related to Origination Associate jobs in Ohio?

For Origination Associate jobs in Ohio, the most frequently searched job titles are:

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

FCBank, Universal Associate, Full time

CNB Bank

Westerville, OH • On-site

$14.50 - $16/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 13 days ago

CNB Bank rating

8.8

Company rating: 8.8 out of 10

Based on 19 frontline employees who took The Breakroom Quiz

16th of 171 rated banks

Job description

Job Type
Full-time
Description
Universal Associates are hardworking, self-motivated individuals with positive attitudes who provide a specialized banking experience and are empowered to recommend solutions for individual client's needs. Universal Associates follow our bank philosophy: Positive Energy, Positive Outcomes.
Below is a list of essential functions of this position. Additional responsibilities may be assigned in the position.
KEY RESPONSIBILITIES
  • Enthusiastically greet our clients and engage in conversations. Uncover opportunities and make product and service recommendations.
  • Deliver an exceptional experience to our clients by creating an unforgettable banking experience with every interaction.
  • Perform accurate transactions, maintenance for clients, account opening and retail lending at a high level.
  • Follow all bank policies and operational procedures to ensure security and compliance.
  • Meet or exceed performance targets related to customer satisfaction, product sales, and financial wellness conversations.

ATTITUDES
Builds positive relationships with internal and external clients by valuing other's feelings and rights in both words and actions, and embracing other's unique beliefs, backgrounds, and perspectives by demonstrating:
  • Respect- treat every client and colleague with dignity and respect.
  • Client Focus- greet customers warmly, listen attentively and provide tailored financial solutions.
  • Inclusion- embrace diverse perspectives creating a welcoming environment for all.

BEHAVIORS
Demonstrates strong business ethics and honest behaviors and the ability to positively influence and work with others to achieve excellent results by demonstrating:
  • Leadership- show leadership in day-to-day operations by modeling a positive attitude and strong work ethic.
  • Integrity- adheres to bank policies, arrives on time, takes responsibilities for their actions and contributes to a positive, trustworthy atmosphere that reflects the bank's standards and values.
  • Collaboration- work effectively within a team, contribute ideas, and support colleagues.
  • Volunteerism- actively support and participate in community outreach and volunteer initiatives.

COMPETENCIES
Reflects skill, good judgement, positive conduct, and personal responsibility for assigned areas. Seeks to implement and leverage services and technologies that create efficiencies by demonstrating:
  • Accountability- accurately process transactions in compliance with bank policies and regulatory standards. Effectively manage cash drawer, TCD, TCR, ETM, Vault and coin machine responsibilities. Take ownership of daily job duties.
  • Innovation- identify opportunities to improve service efficiency or customer experience and suggest creative solutions.
  • Professionalism- consistently demonstrates courteous behavior, integrity, and a strong work ethic while representing the bank with a polished appearance and clear communication.

POSITION LEVEL(S) EXPECTATIONS (if applicable)
  • UA I- Open consumer and business deposit accounts
  • UA II- Ability to uncover and originate consumer loans plus all above duties.
  • UA III- Maintain current registration with NMLS to originate home equity loans and lines. Uncover and build upon Center of Influence and Networking Opportunities plus all above duties.
  • UA IV- Maintain current registration with NMLS to originate purchase mortgages plus all above duties.

SEEKS PROFESSIONAL DEVELOPMENT OPPORTUNITIES
Actively participate in expanding skill sets and career paths by attending training programs, workshops, certifications, and educational resources relevant to the role. Set stretch assignments and cross functional opportunities that foster growth and learning.
Requirements
QUALIFICATIONS, EDUCATION, & EXPERIENCE
To perform this position successfully, an individual must be able to perform each essential position requirement satisfactorily and a skills inventory is listed below. A high school diploma or general education degree (GED) is required, with related experience and secondary education preferred. A background screening will be conducted.
  • LANGUAGE SKILLS: Ability to read, comprehend, and interpret documents. Possesses professional communication and interpersonal skills to write and speak effectively both one-on-one and before groups of clients or employees of the organization. Ability to communicate to clients directly and effectively.
  • TECHNOLOGY SKILLS: Ability to utilize telephone systems and possess good digital literacy including email, internet and intranet use. Experience or the ability to learn core transaction system, debit card system, statement processing system, cash advance machines and any other computer programs pertinent to performing job duties.
  • MATHEMATICAL SKILLS: Ability to add, subtract, multiply, and divide in all units of measure.
  • REASONING ABILITY: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to solve challenging problems involving several variables in a standardized situation.
  • PHYSICAL DEMANDS AND WORK ENVIRONMENT: The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this position.

This position operates in a professional office environment with considerable time spent standing at a teller pod or sitting at a desk using office equipment such as computers, phones, and printers. Noise level is moderate with constant communication and interactions with others. May be required to lift 25 pounds in weight. Ability to travel on occasion to all market areas and attend seminars or training sessions offsite.
Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
DISCLAIMER: This job description is not an exclusive list of responsibilities and duties. They may change at any time without notice.
BENEFITS
  • Medical, Dental, Vision & Life Insurance
  • 401K with company match
  • Paid Time Off & Recognized Holidays
  • Leave policies
  • Voluntary Benefit Options (Life, Accident, Critical Illness, Hospital Indemnity & Pet)
  • Employee Assistance Program
  • Employee Health & Wellness Program
  • Special Loan and Deposit Rates
  • Gradifi Student Loan Paydown Plan
  • Rewards & Recognition Programs and much more!

Eligibility requirements apply.
FCBank is an equal opportunity employer and all applicants are considered based on qualifications without regard to sex, race, color, ancestry, religious creed, national origin, sexual orientation, gender identity, physical disability, mental disability, age, marital status, disabled veteran or Vietnam era veteran status. CNB Financial Corporation is an Affirmative Action Employer and is committed to fostering, cultivating and preserving a culture of diversity and inclusion.
https://mandatoryview.com/?LicenceId=5a7398f0-7edb-4cb7-a02b-518dcfa222fa&ProductType=IntranetLicense&SubType=PG

What CNB Bank employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply