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Origination Associate Jobs in Virginia (NOW HIRING)

The Client Services Associate helps maintain operational accuracy, supports timely documentation ... lease origination process, including onboarding new clients, servicing existing clients, and ...

The Client Services Associate helps maintain operational accuracy, supports timely documentation ... lease origination process, including onboarding new clients, servicing existing clients, and ...

Ensures lending compliance with all origination procedures including bank policies and procedures ... Associates degree and 2 years sales experience, OR in lieu of a degree, A combined minimum of 4 ...

Ensures lending compliance with all origination procedures including bank policies and procedures ... Associates degree and 2 years sales experience, OR in lieu of a degree, A combined minimum of 4 ...

Ensures lending compliance with all origination procedures including bank policies and procedures ... Associates degree and 2 years sales experience, OR in lieu of a degree, A combined minimum of 4 ...

Ensures lending compliance with all origination procedures including bank policies and procedures ... Associates degree and 2 years sales experience, OR in lieu of a degree, A combined minimum of 4 ...

Ensures lending compliance with all origination procedures including bank policies and procedures ... Associates degree and 2 years sales experience, OR in lieu of a degree, A combined minimum of 4 ...

Ensures lending compliance with all origination procedures including bank policies and procedures ... Associates degree and 2 years sales experience, OR in lieu of a degree, A combined minimum of 4 ...

Ensures lending compliance with all origination procedures including bank policies and procedures ... Associates degree and 2 years sales experience, OR in lieu of a degree, A combined minimum of 4 ...

Sales Associate

Mclean, VA · On-site

$14.25 - $19.25/hr

Clarks is looking for Part Time Sales Associates to join the team! Our employees are the sole of ... After all, we're originators, not imitators. It's who we are, who we've always been. And to change ...

Sales Associate

Mclean, VA

$14.25 - $19.25/hr

Clarks is looking for Part Time Sales Associates to join the team! Our employees are the sole of ... After all, we're originators, not imitators. It's who we are, who we've always been. And to change ...

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Origination Associate information

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.

What are the most commonly searched types of Origination jobs in Virginia? The most popular types of Origination jobs in Virginia are:
What are popular job titles related to Origination Associate jobs in Virginia? For Origination Associate jobs in Virginia, the most frequently searched job titles are:
What job categories do people searching Origination Associate jobs in Virginia look for? The top searched job categories for Origination Associate jobs in Virginia are:
What cities in Virginia are hiring for Origination Associate jobs? Cities in Virginia with the most Origination Associate job openings:

Trusts & Estates/Tax Senior Associate or Partner

Willcox Savage

Norfolk, VA

$78.90K - $97.70K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 13 hours ago


Job description

Willcox Savage is seeking an experienced Trusts amp; Estates/Tax Senior Associate or Partner to join our growing practice. The ideal candidate will bring deep technical knowledge, a client-first mindset, and the ability to expand and help lead a sophisticated trusts and estates platform, including estate planning, estate and trust administration, tax planning, and related fiduciary litigation support.
Key Responsibilities
  • Advise high-net-worth individuals, families, fiduciaries, and closely held business owners on estate planning strategies, including tax-efficient wealth transfer, succession planning, and charitable planning.
  • Draft and negotiate sophisticated estate planning documents (e.g., wills, revocable and irrevocable trusts, directed trusts, SLATs/GRATs/QPRTs, ILITs, charitable vehicles) tailored to client objectives and evolving law.
  • Provide counsel regarding fiduciary duties, trust administration, probate matters, and related disputes; partner with litigators as needed on contested estate/trust matters.
  • Work collaboratively with corporate and real estate colleagues to deliver integrated planning solutions.
  • Develop and grow a book of business; originate matters and deepen relationships with existing firm clients and referral sources (wealth advisors, CPAs, bankers, family businesses).
  • Assist clients with tax planning and IRS and/or state tax controversies.
  • Assist corporate attorneys with tax aspects of transactions and planning.
  • Lead and mentor associates and paralegals; contribute to practice management and training.
  • Stay current on federal and state tax law developments and proactively advise clients on planning opportunities and risk mitigation.
Qualifications
  • J.D. from an accredited law school and active bar membership in Virginia (or ability to waive in promptly).
  • At least 5 to 10 years of substantial trusts and estates experience, including sophisticated estate planning and administration for high-net-worth clients.
  • Experience counseling tax-exempt entities.
  • Demonstrated ability to originate and grow business (a portable book preferred).
  • Strong drafting skills and technical command of transfer tax planning and fiduciary income tax considerations.
  • Excellent client counseling, communication, and interpersonal skills; ability to translate complex concepts into practical guidance.
  • Proven leadership skills and commitment to mentoring and developing junior attorneys.
  • High level of professionalism, judgment, and discretion with confidential matters.
Preferred Qualifications
  • LL.M. in Taxation and/or relevant professional designation(s) (e.g., CPA) a plus.
  • Experience with closely held business planning, entity governance, and family wealth succession strategies.
  • Experience advising fiduciaries and/or serving as outside general counsel to trust companies or financial institutions.
  • Comfort with business development activities, speaking engagements, and publishing thought leadership.
  • Experience in multistate planning and administration, including domicile planning and state estate/inheritance tax considerations.
  • At least a partially portable book of business.
Benefits
  • Competitive salary and bonus potential.
  • Comprehensive health, dental, and vision insurance.
  • 401(k) plan
  • Paid time off and holidays.
  • Professional development and continuing education opportunities.
Willcox Savage is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), gender identity or expression, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other legally protected status. If you need a reasonable accommodation to complete the application or interview process, please contact our firm at 757-628-5500 and ask for Human Resources.