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Origination Specialist Jobs (NOW HIRING)

BANK FIRST

Mortgage Origination Specialist

Manitowoc, WI · On-site

Mortgage Origination Specialist The Mortgage Origination Specialist reviews residential loan applications and works with Lenders to verify that the application data is complete, accurate and meets ...

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Atlantic Bay

Senior Origination Specialist

Asheville, NC · On-site

$93K - $110K/yr

Atlantic Bay Mortgage Group, recently voted #1 in the nation as the best large mortgage company to work for by National Mortgage News, is seeking a Senior Origination Specialist in our Asheville ...

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Origination Specialist information

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

To thrive as an Origination Specialist, you need strong analytical abilities, attention to detail, and a background in finance, business, or a related field, often supported by a relevant degree. Proficiency with CRM platforms, loan origination systems (LOS), and financial analysis software is typically required. Excellent interpersonal skills, negotiation, and effective communication help build client relationships and facilitate successful deal structuring. These skills ensure accurate, compliant processing of financial products and foster trust with clients, driving business growth.

What are some common challenges faced by Origination Specialists when building and maintaining client relationships?

Origination Specialists often encounter the challenge of establishing trust with new clients while managing multiple ongoing relationships. Balancing the need to proactively source new business opportunities with delivering personalized service to existing clients can be demanding, especially in highly competitive markets. Success in this role typically requires strong communication skills, persistence, and the ability to quickly understand client needs. Collaborating effectively with internal teams, such as underwriting and sales, is also essential to ensure seamless deal execution and client satisfaction.

What is an Origination Specialist?

An Origination Specialist is a professional responsible for managing the initial phase of a financial or business transaction, such as processing loan applications, gathering client information, and ensuring all required documents are complete. They are often found in banking, mortgage, or lending institutions, where they help evaluate applicants’ eligibility and guide them through the early steps of obtaining a loan or financial product. Origination Specialists play a crucial role in ensuring a smooth process from application to approval, and they often serve as the main point of contact for clients during this stage.
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Infographic showing various Origination Specialist job openings in the United States as of July 2026, with employment types broken down into 4% Locum Tenens, 1% Internship, 90% Full Time, 4% Part Time, and 1% Contract. Highlights an 79% Physical, 5% Hybrid, and 16% Remote job distribution.

Loan Origination Specialist

CU Student Choice Partners LLC

San Antonio, TX • On-site

$45K - $48K/yr

Full-time

Re-posted 4 days ago

Job description

Title: Loan Originations Specialist

Standard Hours: 40

Primary Location: SA Operations Center

110 Broadway, Suite 500, San Antonio TX, 78205

Reports to: COO Division, Director of Member Experience


Job Description

The Loan Originations Specialist will work directly with a wide variety of members to ensure a stellar and speedy experience from start to finish. The Originations Specialist will act as the loan processor, primary point of contact for our members, and ensure accuracy of certification and disbursement requests. As part of the role, you will review borrower documents, identify any additional documents needed, manage borrower communications, proactively working following up on any outstanding items, identify applications in need of dedicated support, and assist with coordinating resources to for member needs. The Originations Specialist maintains ongoing book of business to track all members assisted as well as specific actions taken, roadblocks encountered and end results. This position is responsible for delivering world class member service at every turn, effectively managing pipeline activities to ensure timely completion and thoroughly documenting the process.


Responsibilities

• Process borrower documentation to complete application process

• Use industry and application knowledge to identify what else may be required from members

• Work one on one with members throughout their entire application process

• Work through loan underwriting and processing with members

• Proactively identify applications in need of additional support

• Ensure all underwriting requirements are meant on each application

• Collaborate with internal partners and clients for member resolution

• Process escalated/review requests from beginning to end

• Maintain book of business with all members assisted

• Thoroughly document all interactions and actions taken

• Help coordinate resources for member needs or concerns

• Facilitate certification and disbursement functions

• Work directly with school personnel for manual requests

• Review daily disbursement reports for accuracy

• Work with accounting team to ensure consistency and accuracy of all funding requests

• Work with leadership to identify opportunities to streamline application fulfillment

• Review and screen various reporting to identify members in need of assistance

• Perform additional related duties and projects as requested


Qualifications:

• High School Diploma or GED, Associates Degree/Bachelor’s Degree or equivalent work experience

• Student lending, financial aid, consumer lending or credit union experience strongly preferred

• Ability to succeed in a high-volume, fast-paced environment

• Excellent written and verbal communication skills

• Self-motivated and able to track, prioritize, and ensure completion of multiple concurrent tasks

• Excellent people skills

• Organized, with a keen attention to detail and follow up

• Proficient with Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)

• Ability to handle and safeguard confidential and proprietary information

• Exhibit superior professionalism and style in internal and external communications


Work Conditions

• Sitting for extended periods of time

• Dexterity of hands and fingers to operate a computer keyboard, mouse, and other devices and objects

• Physically able to participate in training sessions, presentations, and meetings

Minimal travel may be required for meeting with management, clients, and vendor unit business leaders


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