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Origination Specialist Jobs (NOW HIRING)

TerraForm Power

Director, Origination

Manhattan, NY · On-site

$190K - $210K/yr

Director, Origination Location: Charlottesville, VA Office / New York City Office / Remote ... specialists. * Due Diligence: Coordinate internal and external due diligence to ensure proper ...

JPMorgan Chase & Co

Closing Coordinator

Chicago, IL · On-site

As a Loan Origination Specialist in Wholesale Loan Services, you will be responsible for coordinating the post approval activities with Credit Risk Officers/Bankers and other areas of Wholesale Loan ...

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Origination Specialist information

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.

What are the key skills and qualifications needed to thrive as an origination specialist?

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.
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Origination Specialist jobs near you
Infographic showing various Origination Specialist job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 85% Physical, 2% Hybrid, and 13% Remote job distribution.

Sr. Commercial Loan Officer 5205

KEESLER FEDERAL

Metairie, LA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 14 days ago

Job description

JOIN THE KEESLER FEDERAL CREDIT UNION TEAM!
Keesler Federal Credit Union team members enjoy competitive salaries and a wide range of benefits, some of which include:
  • Medical, dental, and vision insurance
  • Section 125 Flexible Spending Accounts for Health Care and Dependent Care expenses
  • Employee and Dependent Life Insurance
  • 401(k) Retirement Plan with 100% match on the first 5% contributed by you
  • Paid Leave
  • Tuition Reimbursement and Competitive Scholarships
  • Short-Term & Long-Term Disability Benefits
  • Employee Assistance Program

WE CURRENTLY DO NOT SPONSOR WORK RELATED VISAS
Position: Sr. Commercial Loan Officer
Department: Business Services
Reports To: Director - Business Services
FLSA: Exempt
SUMMARY
The Senior Commercial Loan Officer is responsible for developing and managing commercial lending and business member relationships to drive portfolio growth and expand business services. This role identifies new business opportunities, cultivates prospective members, and strengthens existing relationships through consultative sales and exceptional service. Responsibilities include originating and assisting with the underwriting of commercial loans, evaluating member financial needs, recommending appropriate lending and deposit solutions, and maintaining strong credit quality within the loan portfolio. The position collaborates with internal teams and leadership to achieve growth objectives, promote credit union products and services, and ensure compliance with all applicable lending regulations, policies, and procedures.
SUPERVISORY RESPONSIBILITIES
None
ESSENTIAL FUNCTIONS
  • Develop and manage a new business opportunities pipeline
  • Develop and implement marketing plans to identify and gain new business members and deepen product penetration among existing business members. Create and maintain prospecting efforts
  • Maintaining existing member relationships
  • Maintain an awareness of competitive products, practices, and pricing reflecting changes in the Credit Union's primary market area.
  • Communicate with business members and prospective members to determine their financial needs, collect necessary loan application information, loan decisioning, and advise on the selection of appropriate depository accounts.
  • Assist in underwriting loan requests.
  • Works with Commercial Underwriter to prepare the credit memo for approval presentation.
  • Joint calling efforts with Leadership when appropriate to capitalize on referrals from this important internal network.
  • Maintain credit quality of the loan portfolio, and ensure that all loans meet policy and regulatory requirements.
  • Promote and cross-sell other credit union products and services as appropriate.
  • Work with Business Origination Specialist and Loan Servicing Specialist to originate and maintain the loan portfolio.
  • Responsible for compliance with all lending regulations
  • Responsible for compliance with all Federal regulations including Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC)

Other Duties and Responsibilities:
  • Other duties as assigned.
  • Travel of up to 30% required.
  • Non-traditional work hours required. This can include but not limited to evenings, weekends, and/or holidays.
KNOWLEDGE AND SKILLS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education:
  • Bachelor's Degree in a related field or equivalent combination of education and experience which demonstrates the ability to perform the functions of the position preferred.

Experience and Other Requirements:
  • 5+ years of similar or related Commercial Lending experience required.
  • Advanced knowledge of the principles of commercial lending and commercial banking laws. Aptitude to assimilate state banking and NCUA Member Business loan regulations, as well as the Credit Union's Member Business Loan Policies and Procedures.
  • Advanced knowledge in credit underwriting skills, including business and individual financial statement analysis with special focus on liquidity, leverage, cash flow and risk grading.
  • Advanced sales training experiences should include consultative selling skills.
  • Advanced selling and negotiating skills with proven sales abilities.
  • Must be able to manage a number of priorities simultaneously, establish and meet deadlines, coordinate activities with other departments, and perform job with accuracy and attention to detail.

Computer Skills:
  • Proficient in the use of computers and standard office technology, including Microsoft Office applications (Word, Excel, Outlook, and Teams).

Certificates, Licenses, and Registrations:
None
Interpersonal Skills:
Demonstrates the ability to interact professionally and respectfully with members, coworkers, and external partners. Communicates information clearly and effectively, both verbally and in writing, and listens attentively to understand questions or concerns. Maintains a courteous, cooperative, and service-oriented approach in a variety of work situations, including those involving differing perspectives or needs. Builds positive working relationships and contributes to a collaborative, inclusive, and member-focused environment.
PHYSICAL DEMANDS
The physical demands described below are representative of those that may be associated with performing the essential functions of this position. The essential functions of this role can be performed with or without reasonable accommodation, in accordance with the Americans with Disabilities Act (ADA) and applicable federal, state, and local laws.
While performing the duties of this job, the employee may be required to remain in a stationary position for extended periods, move within the work environment, and operate a computer and other standard office equipment. Job duties may also involve the use of hands and arms to operate tools, devices, or controls, and to exchange information using various communication methods. Occasional postural activities such as bending, kneeling, crouching, or stooping may be required. The position may occasionally require lifting or moving items weighing up to 15 pounds.
WORK ENVIRONMENT
The work environment is primarily a professional office or branch setting, with a focus on member service and collaboration. The role may require working in shared workspaces and interacting with members, coworkers, and vendors through various communication methods. Work may involve extended periods of sitting or standing, repetitive motions such as computer or device use, and occasional movement throughout the facility.
The essential functions of the position can be performed with or without reasonable accommodation, in accordance with applicable federal, state, and local laws, including the Americans with Disabilities Act (ADA).
DECLARATION
The Human Resources department retains the sole right and discretion to make changes to this job description.
#HPIND
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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