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Origination Specialist Jobs (NOW HIRING)

JP Morgan Chase

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 ...

Lit Financial

Mortgage Operations Specialist

Troy, MI · On-site

$55 - $75/hr

Position Overview The Mortgage Loan Originator (MLO) Operations/Licensing Specialist is responsible for the administration and maintenance of all MLO licensing activities across multiple states. This ...

Lit Financial

Mortgage Operations Specialist

Troy, MI · On-site

The Mortgage Loan Originator (MLO) Operations/Licensing Specialist is responsible for the administration and maintenance of all MLO licensing activities across multiple states. This role ensures new ...

Insight Global

Home Mortgage Specialist

Sacramento, CA · On-site

$90K - $110K/yr (+ commission)

Home Mortgage Specialist Openings: 1 Duration: Permanent Salary: FULLY COMISSION BASED ROLE ... Must have their mortgage loan originator (MLO) registration through the Nationwide Mortgage License ...

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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.

Loan Origination Supervisor

JP Morgan Chase

Chicago, IL • On-site

Full-time

Medical, Retirement

Re-posted 5 days ago

JPMorgan Chase & Co. rating

7.9

Company rating: 7.9 out of 10

Based on 500 frontline employees who took The Breakroom Quiz

77th of 174 rated banks

Job description

Join JPMorgan Chase as a Loan Origination Supervisor, where you will lead a dynamic team in managing loan documentation and transaction processes. Your role is crucial in supporting our customers and contributing to the loan lifecycle. Apply your expertise in lending services to guide your team and make impactful decisions.
As a Loan Origination Supervisor within JPMorgan Chase, you will manage a team of specialists to ensure smooth loan documentation and transaction closing processes, supporting both internal and external customers throughout the loan lifecycle. Your expertise in lending services will guide your team in making informed decisions based on established guidelines. Key to your role will be managing conflicts, building trusting relationships, and demonstrating resilience in challenging situations. You will effectively manage stakeholders and strategically allocate resources while balancing multiple tasks with strong time management and organizational skills. As a mentor, you will support your team's professional growth and help them identify new development opportunities within the organization.
Job responsibilities
  • Supervise the loan origination process, ensuring accurate documentation and timely transaction closing with both internal and external customers.
  • Apply conflict management skills to identify and resolve potential issues within the team or arising from business decisions.
  • Utilize critical thinking to evaluate various aspects of loan origination, generating conclusions consistent with the facts and associated risks.
  • Foster professional relationships with team members, providing guidance and mentoring to enhance their skills and knowledge in lending services.
  • Manage relationships with stakeholders, ensuring productive collaboration and alignment with firm objectives in the loan origination process.
Required qualifications, capabilities, and skills
  • Demonstrated expertise in managing loan origination processes with a minimum of two years' experience, applying lending services principles to resolve short-term problems effectively.
  • Proficient in critical thinking and conflict management, with proven skills in facilitating discussions and creating collaborative solutions within a professional environment.
  • Experienced in stakeholder management, cultivating productive relationships, and directing decision-making procedures.
  • Advanced capabilities in strategic planning and time management, including setting long-term goals, analyzing environments, and developing actionable plans.
Preferred qualifications, capabilities, and skills
  • Expertise in leading cross-functional teams and managing change initiatives, with a focus on adapting lending services to evolving market conditions and technologies.
  • Strong communication and interpersonal skills, proficient in developing and delivering presentations to effectively communicate insights and updates to stakeholders.
  • Skilled in driving process improvements and implementing change, leveraging AI/ML to enhance lending processes and improve decision-making capabilities.
  • Proficient in data and tech literacy, capable of analyzing lending data, implementing innovative solutions, and creating quantitative reports to track performance and support strategic planning.
  • Competence in implementing anti-fraud measures and applying cybersecurity best practices to protect lending operations, ensure compliance, and safeguard client data, while leading project management efforts for successful initiative execution.
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 Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. 

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