Loan Origination Associate I
About The Position
Join a dynamic team driving impactful change in equipment finance operations. Be part of a group that values innovation and collaboration. Apply today to help shape the future of our business! Job Summary As an Equipment Finance Loan Origination Analyst in Equipment Finance Onboarding, you guide and support a production team to deliver an exceptional customer experience. You partner with leadership to implement transformation initiatives and serve as an escalation point for contract data setup and booking processes. You reinforce priorities that support the Equipment Finance strategic plan and adapt responsibilities as business needs evolve.
Requirements
- 4 years of experience in equipment finance, loan origination, or related operations
- Demonstrated ability to lead and guide teams in a fast-paced environment
- Strong communication and partnership skills across multiple business functions
- Experience resolving escalations and managing priorities
- Proven ability to drive process improvements and transformation initiatives
- Proficiency in workflow management and adherence to service level agreements
- Ability to develop training materials and job aides
- Attention to detail and commitment to data quality
- Flexibility to adapt responsibilities as business needs change
- Experience working with cross-functional teams
- Willingness to become a subject matter expert in equipment finance products
Nice To Haves
- Experience with syndicated and bilateral leases and loans
- Background in commercial or private banking operations
- Knowledge of asset types such as aircraft, marine, and rail
- Experience with global operations teams
- Familiarity with structuring and underwriting processes
- Advanced problem-solving and analytical skills
- Experience implementing transformation initiatives in financial services
Responsibilities
- Serve as point of contact for segments and roles served, managing pipeline priorities
- Address transaction processing escalations and participate in deal team meetings
- Resolve quality control escalations and partner with the quality control team to recalibrate onboarding processes
- Foster partnerships across onboarding sites, operations, sales, bankers, legal, asset team, structuring, and underwriting officers to manage workflow and SLA adherence
- Promote a culture of continuous improvement, encouraging new ideas and empowering the team
- Develop, draft, and maintain job aides throughout onboarding transformation
- Identify and implement training opportunities based on data quality and accuracy, guiding according to policies and procedures
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
