Job Summary:
As a Loan Origination Analyst in the Flow Originations & Deal Setup Team, you will act as a centralized owner of procedure updates, training, and change communication maintenance. You will support Pre-Underwriting, Post Approval, Document Preparation, and Booking teams globally, while participating in projects prioritized by functional heads.
Job Responsibilities:
- Research and clearly document procedural changes resulting from process updates.
- Support procedural reviews to ensure accuracy and recommend enhancements.
- Create and maintain comprehensive training guides and job aides.
- Develop standard communications to effectively explain process changes.
- Identify procedural gaps and liaise with stakeholders for resolution.
- Coordinate with supervisors and managers to prioritize work effectively.
- Partner with various teams to address and resolve cross impacts.
- Represent the team on project calls to ensure operational impacts are addressed.
- Lead working groups to identify workflow gaps and new requirements.
- Conduct review sessions to ensure consistent dissemination of information.
- Meet deadlines and target dates as determined by project leads or leadership.
Required Qualifications, Capabilities, and Skills:
- Expert knowledge in financial services for Commercial Banking and loan documentation.
- Minimum of 3 years of experience in relevant areas.
- Highly organized with the ability to manage multiple priorities simultaneously.
- Comfortable with change, ambiguity, and informed risk-taking.
- Strong analytical, problem-solving, and judgment skills.
- Excellent verbal and written communication skills.
- Ability to write clearly and concisely.
- Proven collaboration skills with keen attention to detail.
- Ability to navigate complex infrastructures effectively.
- Proficiency with Microsoft Office Suite (Excel, Word, and PowerPoint).
Preferred Qualifications, Capabilities, and Skills:
- BS/BA Degree in Communications, Finance, or Business preferred, or equivalent experience.
- Experience in Pre-Underwriting, Post Approval, Document Preparation, or Deal Setup.
- Ability to take initiative and self-motivate, as well as work as part of a team.