Loan Origination Specialist IV

Build your career in a role where precision, sound judgment, and client experience matter every day. You will help deliver smooth, accurate loan closings by reviewing documentation, resolving exceptions, and coordinating with partners to keep transactions moving. You will use AI-enabled tools to accelerate document review and data extraction while applying your expertise to validate outputs and make final decisions. You will contribute to continuous improvement and responsible adoption of new tools that reduce manual effort and strengthen controls. If you enjoy problem-solving and mentoring others, this role offers meaningful impact and growth.

Job summary
As a Loan origination specialist in Lending operations, you will support end-to-end documentation and closing activities to deliver a strong client experience. You will partner with internal stakeholders and clients to satisfy conditions, resolve non-routine issues, and uphold quality standards, using AI-enabled tools to support document review, data extraction, and exception triage with human review as the final safeguard.

Job responsibilities

- Prepare and dispatch complete, accurate documentation packages to support origination and closing, using AI-enabled tools to accelerate review while independently verifying completeness and accuracy before release.
- Communicate documentation requirements clearly to clients and partners, identify gaps early, and drive timely follow-up to keep transactions on track.
- Review documents and data outputs produced by AI-enabled tools, validate accuracy, and apply judgment to resolve discrepancies and exceptions.
- Resolve non-routine documentation and closing issues by applying lending process knowledge, critical thinking, and sound judgment, escalating when appropriate.
- Coordinate with internal stakeholders to satisfy credit and asset conditions and support timely closing and funding, using status summaries and tracking to prioritize work.
- Complete quality reviews, attestations, and corrections for errors and service level breaches within required timelines, retaining accountability for final sign-off.
- Escalate urgent requests and potential risks appropriately, including risks identified through alerts or anomaly detection, to help meet service commitments.
- Maintain working knowledge of required systems, procedures, and workflow updates, including new automation and AI-enabled tools introduced into the process.
- Contribute to process improvement efforts that strengthen controls and reduce cycle times, including evaluating opportunities for automation and responsible use of AI-enabled solutions.

Required qualifications, capabilities and skills

- 5 years of experience supporting loan origination documentation and closing activities
- Demonstrated knowledge of loan origination processes, documentation standards, and operational controls
- Ability to produce accurate, complete work within defined quality standards, with strong attention to detail
- Ability to communicate clearly with clients and internal stakeholders to gather requirements, explain next steps, and resolve issues
- Proven critical thinking and problem-solving skills to analyze exceptions and drive timely resolution
- Demonstrated ability to manage conflict and facilitate productive discussions using active listening and effective questioning
- Ability to manage competing priorities and sustain performance during high-volume periods
- Proficiency with systems and tools used for deal setup, documentation, and funding workflows
- Comfort reviewing, validating, and overriding outputs from automated or AI-enabled tools when judgment dictates

Preferred qualifications, capabilities and skills

- Experience supporting equipment finance or similar asset-based lending products
- Experience mentoring or coaching junior team members, including guiding responsible use of AI-enabled tools
- Market and product knowledge that supports informed decisions and effective stakeholder engagement
- Experience supporting change initiatives such as process updates, control enhancements, or technology adoption
- Experience driving continuous improvement, standardization, or process automation in an operations environment
- Exposure to AI-enabled tools and willingness to adopt emerging technologies that support process improvement and operational excellence