194 Loan Origination jobs in the Philippines
Loan Origination Specialist III
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JOB DESCRIPTION
Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area?
As a Loan Origination Specialist III within the Commercial Term Lending team, you will be primarily responsible for reviewing multi-family and commercial loan files for appropriate documentation, including formation documents and 3rd party reports. Familiarity with commercial real estate lending guidelines and products will help you succeed.
Job Responsibilities
- Review and audit loan files for complete and accurate information, including entity documents, appraisals, title reports, and other commercial loan documents
- Ensure compliance to current federal lending regulations and with internal controls for accuracy, timeliness, and documentation
- Partner with internal and external stakeholders to meet Service Level Agreements (SLA's)
- Act as intermediary between sales, credit, and closing partners.
- Manage or demonstrate capacity to manage a pipeline averaging 25-35 loans at various stages (initial file review, submit to underwriting, and submit to closing).
- Maintain a constant balance of producing quality with a high-volume workload.
- Respond to department specific questions in a timely and accurate manner
Required qualifications, skills and capabilities
- Strong analytical and problem-solving skills; ability to resolve complex issues with minimal direction
- Demonstrated excellent attention to detail and accuracy
- Ability to work autonomously to manage time effectively and prioritize work appropriately to meet deadlines
- Strong business communication skills; able to write/speak clearly and professionally for a variety of stakeholders
- Demonstrated ability to establish credibility and rapport with internal and external stakeholders
- Proven ability to maintain confidentiality and professionally handle sensitive documents
Preferred qualifications, skills and capabilities
- Bachelor's degree is preferred
Shift Schedule: 10pm-7am PHT
Internal Application Eligibility Requirements
TENURE:
Must meet minimum employment tenure requirement. Specific roles require longer tenure in current position to be eligible to apply. Unless established for specific positions by the line of business, the standard tenure requirement is 12 months.
PERFORMANCE:
Meets satisfactory performance standards as defined by the firm
By submitting an application and/or joining the interview, you affirm to meet the Internal Mobility Eligibility Requirements as stated in the Applying for Internal Positions Firmwide Standard. You are expected to provide true and accurate information to the Company during the recruitment and application process. Knowingly giving false or misleading information shall be subjected to the imposition of appropriate corrective action, following the firm's HR Policies and Guidelines.
Inform your manager once scheduled for an interview. Include in your discussion if you have questions about eligibility or LOB specific guidelines.
Make sure your profile is updated in the new > Jobs. Attaching your updated resume is encouraged.
In partnership, Hiring Managers and Recruiters will review applications to determine which candidates best meet the required skills and experience specified in the job description. While not every application will result in an interview, applications will be acknowledged.
ABOUT US
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 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.
ABOUT THE TEAM
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.
Loan Origination Specialist III
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JOB DESCRIPTION
Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area?
As a Loan Origination Specialist III within Wholesale Lending Services (WLS), you will be tasked with coordinating activities between the Banker, the Credit Officer, and other areas of WLS. Your responsibilities will include managing executed commercial loan documentation, overseeing loan booking and funding, and handling collateral release.
Job Responsibilities
- Coordinate all commercial document preparation activities through Hot Docs
- Work jointly with the Credit Officer and Banker to coordinate document preparation activities
- Review draft and executed loan documents such as loan agreement, notes, guaranties, and security documents for accuracy and agreement with approved terms
- Coordinate with WLS partners for the release, substitution or addition of collateral
Required qualifications, skills and capabilities
- College degree or equivalent experience
- Minimum of 2 years' experience in commercial loan operations or a credit/lending environment
- Knowledge of commercial loan documentation. Ability to review commercial loan documents such as loan agreement, notes, guaranties, and security documents for accuracy and agreement with approved terms
- Knowledge of commercial credit products
- Good verbal, written and organizational skills
Shift Schedule: 9pm-6am PHT
ABOUT US
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 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.
ABOUT THE TEAM
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.
Loan Origination Manager II
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JOB DESCRIPTION
Join JPMorganChase as a Loan Origination Manager II and drive your career forward in a dynamic environment. This role offers the opportunity to lead a team, enhance your strategic planning skills, and contribute to the firm's success in lending services. Experience professional growth while making a significant impact.
As a Loan Origination Manager II within JPMorganChase, you will supervise and guide a team of specialists to ensure accurate and timely loan documentation and transaction closing. Your role is crucial in aligning team efforts with the firm's objectives, fostering collaboration, and achieving beneficial outcomes in a supportive and growth-oriented environment. You will leverage your expertise in lending services to make impactful decisions and solve complex problems. Your proficiency in conflict management and stakeholder engagement will be key to navigating challenges and driving success. Join us to be part of a team that values innovation and professional development.
Job responsibilities
- Supervise and guide a team of Loan Origination specialists, leading the loan origination process with a focus on accurate documentation and timely transaction closures through effective leadership and organizational skills.
- Provide strategic advice and support to the team, leveraging a deep understanding of lending services to foster a collaborative environment, define team direction, and allocate resources effectively.
- Utilize critical thinking and conflict resolution skills to manage team dynamics, ensuring seamless operations and resolving potential conflicts through effective problem-solving.
- Cultivate productive stakeholder relationships by using exceptional interpersonal skills to communicate, negotiate, and build trust, enhancing team interactions and driving mutually beneficial outcomes.
- Drive process innovation and efficiency within the team by implementing solutions that enhance current methods and leading change initiatives for organizational success.
Required qualifications, capabilities, and skills
- Demonstrated expertise in managing loan origination processes, with four years of experience in the field.
- Proficient in strategic planning and resource allocation, ensuring effective team and process management.
- Skilled in conflict management and resolution, applying critical thinking to navigate challenges and evaluate risks.
- Strong capabilities in stakeholder management, fostering productive relationships and effective communication.
Preferred qualifications, capabilities, and skills
- Advanced knowledge of lending services, with experience in dynamic, fast-paced environments, and a proven track record of professional growth and development.
- Skilled in managing change initiatives to adapt lending services to evolving market conditions and technologies, leveraging market product knowledge to align services with industry trends and client needs.
- Proficient in leveraging AI/ML to enhance lending processes and improve decision-making capabilities, utilizing data and tech literacy to analyze lending data and implement innovative solutions.
- Competent in creating quantitative reports to track lending performance and support strategic planning, while implementing anti-fraud measures and applying cybersecurity best practices to protect operations and ensure compliance.
- Strong communication skills, capable of developing and delivering presentations to communicate insights and updates to stakeholders, and leading project management efforts for successful execution of lending service initiatives.
Shift Schedule: Night, US Operating Hours
ABOUT US
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 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.
ABOUT THE TEAM
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.
Loan Origination Specialist II
Posted today
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JOB DESCRIPTION
Join the firm that FORTUNE has named one of the top five "World's Most Admired Companies" and LinkedIn ranked #1 out of 50 of the best companies in the U.S. for best places to work and grow your career.
As a Loan Servicing Specialist II within JPMorganChase, you will play a crucial role in managing an assigned portfolio of loans, ensuring adherence to established routines and procedures. Your work will involve interpreting loan documents, interacting with stakeholders, and overseeing deadlines, all under regular supervision. You will apply your growing knowledge of conflict management and critical thinking to identify and resolve routine issues, escalating any unusual situations to senior team members. Your ability to listen actively, ask insightful questions, and manage your time effectively will be key to your success. This role offers an opportunity to develop your skills in stakeholder management and strategic planning, contributing to the overall loan lifecycle and enhancing the firm's lending services.
Job responsibilities
- Interpret loan documents and apply your understanding to manage an assigned portfolio of loans, ensuring compliance with established procedures.
- Gather financial information required such as financial statements, accounts receivable agings, borrowing base certificates from customer or Banker.
- Utilize various internal systems to identify information needed and provide to the Credit Officer.
- Monitor financial information if required. Respond to routine queries related to loan servicing from internal and external stakeholders, escalating non-routine issues to senior team members.
- Utilize work flow tools to monitor status of new deals, annual reviews, renewals until it is in the credit evaluation stage.
- Utilize your developing skills in conflict management to identify and resolve potential conflicts of interest within the team or arising from business decisions.
- Apply your growing knowledge of critical thinking to evaluate various aspects of loan servicing situations, generating conclusions consistent with the facts and associated risks.
- Manage your time effectively to handle multiple tasks and projects under stressful situations or tight timelines, maintaining quality and achieving goals.
Required qualifications, capabilities, and skills
- Baseline knowledge or equivalent expertise in loan servicing, with a focus on interpreting loan documents and managing loan portfolios.
- Demonstrated ability to apply conflict management techniques, such as facilitating discussions between conflicting parties and creating win-win solutions.
- Experience in applying critical thinking to organize, compare, and evaluate various aspects of loan servicing situations, generating conclusions consistent with the facts and associated risks.
- Proven ability to manage time effectively, identifying and organizing tasks, and efficiently managing multiple activities to achieve goals.
- Developing proficiency in active listening and questioning techniques, including the ability to avoid distractions, withhold judgment, reflect, summarize, and ask well-thought-out questions to gain information and promote deeper understanding.
Preferred qualifications, capabilities, and skills
- College degree or equivalent experience. Fresh graduates of any financial-related course are welcome to apply
- Good verbal, written and organizational skills
- Detail oriented with ability to multi task and prioritize and work in a team based environment.
- Strong collaboration skills with cross-functional teams to ensure seamless client service operations, enhancing client satisfaction and service delivery.
- Demonstrated flexibility and adaptability, with a positive and optimistic attitude during periods of change, effectively adjusting to shifting conditions and priorities.
- Proficiency in utilizing continuous improvement and process automation to optimize lending workflows and enhance operational efficiency. Familiarity with compliance processes, ensuring adherence to regulatory standards and requirements.
- Excellent client service focus, committed to enhancing client satisfaction and service delivery through effective communication and support.
Shift Schedule: 8:30pm-5:30am or 9pm-6am PHT
ABOUT US
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 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.
ABOUT THE TEAM
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.
US Mortgage Loan Origination Customer Support
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About the Client
We are reinventing consumer credit. We wildly reduce the cost of capital by using technology to easily tap into people's assets. Our first product is the world's cheapest credit card – backed by home equity. Using many patented technologies, we sped up a process that usually takes 4-6 weeks and thousands of dollars down to as fast as 15 minutes and $0 to get.
Who are we?
We are a well-capitalized (over $250MM in equity funding) team of technology (Square, Microsoft, Facebook) and finance (Discover, CapitalOne, Goldman Sachs) executives with top-tier investors – Founders Fund, Khosla Ventures, Max Levchin, NYCA, Sequoia, SciFi VC, Caffeinated Capital, etc.
Our team includes people who have built:
- Financial products (Square/CashApp, the earliest CapitalOne credit cards)
- Consumer products , Xbox)
- Mathematics & science infrastructure (computational research at NASA's JPL)
We are missionaries who like to work hard on important problems - and build products that become infrastructure for society. We believe that using technology to lower the cost of capital for consumers is one of these problems - and if we can do it, it could have an infinite impact on people's lives.
Responsibilities
- Responding to customer queries in a timely & effective manner via ZenDesk or other customer support tools
- Documenting & logging issues (as well as customer compliments & complaints)
- Working with customers to help them go through our application flow when required
- Tracking customer experiences across online & offline channels using logs, dashboards, and CRM systems
Qualifications
- At least 3 years (and above) of experience under a US Mortgage account handling Loan Origination specific tasks
- Experienced in customer-facing roles in a loan or mortgage account
- Superb communication, collaboration, and problem-solving skills.
- Proficiency, speed, and accuracy in written communication.
- Fluency, clarity, and good diction in English
- Great organizational skills & time management abilities
- Experience using customer communication tools (ZenDesk), task management tools, Google Drive, and Email.
- Familiarity in navigating MS Excel or Google Sheets
- Detail-Oriented - we're a financial services company so being correct about the details matter
- Bachelor's Degree or comparable work experience in financial services
- Flexibility to work US Pacific time 9 AM to 6 PM (with a 1-hour break time in between)
- Must be based in the Philippines
Financial Services Associate
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Job description:
Responsibilities:
- Applies accounting rules and procedures to ensure local compliance with documented procedures and accounting standards in posting accounts payable (vendors and staff claims).
- Keen to details in performing the 2-way and 3-way matching of vendor invoices
- Ensures Month-end deadlines are consistently met the deadline and with accuracy
- Processing transactions and performing accounting duties such as account maintenance, recording entries and reconciling vendor/ employee accounts
- Assist the Team Lead on ad hoc requests during internal and external audit.
Qualifications:
- Minimum of 2-year work experience in Accounts Payable processing preferably in BPO/ Shared Service setting using SAP
- Graduate of Bachelor of Science in Accountancy
- Proficient in MS Office
- With excellent verbal and written communication skills
- Willing to work on Philippine holidays
Financial Services Representative
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Financial Services Representative
Location: Cebu City
Work Setup: Onsite | Shifting Schedule
Shape Your Career in Customer Experience
Join a team where your skills make a real impact. As a Financial Services Representative, you will be the trusted voice that guides customers through their financial concerns—providing accurate solutions, professional support, and a seamless service experience. This is more than just a job; it's an opportunity to build a fulfilling career in a fast-paced and rewarding industry.
Qualifications:
- College graduate, or at least 2 years in college (with valid proof)
- Minimum of 1 year BPO experience in a Financial Account, OR 2 years international BPO experience (Voice)
- Excellent communication skills in English, both verbal and written
What's in it for you:
- Competitive salary package ranging from ₱20,000 – ₱26,000
- 10% Night Differential pay
- HMO coverage
- Fixed weekends off to maintain work-life balance
- Additional perks and continuous career growth opportunities
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Financial Services Specialist
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We Are Hiring: Specialist, Financial Services
An exciting opportunity is open for a
Specialist, Financial Services
based in
Manila, Philippines
. This role will play a key part in supporting the
operations and customer support
of a new
Cash Loan product
scheduled for launch in
Q4 2025
.
About the Role
The Specialist, Financial Services will:
- Operations Management
: Oversee and manage end-to-end workflows for the Cash Loan product, ensuring efficiency, compliance, and accuracy in loan processing and disbursement. - Customer Support
: Act as the primary point of contact for customer inquiries, complaints, and feedback, ensuring timely resolutions and positive experiences. - Stakeholder Collaboration
: Work closely with cross-functional teams such as Product, Tech, Risk, Compliance, and Customer Experience to streamline processes, support training initiatives, and provide insights for product improvements. - Continuous Improvement
: Identify opportunities for process optimization and automation, while staying updated on market trends and customer preferences to ensure competitiveness.
Qualifications
- 2–3 years of experience in Operations, Customer Support, or related roles (preferably in financial services or technology)
- Experience in handling loan or credit products is an advantage
- Strong analytical, problem-solving, and communication skills
- Proficiency in CRM tools, Microsoft Office Suite, and operational systems
- Bachelor's degree in Business, Finance, or related field
- Familiarity with Philippine financial regulations and compliance standards
- Ability to work independently and collaboratively in a fast-paced environment
Location:
Manila, Philippines
Employment Type:
Backfill/Repurpose
This role offers the chance to contribute to the
successful launch of an innovative financial product
while gaining valuable experience in operations, customer support, and stakeholder management.
If you are detail-oriented, adaptable, and committed to delivering high-quality work, we encourage you to apply.
You can also send your CV to
Officer, Financial Services
Posted today
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We Put the World on Vacation
Travel + Leisure Co. is the world's leading vacation ownership and travel membership company, with a dynamic and growing portfolio of resort, travel club, and lifestyle travel brands. Our dedicated associates help the company achieve its mission to put the world on vacation. Innovation and growth keep our work interesting and fun. Every day is a chance to learn something new and turn vacation inspiration into exceptional experiences for millions of travelers worldwide.
KEY RESPONSIBILITIES What does this position aim to do?
- Effectively handle a substantial influx of incoming calls pertaining to loan and dues accounts within the portfolio.
- Initiate outbound calls to collect payments or arrange payment plans for delinquent accounts pertaining to dues and loans.
- Accurately evaluate, identify, and promptly address inquiries from owners in a timely and efficient manner to proactively prevent any potential issues, while simultaneously fostering relationships through interactive communication to achieve utmost owner satisfaction. Thoroughly assess customer accounts using the appropriate tools and methodologies to determine the most suitable and necessary course of action. Offer suitable solutions and alternatives within the designated timeframe. Conduct follow-ups to ensure successful resolution, submit any required adjustments, and ensure meticulous documentation of the transaction is duly recorded.
- Collaborate with other departments to ensure owners receive timely and effective service to their account. (25% time)
- Performs other duties as needed
MINIMUM POSITION QUALIFICATIONS What should the position holder be and have?
- High school diploma or G.E.D. equivalent
- Complete product training in two or more of the products/functional areas (SVC, WVR, WbW)
- Demonstrate proficiency in one or more of the products/functional areas listed above (SVC, WVR, WbW)
- Excellent problem-solving, and decision-making abilities
- Detail-Oriented
- Ability to work in a continually changing environment
- Excellent communication skills
- Strong interpersonal skills
- Ability to interact with multiple levels of the organization
- Strong work ethic with high level of integrity and ethics.
- Collaborative and relational work style with proven success in a team environment
- Ability to work within a structured schedule and a variety of shifts, which may include Holidays, evenings, mornings, and/or weekends as pre-determined by business need.
- Ability to use basic math skills including addition, subtraction, multiplication, and division, along with intermediate data entry/typing skills in an office or service center environment
- Ability to use active listening skills to better understand the owner's needs; ability to empathize with others' needs and respond sensitively; ability to use good judgment to respond to objectives successfully
- In some limited instances, proficiency in Japanese, Portuguese, Spanish or other language is preferred
- Working knowledge of Microsoft Word and Excel
- Good math aptitude and strong ability to type
- Two years customer service experience
- Financial background is preferred
Where Memories Start with You
Hospitality is at the heart of all we do at Travel + Leisure Co. Here, you'll find an inclusive environment where we deliver excellence and take time to have fun, celebrate together, and support one another. We're always looking ahead to what's next and how we can strengthen our business, its neighboring communities, and the customer experience. Join our global team and build a career where memories start with you.
We are an equal opportunity employer, and all applications will be considered for employment without attention to their membership in any protected class. If you require any reasonable accommodation to complete your application or any part of the recruiting process, please email your request to , including the title and location of the position for which you are applying.
Financial Services Representative
Posted today
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Overview
The Financial Services Representative provides support in processing and managing client financial transactions, with a focus on ensuring accuracy, compliance, and timely resolution of client requests. The role is responsible for coordinating account updates, monitoring financial documents, and addressing service inquiries to maintain a seamless client experience.
Responsibilities
- Obtain and verify required client documentation and authorizations to process account updates and service requests.
- Coordinate with internal teams to ensure timely onboarding of new client accounts and update records accordingly.
- Submit requests to financial institutions or service providers for changes or updates related to client accounts.
- Follow up on outstanding account-related issues to ensure prompt resolution and timely delivery of client statements or transactions.
- Monitor service alerts and notifications within the operational system to identify and resolve potential issues.
- Respond to inquiries from clients and internal departments within established service level standards.
- Maintain accurate reporting and status tracking for client account updates and service requests.
- Perform data entry and verification of client financial information in the department's system.
- Provide support for special projects and other duties as assigned.
Qualifications
- High school diploma or equivalent required; bachelor's degree in business, finance, or related field preferred.
- Proficiency in MS Word and Excel, with experience in spreadsheets and database applications.
- Strong attention to detail and accuracy in processing financial information.
- General office skills, including document management, data processing, and client communications.
- Strong written and verbal communication skills.
- Proven ability to prioritize, follow up, and stay organized in a fast-paced environment.
- Ability to quickly learn new processes, systems, and tools.
- Willingness to work overtime as needed to meet client or business deadlines.
Job Type: Temporary
Contract length: 3 months
Pay: Php28,000.00 per month
Benefits:
- Opportunities for promotion
- Promotion to permanent employee
Work Location: In person