Loan Servicing Analyst
About the role
Join a collaborative team where you'll help deliver accurate, timely loan servicing support for clients and internal partners. Bring your analytical mindset and focus on controls to drive solutions and improve processes.
Responsibilities
- Review loans pledged as collateral, prepare and analyze borrowing base calculations, and process advances and paydowns; maintain deal terms in loan and collateral systems.
- Update loan systems and collateral systems accurately and on time based on client activity.
- Resolve routine exceptions (for example, ineligible loans, sublimit issues, margin calls, and documentation exceptions) with clients and front office partners.
- Perform reconciliations and reporting at the deal and business level.
- Ensure compliance with audit, control, and quality requirements in day-to-day processing.
- Follow defined policies and procedures to maintain a controlled environment.
- Communicate with front office, trustees, clients, and internal teams to support clients, resolve issues, and respond to inquiries.
- Escalate and drive resolution of inquiries accurately and timely, and flex hours as needed based on business needs.
- Identify and report opportunities to enhance applications and processes.
- Participate in special projects and department initiatives as needed.
- Support application user acceptance testing activities.
Requirements
- Bachelor's degree in Finance or Accounting or 4 years of equivalent work experience in trade support and loan processing.
- Strong analytical, problem-solving, and decision-making skills.
- Highly organized with strong attention to detail and a control-focused mindset.
- Able to prioritize effectively and manage competing demands from clients and front office partners.
- Excellent written and verbal communication skills and the ability to build relationships with diverse stakeholders.
- Strong proficiency in Microsoft Excel, Word, and PowerPoint.
- Able to work independently and collaboratively within a team environment.
- Experience reading and interpreting loan documentation (or closely related documentation-focused analytical experience).
- Ability to learn new products and processes quickly.
- Experience managing high-volume workflows and assignments to meet required service levels.
Preferred Qualifications, Capabilities, And Skills
- Familiarity with automation programs such as Alteryx or Xceptor.
Benefits
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, 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.
Pay
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, awarded in recognition of individual achievements and contributions.
Schedule
100% in office Monday – Friday, 9am – 6pm (CST)
Office Location
Fort Worth, Texas
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 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, 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.
About The Team
J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors. Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients—including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations.