Loan Servicing Analyst

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 Analyst within JPMorganChase, you will manage an assigned portfolio of loans, ensuring the smooth operation of the loan lifecycle by interpreting loan documents, interacting with stakeholders, and overseeing deadlines. You will apply your knowledge of loan servicing to make informed decisions, guided by established practices and procedures. Your ability to manage conflicts, think critically, and build trusting relationships will be key in this role, along with demonstrating resilience in challenging situations and managing your time effectively. You will also begin to develop strategic planning skills in a supportive environment. This role offers opportunities for mentoring and development to grow your skills.

Job Responsibilities

• Interpret and analyze loan and lease documents, ensuring accurate application of terms and conditions when processing contract maintenance
• Manage assigned loan portfolio requests, monitoring deadlines and ensuring timely completion of servicing tasks
• Facilitate communication with internal and external stakeholders, addressing conflicts and queries
• Apply critical thinking to identify and resolve issues in loan servicing processes
• Contribute to team projects and implement strategies to improve servicing efficiency
• Serve as primary point of contact for Equipment Finance customers
• Research and resolve complex payment, sales tax, and property tax inquiries
• Perform money movement activities, including cash application and funds management
• Maintain records management and retention according to policy
• Conduct quality control and system of record maintenance for various loan/lease structures
• Provide clear written and verbal communications regarding complex inquiries

Required Qualifications, Capabilities, and Skills

• Bachelor’s degree or minimum three years’ experience in operations or accounting (equipment finance or banking)
• Baseline knowledge of loan servicing operations and document interpretation
• Demonstrated conflict management and stakeholder engagement skills
• Proven critical thinking and problem-solving abilities
• Strong time management and organizational skills
• Excellent verbal and written communication skills
• Professional phone and email etiquette
• Exceptional attention to detail
• Ability to manage multiple tasks in a high-paced environment
• Strong PC skills, including Microsoft Office
• Customer-focused mindset and high level of professionalism

Preferred Qualifications, Capabilities, and Skills

• Experience collaborating with cross-functional teams to enhance client service
• Flexibility and adaptability during periods of change
• Demonstrated teamwork and motivation in achieving team goals
• Willingness to learn and receive direction, asking thoughtful questions
• Ability to work independently as a self-starter in a deadline-oriented environment
• Experience with equipment collateral management (UCC filings, DMV titles, specialized assets)
• Experience conducting team trainings and participating in improvement projects

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, paid in the form of cash and/or forfeitable equity, 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.

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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

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.