JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.6 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the worlds' most prominent corporate, institutional and government clients under its JPMorgan Chase & Co brands. JPMorgan Chase & Co.is committed to providing a comprehensive set of benefits choices to meet different employee needs and lifestyles, which include choices such as fully parental leave time, health care insurance and retirement benefits.
Commercial Term Lending (CTL) exists within Commercial Banking and provides various servicing functions for Loan Account Management, Billing & ARMs and Escrow/Tax. These functions include customer service inquiries, research requests, indices updates, reporting requests, billing updates, escrow processing (tax and insurance), account reconciliations, quality control, and exception management. This position collaborates and partners with the CTL management/functional teams, 3rd party tax vendor, Legal and other functional support groups (Compliance, Audit, Finance, Technology etc.), Commercial Term Lending Business Partners, external clients, and service vendors utilized to support the LOB.
Determine new/revised work techniques and process improvements and lead special projects as required
Manage work activities of team members which includes activities across Billing & ARMs and Escrow/Tax; may also include determining hours of work and workload based on current priorities
Provide ongoing assistance to team members on a daily basis
Participate in system testing, as needed, which may occur during non-business hours - write test scripts, test enhancements, test fixes, user checkouts
Procedures - Partner with specific experts, management, the Procedures Team, RCSA, and Change Control Team with the creation and updates of departmental procedures
Issue resolution and escalation handling - ensure client complaints are reported and logged, maintain sensitive clients listings, engage and follow up with clients or market partners on escalations/issues, summarize key escalations for use in risk event write ups or CB Controls escalation write ups
Interact directly with business partners, 3rd party vendors and clients to provide operational details on upcoming transactions
Ability to support the servicing for the most complex loan arrangements independently as required and potentially maintain a minimum production portfolio
Provide production training to new hires/teammates
Assist with managing workflow and the completion of timely and accurate work required
Bachelor's degree from an accredited university recommended.
3+ years' experience with commercial loan servicing.
Proven ability to work independently using excellent judgment.
Must have experience reading and interpreting loan documentation or related analytical experience dealing with documentation.
Extensive experience managing high volume workflow and account assignments to be in compliance with required SLA.
Extensive experience in the approval and release of required agency forms submitted by client.
Must be a team oriented individual with excellent communication, interpersonal, and client service skills.
Must be highly organized with ability to manage multiple competing priorities simultaneously.
Intermediate knowledge in performance metrics and client invoices.
Intermediate Excel and PowerPoint knowledge.
JPMorgan Chase & Co., 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.