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Loan Servicing Associate - Asset Based Lending jobs at Jpmorgan in United States, Charlotte
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United States
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Charlotte
39 jobs found
18.09.2025
JPM
JPMorgan Client Service Associate - Wholesale Lending Services United States, North Carolina, Charlotte
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Develop and maintain long-term client relationships to ensure satisfaction and retention, addressing issues and conducting annual reviews to identify risks and recommend solutions. Enhance the efficiency and resilience of the...
Description:
As a Client Service Associate within Wholesale Lending Services, you will play a pivotal role in managing relationships with our clients, providing support for any issues that may arise with our complex treasury and cash management products and services. With a keen eye for continuous improvement, you will apply innovation and design thinking techniques to enhance the efficiency and resilience of our operating platform. Your role will require you to establish productive relationships with internal stakeholders, leveraging your ability to influence and persuade to drive mutually beneficial outcomes. You will also be expected to demonstrate your data and tech literacy, partnering with Technology and the Business to implement new technology that creates a competitive advantage. Your ability to manage projects, lead aspects of the project management lifecycle, and address concerns with sponsors and impacted parties will be crucial to your success in this role.
Job responsibilities
Job responsibilities
- Develop and maintain long-term client relationships to ensure satisfaction and retention, addressing issues and conducting annual reviews to identify risks and recommend solutions.
- Enhance the efficiency and resilience of the operating platform through innovative techniques, contributing to continuous service improvement.
- Establish productive relationships with internal stakeholders, using persuasion skills to achieve mutually beneficial outcomes.
- Collaborate with Technology and Business teams to implement new technology, leveraging data and tech literacy.
- Engage in project management activities, including planning, execution, and addressing concerns with sponsors and impacted parties.
- Solicit client input and feedback to determine service improvements, discuss trends/issues with internal partners, and influence product recommendations.
- Identify opportunities for digital tools to offer successful self-service solutions and participate in deal team meetings for new products and services.
Required qualifications, capabilities, and skills
- Minimum of 3 years of client-facing work experience in a financial services environment.
- Demonstrated experience in managing client relationships and applying innovative techniques for process improvement.
- Proven ability to establish and maintain productive relationships with internal stakeholders.
- Experience in leveraging data and tech literacy to collaborate with internal teams.
- The ability to provide quantifiable reporting and present findings.
- Excellent verbal, written, interpersonal, presentation, negotiating, and organizational skills.
- Strategic thinking with the ability to adapt to change and demonstrated team-building skills.
Preferred qualifications, capabilities, and skills
- Developing ability to mentor team members to enhance their skills and foster a collaborative service environment.
- Developing proficiency in strategic planning to align client services with organizational goals and client needs.
- Proven ability to build and maintain strong client relationships to support long-term business success.
- Developing experience learning new operating models, technologies, and industry trends.
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17.09.2025
JPM
JPMorgan Loan Servicing Associate - Asset Based Lending United States, North Carolina, Charlotte
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Provide deal origination and execution support to Asset Based Lending bank deal teams as the primary loan servicing contact for internal/external clients for issues and resolutions. Administer excellence in the...
Description:
Job Summary:
As a Loan Servicing Professional in Wholesale Lending Services, you will provide operational support on syndicated and bilateral loans for the largest and most sophisticated corporate loan transactions. You will have direct contact with borrowers, lenders, and business partners, delivering excellence in the servicing experience with high levels of satisfaction.
Job Responsibilities:
- Provide deal origination and execution support to Asset Based Lending bank deal teams as the primary loan servicing contact for internal/external clients for issues and resolutions.
- Administer excellence in the customer experience for both internal and external customers
- Provide feedback to deal structuring team on operational market trends and any operational feasibility
- Read and interpret complex legal credit agreements and related documentation working with attorneys when applicable
- Perform quality control on new deals, restructures and amendments by thoroughly understanding the credit agreement verifying system set up accuracy
- Oversee loan activity (funding, re-pricings, payments) as instructed by the client in accordance with credit agreements
- Calculate and track complex interest and fee accruals at various rate levels across changing lender distributions
- Reconcile daily funding and payment activity to account for all daily cash transactions, initiate and reconcile automated funds movement, monitor and escalate past due principal, interest, & fees
Required qualifications, capabilities and skills:
- 5 or more years Commercial or Asset Based Lending experience
- 3 or more years of demonstrated Exceptional Customer Service experience
- Thorough understanding of Treasury Products
- Excellent Written/Verbal Communication skills
- Proven ability to collaborate with multiple stakeholders
- Strong Analytical Thinker who can identify connections between various pieces of data and systems while quickly articulating client impact
- Strong Organizational skills with ability to function efficiently in a high volume, fast-paced, deadline-oriented environment while maintaining service level agreements
- Proficient in Microsoft Office applications with strong Excel skills
- Highly motivated self-starter
- Knowledge of reading and interpreting syndicated or bilateral credit pre/post-close agreements
Preferred qualifications, capabilities, and skills
- Loan IQ experience.
- Bachelor's degree in business, in finance or accounting, with a preference for a data analytics minor for data processing roles. Proficiency in tools like Excel Power Query, Alteryx, Python, and R is a plus.
- Ability to analyze collateral, assess eligibility, ensure loan accuracy, process Borrowing Base Certificate’s, review legal documents, and perform month-end reconciliations. Five to seven years in accounting or finance, with Asset Based Lending automation experience in finance companies.
- Strong analytical skills, attention to detail, proficiency in Microsoft Office (especially Excel) and monitoring systems. Excellent communication, teamwork, and multitasking abilities in a dynamic environment.
Additional Information:
- This role requires working in the office five days a week.
- Relocation assistance is not available for the role.
- Role is not eligible for H1B or immigration sponsorship.
FEDERAL DEPOSIT INSURANCE ACT:
Final Job Grade and officer title will be determined at time of offer and may differ from this posting.
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09.09.2025
JPM
JPMorgan Client Service Senior Associate United States, North Carolina, Charlotte
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Manage and resolve client requests related to our complex treasury and cash management products and services, ensuring client satisfaction and retention. Analyze and identify gaps in client service processes, applying...
Description:
As a Client Service Senior Associate within JPMorganChase, you will play a key role in managing and enhancing client relationships by resolving requests and providing support for complex treasury and cash management products. Leveraging your broad knowledge, you will ensure compliance with technical standards and organizational policy, impacting other departments and shaping short-term outcomes. You will identify information gaps, conduct analyses to solve problems, and recommend solutions for complex situations. Establishing productive relationships with internal stakeholders and developing skills in continuous improvement, project management, and change management will be crucial for driving beneficial outcomes. Additionally, you will plan and organize your work, and potentially that of a team, while enhancing client experience through developing proficiency in data and tech literacy.
Job responsibilities
Job responsibilities
- Manage and resolve client requests related to our complex treasury and cash management products and services, ensuring client satisfaction and retention.
- Analyze and identify gaps in client service processes, applying continuous improvement techniques to enhance efficiency and resilience of our operating platform.
- Collaborate with internal stakeholders to drive mutually beneficial outcomes, adjusting approach based on needs and circumstances.
- Utilize data and tech literacy skills to understand and implement new technologies that enhance business operations and client service.
- Participate in project management activities, leading aspects of the project lifecycle and providing updates to sponsors and impacted parties.
Required qualifications, capabilities, and skills
- Skilled in managing client relationships within a financial services environment, with specialized expertise in treasury and cash management products and services, demonstrated through over three years of practical experience.
- Demonstrated ability to analyze and improve processes, with a track record of implementing continuous improvement techniques to enhance operational efficiency.
- Proven experience in managing projects, including leading aspects of the project lifecycle and effectively communicating with sponsors and impacted parties.
- Experience in leveraging data and tech literacy skills to understand and implement new technologies that enhance business operations and client service.
- Proficiency in managing change within an organization, with experience in strategic communications, influencing others, and mitigating stakeholder impact.
Preferred qualifications, capabilities, and skills
- Ability to mentor team members to enhance their skills and foster a collaborative service environment.
- Experience engaging in strategic planning to align client services with organizational goals and client needs.
- Proven conflict management and resolution skills to address and resolve client issues effectively.
- Ability to develop and implement strategies to improve client satisfaction and service delivery.
- Experience collaborating with cross-functional teams to ensure seamless client service operations, and building and maintaining strong client relationships to support long-term business success.
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09.09.2025
JPM
JPMorgan Client Service Senior Associate United States, North Carolina, Charlotte
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Be a motivating force for the branch team by sharing a clear vision and embodying our company’s culture and values of Service, Heart, Curiosity, Courage, and Excellence. Deliver on the...
Description:
As a Branch Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first. You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success. You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients.
Job responsibilities
Job responsibilities
- Be a motivating force for the branch team by sharing a clear vision and embodying our company’s culture and values of Service, Heart, Curiosity, Courage, and Excellence.
- Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments.
- Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust.
- Build and cultivate a high-performing team through coaching, feedback, and celebrating successes to boost morale and motivation.
- Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry.
- Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community.
- Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures.
Required qualifications, capabilities, and skills
- You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture.
- You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
- You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success.
- You thrive in a fast-paced, changing environment, using your strong decision-making skills to navigate challenges and lead the team confidently.
- You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies.
- You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and exciting for everyone involved.
- You have 2+ years of management, Retail Banking, or equivalent Chase leadership experience.
- You have a high school degree, GED, or foreign equivalent.
- You have the ability to work branch hours including weekends and evenings.
Preferred qualifications, capabilities, and skills
- You have a college degree or military equivalent.
Training and Travel Requirement
- You’ll successfully complete our Branch Manager Training Program before being considered for placement as a Branch Manager.
- You’ll need to be able to travel as required for in-person training and meetings; some travel may be out-of-state.
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at:
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08.09.2025
JPM
JPMorgan Commercial Real Estate Onboarding Associate United States, North Carolina, Charlotte
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Own the product implementation and training experience for your assigned clients. Meet and connect with clients through WebEx, Zoom, and other collaboration technologies. Build and maintain strong relationships with key...
Description:
As a Client Onboarding Associate within the Commercial Bank, you will lead a project team that supplies support for the implementation of Treasury and Banking products and services. Partner with client and internal stake holders to help provide a best-in-class experience. In this role you are often the clients first true experience working with JP Morgan Chase.
Job Responsibilities
- Own the product implementation and training experience for your assigned clients
- Meet and connect with clients through WebEx, Zoom, and other collaboration technologies
- Build and maintain strong relationships with key partners in Relationship Management, Sales, Service, Operations and Product Management
- Manage client and partner expectations and understanding throughout the implementation process
- Exhibit ownership of implementations experience and own client satisfaction results
- Work with partners in Operations and Product Management to streamline processes
- Identify instances of business risk and show ownership of issues when they arise
- Scope client requests and translate business requirements into detailed technical specifications for treasury services
- Use Microsoft Office tools to document meeting agendas and minutes and project plans. Use of workflow tool for status updates and document repository
- Demonstrate creative problem solving and judgement and be empowered to escalate when necessary
- Manage client and internal partner expectations by establishing timeliness and dependencies with the goal to exceed expectations
Required qualifications, capabilities and skills
- An appreciation for being a ‘keeper of our brand’ with 1+ years of client facing work experience and a passion for delivering a consistent, stellar client and partner experience
- General Treasury Product Knowledge
- Ability to clearly communicate, partner and influence - leading others to a common goal
- Experience in risk awareness and skills to develop and ensure quality program set ups
- Excellent verbal, written, interpersonal, presentation, negotiating and organizational skills
- Strategic thinking with the ability to manage conflict and adapt to change
- Demonstrated team building skills and ability to work in a team environment
- Comfort in using technology such as WebEx, Zoom and other collaboration tools for enhanced client discussions
Preferred qualifications, capabilities and skills
- Bachelor of Science or Business Administration Degree
- Prior project management experience
- PMP or other Project management Certifications
- Ability to provide quantifiable management reporting
- Passion for learning new operating models, technologies, and industry trends
Joining our diverse and innovative global organization will provide you with endless opportunities for career and personal growth.
- Become a part of our many Business Resource Groups, employees who come together on topics such as ethnicity, gender, age, accessibility, special interests and more
- Help the community through expansive volunteer opportunities
- Join one of our focus groups aimed at Innovation and Transformation, creating the future experience for our clients and employees
Final Job Grade and officer title will be determined at time of offer and may differ from this posting.
Some travel required (10%) to visit clients and internal partners.
Please note this role is not eligible for employer immigration sponsorship.
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08.09.2025
JPM
JPMorgan Client Service Associate United States, North Carolina, Charlotte
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Develop and maintain long-term client relationships to ensure satisfaction and retention, addressing issues and conducting annual reviews to identify risks and recommend solutions. Enhance the efficiency and resilience of the...
Description:
As a Client Service Associate within JPMorganChase, you will play a pivotal role in managing relationships with our clients, providing support for any issues that may arise with our complex treasury and cash management products and services. With a keen eye for continuous improvement, you will apply innovation and design thinking techniques to enhance the efficiency and resilience of our operating platform. Your role will require you to establish productive relationships with internal stakeholders, leveraging your ability to influence and persuade to drive mutually beneficial outcomes. You will also be expected to demonstrate your data and tech literacy, partnering with Technology and the Business to implement new technology that creates a competitive advantage. Your ability to manage projects, lead aspects of the project management lifecycle, and address concerns with sponsors and impacted parties will be crucial to your success in this role.
Job responsibilities
Job responsibilities
- Develop and maintain long-term client relationships to ensure satisfaction and retention, addressing issues and conducting annual reviews to identify risks and recommend solutions.
- Enhance the efficiency and resilience of the operating platform through innovative techniques, contributing to continuous service improvement.
- Establish productive relationships with internal stakeholders, using persuasion skills to achieve mutually beneficial outcomes.
- Collaborate with Technology and Business teams to implement new technology, leveraging data and tech literacy.
- Engage in project management activities, including planning, execution, and addressing concerns with sponsors and impacted parties.
- Solicit client input and feedback to determine service improvements, discuss trends/issues with internal partners, and influence product recommendations.
- Identify opportunities for digital tools to offer successful self-service solutions and participate in deal team meetings for new products and services.
Required qualifications, capabilities, and skills
- Minimum of 3 years of client-facing work experience in a financial services environment.
- Demonstrated experience in managing client relationships and applying innovative techniques for process improvement.
- Proven ability to establish and maintain productive relationships with internal stakeholders.
- Experience in leveraging data and tech literacy to collaborate with internal teams.
- The ability to provide quantifiable reporting and present findings.
- Excellent verbal, written, interpersonal, presentation, negotiating, and organizational skills.
- Strategic thinking with the ability to adapt to change and demonstrated team-building skills.
Preferred qualifications, capabilities, and skills
- Developing ability to mentor team members to enhance their skills and foster a collaborative service environment.
- Developing proficiency in strategic planning to align client services with organizational goals and client needs.
- Proven ability to build and maintain strong client relationships to support long-term business success.
- Developing experience learning new operating models, technologies, and industry trends.
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08.09.2025
JPM
JPMorgan Client Service Associate United States, North Carolina, Charlotte
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Lead the elicitation, documentation, and validation of business and data flow requirements, ensuring alignment with stakeholder expectations and technical feasibility. Develop and maintain comprehensive knowledge of industry trends, emerging technologies,...
Description:
Lead the forefront of innovative solutions analysis in a dynamic tech environment, driving success through expertise in data analytics and technical program delivery.
As a Lead Solutions Analyst in Payments Technology, you will play a central role in driving the success of our technical program delivery. Your deep understanding of applications, platforms, and products will position you as a key bridge between product owners, business, operations, and software developers. Utilizing advanced analytical reasoning and technical fluency, you will translate complex business requirements into well-structured and technically feasible solutions. You will make data-informed decisions and provide strategic insights to support key business initiatives. As a technical subject matter expert, you'll navigate ambiguity, manage change effectively, and communicate compellingly with diverse stakeholder audiences to ensure the highest quality and professionalism in service delivery.
Job responsibilities
- Lead the elicitation, documentation, and validation of business and data flow requirements, ensuring alignment with stakeholder expectations and technical feasibility
- Develop and maintain comprehensive knowledge of industry trends, emerging technologies, and best practices to provide strategic guidance and innovative solutions for complex projects
- Model the design and implementation of technical solutions, ensuring seamless integration with existing systems and infrastructure
- Utilize advanced data analytics techniques to extract insights from large, diverse datasets, driving data-informed decision-making and supporting key business initiatives
- Mentor and guide team members in the application of technical writing and analytical reasoning skills, fostering a culture of continuous learning and improvement
Required qualifications, capabilities, and skills
- 10+ years of experience or equivalent expertise in solutions analysis, technical program delivery, or a related field
- Demonstrated expertise in data analysis and data application, including hands-on experience with major data visualization platforms
- Advanced knowledge of data analytics techniques, with experience in developing and interpreting models, diagrams, and data-driven insights
- Proven ability to apply technical fluency in current and relevant platforms, software tools, and technologies to drive innovative solutions
- Strong track record of leading through change, navigating ambiguous situations, and managing dependencies in complex projects
Preferred qualifications, capabilities, and skills
- Experience with payment processing platforms and technologies.
- Familiarity with high value or low value or real time payments.
- Familiarity with payment message formats like SWIFT MT, ISO 20022 formats etc.
- Familiarity with APIs and integration processes.
- Certification in Business Analysis (e.g., CBAP, CCBA) is a plus.
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Develop and maintain long-term client relationships to ensure satisfaction and retention, addressing issues and conducting annual reviews to identify risks and recommend solutions. Enhance the efficiency and resilience of the...
Description:
As a Client Service Associate within Wholesale Lending Services, you will play a pivotal role in managing relationships with our clients, providing support for any issues that may arise with our complex treasury and cash management products and services. With a keen eye for continuous improvement, you will apply innovation and design thinking techniques to enhance the efficiency and resilience of our operating platform. Your role will require you to establish productive relationships with internal stakeholders, leveraging your ability to influence and persuade to drive mutually beneficial outcomes. You will also be expected to demonstrate your data and tech literacy, partnering with Technology and the Business to implement new technology that creates a competitive advantage. Your ability to manage projects, lead aspects of the project management lifecycle, and address concerns with sponsors and impacted parties will be crucial to your success in this role.
Job responsibilities
Job responsibilities
- Develop and maintain long-term client relationships to ensure satisfaction and retention, addressing issues and conducting annual reviews to identify risks and recommend solutions.
- Enhance the efficiency and resilience of the operating platform through innovative techniques, contributing to continuous service improvement.
- Establish productive relationships with internal stakeholders, using persuasion skills to achieve mutually beneficial outcomes.
- Collaborate with Technology and Business teams to implement new technology, leveraging data and tech literacy.
- Engage in project management activities, including planning, execution, and addressing concerns with sponsors and impacted parties.
- Solicit client input and feedback to determine service improvements, discuss trends/issues with internal partners, and influence product recommendations.
- Identify opportunities for digital tools to offer successful self-service solutions and participate in deal team meetings for new products and services.
Required qualifications, capabilities, and skills
- Minimum of 3 years of client-facing work experience in a financial services environment.
- Demonstrated experience in managing client relationships and applying innovative techniques for process improvement.
- Proven ability to establish and maintain productive relationships with internal stakeholders.
- Experience in leveraging data and tech literacy to collaborate with internal teams.
- The ability to provide quantifiable reporting and present findings.
- Excellent verbal, written, interpersonal, presentation, negotiating, and organizational skills.
- Strategic thinking with the ability to adapt to change and demonstrated team-building skills.
Preferred qualifications, capabilities, and skills
- Developing ability to mentor team members to enhance their skills and foster a collaborative service environment.
- Developing proficiency in strategic planning to align client services with organizational goals and client needs.
- Proven ability to build and maintain strong client relationships to support long-term business success.
- Developing experience learning new operating models, technologies, and industry trends.
Show more
These jobs might be a good fit
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