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Loan Servicing Analyst
mid · Corporate Finance
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.
As a Loan Servicing Analyst in the Securitized Products Group Middle Office (SPG MO) team, your daily responsibilities will include trade management, risk management, and oversight of various product lines. JPMorgan is currently the market leader across these areas and has been a key driver behind the ongoing development of the marketplace. Daily tasks include Review of loans pledged as collateral, preparation and analysis of borrowing base calculations, processing of advances, paydowns, margin calls, and remittance requests. We are a client focused group who work closely with external customers, custodians, as well as internal partners. We promote an inclusive environment and strive to retain our employees who will best represent our customers. If you have a client focused mindset and have a passion for driving solutions while maintaining controls across the organization, you will be a great fit for our team.
Job 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.
Required qualifications, capabilities, and skills
- 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.
- Ability 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.
- Ability 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
This position is not eligible for H1B or Sponsorship
Schedule – 100% in office Monday – Friday, 9am – 6pm (CST)
Office Location: Fort Worth, Texas