Client Onboarding

JOB DESCRIPTION

Unlock your potential as a Loan Servicing Analyst in our Client Contact Center. Be at the forefront of client service excellence, managing inquiries and providing professional support. Join a team that values client satisfaction and continuous improvement.

As a Loan Servicing Analyst in the Client Onboarding & Service (COS) Client Contact Center, you will be responsible for assisting clients through inbound calls and emails. Your role will involve managing incoming communications from both internal and external clients, ensuring high-quality service and striving for one-call resolution.

Job Responsibilities:

• Build knowledge of loans and services in the Commercial Lending space.
• Provide high-quality, professional service with emphasis on one-call resolution.
• Respond to client inquiries with clear and concise communication via email.
• Analyze and interpret transactions, statements, and loan documents for inquiry resolution.
• Maintain a high level of knowledge of products, loan types, and services.
• Thoroughly research accounts and complete servicing forms to fulfill client requests.
• Serve as a liaison between client managers, operations, and loan servicing teams.
• Identify issues and risks to prevent fraudulent account behavior and manage controls.
• Project a confident and professional presence to clients and stakeholders.
• Work independently with supervision and escalate complex issues as necessary.
• Drive high levels of service and client experience and perform additional duties as assigned by the leadership team.

Required Qualifications, Capabilities, and Skills:

• Ability to work in a fast-paced, constantly evolving environment.
• Strong client focus with a sense of urgency and service excellence.
• Exemplary teamwork skills with a professional, positive, and supportive attitude.
• Excellent communication skills, both written and verbal.
• Ability to learn and adapt to new industry, company, product, or technical knowledge.
• Highly organized with the ability to manage competing priorities.
• Professional presence with adaptability to evolving needs and situations.
• Willingness to work in any shifts and adapt to business needs.
• Strong problem-solving and troubleshooting skills.
• Understanding of US banking and regulatory requirements around data security and protection.

Preferred Qualifications, Capabilities, and Skills:

• College degree preferred, or equivalent work experience.
• Minimum of one to three years of experience in customer service, operations, sales, or portfolio management, preferably in banking or financial services.
• Proficient PC skills, including Word, Excel, and PowerPoint.

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 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.

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.