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The Loan Servicing Specialist III position is a Mid Level Processing role within the Servicing teams. The candidate is responsible for processing complex loan transactions, in a fast-paced environment associated with various supported market segments. (i.e. CPC, WM, MMBSI, Real Estate Banking, Dealer Commercial Services, etc.) The Loan Servicing Specialist III is responsible for various forms of non-monetary related transactions on the applicable commercial loan system.
Job responsibilities:
- Creation of PDF batch work for quality control/two-touch and document repositories
- Data entry of customer and loan details into the loan system
- Process payments, rate resets, quote payoffs and maintenance transactions
- Identifying inaccurate, incomplete or missing information on the transactions prior to submit for approval.
- Responsible for minimizing credit and business risk through awareness of procedure, compliance, and bank policy.
- Participating in projects and working groups as required
- Review and complete escalated requests
- Other duties as assigned
- Exercising judgment, discretion, and prioritization
- Understanding and following Bank policy and established procedures
- Exceptional customer service skills – Customer contact focuses on high volume or unique activities requiring interaction with internal market/credit partners & resources (ability to calculate interest and fee accruals for billing is required for this role).
- Maintaining prompt and proactive communication with business partners on the status of their requests
- Meeting or exceeding established Service Level Agreements
Required qualifications, skills, and capabilities:
- Successful completion of all periodic High Value Business Entitlements (HBVE) background checks
- 2-4 years of prior loan operations and/or quality control experience in a banking or financial services industry.
- Proficient in Microsoft Office applications (i.e. Excel, Word, Outlook, etc.).
- Ability to adapt to internal tracking and monitoring systems.
- Knowledge of ACBS and/or Loan IQ
- Understanding of US Dollar and Foreign Currency Loans
- Working knowledge of legal/credit documents.
- Ability to interpret standard reports and forms.
- Excellent interpersonal and written/verbal communication skills.
- Exceptional customer service skills.
- Ability to effectively multi-task and prioritize workloads while working within tight service levels.
- Strong organizational and time management skills.
- Demonstrate attention to detail and accuracy with completed work.
- Ability to consistently maintain high performance levels in stressful situations and high volume environment.
- Ability to think out of the box and recommend solutions/ improvement.
Source: JP Morgan Career Page
