Job Description

JOB DESCRIPTION

J.P. Morgan Wealth Management is a global leader in investment and wealth management, serving institutions, high-net-worth individuals, and retail investors worldwide.


As a Loan Administration Associate in the Loan Administration team, you support the end-to-end management of loans receivable and payable for Trust and Estates clients. You ensure accurate booking, administration, and maintenance of a diverse loan portfolio, including promissory notes, mortgages, and student loans. You collaborate with business partners to uphold fiduciary responsibilities and deliver high-quality service.

Job Responsibilities

Perform due diligence on loan documents and maintenance requests Collaborate with team members to complete daily business activities and meet project deadlines Respond to queries from internal business partners and conduct research as needed Conduct quality assurance activities to ensure data accuracy and consistency Complete daily checks to ensure tasks are performed according to service level agreements Analyze loan delinquencies and work with business partners to resolve issues Serve as a subject matter expert on projects impacting loans

Required qualifications, skills, and capabilities

Bachelor's degree or equivalent work experience In-depth knowledge of loan attributes and advanced accounting calculations 3+ years of experience with student loans, mortgages, and secured or unsecured personal loans Excellent written and verbal communication skills with strong attention to detail

Preferred qualifications, skills, and capabilities

Advanced knowledge of UAS and Innovest Loan Management software Strong organizational, multitasking, and prioritizing skills Ability to develop and maintain relationships with business partners and external vendors Demonstrated client focus and commitment to quality and control

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 Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.