Loan Servicing Associate - Asset Based Lending at JPMorgan Chase Charlotte, NC

JPMorgan Chase; Charlotte (NC); On-site; USD 70,000 - 90,000; Full time

Job summary

JPMorgan Chase seeks a Loan Servicing Associate in Charlotte, NC, to provide operational support for complex corporate loan transactions. The role emphasizes exceptional customer service and requires a solid foundation in commercial or asset-based lending.

Ideal candidates will have over five years of experience in the industry, excellent communication skills, and proficiency in Microsoft Office, especially Excel. The position is in-office five days a week and does not offer relocation assistance.

Qualifications

• 5 or more years of Commercial or Asset Based Lending experience.
• 3 or more years of demonstrated Exceptional Customer Service experience.
• Excellent written and verbal communication skills.

Responsibilities

• Provide operational support on syndicated and bilateral loans.
• Administer excellence in the customer experience.
• Calculate and track complex interest and fee accruals.

Skills

Commercial or Asset Based Lending experience

Exceptional Customer Service experience

Understanding of Treasury Products

Strong analytical thinker

Microsoft Office proficiency

Education

Bachelor’s degree in business, finance or accounting

Tools

Loan IQ

Excel Power Query

Alteryx

Python

R

Job description

Loan Servicing Associate – Asset Based Lending (Charlotte, NC)

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.

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 the 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 and verifying system set‑up accuracy.
• Oversee loan activity (funding, re‑pricing, 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 accelerate past‑due principal, interest, and 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 and 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, finance or accounting, preferably with a data analytics minor.
• Proficiency in tools such as Excel Power Query, Alteryx, Python, and R.
• Ability to analyze collateral, assess eligibility, ensure loan accuracy, process Borrowing Base Certificates, review legal documents, and perform month‑end reconciliations.
• Five to seven years in accounting or finance, with Asset Based Lending automation experience.
• 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

• Role requires working in the office five days a week.
• Relocation assistance is not available.
• Position is not eligible for H1B or immigration sponsorship.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.

We are an equal‑opportunity employer and value diversity and inclusion. We do not discriminate on the basis of any protected attribute.