Loan Servicing Manager II

Testing Site - JPMC; Charlotte (NC); On-site; USD 95,000 - 130,000; Full time

Job summary

Testing Site - JPMC is seeking a Loan Servicing Manager II to oversee a diverse syndicated and bilateral loan portfolio within Lending Services. You will ensure compliance, drive efficiency, and lead a team to deliver high-quality servicing for complex corporate loans.

You will analyze credit agreements, coordinate with borrowers and lenders, and mentor staff to meet deadlines and SLA targets. Strong communication and leadership are essential.

Qualifications

• Five or more years of Commercial or Asset Based Lending experience.
• 8

Responsibilities

• Provide deal origination and execution support to Asset Based Lending deal teams as the primary loan servicing contact.

Skills

Commercial Lending

Asset Based Lending

Customer Service

Treasury Products

Leadership

Analytical Thinking

Excel

Credit Agreements

Communication Skills

Education

Bachelor’s degree in business, finance, or accounting

Data analytics minor preferred

Tools

Loan IQ

Excel

Python

R

Alteryx

Job description

Join a top-ranked company recognized for career growth and development. As part of our Lending Services team, you’ll have the opportunity to expand your skills, collaborate with talented professionals, and make a meaningful impact. We value your expertise and offer a dynamic environment where you can thrive and advance your career. Discover the benefits of working with a team committed to excellence and innovation.

As a Loan Servicing Manager II within Lending Services, you manage a diverse portfolio of syndicated and bilateral loans, ensuring compliance and operational excellence. You use your expertise to interpret complex documents, interact with stakeholders, and meet critical deadlines. Your leadership and strategic planning skills help you address challenges and develop effective solutions. By fostering collaboration and building strong relationships, you contribute to the success of our team and the satisfaction of our clients.

You will provide operational support for the largest and most sophisticated corporate loan transactions in the market. In this role, you will have direct contact with borrowers, lenders, and business partners, delivering a high-quality servicing experience. You will also drive continuous improvement initiatives, analyze team performance metrics, and implement best practices to enhance operational efficiency.

Job responsibilities

• Provide deal origination and execution support to Asset Based Lending deal teams as the primary loan servicing contact
• Administer excellence in the customer experience for both internal and external clients
• Offer feedback to deal structuring teams on operational market trends and feasibility
• Read and interpret complex legal credit agreements and related documentation
• Perform quality control on new deals, restructures, and amendments, verifying system setup accuracy
• Lead, mentor, and develop a team of loan servicing professionals
• Manage workflow allocation and prioritize team tasks to meet deadlines and service level agreements
• Oversee loan activity including funding, re-pricings, and payments in accordance with credit agreements
• Calculate and track complex interest and fee accruals across changing lender distributions
• Serve as an escalation point for complex client issues, collaborating with senior management and cross-functional teams
• Reconcile daily funding and payment activity, initiate and reconcile automated funds movement, and monitor past due principal, interest, and fees

Required qualifications, capabilities, and skills

• Five or more years of Commercial or Asset Based Lending experience
• Three or more years of 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 with ability to identify connections between data and systems
• Demonstrated ability to lead and motivate teams in a high-volume, deadline-driven environment
• Strong conflict resolution and decision-making skills
• Strong organizational skills with ability to function efficiently in a fast-paced, deadline-oriented environment
• Proficient in Microsoft Office applications, especially Excel
• Knowledge of reading and interpreting syndicated or bilateral credit agreements

Preferred qualifications, capabilities, and skills

• Experience with Loan IQ
• Bachelor’s degree in business, finance, or accounting; data analytics minor preferred
• Proficiency in Excel Power Query, Alteryx, Python, or R
• Experience analyzing collateral, assessing eligibility, and processing Borrowing Base Certificates
• Five to seven years in accounting or finance, with Asset Based Lending automation experience
• Strong attention to detail and proficiency in monitoring systems
• Excellent teamwork and multitasking abilities in a dynamic environment