Loan Servicing Specialist III

Next Frontier Capital; Charlotte (NC); On-site; USD 55,000 - 75,000; Full time

Job summary

JPMorgan Chase & Co. in Charlotte is seeking a Loan Servicing Specialist III to provide frontline operational support across loan servicing topics. You will handle inquiries, process transactions, research issues, and apply policies to achieve accurate, timely outcomes.

This role emphasizes collaboration, attention to detail, and adaptability in a fast-paced environment. You will work with teammates to improve client experience, document interactions, and comply with established guidelines while

Qualifications

• Experience in client service operations, including inquiry handling and transaction processing.
• Ability to apply written procedures to investigate issues and resolve non-routine requests.
• Strong verbal and written communication skills, including effective questioning and active listening.
• Strong attention to detail with ability to maintain data accuracy and integrity.
• Ability to manage multiple tasks and prioritize work in a deadline-driven environment.
• Ability to work effectively in a team environment and adapt to process changes.
• Customer-focused mindset with ability to de-escalate and resolve concerns professionally.
• Proficiency with Microsoft Windows and Microsoft Office, including working across multiple applications.

Responsibilities

• Provide daily operational support by responding to client inquiries across loan servicing topics
• Process servicing transactions accurately and in accordance with established procedures
• Research and resolve issues by reviewing account activity, documentation, and system history
• Apply policies and procedures to address non-routine situations and determine next steps
• Escalate risks, exceptions, or high-impact issues using defined escalation paths
• Use probing questions to confirm the request and set clear expectations on resolution and timing
• Document interactions, actions taken, and outcomes to ensure a complete record
• Identify appropriate services to discuss based on client needs and approved guidance
• Meet quality, productivity, and timeliness expectations in a fast-paced environment
• Partner with teammates and leaders to share trends, improve processes, and reduce errors

Skills

Client service operations

Issue investigation

Strong communication

Attention to detail

Multitasking

Team collaboration

Customer-focused

Microsoft Windows

Microsoft Office

Tools

Case management tools

Workflow tools

CRM systems

Multiple applications

Job description

Make a direct impact by helping clients resolve servicing questions quickly and confidently. You will build deep operational expertise, strengthen your problem-solving skills, and grow your career through mobility opportunities across teams. Join a collaborative environment where your voice matters and your work is recognized. If you enjoy fast-paced service, process excellence, and helping people navigate complex requests, this role is for you.

Job summary:

As a Loan Servicing Specialist III within Loan Servicing Operations, you deliver exceptional service and operational support to clients across a range of servicing needs. You handle inquiries, process transactions, research issues, and apply policies and procedures to reach accurate, timely outcomes. You partner with teammates to improve client experience, reduce repeat inquiries, and support consistent, high-quality execution. You also identify appropriate products or services to discuss based on client needs and established guidelines.

You will work across multiple systems while balancing quality, speed, and attention to detail. This role is ideal for someone who is curious, resilient, and comfortable adapting to changing priorities. You will be supported with training, coaching, and clear procedures while being trusted to make decisions within defined guidelines.

Job responsibilities:

• Provide daily operational support by responding to client inquiries across loan servicing topics
• Process servicing transactions accurately and in accordance with established procedures
• Research and resolve issues by reviewing account activity, documentation, and system history
• Apply policies and procedures to address non-routine situations and determine next steps
• Escalate risks, exceptions, or high-impact issues using defined escalation paths
• Use probing questions to confirm the request and set clear expectations on resolution and timing
• Document interactions, actions taken, and outcomes to ensure a complete record
• Identify appropriate services to discuss based on client needs and approved guidance
• Meet quality, productivity, and timeliness expectations in a fast-paced environment
• Partner with teammates and leaders to share trends, improve processes, and reduce errors

Required qualifications, capabilities, and skills:

• Experience in client service operations, including inquiry handling and transaction processing
• Ability to apply written procedures to investigate issues and resolve non-routine requests
• Strong verbal and written communication skills, including effective questioning and active listening
• Strong attention to detail with ability to maintain data accuracy and integrity
• Ability to manage multiple tasks and prioritize work in a deadline-driven environment
• Ability to work effectively in a team environment and adapt to process changes
• Customer-focused mindset with ability to de-escalate and resolve concerns professionally
• Proficiency with Microsoft Windows and Microsoft Office, including working across multiple applications

Preferred qualifications, capabilities, and skills:

• Experience supporting loan servicing, consumer lending, or financial operations
• Experience using case management, workflow, or customer relationship tools
• Experience handling escalations and resolving complex servicing issues
• Familiarity with quality standards, controls, and operational risk awareness
• Ability to identify process improvement opportunities and share observations clearly
• Comfortable learning new systems and navigating multiple data sources

Additional information:

• Visa sponsorship is not available for this position.
• Work schedules will be full-time in office, on a 40-hour per week schedule.

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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

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.

Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.

Join JPMorganChase as a Loan Servicing Specialist III to deliver top-tier support and resolve client inquiries efficiently.