Loan Admin Associate

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
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.