Loan Admin Associate

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