What are the responsibilities and job description for the Loan Servicing Manager – Equipment Finance position at JPMorgan Chase?
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As a Loan Servicing Manager III within JPMorganChase, you will manage a team of loan servicing specialists to ensure smooth loan portfolio operations. Your responsibilities include interpreting loan documents, interacting with stakeholders, and overseeing deadlines. You will use your deep understanding of loan servicing and lending services to make impactful decisions affecting operations and financial management. Advanced conflict management skills will be crucial for resolving issues, while strategic planning abilities will guide the direction of loan servicing operations. Your role is pivotal in fostering continuous improvement, driving performance, and nurturing future leaders within the team.
You support a portfolio that delivers equipment finance solutions to commercial, private, government, healthcare, higher education, and not-for-profit organizations nationwide, serving more than 900 clients with over 2,000 contracts. You guide a team of eleven (remove as this will grow) across customer service activities, system-of-record maintenance, relationship management, and operational controls, with collaboration across locations including Columbus, Chicago, Tempe and Manila. You partner closely with product and operations leadership and senior management to implement best practices that improve efficiency, quality, and risk control.
As a Loan Servicing Manager III within JPMorganChase, you will manage a team of loan servicing specialists to ensure smooth loan portfolio operations. Your responsibilities include interpreting loan documents, interacting with stakeholders, and overseeing deadlines. You will use your deep understanding of loan servicing and lending services to make impactful decisions affecting operations and financial management. Advanced conflict management skills will be crucial for resolving issues, while strategic planning abilities will guide the direction of loan servicing operations. Your role is pivotal in fostering continuous improvement, driving performance, and nurturing future leaders within the team.
You support a portfolio that delivers equipment finance solutions to commercial, private, government, healthcare, higher education, and not-for-profit organizations nationwide, serving more than 900 clients with over 2,000 contracts. You guide a team of eleven (remove as this will grow) across customer service activities, system-of-record maintenance, relationship management, and operational controls, with collaboration across locations including Columbus, Chicago, Tempe and Manila. You partner closely with product and operations leadership and senior management to implement best practices that improve efficiency, quality, and risk control.
Job responsibilities
- Lead and develop a loan servicing team to deliver high-quality portfolio servicing and strong operational controls.
- Oversee accurate interpretation of loan documents and on-time execution across servicing workflows and deadlines.
- Drive a culture of continuous improvement and performance, mentor and nurture future leaders through coaching and feedback.
- Resolve complex issues using advanced conflict management while partnering with internal and external stakeholders.
- Identify, develop, revise, and implement processes, controls, policies, and procedures to enhance efficiency, quality, and risk control.
- Champion adoption of new tools and applications; oversee implementation to ensure system-of-record effectiveness and high-quality portfolio data.
- Collaborate with product leadership, operations leadership, senior management, and cross-functional partners to deliver business objectives.
- Participate in long-term strategic planning and annual budgeting; determine team structure and resource allocation to support growth.
- Support training, coaching, and continuous improvement to build a high-performing team.
- Ensure timely execution of daily controls and adherence to key performance indicators; maintain regulatory compliance and audit readiness.
- Maintain excellence in customer service, relationship management, and accurate system-of-record maintenance for the portfolio.
Required qualifications, capabilities, and skills
- Bachelor's degree or equivalent practical experience in banking or financial services.
- Minimum seven years of management experience in loan servicing operations or customer service within financial services.
- Proven experience leading diverse teams to drive performance and continuous improvement in a financial services environment.
- Advanced proficiency in conflict management with a record of resolving complex issues with stakeholders.
- Expertise in strategic planning, making impactful decisions aligned to long-term organizational goals.
- Experience designing and implementing work processes with measurable efficiency, quality, and risk outcomes.
- Strong analytical and problem‑solving skills; ability to multi‑task in a high‑paced, detail‑oriented environment.
- Excellent verbal and written communication and customer de‑escalation skills.
- Proficiency with Microsoft software tools.
- Demonstrated ability to mentor and develop future leaders through coaching and feedback.
- Deep understanding of loan servicing and lending services, including interpreting loan documents and managing deadlines.
Preferred qualifications, capabilities, and skills
- Strong organizational skills for high‑volume, fast‑paced, deadline‑oriented operations with service‑level adherence.
- Outstanding leadership qualities to deliver feedback, mentor, and coach others to high performance.
- Ability to develop quantitative reports to analyze performance and inform data‑driven decisions.
- Experience managing multiple teams and managers across diverse groups.
- Working knowledge of lending and leasing products, systems, and operations.
- Project management and business analysis experience.
- Ability to build strong business relationships and collaborate across internal partners.