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Collateral Servicing Specialist

Today 2026/09/05
Other Business Support Services
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Job description

Collateral Servicing Specialist II, a pivotal role within our Collateral group. This essential position is designed to deliver on specific tasks and requirements, making it a crucial part of our team. As a Collateral Servicing Specialist, you will gain valuable exposure to various aspects of operating a banking office, contributing to the seamless functioning and success of our financial services. Join us to play an integral role in our dynamic and collaborative environment.


Job Summary
As a Collateral Servicing Specialist – Team Member within the Collateral group, you will be responsible for executing all assigned tasks while ensuring compliance with Service Level Agreements (SLAs). Your role will involve working across a variety of processes, including reviewing collateral documents, researching client exposure, and processing the release within the state timeframes and state regulations. This position offers a unique opportunity to enhance your skills in monitoring and servicing collateral and to make a significant impact on our operations.


Job Responsibilities


  • Adhere to established QUALITY & QUANTITY SLAs consistently.
  • Ensure 100% compliance with process-related policies, guidelines, and controls.
  • Manage the review of collateral documents, research client exposure, and process releases efficiently.
  • Liaise with bank departments and external contacts, including Borrowers and Trustees.
  • Complete all collateral processing within the SLA on the same day.
  • Serve as the SME and first internal POC for process-related queries and clarifications.
  • Act as the first point of escalation for process-related issues from customers.
  • Pay attention to detail to ensure all documents are processed correctly.
  • Identify changes to processes to improve productivity and efficiency.

Required Qualifications, Skills, and Capabilities


  • Hold a Bachelor’s degree in Finance or a related field, or possess equivalent work experience.
  • Minimum 6 months of experience in the Financial Services industry with a proven track record of delivery.
  • Exhibit strong research, analytical, and comprehension skills to analyze large data sets.
  • Manage clients effectively, build partnerships, and lead while dealing with multiple stakeholders simultaneously.
  • Utilize effective time management and prioritization skills to achieve business objectives.
  • Communicate effectively with strong interpersonal and analytical skills, working independently on multiple assignments.

Preferred Qualifications, Skills, and Capabilities


  • Build relationships with clients, internal partners, and peers effectively.
  • Recognize issues or problems that need to be escalated promptly.
  • Develop domain learning and exhibit strong interpersonal and communication skills.
  • Apply analytical thinking and problem-solving skills effectively.
  • Understand the product lifecycle and area product management thoroughly.

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 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.



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