Bulge Bracket Investment Banks

Posted 4 days ago

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**"Loan Servicing Specialist III: Provide expedient, accurate client loan servicing support in Charlotte, NC. Handle inquiries, process transactions, troubleshoot complex issues. Must-have: operational experience, keen problem-solving, excellent communication, and multitasking skills. Serve as a team player driving service excellence.

Compensation: Not specified USD
City: Charlotte
Country: United States

Full Job Description

Location: Charlotte, NC, United States

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.

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

Full Job Description

Location: Charlotte, NC, United States

Job summary:

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.

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

Loan Servicing Specialist III

Full Job Description

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