Collateral Svc Specialist IV - DOC REVIEW

Join a team where your expertise in collateral management shapes the future of lending services. At JPMorganChase, you'll find opportunities for career growth, skill development, and meaningful impact. Collaborate with talented professionals, expand your knowledge, and contribute to innovative solutions. Your work will help drive operational excellence and support our commitment to client success.

Job Summary

As a Collateral Services Specialist IV within our team, you manage and process collateral for a diverse portfolio of loans, ensuring accuracy and compliance with quality standards. You play a key role in solving non-routine problems and improving processes, directly contributing to the success of our firm. You work closely with cross-functional teams, fostering a collaborative and supportive environment. Your attention to detail and analytical skills help maintain effective relationships with both internal and external stakeholders.

You will support the Borrower-in-Custody program, expand due diligence for loan eligibility, and ensure regulatory compliance. Your responsibilities include reviewing loan packages, capturing metadata, and partnering with market teams to resolve documentation exceptions. This role offers exposure to innovative technologies and continuous improvement initiatives, enhancing both your professional growth and the team's operational efficiency.

Job Responsibilities

• Manage and process collateral for a diverse portfolio of loans, ensuring accuracy, compliance, and adherence to quality standards.
• Review and analyze loan agreements and field exams, solving non-routine issues and supporting process improvements.
• Capture and interpret metadata from key legal agreements for analysis, reporting, and compliance with service level agreements.
• Review pre-closing and post-closing documents from scanned images to ensure documentation standards and support collateral structure.
• Support the Borrower-in-Custody program, expanding due diligence for loan eligibility and increasing pledge pool value.
• Identify, communicate, and resolve documentation exceptions with market and external partners, maintaining productive relationships.
• Enter and update collateral information in applicable systems and index documents for archival in the image repository.
• Review loan packages for regulatory and compliance requirements, ensuring thoroughness and accuracy.
• Participate in partnership meetings, projects, and working groups to resolve operational errors and drive continuous improvement.
• Respond to research requests and provide continuous improvement ideas for the review process.
• Exercise judgment, discretion, and prioritization in daily tasks, meeting or exceeding established Service Level Agreements.

Required Qualifications, Capabilities, and Skills

• Expertise in managing and processing collateral for loans, ensuring accuracy and compliance with lending standards.
• Advanced knowledge of lending services policies and procedures, supporting effective decision-making and operational excellence.
• Proficient in reviewing and interpreting legal documents to meet specific requirements and service level agreements.
• Experience capturing and managing metadata from legal agreements for analysis and reporting.
• Ability to review loan packages for regulatory and compliance adherence.
• Proven capability in relationship management and collaboration with stakeholders.
• Strong strategic planning and organizational skills to optimize workload and achieve objectives.
• Skill in identifying and resolving documentation exceptions with internal and external partners.
• Experience supporting due diligence and eligibility review for loan pledging programs.
• Ability to participate in cross-functional projects and working groups, driving operational improvements.
• Demonstrated judgment, discretion, and prioritization in a fast-paced environment.

Preferred Qualifications, Capabilities, and Skills

• Ability to think critically and manage conflicts effectively.
• Strong decision-making judgment within standardized procedures.
• Analytical skills, attention to detail, and familiarity with legal documents.
• Experience in cross-functional team collaboration.
• Skill in leveraging AI/ML to enhance lending processes.
• Capability to drive continuous improvement and process automation.

Required or 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.

ABOUT US

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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

ABOUT THE TEAM

J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

Client-provided location(s): Chicago, IL

Job ID: JPMorgan-210665761

Employment Type: FULL_TIME

Posted: 2025-09-17T19:12:54