CTL Servicing Escrow Analyst

JPMorgan Chase
Fort Worth, TX
On-siteCareer-pivot friendly

Who this role is best for

A natural match if you have experience in loan operations or mortgage servicing and can work independently in a collaborative environment.

Best fit for

  • Candidates with 1+ year of experience in financial services or loan operations who excel in analytical problem-solving
    — “At least 1 year of experience in banking, mortgage, financial services, accounting, or loan operations”
  • Individuals who can identify and implement process improvements while maintaining strong client communication
    — “Identify opportunities to improve accuracy, speed, and client experience, and support implementation of enhancements”

Things to consider

  • This role requires a high level of independence in executing tasks with minimal oversight
    — “You will independently execute servicing and research activities”
  • Candidates should be prepared to work in a commercial banking environment with potential complexity in regulatory compliance
    — “Execute operational controls and complete required documentation to support a strong control environment”

How to stand out

  • Highlight your ability to resolve complex escrow exceptions and improve process efficiency
    — “Research escrow exceptions and discrepancies, perform fact-finding and analysis, and recommend practical solutions”
  • Demonstrate your experience in maintaining and updating procedures and documentation
    — “Review, update, and maintain procedures and job aids to reflect policy, system, or regulatory changes”
  • Showcase your proficiency with Excel, especially formulas and pivot tables
    — “Proficiency in Microsoft Excel (including formulas, lookups, and pivot tables)”
  • Demonstrate your capacity to adapt to evolving systems and policies
    — “Adaptability and comfort working with evolving priorities, systems, and policies”
Pace · SteadyCollaboration · MediumAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • resolve escrow issues
  • process transactions
  • research exceptions
  • escalate complex issues
  • implement enhancements
Typical background
loan servicingescrow managementfinancial services

Skills & requirements

Required

Loan ServicingEscrow ManagementTransaction ProcessingResearch And AnalysisOperational ControlsMicrosoft ExcelClient Service

Preferred

Commercial Loan ServicingEscrow ReconciliationCommercial Banking Operations

Stack & domain

Loan ServicingEscrow Account ManagementTransaction ProcessingException ResearchSystem DocumentationMicrosoft ExcelMicrosoft Office ApplicationsAttention To DetailProblem SolvingCommunicationTeamworkAdaptabilityEscrow ManagementFinancial Services

About the role

Original posting from JPMorgan Chase

Make a direct impact on client experience by owning essential loan servicing and escrow activities. 

As a Loan Servicing Analyst in the Loan Servicing team, you will independently execute servicing and research activities to deliver timely, accurate, high-quality client service. You will resolve escrow issues and requests from internal and external stakeholders, process transactions, and research exceptions to identify root causes and solutions. You will maintain and enhance procedures and system documentation to keep processes current and clear. You will apply strong analytical skills, attention to detail, and sound judgment to manage priorities and meet deadlines. You will collaborate with teammates and cross-functional partners to support positive client outcomes and continuous improvement.

Job responsibilities Manage and respond to client and stakeholder requests related to transaction servicing activity in alignment with loan documentation, servicing agreements, controls, and policyProcess and reconcile escrow account activity with a high standard of accuracy and timelinessResearch escrow exceptions and discrepancies, perform fact-finding and analysis, and recommend practical solutionsEscalate only highly complex or unprecedented issues with a clear summary and recommended path forwardExecute operational controls and complete required documentation to support a strong control environmentIdentify opportunities to improve accuracy, speed, and client experience, and support implementation of enhancementsProvide input on process changes and participate in user testing for system enhancementsReview, update, and maintain procedures and job aids to reflect policy, system, or regulatory changesPlan and organize your work to manage competing priorities and meet deadlinesPartner with teammates and cross-functional stakeholders to align on outcomes and resolve issues efficientlyRequired qualifications, capabilities, and skills At least 1 year of experience in banking, mortgage, financial services, accounting, or loan operationsExperience executing servicing, research, and issue resolution activities with strong attention to detailAbility to learn and apply technical processes, procedures, and controls accuratelyDemonstrated analytical and problem-solving skills, including fact-finding, clarification, and root-cause analysisStrong written and verbal communication skills, with a client-focused mindsetAbility to work independently while collaborating effectively with teammates and partnersProficiency in Microsoft Excel (including formulas, lookups, and pivot tables) and other Microsoft Office applicationsAdaptability and comfort working with evolving priorities, systems, and policiesPreferred qualifications, capabilities, and skillsBachelor’s degree in business management, accounting, finance, or a related fieldExperience in commercial loan servicing and/or loan accountingExperience reconciling escrow accounts and resolving escrow-related exceptionsFamiliarity with commercial banking operations and related products or servicesExperience updating procedures, job aids, or process documentation in an operational environment

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

Source: JPMorgan Chase careers

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