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Associate Agency and Institutional Capital Servicing
Associate Agency and Institutional Capital ServicingChase • Plano, TX, US
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Associate Agency and Institutional Capital Servicing

Associate Agency and Institutional Capital Servicing

Chase • Plano, TX, US
[job_card.30_days_ago]
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  • [job_card.full_time]
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Associate, Agency And Institutional Capital Servicing

Join a company recognized for career growth and workplace excellence. As an Associate on our Agency and Institutional Capital Servicing team, you will have the opportunity to develop your skills, contribute to client success, and grow your career in a dynamic environment. Experience a culture that values innovation, collaboration, and professional development.

As an Associate on the Agency and Institutional Capital Servicing Team, you will support the servicing of agency and institutional capital transactions, including Fannie Mae, Freddie Mac, and CMBS products. You will work closely with internal partners and external clients, ensuring smooth operations and high-quality service delivery. This role offers significant client contact and the opportunity to build expertise in commercial real estate loan servicing.

Job Responsibilities

  • Interpret loan documents to support accurate and timely servicing of agency and institutional capital transactions.
  • Serve as a key contact for internal and external clients, responding to inquiries and resolving issues professionally.
  • Support the execution of daily servicing operations, including documentation review, data entry, and transaction monitoring.
  • Assist in maintaining servicing frameworks for agency products (Freddie Mac, Fannie Mae, CMBS).
  • Contribute to process improvement initiatives and help identify opportunities for operational efficiency.
  • Collaborate with team members and cross-functional partners (e.g., WLS, commercial real estate teams) to ensure operational readiness and coordinated client service.
  • Maintain performance metrics and support quality control efforts.
  • Foster a positive and collaborative team culture.

Required Qualifications, Capabilities, and Skills

  • Bachelor's Degree.
  • 3+ years of experience in loan servicing, financial services, or related operations.
  • Strong communication and interpersonal skills; comfortable with high client contact.
  • Effective time management and multitasking abilities.
  • Detail-oriented with strong organizational skills.
  • Basic knowledge of mortgage products, lending, and real estate compliance.
  • Analytical skills for problem-solving and decision making.
  • Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).

Preferred Qualifications, Capabilities, and Skills

  • Experience in a high-volume, fast-paced environment.
  • Ability to develop and interpret quantitative reports for performance analysis.
  • Exposure to agency products (Fannie Mae, Freddie Mac, CMBS) is a plus.
  • Experience with large loan portfolio sales is a plus.
  • Familiarity with strategy or workflow software is beneficial.

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.
  • Final job grade and officer title will be determined at time of offer and may differ from this posting.

FEDERAL DEPOSIT INSURANCE ACT

This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

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Associate Agency and Institutional Capital Servicing • Plano, TX, US

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