Trading Services Manager III

Oversee deal setup and onboarding, including funding and settlement execution.

• Monitor pledged loan collateral and prepare or review borrowing base calculations to support eligibility and utilization.
• Manage exception reporting and drive timely resolution of routine discrepancies and escalations.
• Ensure accuracy and timeliness of disbursements, settlements, and ongoing servicing activities.
• Review and interpret legal and lending documents tied to facilities and partner with stakeholders to address requirements.
• Partner with front office and other internal teams to mitigate risk, manage exposure, and support client needs.
• Maintain strong client relationships and serve as the primary day-to-day operational interface for customers.
• Monitor productivity, set performance expectations, and deliver coaching to drive team performance improvements.
• Hire, train, and mentor staff, including delivering virtual training to clients on system applications when needed.
• Drive process improvements, workflow automation, system enhancements, and audit readiness, including user acceptance testing support.

Required qualifications, capabilities, and skills

• Bachelor's degree in Finance, Business, or a related field.

• Minimum of 10 years of experience in banking operations or finance.

• Minimum of 5 years of experience in warehouse lending or mortgage finance.

• Minimum of 3 years of people management experience.

• Demonstrated ability to work independently with sound judgment and a strong risk and control mindset.

• Experience reading and interpreting loan documentation and facility-related legal documents.

• Strong client service skills and experience managing senior client relationships.

• Ability to communicate effectively with diverse stakeholders (for example, collateral custodians, technology, relationship teams, and treasury).

• Proven ability to manage high-volume workflows and meet defined service levels.

• Strong organizational skills with the ability to prioritize multiple competing demands.

• Ability to work a flexible schedule based on business needs.

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.