Trading Services Manager III

Job Summary

As a Trading Services Manager III in the Global Securitized Product team, you manage the operational infrastructure supporting mortgage finance lending facilities for mortgage originators. You lead a team of deal managers and oversee funding and settlement, collateral management, risk controls, and client servicing to ensure efficient execution and compliance across the lending lifecycle. You manage a large portfolio of clients and ensure daily service levels are met while driving issue resolution and process improvements.

• Manage daily operations supporting mortgage finance lending facilities.
• 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.

• 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.

J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions worldwide 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.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. 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.

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.

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