JPMorganChase→
U.S. Private Bank - Lending Professional at JPMorganChase · 270 Park…
Entry LevelOn-siteFull-time270 Park Ave, New York, NY, 10017$85k–$110k/yr
Skills
series 7 licenseseries 66 licensecredit risk experiencebank loan productsdeposit productsmortgage productscredit productscredit risk underwritingwealth managementinvestingfinancial planningmarketable secured lendinginvestment real estate loansconcentrated collateral loansaircraft lendingowner-occupied commercial real estate loansbridge loans
Job Description
Summary: JPMorganChase is one of the oldest financial institutions, offering innovative financial solutions. As a Lending Professional in the U.S. Private Bank, you will advise clients on their capital structure and provide tailored credit solutions.
Responsibilities:
- Participate in pitches to existing and prospective clients
- Analyze the book of existing clients to identify new potential opportunities
- Maintain an ongoing dialogue with existing borrowing clients
- Advise, negotiate and execute loan structures
- Structure solutions to client financing needs within acceptable risk parameters and in accordance with policies and regulations
- Maintain a quality credit book with active client dialogue and escalation of candidates promptly. Follow up on all client-related credit issues (e.g., missed margin calls, legal documentation, etc.)
- Using your thorough knowledge of the JP Morgan Credit Risk Underwriting Policy & Guidelines, liaise closely with Credit Risk to ensure the best outcome for the client in terms of the underwriting of the client
Required Qualifications:
- Bachelor degree
- Series 7 & 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
- One plus years of credit risk experience, ideally in the financial services industry
- In-depth knowledge of bank loan, deposit, mortgage and credit products
- Ability to understand the overall credit capabilities and risk management philosophy of the firm
- Ability to understand wealth management including, but not limited to: investing, trust and financial planning
- Experience and proven success with banking concepts including, but not limited to: marketable secured lending, investment real estate loans, concentrated collateral loans, aircraft lending, owner-occupied commercial real estate and bridge loans
Required Skills: Series 7 license, Series 66 license, Credit risk experience, Bank loan products, Deposit products, Mortgage products, Credit products, Credit risk underwriting, Wealth management, Investing, Financial planning, Marketable secured lending, Investment real estate loans, Concentrated collateral loans, Aircraft lending, Owner-occupied commercial real estate loans, Bridge loans
Benefits: 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, Comprehensive health care coverage, On-site health and wellness centers, A retirement savings plan, Backup childcare, Tuition reimbursement, Mental health support, Financial coaching
Benefits
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
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching