Job Description

Job Description

J.P. Morgan Private Bank has been helping the world’s wealthiest individuals, families, foundations, and endowments to grow, manage, and sustain their wealth through personalized, comprehensive financial solutions for more than 160 years. J.P. Morgan is a global leader in asset and wealth management with assets under supervision of $2.1 trillion and assets under management of $1.4 trillion. With Private Bank advisors in 110 offices in 25 states and 20 countries, the Private Bank provides clients with a global perspective delivered through a local, dedicated team of specialists focused on fundamental wealth management disciplines, including investment management, wealth structuring, philanthropy, credit and banking.

 

 

Primary Function

The Lending team partners with clients to strategically match credit needs with the bank’s depth of solutions.  The strategic approach includes a long-term vision to ensure a client is supported through all market cycles.  A Lending Professional works closely with a team of Lending Advisors to originate and maintain a diverse portfolio of credit facilities.  As a primary owner of portfolio maintenance, a Lending Professional’s strong organizational skills are necessary to ensure timely delivery to clients and to help identify and resolve areas of risk. 

 

• Develop a basic knowledge of lending solutions available to clients (e.g. facilities supported by liquid securities, concentrated stock, commercial real estate, life insurance, art, aircraft) 
• With guidance from an experienced Lending Specialist, help coordinate the origination, modification, and renewal of credit facilities  
• Manage the collection and organization of confidential client financial information
• Partner with internal credit groups to ensure timely deal progression
• Coordinate with clients to help with document delivery and deal completion 
• Oversee and help resolve risk exceptions (e.g. covenants, delinquency, needed documents)
• Partner with Client Service Group to resolve credit related service inquiries and ensure timeliness of interest payment
• Assist in management and updating of lending pipeline, teach-ins, and other sales management campaigns
• Assist Lending Specialist with ad hoc administrative, research, and reporting tasks 

 

 

Qualifications:

• 2 years of experience in wealth management or industry requiring strong quantitative skillset
• Strong Microsoft Excel proficiency; experience with handing large data volume
• Experience using Microsoft office programs including excel, power point and Adobe PDF
• Good judgment and discretion working with highly confidential information
• Superior multi-tasking, organizational, partnership, teamwork and communication skills 
• The ability to be a dynamic member of a team with strong self-motivation and sense of ownership

About Us

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

About the Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.​

Job Tags

Local area,

Similar Jobs