Description

Join a dynamic team driving impactful change in wealth management lending. Make a difference for high net worth clients.

Job Summary

As a Securities Based Lending Associate Lender in the Securities Based Lending team, you manage credit portfolios and lead specialized projects. You analyze, structure, and document secured credit solutions, partnering with senior leaders to deliver exceptional client experiences.

Job Responsibilities

• Analyze, structure, price, and document secured lines of credit, term loans, and standby letters of credit
• Partner with senior market partners and Credit Executives to determine appropriate credit structures
• Recognize complex credit needs and collaborate with Custom underwriting teams
• Review transactions with credit risk elements, including annual product reviews
• Serve as subject matter expert for new product rollouts, credit projects, and testing
• Manage specialized products and initiatives, such as pledge mortgage and LIBOR phase out
• Present to and interact with Senior Leadership across Operations and Lending Solutions
• Lead training and mentor new or less experienced Analysts and Lenders
• Make credit decisions on new deals, amendments, and reviews
• Administer portfolio to minimize credit risk and losses
• Support overall team goals and contribute to process improvements. Ensure compliance with all relevant policies and procedures

Required Qualifications, Capabilities, and Skills

• Bachelor's degree or relevant credit experience
• 5 years of private banking, asset management, and credit/lending experience
• Strong communication and interpersonal skills
• Excellent organizational skills and ability to work independently
• Deep understanding of financial markets and securities industry
• Ability to lead and collaborate within an integrated team
• Fluent in Spanish or Portuguese

Preferred Qualifications, Capabilities, and Skills

• Experience managing specialized lending products
• Proven ability to present to senior leadership
• Track record of mentoring and training team members
• Demonstrated project management skills
• Familiarity with regulatory requirements in lending
• Advanced analytical and problem-solving abilities
• Experience with process improvement initiatives

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 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.