JPMorganChase · 3 days ago
J.P. Morgan Wealth Management - Vice President, Lending Specialist
Plano, TX
Full-time
Onsite
Mid, Senior Level
6+ years expJPMorganChase is one of the oldest financial institutions, focused on providing innovative financial solutions. The Lending Specialist role within J.P. Morgan Wealth Management involves offering comprehensive lending expertise, acting as the primary contact for Financial Advisors and clients, and driving business growth by promoting lending capabilities and ensuring operational excellence.
Asset ManagementBankingFinancial Services
Responsibilities
Serve as the primary point of contact for Financial Advisors and Market Leadership, providing expert guidance on lending products and solutions to support client needs and business growth
Drive opportunities Advisors, offering recommendations and insights based on specific credit policies and guidelines to facilitate informed decision-making
Demonstrate decisiveness by making thoughtful and timely decisions in high-volume and ambiguous situations, consistently striving for the best outcomes for both clients and the firm
Participate in projects focused on productivity improvements, compliance, and product enhancements, contributing to the ongoing evolution and success of the lending business
Coordinate with and provide support to the Service Team, ensuring seamless execution of lending requests and a high standard of client service throughout the process
Promote broader awareness of lending capabilities and proactively identify opportunities to deepen client relationships and expand the firm’s lending footprint
Maintain up-to-date knowledge of lending products, market trends, and regulatory requirements to serve as a trusted resource for Advisors and clients
Collaborate across functional partners to ensure operational excellence and superior client outcomes
Qualification
Required
6+ years of financial services experience
Valid and active Securities Industry Essential Series 7 & Series 66 licenses (63/65), or successfully obtain within 120 days from start date as a condition of employment
Experience with lending in a wealth management division across mortgage, margin, and or securities-based lending
Strong partnership and people skills; collaborate with people across all levels of the organization (analyst to MD)
Exceptional analytical, written, and presentation skills; must be articulate and able to speak comfortably to large groups
Organizational and project management skills; proven ability to manage multiple priorities
Must be able to demonstrate flexibility and adaptability and ability to work under pressure
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
Recent News
Hartford Business Journal
2026-01-03
2025-12-19
2025-12-12
Company data provided by crunchbase