U.S. Private Bank – Lending Solutions Professional – Analyst jobs in United States
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JPMorganChase · 3 days ago

U.S. Private Bank – Lending Solutions Professional – Analyst

JPMorgan Chase, 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. The Lending Solutions Professional will work with a team to advise clients on their capital structure and provide tailored credit solutions, ensuring a first-class experience for clients within the U.S. Private Bank.

Asset ManagementBankingFinancial Services
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Growth Opportunities
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H1B Sponsor Likelynote

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

Qualification

Series 7 & 66 licensesCredit risk experienceCredit productsWealth management understandingBanking concepts experienceCapital marketsSales experienceMBASoft skills

Required

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

Preferred

MBA
Knowledge of capital markets and the macro interest rate environment
Knowledge of account maintenance procedures, loan closing procedures, credit administration and compliance procedures
Expertise in credit and derivatives transactions
Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals

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

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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.

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 Company
Total Funding
unknown
1998-02-01IPO

Leadership Team

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Allison Beer
CEO of Card Services and Connected Commerce
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Dan Mendelson
CEO, Morgan Health
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Company data provided by crunchbase