Chase · 1 month ago
JPMorgan Wealth Management Securities Based Lending Analyst
500 Stanton Christiana Rd, Newark, DE, 19713, US
Full-time
Onsite
Mid Level
4+ years expChase is a dynamic team driving impactful credit solutions for clients, and they are seeking a Securities Based Lending Analyst. The role involves underwriting lines of credit secured by marketable securities, assisting with loan portfolio maintenance, and supporting client credit needs.
BankingFinancial Services
Responsibilities
Prepare analysis for underwriting, including collateral evaluation and loan grading
Generate collateral analysis and support loan pricing
Review lines of credit annually and recommend renewals or modifications
Analyze client data across multiple systems for credit criteria
Review and prepare loan documentation with high accuracy
Ensure documentation complies with federal and local regulations
Recommend process improvements for efficiency and consistency
Collaborate with business partners across teams
Support error-free environment through strong controls
Strive to develop underwriting expertise and grow into a lender role
Assist with credit authority responsibilities as experience increase. Maintain high standards of accuracy and compliance
Qualification
Required
Bachelor's degree or relevant credit experience
4 years of experience in underwriting, credit risk, or collateral valuation
Strong interpersonal skills with business partners
Excellent communication skills across organizational levels
Ability to review and improve processes
Strong understanding of controls for error-free operations
Intermediate Microsoft Office skills, especially Excel, Word, and SharePoint
Preferred
Working knowledge of financial markets and asset vehicles (Mutual Funds, Equities, Fixed Income, Municipals)
Experience with underwriting, credit risk, and collateral valuation
Ability to develop into a lender role with credit authority
Experience supporting asset and wealth management clients
Familiarity with federal and local lending regulations
Proven track record of accuracy in documentation
Demonstrated ability to work in a dynamic, client-focused environment
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
Recent News
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