JPMorganChase · 10 hours ago
JPMorgan Wealth Management Securities Based Lending Analyst
Newark, DE
Full-time
Onsite
Mid Level
4+ years expJPMorganChase is one of the oldest financial institutions, offering innovative financial solutions to a diverse clientele. The Securities Based Lending Analyst will underwrite lines of credit secured by marketable securities, assist with loan portfolio maintenance, and support client credit needs.
Asset ManagementBankingFinancial 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
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
2026-01-08
Crunchbase News
2026-01-08
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-01-07
Company data provided by crunchbase