Chase · 3 weeks ago
U.S. Private Bank – Lending Solutions Professional - Analyst
Chase is actively looking for talented individuals to join their U.S. Private Bank team. As a Lending Solutions Professional, you will support Lending Advisors in providing tailored credit solutions and maintaining client relationships.
BankingFinancial Services
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
Required
Bachelor's degree required
1-2 years of industry related experience
Exceptional follow-up and follow-through skills
PowerPoint and Excel expertise
Preferred
Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software
Experience and interest in financial / credit markets and concepts
Excellent interpersonal skills
Self-starter, extremely organized and detail-oriented with strong commitment to accuracy
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
Funding
Current Stage
Late StageLeadership Team
Recent News
2026-01-13
2026-01-11
Financial IT
2026-01-09
Company data provided by crunchbase