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

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

JPMorganChase is seeking a Lending Solutions Professional to join their U.S. Private Bank team in Philadelphia. This role involves supporting Lending Advisors in providing tailored credit solutions and advising clients on their capital structure while maintaining strong client relationships and adhering to risk policies.

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

Credit Risk UnderwritingPowerPointExcelFinancial MarketsInterpersonal SkillsOrganizational SkillsDetail-oriented

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

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