U.S. Private Bank – Lending Solutions Professional - Analyst jobs in United States
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JPMorganChase · 2 days ago

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

JPMorganChase is one of the oldest financial institutions, offering innovative financial solutions to a wide range of clients. As a Lending Solutions Professional in the Private Bank, you will support Lending Advisors in advising clients on capital structure and providing tailored credit solutions.

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

PowerPoint expertiseExcel expertiseFinancial markets knowledgeCredit markets knowledgeFollow-up skillsFollow-through skillsInterpersonal skillsOrganizational skillsDetail-orientedSelf-starter

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

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