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Chase · 1 day ago

U.S. Private Bank - Lending Specialist - Executive Director

2029 Century Park E, Los Angeles, CA, 90067, US

Full-time

Onsite

Mid, Senior Level

$170K/yr - $350K/yr

7+ years exp

Chase is a leading financial institution offering innovative financial solutions, and they are seeking a Lending Specialist in the U.S. Private Bank. The role involves managing complex borrowing relationships with ultra-high net worth clients and presenting credit solutions while collaborating with a team to enhance client experiences.

BankingFinancial Services

Responsibilities

Act as internal sales leader for the credit product, liaising with Market Managers, Bankers and Investors to ensure credit is a core part of the J.P. Morgan offering

Partner with Bankers to uncover needs and deliver sophisticated and innovative solutions to client and prospect financings or restructurings

Originate credit leads from prospects and existing clients and lead credit marketing initiatives for the local market

Handle deal analysis, due diligence and credit presentations

Supervise credit approval memos/restructure memos

Monitor portfolio risk and proactively work to improve portfolio quality and prevent loss

Manage underwriters to implement changes to debt structure/risk ratings in response to changes in risk environment

Qualification

Credit products expertiseComplex credit transactionsFINRA Series 7 & 66Wealth management knowledgeMBACapital markets knowledgeSales experienceCommunication skillsTeam collaboration

Required

Seven plus years of experience with extensive credit, loan and deposit products

Bachelor's degree required

FINRA Series 7 & 66 licenses required for position; unlicensed candidates considered but required to obtain licenses within 90 days of start date

Prior experience structuring creative and complex credit transactions

Completion of formal credit training program

Demonstrated understanding of wealth management including, but not limited to: investment management, trusts and financial planning

Expert knowledge of and proven success with complex credit products and concepts including, but not limited to residential real estate loans, concentrated collateral loans, unsecured lending, marketable secured lending, aircraft finance and art lending