JPMorganChase · 2 days ago
U.S. Private Bank - Lending Specialist - Executive Director
Los Angeles, CA
Full-time
Onsite
Mid, Senior Level
$170K/yr - $350K/yr
7+ years expJPMorganChase is one of the oldest financial institutions, offering innovative financial solutions to a diverse clientele. They are seeking a Lending Specialist in their U.S. Private Bank to manage complex borrowing relationships and present credit solutions to ultra-high net worth clients.
Asset ManagementBankingFinancial 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
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
Preferred
MBA
Knowledge of capital markets and macro interest rate environment
Knowledge of account maintenance, loan closing, credit administration and compliance procedures
Ability to communicate sophisticated credit concepts to all levels of clients and prospects
Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
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)
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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
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