Chase · 2 months ago
J.P. Morgan Wealth Management - Vice President, Lending Specialist
100 Crescent Ct, Dallas, TX, 75201, US
Full-time
Onsite
Mid, Senior Level
6+ years expChase is a leading financial institution focused on providing innovative financial solutions. As a Lending Specialist within JPMorgan Wealth Management, you will act as the primary point of contact for Financial Advisors and Clients, offering comprehensive lending expertise while driving business growth and ensuring exceptional client service.
BankingFinancial Services
Responsibilities
Serve as the primary point of contact for Financial Advisors and Market Leadership, providing expert guidance on lending products and solutions to support client needs and business growth
Drive opportunities Advisors, offering recommendations and insights based on specific credit policies and guidelines to facilitate informed decision-making
Demonstrate decisiveness by making thoughtful and timely decisions in high-volume and ambiguous situations, consistently striving for the best outcomes for both clients and the firm
Participate in projects focused on productivity improvements, compliance, and product enhancements, contributing to the ongoing evolution and success of the lending business
Coordinate with and provide support to the Service Team, ensuring seamless execution of lending requests and a high standard of client service throughout the process
Promote broader awareness of lending capabilities and proactively identify opportunities to deepen client relationships and expand the firm’s lending footprint
Maintain up-to-date knowledge of lending products, market trends, and regulatory requirements to serve as a trusted resource for Advisors and clients
Collaborate across functional partners to ensure operational excellence and superior client outcomes
Qualification
Required
6+ years of financial services experience
Valid and active Securities Industry Essential Series 7 & Series 66 licenses (63/65), or successfully obtain within 120 days from start date as a condition of employment
Experience with lending in a wealth management division across mortgage, margin, and or securities-based lending
Strong partnership and people skills; collaborate with people across all levels of the organization (analyst to MD)
Exceptional analytical, written, and presentation skills; must be articulate and able to speak comfortably to large groups
Organizational and project management skills; proven ability to manage multiple priorities
Must be able to demonstrate flexibility and adaptability and ability to work under pressure
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
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
Recent News
2026-01-24
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