Wealth Management

• Private Bank
• Lending Professional , Analyst

Lending Professionals partner with clients to strategically match credit needs with the bank’s depth of solutions. The strategic approach includes a long-term vision to ensure a client is supported through all market cycles. A Lending Professional works closely with a team of professionals to originate and maintain a diverse portfolio of credit facilities. As a primary owner of portfolio maintenance, a Lending Professional’s strong organizational skills are necessary to ensure timely delivery to clients and to help identify areas of risk.

Job Responsibilities:

• Act as primary owner of the existing loan portfolio while performing various aspects of sales management:Lead portfolio review meetings and manage prioritization for Lending Advisors and Credit partners between existing maintenance of portfolio pipeline and new activity from Lending Advisor.

• Partner directly with clients, internal Middle Office teams and required third parties (Family office representatives, notaries, couriers, and borrowers counsel) to manage deal progression and subsequent loan funding, ensuring an overall excellent client experience.

• Prioritize and own risk exceptions (e.g. covenants, payment delinquencies, missing legal documents) to maintain and protect the health and profitability of the regional loan portfolio.

• Discover and navigate the unique prerequisites of each lending solution (e.g. facilities supported by securities, private/restricted stock, commercial real estate, life insurance, art, aircraft) during the credit risk and legal process in order to deliver these solutions to clients.

• Monitor the health of the loan portfolio and provide discretionary approval when appropriate to resolve discrepancies related to billing inquires. Own escalations and work directly with the Client Service Groups to resolve credit related service inquiries.

• Lead the loan document quality control process with internal and external JPM counsel to ensure the final loan documents for client delivery accurately reflect the deal structure. Coordinate with Credit Risk Management and Lending Specialist as needed.

• Support the delivery of initiatives identified by Lending Solutions Business Management related to regulatory, industry, and legal changes to support the evolution of the business and compliance.

• Collaborate with integrated team members to analyze client financials needed for loan requests or to resolve existing portfolio liquidity exceptions.

• Coordinate the modification and/or renewal of existing credit facilities with the client and credit risk management.

• Collaborate with the Lending Advisor on various research inquiries and reporting tasks.

Required Qualifications, Capabilities and Skills:

• 2 years of experience in Wealth Management

• Solid understanding of legal documentation, coordinating commercial real estate transactions and/or loan closing activities

• Aptitude to take initiative and be proactive to help provide leverage for the team; confidence executing projects with limited supervision.

• Ability to understand and navigate bank systems under tight timelines and deadlines

• Good judgment and discretion working with highly confidential information

• Superior multi-tasking and organizational skills

• Demonstrated ability for sales and client relationship management

• Experience using Microsoft Office programs including Excel, Power

Point and Adobe PDF:

J.P. Morgan offers an exceptional benefits program and a highly competitive compensation package

J.P. Morgan is an Equal Opportunity and Affirmative Action Employer, M/F/D/V

Learn more about J.P. Morgan Private Bank & our capabilities in the meantime at: https://am.jpmorgan.com/private-bank/public/gl/en/home