Job Description

Job Description

Posting Description

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank.  If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.

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 
• Demonstrated ability for sales and client relationship management
• 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
• Experience using Microsoft Office programs including Excel, PowerPoint and Adobe PDF
• Aptitude to take initiative and be proactive to help provide leverage for the team; confidence executing projects with limited supervision

 

Preferred Qualifications, Capabilities, Skills

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

About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our  FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About the Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.​

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