U.S. Private Bank – Lending Solutions Professional - Analyst
at J.P. Morgan
Posted 17 days ago
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The Lending Solutions Professional (Analyst) will support Lending Advisors in J.P. Morgan’s U.S. Private Bank by advising clients on capital structure and providing tailored credit solutions. Responsibilities include participating in client pitches, analyzing client books to identify opportunities, maintaining client dialogue, structuring and executing loans, and liaising with Credit Risk. The role requires strong Excel and PowerPoint skills, exceptional follow-through, and 1–2 years of related experience. Based in Philadelphia, the position focuses on the borrowing needs of high-net-worth clients and working with JP Morgan proprietary systems.
- Compensation
- Not specified
- City
- Philadelphia
- Country
- United States
Currency: Not specified
Full Job Description
Location: Philadelphia, PA, United States
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.
As a Lending Solutions Professional in the Private Bank, you will support our Lending Advisors to advise clients on their capital structure and provide credit solutions tailored to clients’ needs and circumstances.
Job Responsibilities
- Participate in pitches to existing and prospective clients
- Analyze the book of existing clients to identify new potential opportunities
- Maintain an ongoing dialogue with existing borrowing clients
- Advise, negotiate and execute loan structures
- Structure solutions to client financing needs within acceptable risk parameters and in accordance with policies and regulations
- Maintain a quality credit book with active client dialogue and escalation of candidates promptly. Follow up on all client-related credit issues (e.g., missed margin calls, legal documentation, etc.).
- Using your thorough knowledge of the JP Morgan Credit Risk Underwriting Policy & Guidelines, liaise closely with Credit Risk to ensure the best outcome for the client in terms of the underwriting of the client.
Required Qualifications, Capabilities, Skills
- Bachelor's degree required
- 1-2 years of industry related experience
- Exceptional follow-up and follow-through skills
- PowerPoint and Excel expertise
Preferred Qualifications, Capabilities, Skills
- Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software
- Experience and interest in financial / credit markets and concepts
- Excellent interpersonal skills
- Self-starter, extremely organized and detail-oriented with strong commitment to accuracy
This is an opportunity to become a key member of the J.P. Morgan Private Bank team consulting on the borrowing needs of HNW clients.
