Bulge Bracket Investment Banks

Posted 5 days ago

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**U.S. Private Bank – Lending Specialist - Associate**: Collaborate cross-functionally to advise clients on capital structure, provide credit solutions, and execute loan structures. Maintain client dialogue, manage risk, and escalate credit issues. Professional with 5+ years in financial services, Series 7 & 66 licenses, and MBA preferred.Bring expertise in wealth management, various loan types, and risk management for this senior associate role.

Compensation: Not specified
City: Washington DC
Country: United States

Full Job Description

Location: Washington, DC, 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. Morgans 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 Specialist in the Private Bank, you will work with our team 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 degree; MBA will be considered an asset
Series 7 & 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
Five plus years of credit risk experience, ideally in the financial services industry
In-depth knowledge of bank loan, deposit, mortgage and credit products
Ability to understand the overall credit capabilities and risk management philosophy of the firm
Ability to understand wealth management including, but not limited to: investing, trust and financial planning
Experience and proven success with banking concepts including, but not limited to: marketable secured lending, investment real estate loans, concentrated collateral loans, aircraft lending, owner-occupied commercial real estate and bridge loans

Preferred Qualifications, Capabilities, Skills

Knowledge of capital markets and the macro interest rate environment
Knowledge of account maintenance procedures, loan closing procedures, credit administration and compliance procedures
Expertise in credit and derivatives transactions
Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals

This is an exceptional opportunity to become a key member of the J.P. Morgan Private Bank team consulting on the borrowing needs of high net worth clients.

Full Job Description

Location: Washington, DC, United States

As a Lending Specialist in the Private Bank, you will work with our team 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 degree; MBA will be considered an asset
Series 7 & 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
Five plus years of credit risk experience, ideally in the financial services industry
In-depth knowledge of bank loan, deposit, mortgage and credit products
Ability to understand the overall credit capabilities and risk management philosophy of the firm
Ability to understand wealth management including, but not limited to: investing, trust and financial planning
Experience and proven success with banking concepts including, but not limited to: marketable secured lending, investment real estate loans, concentrated collateral loans, aircraft lending, owner-occupied commercial real estate and bridge loans

Preferred Qualifications, Capabilities, Skills

Knowledge of capital markets and the macro interest rate environment
Knowledge of account maintenance procedures, loan closing procedures, credit administration and compliance procedures
Expertise in credit and derivatives transactions
Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals

This is an exceptional opportunity to become a key member of the J.P. Morgan Private Bank team consulting on the borrowing needs of high net worth clients.

U.S. Private Bank – Lending Specialist - Associate

Full Job Description

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Full Job Description

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