About this opportunity
JPMorganChase lists this U.S. Private Bank - Lending Specialist - Executive Director opportunity in dallas, Texas. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Job 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.
Role Overview
As a Lending Specialist in the U.S. Private Bank, you will manage our most complex borrowing relationships by presenting J.P. Morgan Private Bank’s credit solutions to ultra‑high net worth clients and advising on implementation.
Responsibilities
Act as internal sales leader for the credit product, liaising with Market Managers, Bankers and Investors to ensure credit is a core part of the J.P. Morgan offering
Partner with Bankers to uncover needs and deliver sophisticated and innovative solutions to client and prospect financings or restructurings
Originate credit leads from prospects and existing clients and lead credit marketing initiatives for the local market
Handle deal analysis, due diligence and credit presentations
Supervise credit approval memos/restructure memos
Monitor portfolio risk and proactively work to improve portfolio quality and prevent loss
Manage underwriters to implement changes to debt structure/risk ratings in response to changes in risk environment
Required Qualifications
Ten plus years of experience with extensive credit, loan and deposit products
Bachelor’s degree required
FINRA Series 7 & 66 licenses required for the position; unlicensed candidates considered but required to obtain licenses within 90 days of start date
Prior experience structuring creative and complex credit transactions
Completion of formal credit training program
Demonstrated understanding of wealth management—including, but not limited to, investment management, trusts and financial planning
Expert knowledge of and proven success with complex credit products and concepts including residential real estate loans, concentrated collateral loans, unsecured lending, marketable secured lending, aircraft finance and art lending
Preferred Qualifications
MBA
Knowledge of capital markets and macro interest rate environment
Knowledge of account maintenance, loan closing, credit administration and compliance procedures
Ability to communicate sophisticated credit concepts to all levels of clients and prospects
Sales experience including profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
Benefits
We offer a competitive total rewards package including base salary determined by role, experience, skill set and location. Eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also provide a range of benefits and programs to meet employee needs, such as 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.
Legal Notice
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans, and provides reasonable accommodations for applicants and employees as required by law. 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.
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Worksite address
dallas, TX, 75215, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.