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J.P. Morgan Wealth Management, Lending Specialist Analyst
Investment Banking
We are looking for a talented and energetic professional to join our J.P. Morgan Wealth Management Lending Solutions Team. If you operate with a growth mindset and are motivated and inspired to deliver exceptional service to advisors and clients, this could be the role for you. You will work alongside a talented team across our Lending business where there is abundant opportunity to elevate your career and make a positive impact.
As a Lending Analyst within Wealth Management Lending Solutions, you will partner closely with senior Lending Specialists to provide business support, data insights, client and advisor engagement opportunities, and broadly assist with loan growth. This role will provide exposure to a breadth of solutions including securities-based, margin, mortgage, and custom lending. To be successful in this role candidates must be willing to learn, able to navigate a complex ecosystem, and remain focused on the client outcome.
Job responsibilities
- Serves as the point of contact for Advisors and Field Leadership for lending products
- Coordinates with and provides support to the Service Team
- Plan and present new business activities; Communicates information in a timely and complete manner in order to meet team goals
- Distribute opportunity reports to Advisors and recommends decisions based on specific credit policy and guidelines
- Frequent collaboration with internal partners such as Underwriting, Monitoring, Risk, Loan Services and Wholesale Loan Operations required to resolve issues and address escalations
Required qualifications, capabilities, and skills
- Minimum of one year of financial services experience
- Valid and active Securities Industry Essential (SIE), Series 7 & Series 66 licenses (63/65), or successfully obtain within 90 days from start date as a condition of employment.
- Experience with securities-based lending in wealth management
- Strong partnership and people skills; collaborate with people across all levels of the organization (Analyst to Managing Director)
- Exceptional analytical, written, and presentation skills; must be articulate and able to speak comfortably to large groups
- Organizational and project management skills; proven ability to manage multiple priorities
- Must be able to demonstrate flexibility, adaptability, and the ability to work under pressure