J.P. Morgan Wealth Management - Vice President, Lending Specialist
On-site · Dallas, Texas, United States
Job Summary
VP, Lending Specialist in JPMorgan Wealth Management focusing on delivering lending expertise to Financial Advisors, Clients, and Market Leadership. Primary liaison for lending products and solutions, driving new business opportunities, deepening client relationships, and promoting the full suite of JPMorgan lending capabilities. Responsibilities include providing guidance on lending policies, facilitating timely execution of lending requests, collaborating with service teams to ensure high-quality client service, and maintaining up-to-date knowledge of lending products, market trends, and regulatory requirements. Emphasis on collaboration across functional partners, operational excellence, and proactive identification of growth opportunities in a high-growth lending environment.
Required Qualifications
- 6+ years of financial services experience
- Valid and active Securities Industry Essential Series 7 & Series 66 licenses (63/65), or successfully obtain within 120 days from start date as a condition of employment
- Experience with lending in a wealth management division across mortgage, margin, and or securities-based lending
- Strong partnership and people skills; collaborate with people across all levels of the organization (analyst to MD)
- 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 and adaptability and ability to work under pressure
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