JPMorgan Wealth Management Securities Based Lending Analyst
On-site · Newark, Delaware, United States
Job Summary
Underwrite lines of credit secured by marketable securities; prepare collateral analysis and support loan pricing; review lines of credit annually and recommend renewals or modifications; analyze client data across multiple systems for credit criteria; review and prepare loan documentation with high accuracy; ensure documentation complies with federal and local regulations; recommend process improvements for efficiency and consistency; collaborate with business partners across teams; support error-free environment through strong controls.
Required Qualifications
- Bachelor’s degree or relevant credit experience
- 4 years of experience in underwriting, credit risk, or collateral valuation
- Strong interpersonal skills with business partners
- Excellent communication skills across organizational levels
- Ability to review and improve processes
- Strong understanding of controls for error-free operations
- Intermediate Microsoft Office skills, especially Excel, Word, and SharePoint
- Familiarity with federal and local lending regulations
- Proven track record of accuracy in documentation
Desired Qualifications
- Working knowledge of financial markets and asset vehicles (Mutual Funds, Equities, Fixed Income, Municipals)
- Experience with underwriting, credit risk, and collateral valuation
- Ability to develop into a lender role with credit authority, with experience supporting asset and wealth management clients
- Strong interpersonal and communication skills
- Intermediate Microsoft Office skills (Excel, Word, SharePoint)
- Familiarity with federal and local lending regulations
- Proven track record of accuracy in documentation
- 4 years of underwriting, credit risk, or collateral valuation (preferred)
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