U.S. Private Bank - Lending Professional
On-site · New York City, New York, United States
Job Summary
Lending Professional in J.P. Morgan's U.S. Private Bank advises clients on capital structures and credit solutions. Responsibilities include participating in pitches to existing and prospective clients, analyzing the book of existing clients to identify new opportunities, maintaining ongoing dialogue with borrowing clients, advising, negotiating and executing loan structures, structuring financing solutions within risk parameters and policies, maintaining a quality credit book with proactive client contact, and coordinating with Credit Risk to ensure favorable underwriting outcomes per the firm’s policy.
Required Qualifications
- Bachelor degree
- Series 7 & 66 licenses or willingness to obtain within 90 days
- 1+ years credit risk experience
- knowledge of bank loan, deposit, mortgage and credit products
- ability to understand wealth management and credit risk philosophy
- experience with banking concepts including secured lending and real estate loans
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