U.S. Private Bank - Lending Specialist - Executive Director
On-site · Los Angeles, California, United States
Job Summary
Lending Specialist in the U.S. Private Bank at J.P. Morgan manages our most complex borrowing relationships by presenting credit solutions to ultra-high net worth clients and advising on implementation. 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 offering. Partner with Bankers to uncover needs and deliver sophisticated and innovative client financings or restructurings; originate credit leads from prospects and existing clients; 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 improve portfolio quality; manage underwriters to implement changes to debt structure/risk ratings in response to changes in risk environment.
Required Qualifications
- Seven plus years of experience with extensive credit, loan and deposit products
- Bachelor’s degree required
- FINRA Series 7 & 66 licenses required for 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, but not limited to residential real estate loans, concentrated collateral loans, unsecured lending, marketable secured lending, aircraft finance and art lending
- Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
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