U.S. Private Bank - Lending Specialist - Executive Director
JP Morgan Chase
Private Banking
Los Angeles, CA - USA
Vice President
Experteer Overview
In this role, you guide ultra-high net worth clients through sophisticated credit solutions within JPMorgan Chase’s U.S. Private Bank. You work with a cross-market team to expand the credit offering, shaping tailored financing and restructurings. You will lead deal analysis, due diligence, and presentations, while monitoring risk and portfolio quality. This is an opportunity to influence credit strategy, collaborate across functions, and contribute to a premier wealth management platform.
Compensation / Benefits
- base salary commensurate with role and location
- commission-based pay and discretionary incentive compensation may apply
- comprehensive health care coverage
- retirement savings plan
- tuition reimbursement
- mental health support
Responsibilities
- Act as internal sales leader for the credit product and coordinate with Market Managers, Bankers and Investors to keep credit central to the offering
- Partner with Bankers to identify needs and deliver innovative client financing solutions
- Originate credit leads from prospects and existing clients; lead local credit marketing initiatives
- Handle deal analysis, due diligence and credit presentations
- Supervise credit approval memos and restructure memos
- Monitor portfolio risk and proactively improve portfolio quality and reduce loss
- Manage underwriters to implement changes to debt structure and risk ratings in response to changes in risk environment
Key requirements
- Seven plus years of experience with extensive credit, loan and deposit products
- Bachelor’s degree required
- FINRA Series 7 & 66 licenses required (unlicensed candidates may apply but must obtain within 90 days)
- Experience structuring creative and complex credit transactions
- Completion of formal credit training program
- Understanding of wealth management including investment management, trusts and financial planning
- Expert knowledge of and proven success with complex credit products (e.g., residential real estate loans, concentrated collateral loans, unsecured lending, marketable secured lending, aircraft finance, art lending)
Description
In this role, you guide ultra-high net worth clients through sophisticated credit solutions within JPMorgan Chase’s U.S. Private Bank. You w…
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