J.P. Morgan Wealth Management, Lending Specialist Analyst

Job Description

The J.P.

Morgan Wealth Management Lending Product Analyst (LPA) serves as a point of contact for all inquiries from Advisors and Clients.

As part of Wealth Management Lending Solutions, this role is focused on growing the lending business by providing seamless execution of all new lending requests.

The Lending Product Analysts is responsible for supporting broader awareness of our lending capabilities and building solutions for our clients through field engagement and support of the Lending Specialist organization.

As an Analyst within Wealth Management Lending Solutions, you will partner closely with senior Lending Specialists to provide business support, data insights, client and advisor engagement opportunities, and broadly assist with loan growth.

This role will provide exposure to a breadth of client solutions including securities based, margin, mortgage, and custom lending solutions.

To be successful in this role you must be willing to learn, able to navigate a complex ecosystem, and always focus on the client.

You will also collaborate frequently with internal partners to resolve production, quality, and escalated client service or risk-related issues.

You will have the potential to work closely with senior Lending Specialists, gain exposure to a variety of client solutions, and collaborate with internal partners.

Job responsibilities


* Serves as the point of contact for Advisors and Field Leadership for lending products


* Coordinates with and provides support to the Service Team


* Plan and present new business activities; Communicates information in a timely and complete manner in order to meet team goals


* Distribute opportunity reports to Advisors and recommends decisions based on specific credit policy and guidelines


* Frequent collaboration with the Underwriting, Monitoring, Risk, Loan Services and Wholesale Loan Operations internal partners is required to resolve production, quality and escalated client service or risk related issues.

Required qualifications, capabilities, and skills


* Minimum of one year of financial services experience


* Valid and active Securities Industry Essential (SIE), Series 7 & Series 66 licenses (63/65), or successfully obtain within 120 days from start date as a condition of employment


* Experience with securities based lending in a wealth management division


* 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

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals throug...