Commercial Lending Portfolio Lead

JP Morgan Chase; Columbus (OH); Vor Ort; USD 85.000 - 125.000; Vollzeit

Zusammenfassung

JP Morgan Chase is seeking a Portfolio Manager in Commercial Lending to manage portfolios and advance new financing opportunities while keeping deliverables on track and risks visible. You will work closely with Commercial Solutions bankers and sales leadership, acting as a key connector across credit, operations, and client service teams.

You will bring ownership, driving next steps and escalating roadblocks to protect timelines and client experience.

Qualifikationen

• 5+ years of related experience in commercial lending, portfolio management, or commercial credit and underwriting support.
• Bachelor’s degree in business, finance, economics, mathematics, management, or a related field
• Demonstrated financial analysis experience in commercial lending (e.g., cash flow analysis, financial statement analysis, or pricing support)
• Strong analytical and quantitative skills
• Ability to work independently and in a team-oriented environment with strong follow-through and attention to detail
• Strong written and verbal communication skills, including comfort interacting with clients and senior stakeholders
• Strong client management and cross-functional coordination skills
• Proficiency with Microsoft Word, Excel, and PowerPoint

Aufgaben

• Support bankers on new financing requests by coordinating spread ordering, completing financial and pricing analysis, and compiling required materials for deal submissions to credit partners
• Partner with bankers on annual reviews, including pricing models and relationship strategies
• Lead new client onboarding by coordinating with credit, operations, treasury, know your customer, environmental, and appraisal partners
• Manage the pipeline for new business and renewals by tracking milestones and driving timely progression
• Identify, escalation, and help resolve risks and roadblocks that could impact transaction timelines
• Monitor portfolio performance and address emerging issues and risks proactively
• Communicate with clients to obtain required portfolio maintenance items and clear past-due documentation

Kenntnisse

Financial analysis

Analytical thinking

Communication

Team collaboration

Attention to detail

Cross-functional coordination

Microsoft Office

Ausbildung

Bachelor's degree in business/finance/economics/mathematics/management

MBA (preferred)

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Jobbeschreibung

JP Morgan Chase is seeking a Portfolio Manager in Commercial Lending to manage portfolios and advance new financing opportunities while keeping deliverables on track and risks visible. You will work closely with Commercial Solutions bankers and sales leadership, acting as a key connector across credit, operations, and client service teams.

You will bring ownership, driving next steps and escalating roadblocks to protect timelines and client experience.