CRE Lending Executive Director — Private Bank, NYC

J.P. Morgan; New York (NY); On-site; USD 170,000 - 350,000; Full time

Job summary

JPMorgan Chase & Co. in New York is seeking a Private Bank, Commercial Real Estate Lending Specialist, Vice President/Executive Director to drive CRE credit origination and strategic product vision across the US lending portfolio.

You will collaborate with Lending Advisors, cover bankers, and credit risk to execute financing opportunities, structure transactions, and guide clients from pitch to closing on CRE-related deals. Strong CRE expertise and wealth-management proficiency are essential.

Qualifications

• Ten+ years experience in highly-structured custom credit loan products.
• Expert knowledge and experience in executing Commercial Real Estate transactions.
• Highly proficient knowledge of financial and capital markets.
• Credit trained, with advanced business and financial analytical skills.
• Knowledge of Commercial Real Estate account maintenance, loan closing, credit administration and compliance procedures.
• Ability to communicate and recommend credit solutions to highly sophisticated ultra-high net worth clients and prospects.
• Sales experience including: prospecting, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals.
• Demonstrates understanding of wealth management including investment management, trusts and financial planning.
• Ability to work in a team based environment and assist in the development and retention of junior team members.
• Series 7, Series 66

Responsibilities

• The Lending Solutions Commercial Real Estate Specialist will be responsible for driving commercial real estate credit origination in the US lending portfolio, by developing and executing on the strategic vision for the product, acting as the subject matter expert and providing clients strategic advice on Commercial Real Estate Solutions.
• Partner with U.S. Lending Advisors and coverage Bankers to identify and execute financing opportunities with clients and prospects
• Educate U.S. Lending Advisors and market integrated team members on product value proposition, basic product features and client selection; share success stories and ideas to replicate winning themes and transactions across markets
• Develop initiatives and campaigns to drive growth
• Develop and maintain expert knowledge of market standards, competition and pricing;
• Forge strong relationship with Credit Risk; and assist in credit policy and guideline changes
• Monitor portfolio risk and recommend policy or practice changes in connection with market conditions, portfolio related issues or regulatory compliance
• Partner with credit underwriting to ensure proper resources to facilitate the credit approval process, business and financial analysis, due diligence and portfolio review maintenance

Skills

CRE knowledge

Credit analysis

Wealth management knowledge

Sales experience

Communication skills

Series 7

Series 66

Job description

JPMorgan Chase & Co. in New York is seeking a Private Bank, Commercial Real Estate Lending Specialist, Vice President/Executive Director to drive CRE credit origination and strategic product vision across the US lending portfolio.

You will collaborate with Lending Advisors, cover bankers, and credit risk to execute financing opportunities, structure transactions, and guide clients from pitch to closing on CRE-related deals. Strong CRE expertise and wealth-management proficiency are essential.