Elite Private Bank Lending Executive Director

Aumni; Fort Worth (TX); Presencial; USD 140.000 - 210.000; Jornada completa

Descripción de la vacante

JPMorgan Chase & Co. in Fort Worth, TX is seeking an experienced Lending Specialist to manage the most complex borrowing relationships for ultra-high net worth clients and advise on implementation of credit solutions.

You will collaborate with Market Managers, Bankers, and Investors to ensure credit is central to the Private Bank offering. The role requires licensing (FINRA Series 7 & 66) or the ability to obtain licenses within 90 days, plus extensive credit product experience.

Formación

• Seven plus years of experience with extensive credit, loan and deposit products.
• Completion of formal credit training program.
• Demonstrated understanding of wealth management including, but not limited to: investment management, trusts and financial planning.

Responsabilidades

• 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 J.P. Morgan offering.
• Partner with Bankers to uncover needs and deliver sophisticated and innovative solutions to client and prospect financings or restructurings.
• Originate credit leads from prospects and existing clients and 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 work to improve portfolio quality and prevent loss.
• Manage underwriters to implement changes to debt structure/risk ratings in response to changes in risk environment

Conocimientos

Credit expertise

Complex transactions

Wealth management knowledge

Licenses (FINRA 7 & 66)

Communication with clients

Educación

Bachelor’s degree

Descripción del empleo

JPMorgan Chase & Co. in Fort Worth, TX is seeking an experienced Lending Specialist to manage the most complex borrowing relationships for ultra-high net worth clients and advise on implementation of credit solutions.

You will collaborate with Market Managers, Bankers, and Investors to ensure credit is central to the Private Bank offering. The role requires licensing (FINRA Series 7 & 66) or the ability to obtain licenses within 90 days, plus extensive credit product experience.