J.P. Morgan Wealth Management, Lending Specialist Analyst

JPMorganChase; Columbus (OH); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

Chase is seeking a Lending Analyst to join the Wealth Management Lending Solutions Team, partnering with senior specialists to provide business support, data insights, and client-advisor engagement across securities-based, margin, mortgage, and custom lending.

The role emphasizes learning, navigating a complex ecosystem, and delivering client-centered outcomes to help grow loans and service delivery. Strong collaboration and communication are essential.

Qualifications

• Minimum of one year of financial services experience.
• Valid and active SIE, Series 7 & Series 66 licenses (63/65), or obtain within 90 days from start date as a condition of employment.
• Experience with securities-based lending in wealth management.
• Strong partnership and people skills across all levels (Analyst to MD).
• Exceptional analytical, written, and presentation skills; must be articulate.
• Organizational and project management skills; ability to manage multiple priorities.
• Must be able to demonstrate flexibility, adaptability, and the ability to work under pressure.

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 to meet team goals
• Distribute opportunity reports to Advisors and recommend decisions based on credit policy and guidelines
• Frequent collaboration with internal partners such as Underwriting, Monitoring, Risk, Loan Services and Wholesale Loan Operations

Skills

Financial services experience

SIE license

Series 7

Series 66

Securities-based lending

Communication skills

Organizational skills

Adaptability

Client engagement

Job description

Job Description

We are looking for a talented and energetic professional to join our J.P. Morgan Wealth Management Lending Solutions Team. If you operate with a growth mindset and are motivated and inspired to deliver exceptional service to advisors and clients, this could be the role for you. You will work alongside a talented team across our Lending business where there is abundant opportunity to elevate your career and make a positive impact.

Job Description

We are looking for a talented and energetic professional to join our J.P. Morgan Wealth Management Lending Solutions Team. If you operate with a growth mindset and are motivated and inspired to deliver exceptional service to advisors and clients, this could be the role for you. You will work alongside a talented team across our Lending business where there is abundant opportunity to elevate your career and make a positive impact.

As a Lending 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 solutions including securities-based, margin, mortgage, and custom lending. To be successful in this role candidates must be willing to learn, able to navigate a complex ecosystem, and remain focused on the client outcome.

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 recommend decisions based on specific credit policy and guidelines
• Frequent collaboration with internal partners such as Underwriting, Monitoring, Risk, Loan Services and Wholesale Loan Operations required to resolve issues and address escalations

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 90 days from start date as a condition of employment.
• Experience with securities-based lending in wealth management
• Strong partnership and people skills; collaboration with people across all levels of the organization (Analyst to Managing Director)
• 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, adaptability, and the ability to work under pressure

ABOUT US

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

About The Team

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.