J.P. Morgan Wealth Management, Lending Specialist Analyst

JPMorgan Chase & Co.; Ohio; On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. Wealth Management Lending Solutions seeks a Lending Analyst to support senior specialists in driving loan growth and client engagement across securities-based, margin, mortgage, and custom lending.

You will work within a collaborative team, delivering data insights and business support to advisors and clients. Ideal candidates have 1+ year of financial services experience, licensure or plan to obtain within 90 days, and strong analytical and presentation skills.

Qualifications

• Minimum of one year of financial services experience.
• Valid SIE, Series 7 & 66 licenses (63/65) or obtain within 90 days.
• Experience with securities-based lending in wealth management.
• Strong partnership and people skills across all levels.
• Exceptional analytical, written, and presentation skills.
• Organizational and project management skills.
• Flexibility, adaptability, and ability to work under pressure.

Responsibilities

• Be the point of contact for Advisors and Field Leadership for lending products.
• Coordinate with and support the Service Team.
• Plan and present new business activities; communicate timely and completely to meet team goals.
• Distribute opportunity reports to Advisors and recommend decisions based on credit policy.
• Collaborate with Underwriting, Monitoring, Risk, Loan Services and Wholesale Loan Operations to resolve issues.

Skills

Financial services

SIE license

Series 7/66

Securities lending

Stakeholder collaboration

Analytical skills

Presentation skills

Time management

Adaptability

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 collaborationwith 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