Lending Portfolio Analyst – Wealth Management

Next Frontier Capital; New York (NY); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive total rewards package

Job summary

JPMorgan Chase & Co. in New York seeks a loan portfolio manager to oversee an existing loan portfolio, coordinate with Lending Advisors, Credit, and external partners, and drive deal execution from origination to funding.

The role focuses on managing risk, ensuring compliance, and maintaining strong client relationships. The position requires 2+ years in Wealth Management, knowledge of loan documentation, and the ability to operate with limited supervision under tight deadlines.

Qualifications

• 2+ years of Wealth Management experience preferred.
• Knowledge of loan documentation and closing processes; CRE transaction coordination a plus.
• Proactive, self-directed, and comfortable executing with limited supervision under tight deadlines.
• Strong judgment and discretion handling highly confidential information.
• Excellent organizational skills with proven ability to manage multiple priorities.
• Strong client relationship and sales management capabilities.
• Proficiency in Microsoft Office (Excel, PowerPoint) and Adobe PDF.

Responsibilities

• Own day-to-day management of an existing loan portfolio, balancing portfolio maintenance and new business priorities.
• Lead portfolio review meetings and coordinate workflow across Lending Advisors and Credit partners.
• Manage deal execution and loan funding in partnership with clients, Middle Office teams, and third parties.
• Identify, prioritize, and resolve risk exceptions to protect portfolio health and profitability.
• Navigate product-specific requirements across lending solutions through credit, risk, and legal processes.
• Monitor portfolio health, address billing inquiries, and lead escalations with Client Service Groups on credit-related service issues.
• Oversee loan document quality control with internal/external counsel to ensure documentation reflects deal terms.
• Support regulatory, legal, and industry changes; ensure compliance with evolving requirements.
• Analyze client financials for new loan requests and to resolve portfolio liquidity exceptions.
• Coordinate renewals, modifications, and ongoing maintenance of credit facilities.
• Support research requests and reporting needs in partnership with the Lending Advisor.

Skills

Wealth management experience

Loan documentation

CRE transaction coordination

Microsoft Office

Adobe PDF

Client relationship management

Tools

Microsoft Office

Adobe PDF

Job description

JPMorgan Chase & Co. in New York seeks a loan portfolio manager to oversee an existing loan portfolio, coordinate with Lending Advisors, Credit, and external partners, and drive deal execution from origination to funding.

The role focuses on managing risk, ensuring compliance, and maintaining strong client relationships. The position requires 2+ years in Wealth Management, knowledge of loan documentation, and the ability to operate with limited supervision under tight deadlines.