Lending Solutions Analyst, Wealth Management Growth

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

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.