Portfolio Lending Analyst – Wealth Management

JPMorganChase; New York (NY); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Competitive total rewards

Health care coverage

Retirement savings plan

Job summary

JPMorganChase in New York seeks a Lending Professional to manage an existing loan portfolio, coordinate with Lending Advisors and Credit partners, and drive deal execution from origination to funding. You will monitor risk, maintain strong client relations, and ensure timely documentation while navigating complex lending products.

The role emphasizes proactive problem solving, attention to compliance, and collaboration with internal teams to deliver excellent client experiences across market

Qualifications

• 2+ years of Wealth Management experience preferred.
• Knowledge of loan documentation and closing processes is beneficial.
• Proactive, self-directed and able to work under tight deadlines.
• Strong judgment and discretion handling confidential information.

Responsibilities

• Own day-to-day management of an existing loan portfolio and balance priorities.
• Lead portfolio review meetings and coordinate workflow with Lending Advisors and Credit partners.
• Manage deal execution and loan funding with clients and internal/external teams.
• Identify and resolve risk issues to protect portfolio health and profitability.
• Navigate product-specific lending requirements through credit, risk, and legal processes.

Skills

Wealth management

Microsoft Office

Adobe PDF

Client relationship management

Tools

Microsoft Excel

PowerPoint

Adobe PDF

Job description

JPMorganChase in New York seeks a Lending Professional to manage an existing loan portfolio, coordinate with Lending Advisors and Credit partners, and drive deal execution from origination to funding. You will monitor risk, maintain strong client relations, and ensure timely documentation while navigating complex lending products.

The role emphasizes proactive problem solving, attention to compliance, and collaboration with internal teams to deliver excellent client experiences across market