Private Bank Lending Analyst — Portfolio Growth

JPMorgan Chase & Co.; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Lending Professional - Analyst for the U.S. Private Bank in New York, NY.

You will own day-to-day management of an existing loan portfolio, coordinate with Lending Advisors and Credit, and help originate, fund, and maintain facilities. Responsibilities include leading portfolio review meetings, managing deal execution with clients and third parties, and ensuring documentation reflects deal terms.

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 (e.g., family office reps, notaries, couriers, borrower’s counsel).
• Identify, prioritize, and resolve risk exceptions (e.g., covenant issues, delinquencies, missing legal documents) to protect portfolio health and profitability.
• Navigate product-specific requirements across lending solutions (e.g., securities-based, private/restricted stock, CRE, life insurance, art, aircraft) 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 business initiatives tied to 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

Client relationship management

Sales management capabilities

Strong judgment and discretion

Excellent organizational skills

Proactive/self-directed work style

Tools

Microsoft Office (Excel, PowerPoint)

Adobe PDF

Job description

JPMorgan Chase & Co. is seeking a Lending Professional - Analyst for the U.S. Private Bank in New York, NY.

You will own day-to-day management of an existing loan portfolio, coordinate with Lending Advisors and Credit, and help originate, fund, and maintain facilities. Responsibilities include leading portfolio review meetings, managing deal execution with clients and third parties, and ensuring documentation reflects deal terms.