Private Bank Wealth & Loan Program Specialist

JPMorgan Chase & Co.; New York; Hybrid; USD 85,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. Wealth Management - Private Bank is seeking a PLP Borrower Specialist to serve as the main client contact for Professional Loan Program onboarding and ongoing relationship support.

The role partner with Private Bankers and Middle Office to manage loan portfolios, review documentation for underwriting, and ensure accurate client communication, engagement, and service delivery across strategic lending solutions.

Qualifications

• 2 years of experience in Wealth Management or Banking.
• A Bachelor’s Degree.
• Demonstrated ability for sales and client relationship management.
• Strong communication, decision-making and interpersonal skills.
• Excellent organizational and time-management skills and attention to detail.
• Aptitude to take initiative and be proactive to help provide leverage for the team; confidence executing projects with limited supervision.
• Experience using Microsoft Office programs including Excel, PowerPoint and Adobe PDF.

Responsibilities

• As the new client’s main point on contact, you will be responsible for introducing the Professional Loan Program by sending a customized Program Welcome Letter, sending application, collecting and reviewing information for underwriting, and collaborating with internal teams to complete onboarding, including Know Your Client (“KYC”) due diligence.
• Partner directly with clients, internal Middle Office teams and required third parties (Family office representatives, notaries, couriers, and borrowers counsel) to manage deal progression and closing ensuring an overall excellent client experience.
• Act as primary owner of the existing loan portfolio while performing various aspects of sales and credit management:
• • Proactively manage upcoming covenant and annual review deadlines to collect information from clients in a timely manner to prevent past dues.
• • Work closely with our counterparts on capital calls & distributions and serve as a primary point of contact for client’s program related questions and potential modification requests (e.g., loan increases).
• • Own escalations and collaborate directly with the Client Service Groups to resolve credit related service inquiries.
• • Maintain client interaction reports across the Professional Loan Program (PLP) portfolio.
• Assist Private Bankers and other Integrated Team Members with the relationship management and relationship deepening efforts for Professional Loan Program clients.
• Collaborate with the Lending Advisor on various research inquiries and reporting tasks.
• Business Development - review and identify potential business opportunities for clients to engage in additional products and services.

Skills

Sales

Client relationships

Communication

Time management

Organization

Initiative

Decision making

Education

Bachelor's degree

Tools

Microsoft Office

Excel

PowerPoint

Adobe PDF

Job description

JPMorgan Chase & Co. Wealth Management - Private Bank is seeking a PLP Borrower Specialist to serve as the main client contact for Professional Loan Program onboarding and ongoing relationship support.

The role partner with Private Bankers and Middle Office to manage loan portfolios, review documentation for underwriting, and ensure accurate client communication, engagement, and service delivery across strategic lending solutions.