Private Banking Lending Analyst — Portfolio & Risk

JPMorgan Chase & Co.; City of Rochester (NY); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Lending Professional – Analyst in New York, NY to support the U.S. Private Bank. You will partner with Lending Advisors and Credit to originate, fund, and maintain a diverse loan portfolio while managing risk and delivering excellent client experiences.

You will own daily portfolio management, lead reviews, coordinate with internal teams and external parties, handle documentation, and ensure compliance with evolving regulatory requirements.

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 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 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

Loan documentation

CRE coordination

Self-directed

Judgment & discretion

Organization

Client relationships

MS Office

Tools

Adobe PDF

Microsoft Office

Excel

PowerPoint

Job description

JPMorgan Chase & Co. is seeking a Lending Professional – Analyst in New York, NY to support the U.S. Private Bank. You will partner with Lending Advisors and Credit to originate, fund, and maintain a diverse loan portfolio while managing risk and delivering excellent client experiences.

You will own daily portfolio management, lead reviews, coordinate with internal teams and external parties, handle documentation, and ensure compliance with evolving regulatory requirements.