Senior Lending Strategist for UHNW Client Solutions

JPMorgan Chase & Co.; Dallas (TX); On-site; USD 180,000 - 240,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Lending Specialist for the U.S. Private Bank to manage the most complex borrowing relationships. You will present credit solutions to ultra-high net worth clients and advise on implementation.

You will collaborate with Market Managers, Bankers and Investors to originate leads, conduct due diligence and deliver sophisticated financing strategies that enhance portfolio quality and client outcomes.

Qualifications

• Ten plus years of experience with extensive credit, loan and deposit products.
• Bachelor’s degree required.
• FINRA Series 7 & 66 licenses required; unlicensed candidates must obtain within 90 days.
• Experience structuring creative and complex credit transactions.
• Completion of formal credit training program.
• Demonstrated understanding of wealth management including investment management, trusts and financial planning.
• Expert knowledge of complex credit products and concepts (e.g., residential real estate loans, secured lending, art lending).

Responsibilities

• Act as internal sales leader for credit products with Market Managers, Bankers and Investors to embed credit in the offering.
• Partner with Bankers to uncover client needs and deliver sophisticated credit solutions.
• Originate credit leads and lead credit marketing initiatives for the local market.
• Handle deal analysis, due diligence and credit presentations.
• Supervise credit memos/restructure memos and monitor portfolio risk.
• Manage underwriters to implement changes to debt structure and risk ratings.

Skills

Credit products

Wealth management

Complex credit structuring

Deal analysis

Portfolio risk management

Credit training

FINRA Series 7 & 66

Education

Bachelor’s degree

Job description

JPMorgan Chase & Co. is seeking a Lending Specialist for the U.S. Private Bank to manage the most complex borrowing relationships. You will present credit solutions to ultra-high net worth clients and advise on implementation.

You will collaborate with Market Managers, Bankers and Investors to originate leads, conduct due diligence and deliver sophisticated financing strategies that enhance portfolio quality and client outcomes.