Senior Private Bank Lending Advisor

JPMorgan Chase & Co.; Miami (FL); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Lending Specialist for its International Private Bank in Miami. You will present credit solutions to ultra-high net worth clients and advise on implementation, working with bankers, market managers, and investors to embed lending across markets.

You will lead complex credit transactions, originate new credit opportunities, and manage risk and portfolio quality while coordinating with underwriting and credit teams to ensure best-in-class service for clients.

Qualifications

• Seven plus years of experience with extensive credit, loan and deposit products.
• Completion of formal credit training program.
• Demonstrated understanding of wealth management including investment management, trusts and financial planning.
• Ability to structure creative and complex credit transactions.

Responsibilities

• Act as internal sales leader for the credit product, liaising with Market Managers, Bankers and Investors to ensure credit is a core part of the J.P. Morgan offering
• Partner with Bankers to uncover needs and deliver sophisticated and innovative solutions to client and prospect financings or restructurings
• Originate credit leads from prospects and existing clients and lead credit marketing initiatives for the local market
• Handle deal analysis, due diligence and credit presentations
• Supervise credit approval memos/restructure memos
• Monitor portfolio risk and proactively work to improve portfolio quality and prevent loss
• Manage underwriters to implement changes to debt structure/risk ratings in response to changes in risk environment

Skills

Credit products

Wealth management

Lending structuring

Relationship management

Education

Bachelor’s degree

Job description

JPMorgan Chase & Co. is seeking a Lending Specialist for its International Private Bank in Miami. You will present credit solutions to ultra-high net worth clients and advise on implementation, working with bankers, market managers, and investors to embed lending across markets.

You will lead complex credit transactions, originate new credit opportunities, and manage risk and portfolio quality while coordinating with underwriting and credit teams to ensure best-in-class service for clients.