Senior Private Bank Lending Strategist - Executive Director

JPMorgan Chase; Fort Worth (TX); On-site; USD 150,000 - 210,000; Full time

Job summary

JPMorgan Chase in the United States seeks a senior credit lead for its Private Bank in Fort Worth, TX. The role focuses on internally leading credit initiatives, partnering with bankers, and originating credit opportunities for high-net-worth clients.

You will oversee deal analysis and risk management, steering complex credit structures and ensuring compliance with regulatory and internal guidelines. A deep understanding of wealth management is essential.

Qualifications

• Seven plus years of experience with extensive credit, loan and deposit products.
• Bachelor's degree required.
• FINRA Series 7 & 66 licenses required or to be obtained within 90 days of start date.
• 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 and proven success with complex credit products and concepts.

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 JPMorgan 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 underwriting

Credit structuring

Wealth management

Education

Bachelor's degree

MBA

FINRA Series 7 & 66 licenses

Job description

JPMorgan Chase in the United States seeks a senior credit lead for its Private Bank in Fort Worth, TX. The role focuses on internally leading credit initiatives, partnering with bankers, and originating credit opportunities for high-net-worth clients.

You will oversee deal analysis and risk management, steering complex credit structures and ensuring compliance with regulatory and internal guidelines. A deep understanding of wealth management is essential.