Senior UHNW Lending Strategist - Credit Solutions

JPMorganChase; Dallas (TX); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

JPMorganChase in Dallas is seeking a highly skilled Lending Specialist to manage complex borrowing relationships and deliver tailored credit solutions to ultra-high net worth clients. The ideal candidate possesses over ten years of experience in credit, holds a Bachelor's degree, and has the ability to communicate sophisticated credit concepts effectively. The position offers a competitive total rewards package including salary based on experience and potential incentive compensation, alongside comprehensive health coverage, retirement plans, and tuition reimbursement.

Qualifications

• Ten plus years of experience with credit, loan, and deposit products.
• FINRA Series 7 & 66 licenses or ability to obtain within 90 days.
• Expert knowledge of complex credit products and concepts.

Responsibilities

• Act as internal sales leader for credit products.
• Partner with Bankers to deliver solutions to clients.
• Manage underwriters and monitor portfolio risk.

Skills

Extensive credit experience

Innovative problem-solving

Client communication

Sales experience

Education

Bachelor’s degree

MBA

Job description

JPMorganChase in Dallas is seeking a highly skilled Lending Specialist to manage complex borrowing relationships and deliver tailored credit solutions to ultra-high net worth clients. The ideal candidate possesses over ten years of experience in credit, holds a Bachelor's degree, and has the ability to communicate sophisticated credit concepts effectively. The position offers a competitive total rewards package including salary based on experience and potential incentive compensation, alongside comprehensive health coverage, retirement plans, and tuition reimbursement.