Senior Wealth Lending Strategist

Fairygodboss; Los Angeles (CA); On-site; USD 120,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Lending Specialist within Wealth Management in Los Angeles. You will guide lending solutions for Financial Advisors and clients, support demand through policy-based recommendations, and help expand the firm’s lending footprint while collaborating with cross-functional teams.

The role emphasizes decisive decision-making, client service excellence, and staying current on lending products, market trends, and regulations to drive growth and value across the region.

Qualifications

• 6+ years of financial services experience.
• Experience with lending in a wealth management division across mortgage, margin, or securities-based lending.
• Exceptional analytical, written, and presentation skills; able to speak to large groups.
• Strong partnership and people skills across all levels of the organization.

Responsibilities

• Serve as the primary point of contact for Financial Advisors and Market Leadership on lending products and solutions.
• Drive opportunities by offering recommendations based on credit policies and guidelines.
• Make timely, decisive decisions in high-volume, ambiguous situations to benefit clients and the firm.
• Participate in productivity, compliance, and product enhancement projects to support lending growth.
• Coordinate with the Service Team to ensure seamless execution of lending requests and high client service standards.
• Promote awareness of lending capabilities and deepen client relationships.

Skills

Analytical skills

Written communication

Presentation skills

Relationship building

Team collaboration

Education

Series 7 & 66 licenses (63/65)

Job description

JPMorgan Chase & Co. is seeking a Lending Specialist within Wealth Management in Los Angeles. You will guide lending solutions for Financial Advisors and clients, support demand through policy-based recommendations, and help expand the firm’s lending footprint while collaborating with cross-functional teams.

The role emphasizes decisive decision-making, client service excellence, and staying current on lending products, market trends, and regulations to drive growth and value across the region.