U.S. Private Bank – Lending Professional – Analyst

Socket.dev; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks a diligent professional to manage an existing loan portfolio, coordinating with Lending Advisors and Credit to optimize liquidity and profitability.

You will lead reviews, ensure documentation accuracy, handle risk exceptions, and support regulatory and business initiatives while delivering exceptional client service.

Qualifications

• 2+ years of Wealth Management experience preferred.
• Proactive, self-directed, and comfortable executing with limited supervision under tight deadlines.
• Strong judgment and discretion handling confidential information.
• Excellent organizational skills with proven ability to manage multiple priorities.
• Strong client relationship and sales management capabilities.

Responsibilities

• Own day-to-day management of an existing loan portfolio, balancing portfolio maintenance and new business priorities.
• Lead portfolio review meetings and coordinate workflow across Lending Advisors and Credit partners.
• Manage deal execution and loan funding in partnership with clients and internal teams.
• Identify, prioritize, and resolve risk exceptions to protect portfolio health.
• Navigate product-specific requirements across lending solutions through processes.
• Monitor portfolio health, address billing inquiries, and lead escalations with service groups.
• Oversee loan document quality control to ensure documentation reflects deal terms.
• Support regulatory, legal, and industry changes; ensure compliance with evolving requirements.
• Analyze client financials for new loan requests and to resolve liquidity exceptions.
• Coordinate renewals, modifications, and ongoing maintenance of credit facilities.
• Support research requests and reporting needs in partnership with the Lending Advisor.

Skills

Wealth Management

Self-directed

Organizational skills

Client relationships

MS Office

Tools

Excel

PowerPoint

Adobe PDF

Job description

Lending Professionals partner with clients to align credit needs with the bank’s lending solutions, taking a strategic, long-term approach that supports clients across market cycles. The role works closely with Lending Advisors, Credit, and internal/external stakeholders to originate, fund, and maintain a diverse portfolio of credit facilities while proactively managing risk and ensuring an excellent client experience.

Key Responsibilities

• Own day-to-day management of an existing loan portfolio, balancing portfolio maintenance and new business priorities.
• Lead portfolio review meetings and coordinate workflow across Lending Advisors and Credit partners.
• Manage deal execution and loan funding in partnership with clients, Middle Office teams, and third parties (e.g., family office reps, notaries, couriers, borrower’s counsel).
• Identify, prioritize, and resolve risk exceptions (e.g., covenant issues, delinquencies, missing legal documents) to protect portfolio health and profitability.
• Navigate product-specific requirements across lending solutions (e.g., securities-based, private/restricted stock, CRE, life insurance, art, aircraft) through credit, risk, and legal processes.
• Monitor portfolio health, address billing inquiries, and lead escalations with Client Service Groups on credit-related service issues.
• Oversee loan document quality control with internal/external counsel to ensure documentation reflects deal terms.
• Support business initiatives tied to regulatory, legal, and industry changes; ensure compliance with evolving requirements.
• Analyze client financials for new loan requests and to resolve portfolio liquidity exceptions.
• Coordinate renewals, modifications, and ongoing maintenance of credit facilities.
• Support research requests and reporting needs in partnership with the Lending Advisor.

Qualifications

• 2+ years of Wealth Management experience preferred.
• Knowledge of loan documentation and closing processes; CRE transaction coordination a plus.
• Proactive, self-directed, and comfortable executing with limited supervision under tight deadlines.
• Strong judgment and discretion handling highly confidential information.
• Excellent organizational skills with proven ability to manage multiple priorities.
• Strong client relationship and sales management capabilities.
• Proficiency in Microsoft Office (Excel, PowerPoint) and Adobe PDF.

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.