UHNW Lending Director – Private Banking

JP Morgan Chase; Dallas (TX); Presencial; USD 120.000 - 200.000; Jornada completa

Descripción de la vacante

JPMorganChase in the United States Private Bank seeks an experienced Lending Specialist to manage the most complex borrowing relationships and present credit solutions to ultra-high net worth clients. You will advise on implementation and work with a multidisciplinary team to enhance client outcomes.

The role requires ten-plus years of credit experience, a Bachelor's degree, and FINRA licenses with fast-track acquisition if needed.

Formación

• Ten plus years of experience with extensive credit, loan and deposit products.
• FINRA Series 7 & 66 licenses required or to be obtained within 90 days of start date.
• Demonstrated understanding of wealth management including investment management, trusts and financial planning.
• Expert knowledge of complex credit products including residential real estate loans and unsecured lending.

Responsabilidades

• 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 JP Morgan offering.
• Partner with Bankers to uncover needs and deliver sophisticated and innovative solutions to client 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.

Conocimientos

Credit underwriting

Relationship building

Strategic credit solutions

Educación

Bachelor's degree

Descripción del empleo

JPMorganChase in the United States Private Bank seeks an experienced Lending Specialist to manage the most complex borrowing relationships and present credit solutions to ultra-high net worth clients. You will advise on implementation and work with a multidisciplinary team to enhance client outcomes.

The role requires ten-plus years of credit experience, a Bachelor's degree, and FINRA licenses with fast-track acquisition if needed.