UHNW Lending Executive Director Private Bank

Aumni; Dallas (TX); On-site; USD 150,000 - 210,000; Full time

Benefits offered by this job

Health care coverage

On-site wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Job summary

JPMorgan Chase & Co.'s U.S. Private Bank is seeking a highly experienced Lending Specialist to manage complex borrowing relationships for ultra-high-net-worth clients, presenting credit solutions and advising on implementation.

The role requires leading credit discussions, structuring transactions, and coordinating with bankers, underwriters, and risk teams to deliver tailored financing solutions in a fast-paced environment.

Qualifications

• Ten plus years of experience with extensive credit, loan and deposit products.
• Demonstrated understanding of wealth management including, but not limited to: investment management, trusts and financial planning.
• Completion of formal credit training program.

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 J.P. Morgan 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 products knowledge

Wealth management understanding

Sales and client engagement

Communication skills

Leadership and collaboration

Education

Bachelor’s degree

MBA

Tools

FINRA Series 7 & 66 licenses

Job description

JPMorgan Chase & Co.'s U.S. Private Bank is seeking a highly experienced Lending Specialist to manage complex borrowing relationships for ultra-high-net-worth clients, presenting credit solutions and advising on implementation.

The role requires leading credit discussions, structuring transactions, and coordinating with bankers, underwriters, and risk teams to deliver tailored financing solutions in a fast-paced environment.