UHNW Lending Specialist — Private Bank Leader

Testing Site - JPMC; Dallas (TX); Sur place; USD 120 000 - 215 000; Plein temps

Résumé du poste

J.P. Morgan Private Bank in Dallas seeks a Lending Specialist to manage complex borrowing relationships for ultra-high-net-worth clients, presenting credit solutions and guiding implementation.

You will collaborate with Market Managers, Bankers and Investors to tailor credit structures, supervise memos, monitor risk, and drive portfolios toward strong returns in a dynamic wealth-management environment.

Qualifications

• Ten plus years of experience with extensive credit, loan and deposit products.
• Bachelor’s degree required.
• FINRA Series 7 & 66 licenses required (unlicensed candidates may apply but must obtain ASAP).
• Experience structuring complex credit transactions and leading credit trainings.
• Understanding of wealth management including investment management, trusts and financial planning.

Responsabilités

• 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 credit 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 and restructures.
• Monitor portfolio risk and proactively improve portfolio quality and prevent loss.
• Manage underwriters to implement changes to debt structure/risk ratings in response to risk environment.

Connaissances

Credit risk management

Relationship building

Sales experience

Communication skills

Financial analysis

Formation

Bachelor’s degree

FINRA Series 7 & 66 licenses

MBA

Description du poste

J.P. Morgan Private Bank in Dallas seeks a Lending Specialist to manage complex borrowing relationships for ultra-high-net-worth clients, presenting credit solutions and guiding implementation.

You will collaborate with Market Managers, Bankers and Investors to tailor credit structures, supervise memos, monitor risk, and drive portfolios toward strong returns in a dynamic wealth-management environment.