Wealth Lending Analyst: Partner to Advisors & Growth

JPMorganChase; Columbus (OH); Sur place; USD 70 000 - 95 000; Plein temps

Avantages offerts par ce poste

Health care coverage

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Résumé du poste

Chase is seeking a Lending Analyst to join the Wealth Management Lending Solutions Team, partnering with senior specialists to provide business support, data insights, and client-advisor engagement across securities-based, margin, mortgage, and custom lending.

The role emphasizes learning, navigating a complex ecosystem, and delivering client-centered outcomes to help grow loans and service delivery. Strong collaboration and communication are essential.

Qualifications

• Minimum of one year of financial services experience.
• Valid and active SIE, Series 7 & Series 66 licenses (63/65), or obtain within 90 days from start date as a condition of employment.
• Experience with securities-based lending in wealth management.
• Strong partnership and people skills across all levels (Analyst to MD).
• Exceptional analytical, written, and presentation skills; must be articulate.
• Organizational and project management skills; ability to manage multiple priorities.
• Must be able to demonstrate flexibility, adaptability, and the ability to work under pressure.

Responsabilités

• Serves as the point of contact for Advisors and Field Leadership for lending products
• Coordinates with and provides support to the Service Team
• Plan and present new business activities; Communicates information in a timely and complete manner to meet team goals
• Distribute opportunity reports to Advisors and recommend decisions based on credit policy and guidelines
• Frequent collaboration with internal partners such as Underwriting, Monitoring, Risk, Loan Services and Wholesale Loan Operations

Connaissances

Financial services experience

SIE license

Series 7

Series 66

Securities-based lending

Communication skills

Organizational skills

Adaptability

Client engagement

Description du poste

Chase is seeking a Lending Analyst to join the Wealth Management Lending Solutions Team, partnering with senior specialists to provide business support, data insights, and client-advisor engagement across securities-based, margin, mortgage, and custom lending.

The role emphasizes learning, navigating a complex ecosystem, and delivering client-centered outcomes to help grow loans and service delivery. Strong collaboration and communication are essential.