U.S. Private Bank - Lending Specialist - Vice President
Updated: March 20
Los Angeles
83.4
7.7mi
Job Abstract
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 cre... more details
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Lending Specialist in the U.S. Private Bank, you will manage our most complex borrowing relationships by presenting J.P. Morgan Private Bank’s credit solutions to ultra-high net worth clients and advising on implementation.
Job 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
Required Qualifications, Capabilities, and Skills
Five plus years of experience with extensive credit, loan and deposit products
Bachelor’s degree required
FINRA Series 7 & 66 licenses required for position; unlicensed candidates considered but required to obtain licenses within 90 days of start date
Prior experience structuring creative and complex credit transactions
Completion of formal credit training program
Demonstrated understanding of wealth management including, but not limited to: investment management, trusts and financial planning
Expert knowledge of and proven success with complex credit products and concepts including, but not limited to residential real estate loans, concentrated collateral loans, unsecured lending, marketable secured lending, aircraft finance and art lending
Preferred Qualifications, Capabilities, and Skills
MBA
Knowledge of capital markets and macro interest rate environment
Knowledge of account maintenance, loan closing, credit administration and compliance procedures
Ability to communicate sophisticated credit concepts to all levels of clients and prospects
Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
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