J.P. Morgan Wealth Management - Lending Specialist Analyst

JPMorgan Chase

  • Columbus, OH
  • Permanent
  • Full-time
  • 3 days ago
The J.P. Morgan Wealth Management Lending Product Analyst (LPA) serves as a point of contact for all inquiries from Advisors and Clients. As part of Wealth Management Lending Solutions, your role is focused on growing the lending business by providing seamless execution of all new lending requests. The Lending Product Analyst is responsible for supporting broader awareness of our lending capabilities and building solutions for our clients through field engagement and support of the Lending Specialist organization.As a Lending Product Analyst within Wealth Management Lending Solutions, you will partner closely with senior Lending Specialists to provide business support, data insights, client and advisor engagement opportunities, and broadly assist with loan growth. This role will provide exposure to a breadth of client solutions including securities based, margin, mortgage, and custom lending solutions. To be successful in this role candidates must be willing to learn, able to navigate a complex ecosystem, and always focus on the client. You will also collaborate frequently with internal partners to resolve production, quality, and escalated client service or risk-related issues.Job responsibilities
  • 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 in order to meet team goals
  • Distribute opportunity reports to Advisors and recommends decisions based on specific credit policy and guidelines
  • Collaborate frequently with the Underwriting, Monitoring, Risk, Loan Services and Wholesale Loan Operations internal partners is required to resolve production, quality and escalated client service or risk related issues.
Required qualifications, capabilities, and skills
  • Minimum of one year of financial services experience
  • Valid and active Securities Industry Essential (SIE), Series 7 & Series 66 licenses (63/65), or successfully obtain within 90 days from start date as a condition of employment.
  • Experience with securities based lending in a wealth management division
  • Strong partnership and people skills; collaborate with people across all levels of the organization (analyst to MD)
  • Exceptional analytical, written, and presentation skills; must be articulate and able to speak comfortably to large groups
  • Organizational and project management skills; proven ability to manage multiple priorities
  • Must be able to demonstrate flexibility and adaptability and ability to work under pressure
To be eligible for this position, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this position. Likewise, JPMorgan Chase & Co., will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT).Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.Equal Opportunity Employer/Disability/Veterans

eQuest