United States Private Bank Securities Based Lending Lender

JPMorgan Chase • Plano, TX • 18h ago

Join a dynamic team where your expertise in credit and lending will help drive client success and career growth. As a Securities Based Lending Analyst, you'll collaborate with talented professionals, expand your skills, and make a meaningful impact. Enjoy opportunities for mobility and development while working in a fast-paced, supportive environment. Be part of a team that values innovation, integrity, and client focus.

As a Securities Based Lending Analyst within the Securities Based Lending team, you play a key role in supporting clients by structuring and managing credit solutions. You will work closely with market partners to deliver high-quality lending services, ensuring transactions align with risk and credit standards. Your contributions help maintain the firm's reputation for excellence and support our commitment to responsible lending. We value teamwork, open communication, and a client-centric approach.

The Securities Based Lending team specializes in handling high-volume, lower-risk credit transactions, including lines of credit, term loans, and standby letters of credit. You will be empowered to make decisions within your credit authority and collaborate with colleagues across the business. This role offers exposure to a broad range of financial products and the opportunity to develop expertise in the securities industry.

Job responsibilities

Analyze client investment portfolios and structure securities-based lending transactions

Price, risk-grade, and document lines of credit, term loans, and standby letters of credit

Review and approve new deals, amendments, and annual reviews within credit authority

Provide guidance to market partners on client needs and credit solutions

Ensure compliance with credit policies and risk management standards

Collaborate with team members to deliver seamless client service

Maintain accurate records and documentation for all transactions

Monitor portfolio performance and identify potential risks

Support ongoing process improvements and efficiency initiatives

Communicate effectively with clients and internal stakeholders

Participate in training and development opportunities to enhance skills

Required qualifications, capabilities, and skills

Bachelor's degree or equivalent prior experience

Three years of private banking, asset management, or credit/lending experience

Strong communication and interpersonal skills

Good organizational skills and ability to work independently

General understanding of financial markets and securities industry

Ability to work well in an integrated team environment

Demonstrated attention to detail and accuracy

Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)

Ability to manage multiple priorities in a fast-paced setting

Commitment to maintaining confidentiality and integrity

Eligibility to work in the region/country of the role

Preferred qualifications, capabilities, and skills

Experience with securities-based lending products

Advanced analytical and problem-solving skills

Familiarity with credit risk assessment tools

Prior experience in a high-volume lending environment

Knowledge of regulatory requirements for lending

Ability to adapt to changing business needs

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

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