U.S. Private Bank - Lending Specialist - Associate

JPMorgan Chase • Denver, CO • 1h ago

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 Private Bank, you will work with our team to advise clients on their capital structure and provide credit solutions tailored to clients' needs and circumstances.

Job Responsibilities

Participate in pitches to existing and prospective clients

Analyze the book of existing clients to identify new potential opportunities

Maintain an ongoing dialogue with existing borrowing clients

Advise, negotiate and execute loan structures

Structure solutions to client financing needs within acceptable risk parameters and in accordance with policies and regulations

Maintain a quality credit book with active client dialogue and escalation of candidates promptly. Follow up on all client-related credit issues (e.g., missed margin calls, legal documentation, etc.).

Using your thorough knowledge of the JP Morgan Credit Risk Underwriting Policy & Guidelines, liaise closely with Credit Risk to ensure the best outcome for the client in terms of the underwriting of the client.

Required Qualifications, Capabilities, Skills

Bachelor degree; MBA will be considered an asset

Series 7 & 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date

Five plus years of credit risk experience, ideally in the financial services industry

In-depth knowledge of bank loan, deposit, mortgage and credit products

Ability to understand the overall credit capabilities and risk management philosophy of the firm

Ability to understand wealth management including, but not limited to: investing, trust and financial planning

Experience and proven success with banking concepts including, but not limited to: marketable secured lending, investment real estate loans, concentrated collateral loans, aircraft lending, owner-occupied commercial real estate and bridge loans

Preferred Qualifications, Capabilities, Skills

Knowledge of capital markets and the macro interest rate environment

Knowledge of account maintenance procedures, loan closing procedures, credit administration and compliance procedures

Expertise in credit and derivatives transactions

Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals

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

Base Pay/Salary

CO $150,000.00 - $160,000.00 / year

Similar Jobs

Finance Manager

University of Colorado • Aurora, CO • 40min ago

Finance, Accounting & Banking

Finance Manager Description University of Colorado Anschutz Medical Campus Department: Department of Psychiatry Job Title: Finance Manager Position #: 00846223 - Requisition #: 39346 Job Summary: Key Responsibilities: Fi...

40min ago

Go to Apply

Financial Analyst

Insight Global • Greenwood Village, CO • 45min ago

Finance, Accounting & Banking

Job Description A customer is seeking a financial analyst to support their Product and Technology organizations with forecasting and business planning. Analyze and reconcile accounts, ensuring accuracy and compliance wit...

45min ago

Go to Apply

Personal Banking Representative

FirstBank • Westminster, CO • 1h ago

Finance, Accounting & Banking

Description Founded in 1963, FirstBank is Colorado's largest locally owned holding company and we are still growing, serving customers in Colorado and Arizona. Our growth can be attributed to one simple philosophy: do ri...

1h ago

Go to Apply

Personal Banking Representative

FirstBank • Littleton, CO • 1h ago

Finance, Accounting & Banking

1h ago

Go to Apply

Personal Banking Representative

FirstBank • Lakewood, CO • 1h ago

Finance, Accounting & Banking

1h ago

Go to Apply

Accounts Receivable Accountant

Robert Half • Denver, CO • 5h ago

Finance, Accounting & Banking

Description We are looking for an Accounts Receivable Accountant to join our team in Denver, Colorado. In this role, you will handle customer invoicing, payment collections, and resolution of billing discrepancies, ensur...

5h ago

Go to Apply

Accounts Payable Analyst

UCHealth • Aurora, CO • 5h ago

Finance, Accounting & Banking

Description Location: UCHealth UCHlth Admin 2400 Peoria, US:CO:Aurora Department: UCHlth Accounts Payable FTE: Full Time, 1.0, 80.00 hours per pay period (2 weeks) Shift: Days Pay: $22.80 - $29.64 / hour. Pay is dependen...

5h ago

Go to Apply

Sr Revenue Operations Manager

Cribl, Inc • Denver, CO • 8h ago

Finance, Accounting & Banking

B2B SAAS data observability software. Cribl does differently. What does that mean? It means we are a serious company that doesn't take itself too seriously; and we're looking for people who love to get stuff done, and la...

8h ago

Go to Apply

Tax Senior Accountant, Internal Tax Team - Partner Tax Matters

Deloitte • Denver, CO • 17h ago

Finance, Accounting & Banking

Deloitte Services LP includes internal support areas such as Finance and Administration, Talent, Information Technology, Marketing and Communications, and Facilities Management. This Tax Senior Accountant role is part of...

17h ago

Go to Apply

Tax Accountant, Internal Tax Team - State Direct Tax

Deloitte • Denver, CO • 17h ago

Finance, Accounting & Banking

17h ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.