Sports Finance, CRE, & Aircraft, Lending Professional , Analyst

Overview

Wealth Management — Private Bank is seeking a Lending Professional, Analyst to partner with clients in aligning credit needs with the bank’s broad suite of solutions. The role emphasizes a long-term, cyclical approach to ensure clients are supported through all market conditions. You will collaborate with a team of professionals to originate and manage a diverse portfolio of credit facilities, acting as the primary owner for portfolio maintenance to guarantee timely client service and proactive risk identification.

Responsibilities

• Serve as the primary owner of the existing loan portfolio while handling various sales-management activities.
• Lead portfolio review meetings and prioritize workloads for Lending Advisors and Credit partners between ongoing portfolio maintenance and new activity from Lending Advisor.
• Work directly with clients, internal Middle Office teams, and required third parties (Family office representatives, notaries, couriers, and borrowers counsel) to drive deal progression and subsequent loan funding, delivering an exceptional client experience.
• Prioritize and own risk exceptions (e.g., covenants, payment delinquencies, missing legal documents) to maintain the health and profitability of the regional loan portfolio.
• Identify and navigate prerequisites for each lending solution (e.g., facilities backed by securities, private/restricted stock, commercial real estate, life insurance, art, aircraft) during credit risk and legal processes to deliver these solutions to clients.
• Monitor loan portfolio health and provide discretionary approval when appropriate to resolve billing inquiries; lead escalations and collaborate with Client Service Groups to address credit-related service inquiries.
• Direct the loan document quality-control process with internal and external JPM counsel to ensure final documents reflect the deal structure; coordinate with Credit Risk Management and Lending Specialist as needed.
• Support initiatives from Lending Solutions Business Management related to regulatory, industry, and legal changes to evolve the business and ensure compliance.
• Collaborate with integrated team members to analyze client financials required for loan requests or to resolve existing portfolio liquidity exceptions.
• Coordinate modification and/or renewal of existing credit facilities with the client and credit risk management.
• Partner with the Lending Advisor on various research inquiries and reporting tasks.

Required Qualifications, Capabilities, and Skills

• Two years of experience in Wealth Management.
• Solid understanding of legal documentation and experience coordinating commercial real estate transactions and/or loan closings.
• Proactive self-starter with the ability to work with limited supervision and provide leverage for the team.
• Ability to navigate bank systems under tight timelines and deadlines.
• Good judgment and discretion when handling highly confidential information.
• Superior multitasking and organizational skills.
• Proven sales and client relationship management capabilities.
• Proficiency in Microsoft Office applications, including Excel, PowerPoint, and Adobe PDF.

Benefits and Compensation

J.P. Morgan offers an exceptional benefits program and a highly competitive compensation package.

Location

New York, NY 10017

Learn More

Learn more about J.P. Morgan Private Bank and our capabilities at: https://am.jpmorgan.com/private-bank/public/gl/en/home