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Chase · 1 month ago

U.S. Private Bank – Lending Solutions Professional – Analyst

2029 Century Park E, Los Angeles, CA, 90067, US

Full-time

Onsite

Entry Level

$80K/yr - $105K/yr

1+ years exp

Chase is a leading financial services firm, and they are seeking a Lending Solutions Professional to join their U.S. Private Bank team. In this role, you will advise clients on their capital structure and provide tailored credit solutions, while collaborating with a team to enhance client experiences.

BankingFinancial Services

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

Qualification

Series 7 & 66 licensesCredit risk experienceCredit productsWealth management understandingBanking concepts experienceMBASales experienceCapital marketsCredit administration knowledgeDerivatives

Required

Bachelor degree

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

One 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