JP Morgan Chase & Co.

Private Bank, Commercial Real Estate Lending Specialist, Vice President/Executive Director, New York

JP Morgan Chase & Co.$180K — $220K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 10+ years of experience in structured custom credit loan products
  • Expertise in executing Commercial Real Estate transactions
  • High proficiency in financial and capital markets
  • Advanced analytical skills in credit evaluation
  • Knowledge of loan closing, credit administration, and compliance processes
  • Ability to deliver strategic credit solutions to ultra-high net worth clients
  • Demonstrated sales experience including negotiation and closing techniques

Responsibilities

  • Drive commercial real estate credit origination in the US lending portfolio
  • Collaborate with U.S. Lending Advisors to identify financing opportunities
  • Educate marketing teams on product features and value propositions
  • Create initiatives to stimulate business growth
  • Maintain expert knowledge of market trends and competition
  • Build relationships with Credit Risk teams to influence policy changes
  • Monitor portfolio risk and suggest adjustments based on market conditions

Benefits

  • Comprehensive health care coverage
  • On-site health and wellness centers
  • Retirement savings plan
  • Backup childcare services
  • Tuition reimbursement programs
  • Mental health support services
  • Financial coaching and advisory support
Full Job Description
Job Description

The Private Bank Commercial Real Estate ("CRE") Group team will be responsible for driving commercial real estate credit origination in the US lending portfolio, by developing and executing on the strategic vision for the product, acting as the subject matter expert and providing clients strategic advice on Commercial Real Estate Solutions. The CRE team works with the markets and extends credit solutions to commercial real estate owners and investors across the US. The team is deeply involved in structuring the transaction, supporting underwriters with analysis, advising the client, negotiating with clients and running the end-to-end process from the initial pitch to closing a deal for CRE reliant transactions. The CRE Group is a subset of the PB Lending Solutions group, which provides credit solutions across a variety of needs to a range of high net worth individuals, their family offices, and their organizations.

Job Responsibilities:
  • The Lending Solutions Commercial Real Estate Specialist will be responsible for driving commercial real estate credit origination in the US lending portfolio, by developing and executing on the strategic vision for the product, acting as the subject matter expert and providing clients strategic advice on Commercial Real Estate Solutions.
  • Partner with U.S. Lending Advisors and coverage Bankers to identify and execute financing opportunities with clients and prospects
  • Educate U.S. Lending Advisors and market integrated team members on product value proposition, basic product features and client selection; share success stories and ideas to replicate winning themes and transactions across markets
  • Develop initiatives and campaigns to drive growth
  • Develop and maintain expert knowledge of market standards, competition and pricing;
  • Forge strong relationship with Credit Risk; and assist in credit policy and guideline changes
  • Monitor portfolio risk and recommend policy or practice changes in connection with market conditions, portfolio related issues or regulatory compliance
  • Partner with credit underwriting to ensure proper resources to facilitate the credit approval process, business and financial analysis, due diligence and portfolio review maintenance

Required Qualifications, Capabilities and Skills:
  • Ten+ years experience in highly-structured custom credit loan products
  • Expert knowledge and experience in executing Commercial Real Estate transactions
  • Highly proficient knowledge of financial and capital markets
  • Credit trained, with advanced business and financial analytical skills
  • Knowledge of Commercial Real Estate account maintenance, loan closing, credit administration and compliance procedures
  • Ability to communicate and recommend advice-driven credit solutions to highly sophisticated ultra-high net worth clients and prospects
  • Sales experience including: prospecting, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
  • Demonstrates understanding of wealth management including investment management, trusts and financial planning
  • Ability to work in a team based environment and assist in the development and retention of junior team members
  • Series 7, Series 66

Preferred Qualifications, Capabilities and Skills:
  • CRE financing knowledge and/ or PB lending experience a plus


About the Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

About JP Morgan Chase & Co.

JP Morgan Chase & Co. stands at the forefront of the global financial services industry. They offer an expansive array of products and services to a diverse clientele, including individuals, corporations, governments, and institutions. Ever since the merger of J.P. Morgan & Co. and Chase Manhattan Corporation in 2000, this industry-leading entity has become renowned for its comprehensive portfolio encompassing consumer and community banking, corporate and investment banking, commercial banking, as well as asset and wealth management. Headquartered in the vibrant city of New York, JP Morgan Chase & Co. boasts a formidable presence across over 100 countries worldwide.

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JP Morgan Chase & Co. is continuously on the lookout for talented individuals eager to contribute to its legacy of excellence. The company's recruitment efforts are geared towards identifying candidates with the right blend of skills and qualifications to drive forward its various business segments. Whether you are a seasoned professional or a recent graduate, JP Morgan Chase offers a plethora of job openings across multiple disciplines.

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Preparation is key to succeeding in your interview with JP Morgan Chase. Familiarize yourself with the company's business segments, values, and recent achievements. Demonstrating how your background and aspirations match the company's goals can significantly increase your chances of employment. A World of Job Opportunites in the Financial Services Industry JP Morgan Chase & Co. offers a world of job opportunities for those seeking to make their mark in the financial services industry. With competitive salaries, comprehensive benefits, and endless possibilities for growth, positions at JP Morgan Chase are highly coveted. By staying informed through job sites, tailoring your applications, and preparing thoroughly for interviews, you can enhance your prospects of joining the esteemed ranks of JP Morgan Chase employees. Explore the job board, seize the job opportunities, and embark on a rewarding career journey with one of the world's leading financial institutions.
Learn more about JP Morgan Chase & Co.
Size
661 employees
Market Cap
$384.5 billion
Industry
Net Income
$29.1 billion
Founded
1823
5 Year Trend
+0.7%
Revenue
$261.5 million
NASDAQ

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