JP Morgan Chase & Co.

U.S. Private Bank – Lending Professional – Analyst

JP Morgan Chase & Co. • $80K — $95K *
New York, NY 10017In-Person
Finance & Insurance
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 2+ years of Wealth Management experience preferred.
  • Knowledge of loan documentation and closing processes; CRE transaction coordination a plus.
  • Proactive and self-directed with the ability to work under tight deadlines.
  • Strong judgment and discretion in handling confidential information.
  • Excellent organizational skills for managing multiple priorities.
  • Strong client relationship and sales management skills.
  • Proficiency in Microsoft Office (Excel, PowerPoint) and Adobe PDF.

Responsibilities

  • Manage day-to-day operations of an existing loan portfolio, balancing maintenance and new business.
  • Lead portfolio review meetings, ensuring coordination among Lending Advisors and Credit partners.
  • Execute deals and fund loans with clients and third parties, including legal and logistics teams.
  • Identify and resolve risk exceptions to maintain portfolio health and profitability.
  • Navigate product-specific lending requirements through various credit and legal processes.
  • Monitor portfolio health, address billing inquiries, and escalate credit service issues as needed.
  • Ensure quality control of loan documentation with internal and external counsel for accuracy.

Benefits

  • Flexible working hours to promote work-life balance.
  • Comprehensive health and wellness plans for employees.
  • Professional development opportunities and continuing education support.
  • Collaborative work environment with a focus on teamwork.
  • Employee assistance programs for personal and professional well-being.
Full Job Description
JOB DESCRIPTION

Lending Professionals partner with clients to align credit needs with the bank’s lending solutions, taking a strategic, long-term approach that supports clients across market cycles. The role works closely with Lending Advisors, Credit, and internal/external stakeholders to originate, fund, and maintain a diverse portfolio of credit facilities while proactively managing risk and ensuring an excellent client experience.

Key Responsibilities

  • Own day-to-day management of an existing loan portfolio, balancing portfolio maintenance and new business priorities.
  • Lead portfolio review meetings and coordinate workflow across Lending Advisors and Credit partners.
  • Manage deal execution and loan funding in partnership with clients, Middle Office teams, and third parties (e.g., family office reps, notaries, couriers, borrower’s counsel).
  • Identify, prioritize, and resolve risk exceptions (e.g., covenant issues, delinquencies, missing legal documents) to protect portfolio health and profitability.
  • Navigate product-specific requirements across lending solutions (e.g., securities-based, private/restricted stock, CRE, life insurance, art, aircraft) through credit, risk, and legal processes.
  • Monitor portfolio health, address billing inquiries, and lead escalations with Client Service Groups on credit-related service issues.
  • Oversee loan document quality control with internal/external counsel to ensure documentation reflects deal terms.
  • Support business initiatives tied to regulatory, legal, and industry changes; ensure compliance with evolving requirements.
  • Analyze client financials for new loan requests and to resolve portfolio liquidity exceptions.
  • Coordinate renewals, modifications, and ongoing maintenance of credit facilities.
  • Support research requests and reporting needs in partnership with the Lending Advisor.

Qualifications

  • 2+ years of Wealth Management experience preferred.
  • Knowledge of loan documentation and closing processes; CRE transaction coordination a plus.
  • Proactive, self-directed, and comfortable executing with limited supervision under tight deadlines.
  • Strong judgment and discretion handling highly confidential information.
  • Excellent organizational skills with proven ability to manage multiple priorities.
  • Strong client relationship and sales management capabilities.
  • Proficiency in Microsoft Office (Excel, PowerPoint) and Adobe PDF.

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.

Unveiling Employment Opportunities at JP Morgan Chase & Co.

Vacancies and Hiring Initiatives

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.

High-Demand Positions

Among the myriad of roles, certain positions stand out for their attractive compensation packages and career advancement prospects. Notably, high-paying jobs at JP Morgan Chase & Co. include Relationship Manager, Branch Manager, and Software Engineer. These roles are critical to the firm's operations and offer lucrative opportunities for those with the requisite expertise.

Navigating the Job Market at JP Morgan Chase & Co.

Leveraging Job Portals and Job Alerts

For job seekers aiming to tap into the opportunities at JP Morgan Chase, staying updated through job portals and subscribing to job alerts is crucial. These tools can provide timely information about job openings, job fairs, and recruitment events, enabling candidates to apply promptly and prepare adequately for interviews.

Preparing Your Job Application

Your job application, comprising your resume and cover letter, is your ticket to securing an interview at JP Morgan Chase. Highlight your qualifications, skills, and experiences that align with the job listing, ensuring you stand out in the competitive job market.

Acing the Interview

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
Finance & Insurance
Net Income
$29.1 billion
Founded
1823
5 Year Trend
+0.7%
Revenue
$261.5 million
NASDAQ
CCF
* Ladders Estimates

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