J.P. Morgan Wealth Management – Lending Specialist Analyst
| Company | JP Morgan Chase |
|---|---|
| Location | Columbus, OH, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Junior |
Requirements
- Minimum of one year of financial services experience
- Valid and active Securities Industry Essential (SIE), Series 7 & Series 66 licenses (63/65), or successfully obtain within 120 days from start date as a condition of employment
- Experience with securities based lending in a wealth management division
- Strong partnership and people skills; collaborate with people across all levels of the organization (analyst to MD)
- Exceptional analytical, written, and presentation skills; must be articulate and able to speak comfortably to large groups
- Organizational and project management skills; proven ability to manage multiple priorities
- Must be able to demonstrate flexibility and adaptability and ability to work under pressure
Responsibilities
- Serves as the point of contact for Advisors and Field Leadership for lending products
- Coordinates with and provides support to the Service Team
- Plan and present new business activities; Communicates information in a timely and complete manner in order to meet team goals
- Distribute opportunity reports to Advisors and recommends decisions based on specific credit policy and guidelines
- Frequent collaboration with the Underwriting, Monitoring, Risk, Loan Services and Wholesale Loan Operations internal partners is required to resolve production, quality and escalated client service or risk related issues.
Preferred Qualifications
-
No preferred qualifications provided.