Credit Officer, Vice President - Banks & Broker Dealer Teams

JPMorgan Chase & Co.•Plano, TX

6d•Hybrid

About The Position

As a Vice President in the Banks & Broker Dealers team, you manage and oversee credit risk exposure across a diverse portfolio of financial institutions, including banks, broker dealers, and fintech clients. You will leverage your analytical expertise and industry knowledge to evaluate creditworthiness, support transaction execution, and provide ongoing risk monitoring. This role offers the opportunity to lead complex credit initiatives, collaborate across business lines, and contribute to strategic decision-making while mentoring junior team members.

Requirements

7+ years of experience in financial services, including investment banking or similar environments
Demonstrated experience in credit risk and/or market risk
Strong knowledge of financial institutions and related products
Proficiency in financial statement analysis and accounting principles
Solid understanding of corporate finance and market dynamics
Experience negotiating loan and trading documentation
Strong verbal and written communication skills with a client-focused mindset
Ability to perform effectively under pressure in a fast-paced environment
Proven ability to manage multiple transactions and priorities simultaneously
Advanced proficiency in Excel, PowerPoint, and Word
Strong analytical and problem-solving skills with sound credit judgment

Nice To Haves

Experience working with banks, broker dealers, or other financial institutions
Familiarity with derivatives, trading products, and structured finance transactions
Prior experience managing a diverse credit portfolio
Demonstrated leadership and team development experience
Strong stakeholder management and cross-functional collaboration skills
Knowledge of regulatory frameworks impacting financial institutions
Track record of contributing to process improvements or strategic initiatives

Responsibilities

Manage credit exposure for a portfolio of North American banks, broker dealers, fintech’s, credit unions, and other financial institutions
Lead due diligence and evaluate credit requests across a range of products and risk exposures
Assess and assign risk grades while performing ongoing monitoring of client credit profiles
Execute and oversee transactions, including credit analysis, approval materials, and documentation
Collaborate with bankers, legal, finance, and operations to support credit decision-making
Monitor market, regulatory, and industry developments impacting financial institutions
Evaluate financial statements and perform in-depth credit analysis to inform decisions
Manage intraday liquidity facilities and market-related credit exposures (derivatives, trading, financing)
Lead discussions with stakeholders regarding credit strategy and client risk positioning
Mentor and develop junior credit officers to enhance team capabilities
Drive process improvements and contribute to key risk and operational initiatives