SBL Analyst

JPMorgan Chase
3d

About The Position

Join a dynamic team making a real impact in wealth management lending. Apply today to help clients achieve their financial goals! Job Summary As a Securities Based Lending Underwriter in the Credit Middle Office Securities Based Lending team, you review and decision client applications for credit products secured by marketable securities. You help maintain the loan portfolio and support our team's commitment to client service and risk management.

Requirements

  • Bachelor's degree or related prior experience
  • Strong communication and interpersonal skills
  • Good organizational skills and ability to work independently in a fast-paced environment
  • Ability to work well in an integrated team with diverse personalities

Nice To Haves

  • 4 years of private banking, asset management, or credit/lending experience
  • General understanding of financial markets and securities industry

Responsibilities

  • Analyze, structure, price, risk-grade, and document lines of credit, term loans, and standby letters of credit
  • Provide guidance to partners on client needs within the SBL credit mandate
  • Review transactions with credit risk, including annual reviews of existing products
  • Approve new deals, amendments, and reviews within credit authority
  • Maintain the overall loan portfolio
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