JPMorgan Wealth Management Securities Based Lending Analyst

JPMorgan Chase & Co.•Newark, DE

33d

About The Position

Join a dynamic team driving impactful credit solutions for clients. Make a difference by supporting asset-based lending and portfolio growth. Job Summary As a Securities Based Lending Analyst in the Securities Based Lending Team, you underwrite lines of credit secured by marketable securities, assist with loan portfolio maintenance, and support client credit needs.

Requirements

Bachelor's degree or relevant credit experience
4 years of experience in underwriting, credit risk, or collateral valuation
Strong interpersonal skills with business partners
Excellent communication skills across organizational levels
Ability to review and improve processes
Strong understanding of controls for error-free operations
Intermediate Microsoft Office skills, especially Excel, Word, and SharePoint

Nice To Haves

Working knowledge of financial markets and asset vehicles (Mutual Funds, Equities, Fixed Income, Municipals)
Experience with underwriting, credit risk, and collateral valuation
Ability to develop into a lender role with credit authority
Experience supporting asset and wealth management clients
Familiarity with federal and local lending regulations
Proven track record of accuracy in documentation
Demonstrated ability to work in a dynamic, client-focused environment

Responsibilities

Prepare analysis for underwriting, including collateral evaluation and loan grading
Generate collateral analysis and support loan pricing
Review lines of credit annually and recommend renewals or modifications
Analyze client data across multiple systems for credit criteria
Review and prepare loan documentation with high accuracy
Ensure documentation complies with federal and local regulations
Recommend process improvements for efficiency and consistency
Collaborate with business partners across teams
Support error-free environment through strong controls
Strive to develop underwriting expertise and grow into a lender role
Assist with credit authority responsibilities as experience increase. Maintain high standards of accuracy and compliance