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JPMorgan Chase Private Bank - Lending Specialist, Vice President - Dallas, TX in Dallas, Texas

J.P. Morgan Private Bank advises the world's wealthiest families and helps them achieve their desired goals. Our teams of Advisors deliver advice, solutions and services across investments, wealth planning, credit and banking to help clients build, preserve and manage their wealth over time.

Primary Function

A key member of the J.P. Morgan Private Bank team of specialists, the Capital Advisor manages our most complex borrowing relationships by presenting J.P. Morgan Private Bank's credit solutions to ultra high net worth clients and advising on implementation.

  • Acting as internal sales leader for the credit product, liaising with Market Managers, Bankers and Investors to ensure credit is a core part of the JP Morgan offering

  • Partner with Banker to uncover needs and deliver sophisticated and innovative solutions to client and prospect financings or restructurings

  • Originate credit leads from prospects and existing clients and lead credit marketing initiatives for the local market

  • Play lead role in credit approval process

  • Responsible for deal analysis, due diligence and credit presentations

  • Supervise credit approval memos/restructure memos

  • Monitor portfolio risk and proactively work to improve portfolio quality and prevent loss

  • Manage underwriters to implement changes to debt structure/risk ratings in response to changes in risk environment

  • Responsible for deepening and strengthening client relationships with J.P. Morgan Private Bank

  • Participate in coordination of sales and relationship management effort with Bankers, Investors and Wealth Advisors

Qualifications

  • Expert knowledge of and proven success with complex credit products and concepts including, but not limited to residential real estate loans, concentrated collateral loans, unsecured lending, marketable secured lending, aircraft finance and art lending

  • Knowledge of capital markets and macro interest rate environment

  • Advanced analytical skills, including financial analysis and the ability to identify and analyze credit opportunities and the attendant credit risks

  • Knowledge of account maintenance, loan closing, credit administration and compliance procedures

  • Ability to communicate sophisticated credit concepts to all levels of clients and prospects

  • Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals

  • Demonstrated understanding of wealth management including, but not limited to: investment management, trusts and financial planning

  • Ability to work in a team based environment and assist in the development and retention of junior team members

Requirements

  • Seven plus years of experience with extensive credit, loan and deposit products

  • Bachelors degree required; MBA preferred

  • Prior experience structuring creative and complex credit transactions

  • Completion of formal credit training program

  • Series 7 & 66 are required for the position; however, unlicensed candidates considered but required to obtain licenses within 90 days of start date

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

Equal Opportunity Employer/Disability/Veterans

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