Job Description

:J.P. Morgan Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.The Securities Based Lending Team (SBL) is part of JP Morgan's Asset and Wealth Management's Credit Middle Office. The primary focus is on supporting the client need for lines of credit based on the quality and diversification of their asset portfolio. The group combines a focus on credit worthiness along with evaluation of collateral holdings as part of the underwriting process.

• Prepare the analysis of a client prior to underwriting, including but not limited to pulling client credit, generating a collateral analysis and overall preparation for grading and pricing the loan.
• Review lines of credit on an annual basis and building recommendations for renewal or modification as required.
• Analyze of client data across multiple systems and preliminary review for criteria for credit.
• Review and preparing loan documentation with high accuracy
• Review documentation for consistency with federal and local regulations.
• Ideal candidate will over time strive to develop their understanding of the Underwriting process to grow into a Lender role with authority to review and approve lines of credit.

Required qualification, skills and capabilities:

• Strong interpersonal skill, especially with business partners.
• Excellent communication skills with various levels within the organization.
• Ability to review processes and recommend process improvements.
• Strong understanding of controls and their importance to an error free environment.
• Intermediate Microsoft Office skills; particularly Excel, Word and SharePoint.
• Adobe Acrobat / PDF editor skill set preferred.
• Ideal candidate will possess a working knowledge of the financial markets and their asset vehicles including but not limited to Mutual Funds, Equities, Fixed Income and Municipals.
• Ideal candidate will have experience with Underwriting, Credit Risk and/or Collateral Valuation.
• Bachelor degree required. A concentration in Finance, Economics or a related field preferred.

About Us: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. We also make reasonable accommodations for applicants\' and employees\' religious practices and beliefs, as well as mental health or physical disability needs. Visit our for more information about requesting an accommodation.About the Team: J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

JPMorgan Chase