Credit Firm Specialist, Vice President

About the role

This role sits within J.P. Morgan Private Bank, part of Asset & Wealth Management, a global leader in investment and wealth management serving institutions, high-net-worth individuals, and retail investors. The Firm Management (FM) team offers tailored liquidity solutions, including Professional Loan Programs, Subscription Facilities, Management Company Solutions, and standby letters of credit services—collectively known as the Institutional Product Suite.

The Vice President, Firm Specialist will work closely with key stakeholders across the firm—Private Bankers, Lending Specialists, Credit Risk, Underwriters, Loan Servicing, Legal, and department managers—as part of a highly collaborative team.

Responsibilities

• New Origination Support
  • Focus on the issuance and maintenance of standby letters of credit.
  • Structure and implement customized loan programs for asset managers.
  • Communicate directly with clients, private bankers, lenders, underwriters, legal counsel, credit risk, and loan closing teams throughout program development.
  • Develop and prepare program term sheets and due diligence needs lists.
  • Review and understand entity documentation, loan documents, financial statements, and credit approval memos.
  • Assist underwriters by obtaining necessary client documentation and responding to underwriting or credit risk questions.
  • Partner with lenders and legal counsel on document negotiations and oversee the approval and rollout of new programs.
• Portfolio Management
  • Oversee and support the management of a portfolio of existing Institutional Product Suite.
  • Serve as the primary point of contact for standby letters of credit, communicating directly with clients.
  • Manage existing relationships, including program modifications and credit reviews.
  • Conduct annual program reviews for each firm and suggest enhancements to improve efficiencies.
  • Liaise with the Lender and assist with transactional questions and/or process improvements.
• General
  • Analyze and report common client requests and regularly update senior management.
  • Suggest enhancements to processes and procedures to improve efficiency.

Requirements

• 7+ years of experience in Wealth Management or Banking (preferred).
• A Bachelor's Degree.
• Demonstrated ability in sales and client relationship management.
• Strong communication, decision-making, and interpersonal skills.
• Excellent organizational and time-management skills with keen attention to detail.
• Aptitude to take initiative and work proactively with limited supervision.
• Proficiency in Microsoft Office programs, including Excel, PowerPoint, and Adobe PDF.

Benefits

J.P. Morgan offers an exceptional benefits program and a highly competitive compensation package, including:

• Comprehensive health care coverage.
• On-site health and wellness centers.
• A retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support and financial coaching.
• Base salary determined based on role, experience, skill set, and location.
• For eligible roles: commission-based pay and/or discretionary incentive compensation, awarded in cash and/or forfeitable equity.