J.P. Morgan Wealth Management, Lending Specialist Analyst
JPMorganChase · Columbus, OH · 1 mo ago
On-siteFinanceFull-time
Skills
- Strong partnership and people skills
- Exceptional analytical, written, and presentation skills
- Organizational and project management skills
- Ability to navigate a complex ecosystem
- Willingness to learn and adapt
Responsibilities
- Serves as the point of contact for Advisors and Field Leadership for lending products
- Coordinates with and provides support to the Service Team
- Plan and present new business activities
- Communicate information in a timely and complete manner to meet team goals
- Distribute opportunity reports to Advisors and recommend decisions based on specific credit policy and guidelines
- Frequent collaboration with internal partners such as Underwriting, Monitoring, Risk, Loan Services and Wholesale Loan Operations to resolve issues and address escalations
Requirements
- Minimum of one year of financial services experience
- Valid and active Securities Industry Essential (SIE), Series 7 & Series 66 licenses (63/65), or successfully obtain within 90 days from start date as a condition of employment
Qualifications
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
- Experience with securities-based lending in wealth management
- Flexibility and adaptability to changing priorities
Benefits
- Comprehensive health care coverage
- On-site health and wellness centers
- A retirement savings plan
- Backup childcare
- Tuition reimbursement
- Mental health support
- Financial coaching
Pay
- Base salary determined based on the role, experience, skill set and location
- Commission-based pay and/or discretionary incentive compensation, awarded in recognition of individual achievements and contributions
Schedule
- Full-time position