Wealth Management, Private Bank, PLP Borrower Specialist, Analyst

About the role

As part of the Professional Loan Program (PLP) team within J.P. Morgan Private Bank, you will serve as the primary point of contact for clients, managing the end-to-end onboarding process and ongoing loan portfolio administration. The role involves direct client engagement, collaboration with internal teams and third parties, and proactive credit and relationship management to ensure an excellent client experience.

Responsibilities

• Introduce the Professional Loan Program to new clients via customized welcome letters, distribute applications, collect and review underwriting information, and coordinate with internal teams to complete onboarding, including Know Your Client (KYC) due diligence.
• Partner with clients, internal Middle Office teams, and third parties (e.g., family office representatives, notaries, couriers, borrower’s counsel) to manage deal progression and closing.
• Act as the primary owner of the existing loan portfolio, performing sales and credit management tasks such as:
• Proactively managing upcoming covenant and annual review deadlines by collecting required client information in a timely manner to prevent past dues.
• Working closely with counterparts on capital calls and distributions.
• Serving as the primary point of contact for client inquiries and modification requests (e.g., loan increases).
• Owning escalations and collaborating with Client Service Groups to resolve credit-related service inquiries.
• Maintain client interaction reports across the Professional Loan Program portfolio.
• Assist Private Bankers and other Integrated Team Members with relationship management and deepening efforts for Professional Loan Program clients.
• Collaborate with the Lending Advisor on research inquiries and reporting tasks.
• Identify and pursue business development opportunities for clients to engage in additional products and services.

Requirements

• 2 years of experience in Wealth Management or Banking.
• A Bachelor’s Degree.
• Demonstrated ability for sales and client relationship management.
• Strong communication, decision-making, and interpersonal skills.
• Excellent organizational and time-management skills with attention to detail.
• Aptitude to take initiative and be proactive, with confidence executing projects with limited supervision.
• Experience using Microsoft Office programs including Excel, PowerPoint, and Adobe PDF.