Job Description

Job Description

Unlock your potential as a Securities Based Lending Lender at the US Private Bank. Join a dynamic team where your expertise shapes tailored credit solutions for clients and drives business success. Gain exposure to a wide range of financial products and develop deep knowledge in the securities industry. Collaborate with talented colleagues, make impactful decisions within your credit authority, and enjoy opportunities for ongoing growth and skill development. Experience a rewarding career where your contributions matter and your professional journey thrives.

As a US Private Bank Securities Based Lending Underwriter in the Securities Based Lending team, you will be empowered to make decisions within your credit authority and collaborate with colleagues across the business. You will be empowered to make decisions within your credit authority and collaborate with colleagues across the business. This role offers exposure to a broad range of financial products and the opportunity to develop expertise in the securities industry.

Job Responsibilities

• Analyze client financials and structure securities-based lending transactions
• Price, risk-grade, and document lines of credit, term loans, and standby letters of credit
• Review and approve new deals, amendments, and annual reviews within credit authority
• Provide guidance to market partners on client needs and credit solutions
• Ensure compliance with credit policies and risk management standards
• Collaborate with team members to deliver seamless client service
• Maintain accurate records and documentation for all transactions
• Monitor portfolio performance and identify potential risks
• Support ongoing process improvements and efficiency initiatives
• Communicate effectively with clients and internal stakeholders
• Participate in training and development opportunities to enhance skills

Required Qualifications, Capabilities, and Skill s

• Bachelor’s degree or equivalent prior experience
• Three years of private banking, asset management, or credit/lending experience
• Strong communication and interpersonal skills
• Good organizational skills and ability to work independently
• General understanding of financial markets and securities industry
• Ability to work well in an integrated team environment
• Demonstrated attention to detail and accuracy
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
• Ability to manage multiple priorities in a fast-paced setting
• Commitment to maintaining confidentiality and integrity

Preferred Qualifications, Capabilities, and Skills

• Experience with securities-based lending products
• Advanced analytical and problem-solving skills
• Familiarity with credit risk assessment tools
• Prior experience in a high-volume lending environment
• Knowledge of regulatory requirements for lending
• Ability to adapt to changing business needs

About Us

JPMorganChase, 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

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  FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

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.​

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