SBL Senior Specialist - JPMorgan Chase
Columbus, OH
About the Job
J.P. Morgan Asset & Wealth Management is a global leader in investment and wealth management. 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.
Job Summary :
As an SBL Sr Specialist within Wealth Management Operations, you will be supporting the JP Morgan Wealth Management business. Our goal is to help our clients optimize their wealth, after taxes and across generations. We provide end-to-end support for all aspects of the client experience, working closely with lending advisory, operations, risk, and finance. The Securities Based Lending (SBL) team is designed to handle a high volume of lower risk credit transactions including Advised Lines, Term Loans, and Letters of Credit all fully secured by high quality marketable securities with standard loan documentation. In this role, you will be responsible for reviewing and decisioning client applications for credit products secured by marketable securities, such as equities, mutual funds, and fixed income.
Job Responsibilities:
+ Analyzing, structuring, pricing, risk-grading and documenting lines of credit, term loans and standby letters of credit
+ Providing guidance to market partners with questions on client needs and how to accomplish that within the SBL credit mandate
+ Reviewing of other transactions that have the element of credit risk, including the annual review of existing products
+ preforming approval authority and typically final approval within credit authority on new deals, amendments and reviews
+ Maintaining the overall loan portfolio
Required Qualifications, Capabilities, and Skills:
+ Bachelor degree or related prior experience
+ Strong communication and interpersonal skills
+ Good organizational skills and ability to work with minimal supervision in a high production and fast-paced environment
+ Ability to work well in an integrated team alongside a range of personality types
Preferred Qualifications, Capabilities, and Skills:
+ Candidates should have 3-5 years of private banking/asset management and credit/lending experience
+ General understanding of financial markets and securities industry
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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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 is an Equal Opportunity Employer, including Disability/Veterans
Job Summary :
As an SBL Sr Specialist within Wealth Management Operations, you will be supporting the JP Morgan Wealth Management business. Our goal is to help our clients optimize their wealth, after taxes and across generations. We provide end-to-end support for all aspects of the client experience, working closely with lending advisory, operations, risk, and finance. The Securities Based Lending (SBL) team is designed to handle a high volume of lower risk credit transactions including Advised Lines, Term Loans, and Letters of Credit all fully secured by high quality marketable securities with standard loan documentation. In this role, you will be responsible for reviewing and decisioning client applications for credit products secured by marketable securities, such as equities, mutual funds, and fixed income.
Job Responsibilities:
+ Analyzing, structuring, pricing, risk-grading and documenting lines of credit, term loans and standby letters of credit
+ Providing guidance to market partners with questions on client needs and how to accomplish that within the SBL credit mandate
+ Reviewing of other transactions that have the element of credit risk, including the annual review of existing products
+ preforming approval authority and typically final approval within credit authority on new deals, amendments and reviews
+ Maintaining the overall loan portfolio
Required Qualifications, Capabilities, and Skills:
+ Bachelor degree or related prior experience
+ Strong communication and interpersonal skills
+ Good organizational skills and ability to work with minimal supervision in a high production and fast-paced environment
+ Ability to work well in an integrated team alongside a range of personality types
Preferred Qualifications, Capabilities, and Skills:
+ Candidates should have 3-5 years of private banking/asset management and credit/lending experience
+ General understanding of financial markets and securities industry
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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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 is an Equal Opportunity Employer, including Disability/Veterans
Source : JPMorgan Chase