Securities Based Lending Analyst- Latin America
Join a dynamic team driving impactful change in wealth management credit solutions.
Make a difference by supporting clients and streamlining credit approvals.
Job Summary
As a Securities Based Lending Analyst in the Latin America Securities Based Lending team, you handle high-volume credit transactions secured by marketable securities.
You enhance the client experience by facilitating swift credit approvals and expediting loan documentation, focusing on credit worthiness and collateral evaluation.
Job Responsibilities
* Partner with lenders throughout the credit request lifecycle and portfolio management
* Prepare client analysis prior to underwriting, including credit and collateral review
* Review lines of credit annually and build recommendations for renewal or modification
* Analyze client data across multiple systems and conduct preliminary credit reviews
* Review loan documentation for accuracy and assist with documentation packages
* Ensure documentation complies with federal and local regulations
* Support swift credit approvals and delivery of loan documentation
* Evaluate collateral holdings as part of the underwriting process
* Collaborate with internal stakeholders and external clients
* Learn about financial derivatives, investments, and wealth advisory capabilities
* Complete projects with limited supervision
Required Qualifications, Capabilities, and Skills
* Strong analytical skills
* Working knowledge of financial markets and asset vehicles (Mutual Funds, Equities, Fixed Income, Municipals)
* Interest in structuring credit transactions
* Ability to interact effectively with stakeholders and clients
* Ability to learn about financial derivatives and investments
* Excellent communication and interpersonal skills
* Proficiency in Spanish or Portuguese and English
* Bachelor's degree in finance or related field
Preferred Qualifications, Capabilities, and Skills
* Experience in credit analysis or lending
* Familiarity with Latin American financial regulations
* Advanced proficiency in financial modeling
* Experience with wealth management operations
* Ability to manage multiple priorities in a fast-paced environment
* Strong attention to detail
* Prior experience supporting high-volume credit transactions
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 eli...
- Rate: Not Specified
- Location: Plano, US-TX
- Type: Permanent
- Industry: Finance
- Recruiter: JPMorgan Chase Bank, N.A.
- Contact: Not Specified
- Email: to view click here
- Reference: 210688206
- Posted: 2025-11-23 09:14:00 -
- View all Jobs from JPMorgan Chase Bank, N.A.
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