JPMorgan Wealth Management Securities Based Lending Analyst

Join a dynamic team driving impactful credit solutions for clients.

Make a difference by supporting asset-based lending and portfolio growth.
Job Summary
As a Securities Based Lending Analyst in the Securities Based Lending Team, you underwrite lines of credit secured by marketable securities, assist with loan portfolio maintenance, and support client credit needs.
Job Responsibilities


* Prepare analysis for underwriting, including collateral evaluation and loan grading


* Generate collateral analysis and support loan pricing


* Review lines of credit annually and recommend renewals or modifications


* Analyze client data across multiple systems for credit criteria


* Review and prepare loan documentation with high accuracy


* Ensure documentation complies with federal and local regulations


* Recommend process improvements for efficiency and consistency


* Collaborate with business partners across teams


* Support error-free environment through strong controls


* Strive to develop underwriting expertise and grow into a lender role


* Assist with credit authority responsibilities as experience increase.

Maintain high standards of accuracy and compliance

Required Qualifications, Capabilities, and Skills


* Bachelor's degree or relevant credit experience


* 4 years of experience in underwriting, credit risk, or collateral valuation


* Strong interpersonal skills with business partners


* Excellent communication skills across organizational levels


* Ability to review and improve processes


* Strong understanding of controls for error-free operations


* Intermediate Microsoft Office skills, especially Excel, Word, and SharePoint

Preferred Qualifications, Capabilities, and Skills


* Working knowledge of financial markets and asset vehicles (Mutual Funds, Equities, Fixed Income, Municipals)


* Experience with underwriting, credit risk, and collateral valuation


* Ability to develop into a lender role with credit authority


* Experience supporting asset and wealth management clients


* Familiarity with federal and local lending regulations


* Proven track record of accuracy in documentation


* Demonstrated ability to work in a dynamic, client-focused environment

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, pai...