Senior Associate SBL Lender - US Private Bank Securities Based Lending

Join a dynamic team dedicated to delivering high-quality lending solutions for our clients.

Make an impact by supporting responsible credit practices and driving excellence in client service.

Job Summary
As a Securities Based Lending Specialist in the Securities Based Lending team, you play a key role in supporting clients by structuring and managing credit solutions.

You work closely with market partners to deliver high-quality lending services, ensuring transactions align with risk and credit standards.

Your contributions help maintain the firm's reputation for excellence and support our commitment to responsible lending.

Job Responsibilities


* Analyze client investment portfolios 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 Skills


* 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


* Eligibility to work in the region/country of the role

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

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 l...