J.P. Morgan Wealth Management Lending Specialist Analyst

Minimum of one year of financial services experience
Valid and active Securities Industry Essential (SIE), Series 7 & Series 66 licenses (63/65), or successfully obtain within 120 days from start date as a condition of employment
Experience with securities based lending in a wealth management division
Strong partnership and people skills; collaborate with people across all levels of the organization (analyst to MD)
Exceptional analytical, written, and presentation skills; must be articulate and able to speak comfortably to large groups
Organizational and project management skills; proven ability to manage multiple priorities
Must be able to demonstrate flexibility and adaptability and ability to work under pressure

Serves as the point of contact for Advisors and Field Leadership for lending products
Coordinates with and provides support to the Service Team
Plan and present new business activities; Communicates information in a timely and complete manner in order to meet team goals
Distribute opportunity reports to Advisors and recommends decisions based on specific credit policy and guidelines
Frequent collaboration with the Underwriting, Monitoring, Risk, Loan Services and Wholesale Loan Operations internal partners is required to resolve production, quality and escalated client service or risk related issues.
Demonstrates decisiveness by making thoughtful and timely decisions in high volume and ambiguous situations to achieve best outcomes for the client and the firm
Participates in projects related to productivity improvements, compliance, and product enhancements

No preferred qualifications provided.