Columbus, OH, 43201, USA
3 days ago
Securities Based Lending - Senior Specialist
Apply today to be part of a dynamic team at JPMorgan Asset & Wealth Management, a global leader in investment and wealth management. **Job Summary:** As an SBL Senior Specialist in Wealth Management Operations, you will support JP Morgan Wealth Management. You will help clients optimize their wealth across generations, working closely with lending advisory, operations, risk, and finance. The Securities Based Lending (SBL) team manages a high volume of lower-risk credit transactions, fully secured by high-quality marketable securities. You will review and make decisions on client applications for credit products secured by securities like equities, mutual funds, and fixed income. **Job Responsibilities:** + Analyze, structure, price, risk-grade, and document lines of credit, term loans, and standby letters of credit. + Provide guidance to market partners on client needs within the SBL credit mandate. + Review transactions with credit risk, including annual reviews of existing products. + Perform approval authority on new deals, amendments, and reviews. + Maintain the overall loan portfolio. **Required Qualifications, Capabilities, and Skills:** + Bachelor's degree or related experience. + Strong communication and interpersonal skills. + Good organizational skills and ability to work independently in a fast-paced environment. + Ability to work well in a team with diverse personalities. **Preferred Qualifications, Capabilities, and Skills:** + 3-5 years of experience in private banking/asset management and credit/lending. + General understanding of financial markets and the securities industry. 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, paid in the form of cash and/or forfeitable equity, awarded in recognition of 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 & Co. is an Equal Opportunity Employer, including Disability/Veterans
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