The JPMorgan Wealth Management Lending Product Specialist (LPS) Vice President is responsible for generating new business and managing existing client relationships. This regionally aligned lending expert serves point of contact for lending queries from Financial Advisors and Assistants. As part of Wealth Management Lending Solutions, this role is focused on growing the lending business by providing seamless execution of all new lending requests. The Lending Product Specialist is responsible for driving broader awareness of our lending capabilities and building solutions for our Wealth Management Clients.
As a Vice President, Lending Specialist within the JPMorgan Wealth Wealth Management Lending Solutions, you will serve as a regionally aligned point of contact for lending queries from Financial Advisors and Assistants. You will be responsible for growing the lending business by providing seamless execution of all new lending requests, promoting broader awareness of our lending capabilities, and building solutions for our Wealth Management Clients. You will also collaborate frequently with internal partners to resolve production, quality, and escalated client service or risk-related issues.
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Job responsibilities
- Serves as the point of contact for Advisors and Market Directors on Lending products
- 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
- Coordinates with and provides support to the Service Team
Required qualifications, capabilities, and skills
- Minimum of 6 years of financial services experience
- Valid and active Securities Industry Essential Series 7 & Series 66 licenses (63/65), or successfully obtain within 120 days from start date as a condition of employment
- Experience with lending in a wealth management division across mortgage, margin, and or securities based lending
- 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
ABOUT US
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
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.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.
We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.