JPMorganChase
J.P. Morgan Wealth Management- Vice President, Lending Specialist
JPMorganChase, Columbus, Ohio, United States, 43224
JOB DESCRIPTIONThe Chase Wealth Management Lending Product Specialist (LPS) Vice President serves as a regionally aligned point of contact for all securities-based lending queries from Private Client 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 Chase Private Clients.
As a Vice President, Lending Specialist within the Chase Wealth Management Lending Solutions, you will serve as a regionally aligned point of contact for all securities-based lending queries from Private Client 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 Chase Private Clients. You will also collaborate frequently with internal partners to resolve production, quality, and escalated client service or risk-related issues.
Job Responsibilities
Serves as the point of contact for Advisors and Market Directors on the Securities Based Lending products
Coordinates with and provides support to the Service Team
Plans and presents new business activities; communicates information in a timely and complete manner to meet team goals
Distributes 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
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 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
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 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 awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility.
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.
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.
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As a Vice President, Lending Specialist within the Chase Wealth Management Lending Solutions, you will serve as a regionally aligned point of contact for all securities-based lending queries from Private Client 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 Chase Private Clients. You will also collaborate frequently with internal partners to resolve production, quality, and escalated client service or risk-related issues.
Job Responsibilities
Serves as the point of contact for Advisors and Market Directors on the Securities Based Lending products
Coordinates with and provides support to the Service Team
Plans and presents new business activities; communicates information in a timely and complete manner to meet team goals
Distributes 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
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 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
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 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 awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility.
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.
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.
#J-18808-Ljbffr