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JPMorgan SBL Analyst Underwriter - Securities Based Lending 
United States, Ohio, Columbus 
913398089

29.06.2024

Job responsibilities:

  • Partner with the SBL Lender through the lifecycle of the credit request and ongoing management of the portfolio
  • Prepare the analysis of a client prior to underwriting, including (but not limited to) pulling client credit, generating a collateral analysis, and overall preparation for grading and pricing the loan
  • Review lines of credit on an annual basis and building recommendations for renewal or modification as required
  • Analyze client data across multiple systems and preliminary review of credit
  • Review loan documentation for accuracy, and at times assist Lenders with preparation of loan documentation packages
  • Review documentation for consistency with federal and local regulations

Required qualifications, capabilities, and skills:

  • Have Strong analytical skills
  • Working knowledge of the Financial Markets and their asset vehicles including, but not limited to, Mutual Funds, Equities, Fixed Income and Municipals
  • Interest in structuring Credit Transactions
  • Ability to interact effectively with internal stakeholders and external clients as required
  • Ability to learn about financial derivatives, investments and wealth advisory capabilities
  • Ability to complete projects with limited supervision
  • Excellent communication and interpersonal skills (for LatAm roles proficiency in Spanish or Portuguese is required in addition to English)
  • Bachelor's degree in finance or related field required