JPMorgan JP Morgan Wealth Management Securities Based 

United States, Delaware 

385352447

Job Summary

As a Securities Based Lending Team Manager within the Center of Excellence, you will handle a high volume of lower risk credit transactions, including Advised Lines of Credit secured by high-quality marketable securities with standard loan documentation. Your role will involve ensuring a swift turnaround for underwriting, credit approval, and dispatching final loan documentation.

Job Responsibilities

• Lead a team of 8 - 10 Lenders and Analysts dedicated to the seamless delivery of the Securities Based Lending products to Wealth Management
• Provide the highest level of service to our internal partners and ultimately the Client while adhering to credit quality standards and ensure that the loan portfolio meets or exceeds approved credit quality targets
• Maintain a consistently high level of awareness around any potential credit issues and to resolve exceptions as soon as possible. These exceptions include effectively managing under margin situations, past review facilities, past due principal/interest and documentation exceptions
• Review of credit presentations which should completely outline the proposed credit structure including accurate risk rating assessment and any potential collateral issues (ex. concentrations)
• Ensure all new credit requests and annual reviews are completed according to Regulation B guidelines
• Partner with Global and Domestic Securities Based Lending leadership to provide appropriate oversight of credit and operational risk

Required qualifications, capabilities, and skills

• Bachelor degree or appropriate experience
• 5 or more years of private banking/asset management, strong understanding of financial markets and securities industry, and mastery level credit/lending experience
• Strong communication and interpersonal skills. Accountable for team delivery of excellent customer service
• Proven ability to effectively communicate with senior managers and sales personnel
• Ability to effectively document and implement new and updated processes
• Use stringent judgment to ensure business is conducted in compliance with all applicable government regulations, corporate policies, and operations risk management
• Possess strong skills in Excel, Word, Visio, Outlook, and PowerPoint

Preferred qualifications, capabilities, and skills

• Previous management experience with the ability to motivate and lead an integrated credit team with a range of personality types
• Knowledge of J.P. Morgan & Chase software applications and a broad knowledge of bank products and services. Experience using the Wholesale JPMorgan Credit Risk Infrastructure tools and applicationsm(iCRD)