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 Reg. B guidelines
Partner with Global and Domestic SBL leadership to provide appropriate oversight of credit and operational risk
Partner with business and program partners on strategic tools and initiatives
Required qualifications, capabilities, and skills:
Bachelor degree or appropriate experience required
Strong communication and interpersonal skills. Accountable for team delivery of excellent customer service
Expert organizational skills and ability to work with minimal supervision in a high production and fast-paced environment
Proven ability to effectively communicate with senior managers and sales personnel
Ability to effectively document and implement new and updated processes
Strong understanding of financial markets and securities industry
Exercise stringent judgment to ensure business is conducted in compliance with all applicable government regulations, corporate policies and operations risk management
Ability to motivate and lead an integrated credit team with a range of personality types
Preferred qualifications, capabilities, and skills:
Previous management experience preferred
Candidates should have 5-10 years of private banking/asset management, and mastery level credit/lending experience
Knowledge of JPMC software applications and a broad knowledge of bank products and services. Experience using the Wholesale JPM Credit Risk Infrastructure tools and applications (iCRD) preferred
Spanish or Portuguese speaking preferred
Optional additional information:
The candidate should be an excellent communicator, detail-oriented, possess strong analytic skills and have strong problem solving capabilities. Must have a strong commitment to customer service and teamwork to contribute to high-performing teams through development of self and others
Candidate will be the local leadership for USPB SBL and Credit Risk Support as well