United States Private Bank Securities Based Lending Lender

USA JobsPlano, TX, US

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Securities Based Lending Analyst

Join a dynamic team where your expertise in credit and lending will help drive client success and career growth. As a Securities Based Lending Analyst, you'll collaborate with talented professionals, expand your skills, and make a meaningful impact. Enjoy opportunities for mobility and development while working in a fast-paced, supportive environment. Be part of a team that values innovation, integrity, and client focus.

As a Securities Based Lending Analyst within the Securities Based Lending team, you play a key role in supporting clients by structuring and managing credit solutions. You will work closely with market partners to deliver high-quality lending services, ensuring transactions align with risk and credit standards. Your contributions help maintain the firm's reputation for excellence and support our commitment to responsible lending. We value teamwork, open communication, and a client-centric approach.

The Securities Based Lending team specializes in handling high-volume, lower-risk credit transactions, including lines of credit, term loans, and standby letters of credit. You will be empowered to make decisions within your credit authority and collaborate with colleagues across the business. This role offers exposure to a broad range of financial products and the opportunity to develop expertise in the securities industry.

Job responsibilities

Analyze client investment portfolios and structure securities-based lending transactions
Price, risk-grade, and document lines of credit, term loans, and standby letters of credit
Review and approve new deals, amendments, and annual reviews within credit authority
Provide guidance to market partners on client needs and credit solutions
Ensure compliance with credit policies and risk management standards
Collaborate with team members to deliver seamless client service
Maintain accurate records and documentation for all transactions
Monitor portfolio performance and identify potential risks
Support ongoing process improvements and efficiency initiatives
Communicate effectively with clients and internal stakeholders
Participate in training and development opportunities to enhance skills

Required qualifications, capabilities, and skills

Bachelor's degree or equivalent prior experience

Three years of private banking, asset management, or credit / lending experience

Strong communication and interpersonal skills

Good organizational skills and ability to work independently

General understanding of financial markets and securities industry

Ability to work well in an integrated team environment

Demonstrated attention to detail and accuracy

Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)

Ability to manage multiple priorities in a fast-paced setting

Commitment to maintaining confidentiality and integrity

Eligibility to work in the region / country of the role

Preferred qualifications, capabilities, and skills

Experience with securities-based lending products

Advanced analytical and problem-solving skills

Familiarity with credit risk assessment tools

Prior experience in a high-volume lending environment

Knowledge of regulatory requirements for lending

Ability to adapt to changing business needs

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability / Veterans

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Private Bank • Plano, TX, US