J.P. Morgan Wealth Management - Lending Specialist Analyst
3 days ago
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OnsiteFull-timeEntry
Summary
JPMorganChase is seeking a Lending Specialist Analyst to join their Wealth Management team in Columbus, OH. The role focuses on growing the lending business by providing seamless execution of new lending requests and supporting broader awareness of lending capabilities.
About the Role
As a Lending Specialist Analyst, you will serve as a point of contact for Advisors and Clients, coordinate with the Service Team, and collaborate with internal partners to resolve production and client service issues. You will also assist in loan growth by providing business support and data insights, and engage with clients and advisors to promote lending solutions.
About You
Required:
- Minimum of one year of financial services experience.
- Valid and active Securities Industry Essential (SIE), Series 7 & Series 66 licenses (63/65), or successfully obtain within 90 days from start date.
- Experience with securities based lending in a wealth management division.
- Strong partnership and people skills; ability to collaborate across all levels of the organization.
- Exceptional analytical, written, and presentation skills.
- Organizational and project management skills; proven ability to manage multiple priorities.
- Flexibility and adaptability; ability to work under pressure.
Benefits
- Competitive total rewards package including base salary based on role, experience, skill set, and location.
- Commission-based pay and/or discretionary incentive compensation.
- Comprehensive health care coverage.
- On-site health and wellness centers.
- Retirement savings plan.
- Backup childcare.
- Tuition reimbursement.
- Mental health support.
- Financial coaching.
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets. We serve millions of customers and many of the world’s most prominent corporate, institutional, and government clients daily, managing assets and investments, offering business advice and strategies, and providing innovative banking solutions and services. Social Media Terms and Conditions: https://bit.ly/JPMCSocialTerms © 2024 JPMorgan Chase & Co. All rights reserved. JPMorganChase is an Equal Opportunity Employer, including Disability/Veterans.
Columbus, OH