J.P. Morgan Wealth Management is a global leader in investment and wealth management, serving institutions, high-net-worth individuals, and retail investors worldwide.
As an analyst in the Securities Based Lending Team at JP Morgan's Asset and Wealth Management Credit Middle Office, you will support client credit needs by evaluating asset portfolios for lines of credit, focusing on creditworthiness and collateral analysis. Responsibilities include annual credit line reviews, client data analysis, and accurate loan documentation preparation.
Job Responsibilities:
- Prepare the analysis of a client prior to underwriting, including pulling client credit and generating a collateral analysis.
- Review lines of credit annually and build recommendations for renewal or modification.
- Analyze client data across multiple systems and conduct preliminary reviews for credit criteria.
- Review and prepare loan documentation with high accuracy.
- Ensure documentation consistency with federal and local regulations.
- Develop an understanding of the Underwriting process to grow into a Lender role.
- Collaborate with business partners to enhance process efficiency.
