Securities Based Lending Vice President

**JOB DESCRIPTION**
The Securities Based Lending (SBL) team in Wealth Management Operations is a center of excellence designed to handle a high volume of lower risk credit transactions including Loans, Letters of Credit and Derivatives, all fully secured by high quality marketable securities with standard loan documentation.

As a Securities Based Lending
- Associate, you will help support and enhance client experience by facilitating swift credit approvals and expediting delivery of loan documentation. The group combines a focus on credit worthiness along with evaluation of collateral holdings as part of the underwriting process.

**Job responsibilities**
- Partner with the SBL Lender / SBL Manager through the lifecycle of the credit request and ongoing management of the portfolio
- Prepare the analysis of a client prior to underwriting, including (but not limited to) pulling client credit, generating a collateral analysis, and overall preparation for grading and pricing the loan
- Review lines of credit on an annual basis and building recommendations for renewal or modification as required
- Analyze client data across multiple systems and preliminary review of credit
- Review loan documentation for accuracy, and at times assist Lenders with preparation of loan documentation packages
- Review documentation for consistency with federal and local regulations

**Required qualifications, capabilities, and skills**
- Minimum 6 years of experience in a Credit Department
- Strong analytical skills
- Working knowledge of the Financial Markets and their asset vehicles including, but not limited to, Mutual Funds, Equities, Fixed Income and Municipals
- Interest in structuring Credit Transactions
- Ability to interact effectively with internal stakeholders and external clients as required
- Ability to learn about financial derivatives, investments and wealth advisory capabilities and to complete projects with limited supervision
- Excellent communication and interpersonal skills (for LatAm roles proficiency in Spanish or Portuguese is required in addition to English)
- Bachelor's degree in finance or related field required

**ABOUT US**

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.

**ABOUT THE TEAM**

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.