Build your career in a fast-paced, client-focused environment where you can deepen your credit skills and help deliver tailored lending solutions. You will join a collaborative team that values thoughtful risk management, strong partnership, and a high standard of service.
As a Securities-Based Lending Associate at JPMorganChase within the Asset and Wealth Management Securities-Based Lending team, you will support the day-to-day credit and operational processes that enable secured lending backed by liquid marketable securities. You will help review new and amended requests, prepare and coordinate documentation, and support ongoing portfolio management by identifying and resolving exceptions within established timeframes.
Job responsibilities
- Analyze new and amended credit requests for policy adherence, completeness, and quality within target turnaround times
- Prepare borrower and collateral analyses to support a well-documented credit risk assessment
- Coordinate with internal partners across relationship, credit, and legal teams to support appropriate structures and timely execution
- Generate, review, and deliver lending documentation and required credit materials
- Monitor portfolios for exceptions and potential credit issues, escalating appropriately and driving resolution
- Resolve exception items including under-margin events, past-due activity, transactional issues, and documentation gaps
- Maintain accurate, organized records to support auditability, reporting, and ongoing portfolio oversight
- Contribute to process improvements that strengthen controls, reduce risk, and improve the client and partner experience
Required qualifications, capabilities and skills
- Fluency (written and spoken) in English and Spanish
- Bachelor’s degree or equivalent relevant business experience in a similar role
- Experience with, or a working understanding of, credit risk and lending analysis concepts
- Ability to assess collateral and lending value considerations and document conclusions clearly
- Understanding of credit regulations and lending documentation concepts, with attention to detail
- Strong written and verbal communication skills, with the ability to partner effectively across teams
- Strong organizational skills and the ability to manage multiple priorities and time-sensitive deadlines
- Team-oriented approach with a consistent focus on accuracy, control, and follow-through
Preferred qualifications, capabilities and skills
- Experience supporting secured lending products backed by marketable securities
- Experience reviewing or coordinating loan documentation, amendments, and related legal workflows
- Experience identifying and resolving portfolio exceptions within defined service-level expectations
- Familiarity with derivative-related concepts in a secured lending context (as applicable)
- Proficiency with standard productivity tools and ability to learn new systems quickly
Skills Required
- Fluency in written and spoken English and Spanish
- Bachelor’s degree or equivalent relevant business experience in a similar role
- Experience with or working understanding of credit risk and lending analysis concepts
- Ability to assess collateral and lending value considerations and document conclusions clearly
- Understanding of credit regulations and lending documentation concepts
- Strong written and verbal communication skills
- Ability to manage multiple priorities and time-sensitive deadlines
- Team-oriented approach focused on accuracy, control, and follow-through
- Experience supporting secured lending products backed by marketable securities
- Experience reviewing or coordinating loan documentation, amendments, and legal workflows
- Experience identifying and resolving portfolio exceptions within defined service-level expectations
- Familiarity with derivative-related concepts in a secured lending context
- Proficiency with standard productivity tools and ability to learn new systems quickly
JPMorganChase Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.
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Healthcare Strength — Medical, dental, vision, and mental-health coverage are broad, with wellness incentives, on-site or virtual care, and an EAP offering coaching and counseling. Plan materials emphasize accessible options, including multiple medical choices and tools to manage costs.
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Parental & Family Support — Paid parental leave extends up to 16 weeks for all parents, supplemented by paid Critical Caregiver Leave. Family resources include backup childcare via Bright Horizons, lactation support and milk-shipping, family-building assistance, and even a free five-month SNOO rental for newborns.
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Retirement Support — Retirement programs include a 401(k) with an annual company match and automatic pay credits for most employees, with a legacy pension available to earlier hires. An Employee Stock Purchase Plan at a 5% discount further supports long-term savings.
JPMorganChase Insights
What We Do
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
Why Work With Us
Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.
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