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Fairygodboss

U.S. Private Bank - Lending Specialist - Executive Director

Fairygodboss, Summit

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Position summary

e part of the J.P. Morgan offering

Partner with Bankers to uncover needs and deliver sophisticated and innovative solutions to client and prospect financings or restructurings

Originate credit leads from prospects and existing clients and lead credit marketing initiatives for the local market

Responsible for deal analysis, due diligence and credit presentations

Supervise credit approval memos/restructure memos

Monitor portfolio risk and proactively work to improve portfolio quality and prevent loss

Manage underwriters to implement changes to debt structure/risk ratings in response to changes in risk environment

Required Qualifications, Capabilities, Skills

Seven plus years of experience with extensive credit, loan and deposit products

Bachelor's degree required; MBA preferred

FINRA Series 7 & 66 licenses required for position; unlicensed candidates considered but required to obtain licenses within 90 days of start date

Prior experience structuring creative and complex credit transactions

Completion of formal credit training program

Demonstrated understanding of wealth management including, but not limited to: investment management, trusts and financial planning

Expert knowledge of and proven success with complex credit products and concepts including, but not limited to residential real estate loans, concentrated collateral loans, unsecured lending, marketable secured lending, aircraft finance and art lending

Preferred Qualifications, Capabilities, Skills

Knowledge of capital markets and macro interest rate environment

Knowledge of