J.P. Morgan Wealth Management - Private Client Advisor - Nanuet, NY
Aumni
Job Description
Join the firm that FORTUNE has named one of the top five “World’s Most Admired Companies” and LinkedIn ranked #1 out of 50 of the best companies in the U.S. for “Best places to work and grow your career”
As a Vice President level leader in Wholesale Lending Services, you will manage a team with day-to-day responsibility for loan servicing of a complex Asset Based Lending portfolio of syndicated and bilateral loans originated by JPMorgan Chase. This is a fast-paced, multi-faceted, client facing team with direct contact with borrowers and lenders, in addition to a broad spectrum of internal business partners. This role involves managing a team of subject matter experts with responsibility for the overall performance of the team and the control environment. Please Note: The level/grade of the position offered will be determined by the qualifications of the person selected.
Job responsibilities
- Manage a team of professional level staff who are responsible for Transaction Processing and Client Support.
- Manage the professional development of staff through effective leadership by providing coaching and feedback, performance appraisals, training, promotion compensation recommendation.
- Plan and implementation of the department’s objectives.
- Ensure new deals, amendments and restructures, as scheduled in the pipeline report or otherwise, are assigned and proceeding on schedule.
- Assign new clients to the respective Account Manager and Backup Account Manager
- Manage the complexity, volume and activity of Account Managers' portfolios
- Resolve escalation items received from the Account Managers and manage and monitor all exception reporting including nostros and past dues escalating appropriately.
Required qualifications, capabilities, and skills
- 5+ years of commercial loan operations experience.
- Experience leading and managing teams
- Ability to manage concurrent assignments in an effective, efficient, and organized manner
- Results driven; ability to lead/drive execution; methodical approach to identifying and solving issues
- Ability to work independently within a team environment
- Excellent oral and written communications skills and strong interpersonal/client servicing skills
- Strong analytical, problem solving and proven decision-making skills
Preferred qualifications, capabilities, and skills
- Syndicated loan product experience
- Loan IQ knowledge
- General to intermediate accounting knowledge
- Related Bachelor’s Degree
This is a hybrid role which requires going into the office 3 days a week with 2 days flexibility to work from home, which is subject to change.
Final Job Grade and officer title will be determined at time of offer and may differ from this posting.
This position is not eligible for H1B or Sponsorship