JPMorgan Chase
U.S. Private Bank – Lending Specialist – Executive Director
Fort Worth, TX · Director · Full-time · Posted Oct 29, 2026
- Experience
- Seven plus years.
- Education
- Bachelor’s degree required.
About the job
Manages complex borrowing relationships for ultra-high-net-worth clients by presenting, structuring, and implementing private-bank credit solutions.
What you'll do
- Lead credit sales and marketing initiatives, partnering with bankers and other teams to identify client needs and originate credit opportunities.
- Analyze deals, conduct due diligence, prepare credit presentations, and supervise credit and restructuring approval memos.
- Monitor portfolio risk and manage underwriters’ responses to changes in risk conditions.
What they ask for
- Seven plus years of experience with extensive credit, loan and deposit products.
- Bachelor’s degree required; completion of a formal credit training program.
- FINRA Series 7 & 66 licenses required within 90 days of start date for unlicensed candidates.
- Prior experience structuring creative and complex credit transactions, with demonstrated wealth-management knowledge and expertise in complex credit products.
Nice to have
- MBA.
- Knowledge of capital markets, macro interest rate environment, and credit administration procedures.
Model-written summary · the original posting is authoritative