JPMorgan Chase
U.S. Private Bank – Lending Specialist – Executive Director
Dallas, TX · Director · Full-time · Posted Apr 8, 2026
- Experience
- Ten plus years.
- Education
- Bachelor’s degree required.
About the job
Manages complex borrowing relationships for ultra-high-net-worth clients by presenting credit solutions, advising on implementation, and overseeing credit activity and portfolio risk.
What you'll do
- Lead credit sales and marketing initiatives, partnering with bankers and other teams to identify client financing needs.
- Structure and analyze complex financings or restructurings; oversee due diligence, credit presentations, and approval memos.
- Monitor portfolio risk and manage underwriters’ responses to changes in risk conditions.
What they ask for
- 10+ years of experience with extensive credit, loan, and deposit products.
- Bachelor’s degree.
- FINRA Series 7 & 66 licenses, or obtain them within 90 days of start date.
- Prior experience structuring creative and complex credit transactions; completion of a formal credit training program; demonstrated wealth-management understanding and expert knowledge of complex credit products.
Nice to have
- MBA.
- Knowledge of capital markets and macro interest rates, or account maintenance, loan closing, credit administration, and compliance procedures.
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