Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

U.S. Private Bank - Lending Specialist - Executive Director (Dallas)

Part-time

JP Morgan Chase

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.As a Lending Specialist in the U.S. Private Bank, you will manage our most complex borrowing relationships by presenting J.P. Morgan Private Bank’s credit solutions to ultra-high net worth clients and advising on implementation. Job ResponsibilitiesAct as internal sales leader for the credit product, liaising with Market Managers, Bankers and Investors to ensure credit is a core part of the J.P. Morgan offeringPartner 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 marketHandle deal analysis, due diligence and credit presentationsSupervise credit approval memos/restructure memosMonitor portfolio risk and proactively work to improve portfolio quality and prevent lossManage underwriters to implement changes to debt structure/risk ratings in response to changes in risk environmentRequired Qualifications, Capabilities, and SkillsTen plus years of experience with extensive credit, loan and deposit products Bachelor’s degree requiredFINRA Series 7 & 66 licenses required for position; unlicensed candidates considered but required to obtain licenses within 90 days of start datePrior experience structuring creative and complex credit transactionsCompletion of formal credit training programDemonstrated 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 lendingPreferred Qualifications, Capabilities, and SkillsMBAKnowledge of capital markets and macro interest rate environmentKnowledge of account maintenance, loan closing, credit administration and compliance proceduresAbility to communicate sophisticated credit concepts to all levels of clients and prospects Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals 
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/VeteransJ.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.​Full timePosting Date: 2026-04-08

Vacancy posted 6 hours ago
Similar jobs that could be interesting for youBased on the U.S. Private Bank - Lending Specialist - Executive Director (Dallas) in Dallas, TX vacancy
  •  ...experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial...  ...career to the next level.As an Investment Specialist you are responsible for helping the...  ...equity and alternative investmentsAble to execute trades smoothly and seamlessly and... 
    Private
    Part time

    JP Morgan Chase

    Dallas, TX
    1 hour ago
  •  ...expanding our suite of world-class banking and lending products exclusively for...  ...services business with private banking products built...  ...needs. The Cash Management Specialist will consider the needs of...  ...reputation of client focus and executional excellence. Build trust with... 
    Private
    Part time
    Local area

    Morgan Stanley

    Dallas, TX
    1 hour ago
  • $250k

     ...growth and ensure they execute excellently for...  ...!Advisory Managing Director - FAS:Reporting to...  ...clients, both public and private, across a variety...  ...services, and banking, and sizes providing...  ...requiredExpert knowledge of U.S. GAAPSignificant...  ...; Boston Office; Dallas Office - HQ;... 
    Private
    Full time
    Part time
    Work at office

    Embark Consulting

    Dallas, TX
    1 hour ago
  •  ...provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to...  ...by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving... 
    Private
    Temporary work
    Work experience placement
    Local area

    JPMorgan Chase Bank, N.A.

    Dallas, TX
    8 days ago
  • $150k - $250k

     ...wealth planning, credit & lending, deposits & cash...  ...services.Morgan Stanley Private Bank, NA is seeking a high potential sales executive to own regional initiatives...  ...PBs, MSSB Division Directors, FAs, Branch Managers, Clients, Product Specialists and matrix partnersAbility... 
    Private
    Temporary work
    Part time
    Local area
    Immediate start

    Morgan Stanley

    Dallas, TX
    1 hour ago
  • $170k - $300k

     ...2026-07-13Location: Dallas, Texas, United StatesSalary...  ...$300,000.00Category: Private Client Product Services, Executive, WealthCompany: CitiThe Lending Advisor role is a...  ...lending product specialist and Credit Officer within...  ...clients, seniors of the bank, Risk, auditors or... 
    Private
    Full time
    Part time

    Citigroup

    Dallas, TX
    1 hour ago
  •  ...DescriptionManaging Director - Oil and Gas will...  ...responsible for managing the bank’s strategic...  ...clients in the U.S. oil and gas sector...  ...overseeing origination and execution of complex...  ...solutions including lending, capital markets, cash...  ...: Houston, TX; Dallas, TXType: Full time... 
    Full time
    Part time
    Work at office
    Remote work
    Work from home
    Flexible hours

    Cadence Bank

    Dallas, TX
    1 hour ago
  •  ...provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to...  ...clients. Job Responsibilities Consult on and execute brokerage trades, including: advising the client on trade execution... 
    Private

    Chase

    Dallas, TX
    21 hours ago
  •  ...provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank.  If you have an entrepreneurial mindset and are looking to...  ...by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving... 
    Private
    Temporary work
    Work experience placement
    Local area

    JPMorgan Chase & Co.

    Dallas, TX
    more than 2 months ago
  •  ...Senior Private Banker Make banking a Fifth Third better® We connect great...  ...Serves as a banking specialist for high net worth...  ...Provides deposit and lending expertise while collaborating...  ...pay grade across the U.S. Individual...  ...partner. Location -- Dallas, Texas 75201 Fifth... 
    Private
    Work at office

    Fifth Third Bancorp

    Dallas, TX
    4 days ago
  • $49.09k

     ...appropriate steps to safeguard and protect private and personally identifiable information...  ...: At Regions, the Trust Relationship Specialist provides general and clerical...  ...your browser. Location Details Dallas Uptown Location: Dallas, Texas... 
    Private
    Full time
    Work at office
    Flexible hours

    Regions Bank

    Dallas, TX
    2 days ago
  •  ...Job Description:At Bank of America, we are guided by a common purpose to help make financial...  ...of integrated treasury solutions to Private Bank clients. Partner closely with client...  ...United States of America)Hours Per Week: 40SummaryLocation: Dallas; HoustonType: Full time... 
    Private
    Full time
    Part time
    Bank staff
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Dallas, TX
    1 hour ago
  • $200k

     ...apply for the Citi Private Bank - UHNW Private Banker - Director / MD role at...  ...and banking & lending Create sales and...  .... Identify and execute on new business...  ...appropriate specialist resources to develop...  ...Location: Dallas Texas United States...  ...00 2 weeks ago U.S. Private Bank... 
    Private
    Full time

    Citi

    Dallas, TX
    3 days ago
  •  ...provide a first‑class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to...  ...planning, credit and banking needs Partner with internal specialists to provide interdisciplinary expertise to clients when... 
    Private
    Temporary work
    Work experience placement

    JPMorganChase

    Dallas, TX
    3 days ago
  • $213k

     ...corporate and investment bank offering capital...  .... The Managing Director will be...  ...sourcing, pitching, and executing Merger & Acquisition...  ...important corporate and private equity clients to...  ...structures, lending practices, and credit...  ...; Charlotte, NC; Dallas, TX; San Francisco... 
    Full time
    Part time
    Work at office
    Remote work
    Flexible hours
    Night shift

    KeyBank

    Dallas, TX
    6 hours ago
  • $250k - $300k

     ...growth and ensure they execute excellently for clientsAward...  ...practice as a Managing Director with a focus within the...  ...C-level executives, private equity stakeholders,...  ...preferredStrong knowledge of U.S. GAAP and accounting...  ...Office; Tulsa Office; Dallas Office - HQ; Oklahoma... 
    Private
    Full time
    Temporary work
    Part time
    Work at office

    Embark Consulting

    Dallas, TX
    1 hour ago
  •  ...Description As an Executive Director, Transaction Development...  ...Healthcare in Global Banking, you will co-cover client...  .... You will advise private business owners on growth...  ...scenarios for U.S.-based small and mid...  ...coverage may be based in Dallas (preferred), Austin, Houston... 
    Private
    Work at office
    Home office

    JPMorgan Chase & Co.

    Dallas, TX
    7 days ago
  • Position: Senior Relationship Assistant Commercial Banking- Dallas | Division: Commercial Banking| Work...  ...in Texas with offerings in personal and private banking, wealth management, business banking and mortgage lending. Essential Functions: Prepare,... 
    Private
    For contractors
    Work at office
    Monday to Friday

    Broadway Bank

    Irving, TX
    1 day ago
  •  ...Chief of Staff - Dallas Dallas Location: US or Canada Type: US Applicants - Full...  ...re choosing to ride shotgun alongside an executive because you know it's the fastest path to...  ...management consulting, venture capital/private equity, business development, or startup... 
    Private
    Full time
    For contractors
    Remote work

    Human Agency

    Dallas, TX
    4 days ago
  • $207.9k - $283.2k

     ...help you succeed. This Managing Director role is responsible for...  ...relationships with clients, attorneys, private equity sponsors, investment...  ...adherence to Armanino’s A+ Execution standards. Collaborate...  ...Philadelphia, Pennsylvania; Dallas, Texas; Denver, Colorado; New... 
    Private
    Full time
    Contract work
    Part time
    Local area
    Flexible hours

    Armanino

    Dallas, TX
    1 hour ago
  •  ...Corporate Finance Associate - Dallas page is loaded## Corporate Finance Associate - Dallasremote...  ...facilities, acquisition financings, and private credit facilities. Candidates should have...  ...no application fees. We do not ask for bank information or any form of monetary or... 
    Private
    Full time
    Work at office

    Greenberg Traurig

    Dallas, TX
    9 hours ago
  • Alexander Chapman is partnering with a premier private credit investment firm to hire a Senior Associate for its investment team in Dallas, TX. The role focuses on evaluating and underwriting senior secured direct lending investments, building detailed models, and leading... 
    Private

    Alexander Chapman

    Dallas, TX
    4 days ago
  • $21.92 - $28.85 per hour

     ...SUMMARY As a Regional External Specialist, your primary objective is to...  ...may advance to the Regional Director and lead a branch. Regional...  ...financial services platform in the U.S. We offer a comprehensive...  ..., annuities, real estate, private lending, tax and estate planning, and... 
    Private
    Work at office
    Local area
    Weekend work

    TransGlobal Holdings Co.

    Richardson, TX
    1 day ago
  •  ...provides holistic advice and execution for clients with large,...  ...Stock / 10b5-1 Specialist (VP/ED) is a subject-matter...  ...Management teams and clients on U.S. regulatory...  ...experience partnering with private wealth advisors, private banking, or corporate issuer stakeholders... 
    Private

    JPMorgan Chase & Co.

    Dallas, TX
    14 days ago
  • $192k

    Consulting Specialist - Defense and Security Job ID: 102895 Atlanta...  ...Connecticut - Darien Dallas Denver Houston Miami...  ...bring best practices from the private, public, and social sectors to...  ...Apply NowApply Later FOR U.S. APPLICANTS: McKinsey & Company... 
    Private
    Hourly pay
    Apprenticeship
    Work at office
    Easy work

    McKinsey & Company

    Dallas, TX
    21 hours ago
  •  ...existing loan portfolio.Work closely with the Executive Management to formulate strategic...  ...and recruit commercial lenders, grow the bank’s loan portfolio and net income while providing...  ...required.Minimum of 10 years Commercial Lending experience.Strong knowledge of lending... 
    Part time

    Babich & Associates

    Dallas, TX
    1 hour ago
  •  ...Vice President, Commercial Lending About the Company A community bank focused on relationship banking, commercial loans, and trusted customer service. Industry Banking Type Privately Held About the Role The Company is seeking a Vice... 
    Work experience placement

    Confidential

    Richardson, TX
    1 day ago
  •  ...solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management,...  ...teammates’ success and the goals of the bank, while fostering a culture of diversity...  ...payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth... 

    Aumni

    Dallas, TX
    21 hours ago
  •  ...Goldman Sachs Bank AG is seeking an experienced recruitment partner for their Private Wealth Management team in Dallas, Texas. This role requires a deep understanding of private wealth management, exceptional stakeholder management, and a focus on enhancing candidate... 
    Private

    Goldman Sachs Bank AG

    Dallas, TX
    1 day ago
  • Texas Capital Bank is looking for a Sr Private Client Advisor in Dallas, TX. This role requires a minimum of 10 years of relevant banking experience, with a strong focus on client management and investment solutions. The advisor will generate new clients while managing... 
    Private
    Full time

    Texas Capital Bank

    Dallas, TX
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to U.S. Private Bank - Lending Specialist - Executive Director (Dallas). Be the first to apply!