Job Description
Are you enthusiastic about loans and motivated by tight deadlines? Join our Lending Services team and utilise your skills! As a Loan Transaction Coordinator Associate within the Wholesale Lending Services team, you will coordinate complex syndicated and bilateral loans for the Corporate & Investment Banking, Corporate and Commercial Banking, and Trade Finance sectors. You will work closely with JPM origination businesses, reviewing all necessary information for operational feasibility and optimal execution. You will collaborate with various internal and external parties—including Global Corporate Banking, Global Trade, Equity derivatives, SPG, Credit Risk, Loan and Agency Services, Legal, and JPM Borrowers and Lender Clients—and interact with international counterparts on cross-border transactions originating from EMEA. This control‑focused environment ensures new loan agreements and amendments are viable from an operational standpoint, align with JPMs preferred language, are accurately recorded, and that any exceptions are managed accordingly.
Job Responsibilities
* Acts as senior single point of contact within Wholesale Lending to proactively manage and maintain a portfolio of complex structured leveraged and high‑grade loan transactions for the Investment and Commercial Banks.
* Supports multiple lines of business—including CIB EMEA GCB, Global Trade, EDG, SPG and CB CCBSI—coordinating the execution and closing of complex structured loan transactions, including new deals, refinancing, amendments, cross‑border transactions, acquisition financings, and cashless roll‑repricing.
* Provides ownership and completes operational oversight on syndicated loan transaction closing mechanics to ensure all closing requirements such as closing documentation, regulatory requirements (KYC, FinCEN) and conditions precedent are met prior to deal execution.
* Reviews and comments on funds flows and legal loan documentation for operational feasibility (funding mechanics, booking locations, regional and currency policies), optimal execution mechanics, regulatory requirements and mitigation of operational risk.
* Liaises and coordinates pre‑closing requirements with internal and external clients (e.g., GCB & Specialized industries, Credit Risk, Loan and Agency Services, Product Control, Legal, Trade Settlements, ClearPar, Borrowers, Arrangers, and Lenders); schedules internal conference calls to ensure pre‑closing requirements have been met and resolves or escalates any outstanding issues.
* Executes best practices and control, risk mitigation, and is the escalation point of contact.
* Leads and acts as SME in projects, providing valuable input with various working groups created to enhance performance and efficiency.
Required Qualifications, Capabilities, And Skills
* Syndicated Loan operational and coordination experience.
* Knowledge of the loan product / Syndicated Loan business, including an understanding of a credit agreement, loan funding mechanics, complex deal structure, ticking fees, funds flows, etc.
* Ability to multi‑task and drive execution and activities of supporting teams through strong leadership, time management, and organizational skills in a demanding, high‑energy, and fast‑paced environment.
* Proven ability to communicate and highlight detailed closing requirements to senior management and business partners with keen attention to detail, strong oral and written communication skills, and strong analytical capability.
* Proven ability to review, comment, and negotiate operational and regulatory terms within legal loan documentation (e.g., Credit Agreements, Term Sheets, Amendments, A&R Credit Agreements, Waivers, and Fee Letters).
* Ability to operate in a challenging and rapidly changing environment with a desire to accept new assignments and learn new principles and dynamic systems quickly.
* Critical decision‑making abilities, including the ability to identify, elevate, and propose solutions to problems; a motivated, proactive individual who works well under pressure.
Equal Employment Opportunity Statement
J.P. Morgan is a global leader in financial services. 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.
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