Are you interested in transaction management and are passionate about loan documentation? Then you have found the right team!
You will join our Loan Transaction Coordination Team, which sits within Wholesale Lending Services and is responsible for coordinating complex syndicated and bilateral loans for the Corporate & Investment Banking, Corporate and Commercial Banking and Trade Finance Lines of Business. You will work closely with the JPM origination businesses, ensuring that all necessary information is reviewed for operational feasibility and optimal execution. You will be exposed to various internal and external parties, including but not limited to, Debt Capital Markets (DCM), Credit Risk, Loan and Agency Services, Legal, as well as JPM Borrowers and Lender Clients.
Job Responsibilities
- Maintains and reviews credit agreement terms across loan structures to ensure JPM standards are followed and track points of contention and drivers to identify market trends and document JPM preferences
- Reviews, advises, and escalates on product related terms to ensure operational feasibility (currency, pricing, timings, structure, etc.)
- Advises and provides expertise across operations on Credit Agreement provision impacts to workflow
- Tracks and monitors of each request from inception to completion working to time-critical delivery deadlines
- Partners across Legal, Business, and Operations departments to resolve problems and recommend enhancements to existing processes, as appropriate
- Builds and maintains relationships with all Lines of Business
- Takes the lead or, where needed, participates in projects and act as subject matter expert in working groups across the Firm to enhance process efficiency
Required qualifications, capabilities, and skills
- Experience in a loan operations / transaction management especially in the origination space, including knowledge of the loan product and syndicated loan business, and an understanding of Credit Agreements
- A proven ability to review legal loan documentation (e.g., Credit Agreements, Term Sheets, Amendments, A&R Credit Agreements, Waivers, and Fee Letters
- Able to manage and coordinate complex workflow across multiple teams, communicate effectively across the business and complete assignments accurately and within designated, often pressurised, time frames
- The ability to operate in a challenging and rapidly changing environment with a desire to accept new assignments and the ability to learn new principles and dynamic systems quickly
- Critical decision-making abilities including the ability to independently identify, escalate, and propose solutions to problems
- A proven ability to collaborate with team members and senior management across and within the lines of business with a keen attention to detail
- Strong oral and written communication skills
Preferred qualifications, capabilities, and skills
- Bachelor’s degree or equivalent
- Experience within the Financial Services industry
