Are you interested in transaction management and are passionate about loan documentation? Then you have found the right team!
As an Execution Coordination Associate within our Loan Transaction Coordination Team, you will be a part of Wholesale Lending Services, responsible for coordinating complex syndicated and bilateral loans for the Corporate & Investment Banking, Corporate and Commercial Banking, and Trade Finance Lines of Business. Your role will involve close collaboration with the JPMorgan origination businesses, ensuring all necessary information is reviewed for operational feasibility and optimal execution. You will interact with various internal and external parties, including but not limited to, Debt Capital Markets (DCM), Credit Risk, Loan and Agency Services, Legal, as well as JPMorgan Borrowers and Lender Clients.
Job responsibilities
- Extracts critical deal information from credit agreement and records in the Firm’s systems of record
- Engages with Deal Team, Deal Services and KYC Teams for all aspects of Lender, Borrower, Guarantor and Agent KYC and monitor KYC through to completion ahead of signing/funding
- Builds and maintains relationships with all Lines of Business
- Builds and maintains relationships with Credit Portfolio Delivery (CPD) team to continue to develop industry leading execution model
- Establishes and reports relevant metrics to the WLS Management Team and external stakeholders
- Partners across Legal, Business, and Operations departments to resolve problems and recommend enhancements to existing processes, as appropriate
- Understands and prioritises relevant technology enhancements
- Maintains accurate process and procedure documentation in a timely manner
- 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
- Assigns deals and queries from the group mailbox and resolves or redirects queries as needed
- Supports Transaction Coordinators in tasks such as Anacredit, Loss Sharing and other task-based items
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
- An understanding of Corporate KYC requirements across the UK, EU and other EMEA jurisdictions
- 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
- Lead by example; set high standards of performance for self and others
Preferred qualifications, capabilities, and skills
- Bachelor’s degree or equivalent
- Experience within the Financial Services industry
