Syndicated Loan Transaction Coordinator – Associate

Wholesale Lending Services (WLS) services several lines of businesses within JPMorgan Chase, including Business Banking, Global Wealth Management, Investment Banking and Commercial Banking. The group consists of approximately 1,300 employees worldwide and is responsible for over $500 billion in loans outstanding.

Syndicated Loan Transaction Coordination, as a team within WLS, is responsible for coordinating complex syndicated and bilateral loans for the Corporate Investment and Commercial Banks. The team works closely with the JPM origination businesses, ensuring that all necessary information is reviewed for operational feasibility and optimal execution. The team partners 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 JPM Borrowers and Lender Clients. The team also interacts with counterparts internationally on cross-border transactions, originating out of North America.

Job Responsibilities

• Assist with ad-hoc inquiries from Borrowers, Lenders, and Arrangers pertaining to the closing process and ongoing maintenance of the deal and schedule internal conference calls to ensure pre-closing requirements have been met and resolve / escalate any outstanding issues
• Liaise and coordinate pre-closing requirements with internal and external clients (i.e., Debt Capital Markets, Syndicate, Credit Risk, Loan and Agency Services, Product Control, Legal, Trade Settlements, Borrowers and Lenders). Coordinate internal KYC review and Flood due diligence
• Participate in projects and provide valuable input with various working groups created to enhance performance and efficiency
• Initiate and coordinate trade settlement process with ClearPar and internal trade settlement team for Institutional Term Loan transactions
• Review internal loan related spreadsheets (e.g., funds flows) for accuracy and completeness and review and advise on funding mechanics and operational requirements as it pertains to internal booking locations, regional and currency policies
• Collect and review legal loan documentation for operational feasibility, optimal execution mechanics, regulatory requirements, and mitigation of operational risk. Execution of best practices and control, risk mitigation and escalation point of contact
• Support Leverage Finance and Debt Capital Markets with the execution and closing of complex loan transactions, including but not limited to, new deals, refinancing and amendments, manage and maintain an individual pipeline of active syndicated transactions for both the Corporate Investment and Commercial Banks

Required Qualifications, Skills And Capabilities

• Prior experience working with clients to collect and review pre-syndicated loan documentation ahead of closing large transactions
• 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 identify, escalate, and propose solutions to problems and ability to multi-task through the practice of strong organizational and time management skills
• Proficiency with Microsoft Office Suite (Excel, Word, and PowerPoint), with excellent oral and written communication skills. Ability to take initiative and self-motivate, as well as work as part of a team
• Knowledge of the Syndicated Loan product and business, including an understanding of a Credit Agreement, loan funding mechanics, deal structure, funds flows, etc.
• Undergraduate degree or equivalent experience and 3-5 years of Syndicated Loan experience and understanding of financial services, specifically within Investment Banking.
• 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, and strong analytical capability