Syndicated Loan Transaction Coordinator – Associate

Job Description

Job Summary:

As a Syndicated Loan Origination Coordinator within the Leverage Finance and Debt Capital Markets team, you will be responsible for supporting the execution and closing of complex loan transactions. Your role will also involve managing and maintaining a pipeline of active syndicated transactions for team members, as well as assisting with ad-hoc inquiries from Borrowers, Lenders, and Arrangers. This position offers the opportunity to collaborate with team members and senior management across various business lines, operate in a challenging and rapidly changing environment, and participate in projects aimed at enhancing performance and efficiency.

Job Responsibilities

• 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
• 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
• 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
• 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
• Initiate and coordinate trade settlement process with ClearPar and internal trade settlement team for Institutional Term Loan transactions
• 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
• Participate in projects and provide valuable input with various working groups created to enhance performance and efficiency
  
  

Required Qualifications, Skills And Capabilities

• Undergraduate degree or equivalent experience and minimum of 3 years of Syndicated Loan experience and understanding of financial services, specifically within Investment Banking.
• Knowledge of the Syndicated Loan product and business, including an understanding of a Credit Agreement, loan funding mechanics, deal structure, funds flows, etc.
• Prior experience working with clients to collect and review pre-syndicated loan documentation ahead of closing large transactions
• 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
• 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
  
  

ABOUT US

JPMorgan Chase & Co., 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. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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 is an Equal Opportunity Employer, including Disability/Veterans

About The Team

Commercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide credit and financing, treasury and payment services, international banking and real estate services to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations.

Operations teams develop and manage innovative, secure service solutions to meet clients’ needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.