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Loan Trading Services Associate

ExperiencedNo visa sponsorship
J.P. Morgan logo

at J.P. Morgan

Bulge Bracket Investment Banks

Posted 4 days ago

No clicks

**Loan Trading Services Associate** in Bournemouth, Dorset. Actively process, investigate, and enhance loan trades. Key duties: review and process loan transfers per credit agreements, capture new trades, prepare MI reports, manage open items, contribute to control improvements. Thrives under pressure, excels in problem-solving, and demonstrates strong communication skills. Familiarity with LoanIQ, ClearPar, and trading processes a plus. Mid-level role demanding attention to detail and excellence in a fast-paced setting.

Compensation
Not specified

Currency: Not specified

City
Not specified
Country
United Kingdom

Full Job Description

Location: BOURNEMOUTH, DORSET, United Kingdom

Are you looking for a new challenge? Then you found the right position for you! Process loan transfers/trades, solve inquiries fast, and enhance controls in a high-pressure team.

As a Loan Trading Services Associate within the Wholesale Lending Services (WLS) team, you'll serve as a vital resource for the EMEA Agency Trading team. Your role includes the investigation of inquiries, reviewing lender transfer requests and the fundamental understanding of our trading platforms and systems. You will be expected to provide and communicate solutions (in person, by phone, and by email) in a fast-paced, high-pressure environment.

Job responsibilities

  • Review and process Lender submitted Loan Syndication Transfer Requests, ensuring adherence to specific transfer provisions as outlined in the underlying Loan Credit Agreement
  • Ensure accurate and timely capture of all new external primary and secondary loan trades in agent books and records
  • Review credit agreements, specifically assignability language 
  • Prepare daily/monthly MIS reporting to track the status of open items and measure risk
  • Assist the team in ad-hoc requests including technology enhancements / UAT exercises
  • Provide support for non-BAU projects and initiatives designed to improve automation and strengthen the teams control environment
  • Contribute to WLS wider projects & initiatives
     

Required qualifications, capabilities, and skills

  • Ability to identify problems and escalate them promptly
  • Good organization and prioritization skills 
  • Ability to work well under pressure and to tight deadlines
  • Strong verbal, written and interpersonal communication skills
  • Confident, self-starter, assertive and energetic who sets high standards of performance for self
  • Personal motivation and drive to deliver excellence and make a difference every day
  • Excellent analytical and problem-solving skills
  • Extremely detailed and control orientated
  • Keen to understand the detail

 

Preferred qualifications, capabilities, and skills

  • Familiarity with loan-based software (LoanIQ, ClearPar) 
  • Knowledge of the trade lifecycle and/or experience supporting a trading business 
  • Prior knowledge of loan products or trading operations
Join the team and ensure accurate trade capture, review transfers, and drive automation and controls.

Loan Trading Services Associate

Compensation

Not specified

City: Not specified

Country: United Kingdom

J.P. Morgan logo
Bulge Bracket Investment Banks

4 days ago

No clicks

at J.P. Morgan

ExperiencedNo visa sponsorship

**Loan Trading Services Associate** in Bournemouth, Dorset. Actively process, investigate, and enhance loan trades. Key duties: review and process loan transfers per credit agreements, capture new trades, prepare MI reports, manage open items, contribute to control improvements. Thrives under pressure, excels in problem-solving, and demonstrates strong communication skills. Familiarity with LoanIQ, ClearPar, and trading processes a plus. Mid-level role demanding attention to detail and excellence in a fast-paced setting.

Full Job Description

Location: BOURNEMOUTH, DORSET, United Kingdom

Are you looking for a new challenge? Then you found the right position for you! Process loan transfers/trades, solve inquiries fast, and enhance controls in a high-pressure team.

As a Loan Trading Services Associate within the Wholesale Lending Services (WLS) team, you'll serve as a vital resource for the EMEA Agency Trading team. Your role includes the investigation of inquiries, reviewing lender transfer requests and the fundamental understanding of our trading platforms and systems. You will be expected to provide and communicate solutions (in person, by phone, and by email) in a fast-paced, high-pressure environment.

Job responsibilities

  • Review and process Lender submitted Loan Syndication Transfer Requests, ensuring adherence to specific transfer provisions as outlined in the underlying Loan Credit Agreement
  • Ensure accurate and timely capture of all new external primary and secondary loan trades in agent books and records
  • Review credit agreements, specifically assignability language 
  • Prepare daily/monthly MIS reporting to track the status of open items and measure risk
  • Assist the team in ad-hoc requests including technology enhancements / UAT exercises
  • Provide support for non-BAU projects and initiatives designed to improve automation and strengthen the teams control environment
  • Contribute to WLS wider projects & initiatives
     

Required qualifications, capabilities, and skills

  • Ability to identify problems and escalate them promptly
  • Good organization and prioritization skills 
  • Ability to work well under pressure and to tight deadlines
  • Strong verbal, written and interpersonal communication skills
  • Confident, self-starter, assertive and energetic who sets high standards of performance for self
  • Personal motivation and drive to deliver excellence and make a difference every day
  • Excellent analytical and problem-solving skills
  • Extremely detailed and control orientated
  • Keen to understand the detail

 

Preferred qualifications, capabilities, and skills

  • Familiarity with loan-based software (LoanIQ, ClearPar) 
  • Knowledge of the trade lifecycle and/or experience supporting a trading business 
  • Prior knowledge of loan products or trading operations
Join the team and ensure accurate trade capture, review transfers, and drive automation and controls.