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Loan Transaction Coordinator Associate

ExperiencedNo visa sponsorship
J.P. Morgan logo

at J.P. Morgan

Bulge Bracket Investment Banks

Posted 7 days ago

No clicks

**Loan Transaction Coordinator Associate (EMEA, London)** - Coordinate complex syndicated/bilateral loan closings, manage CPs/KYC, review docs & funds flows, mitigate risk within Wholesale Lending's Corporate & Investment Banking sector. Liaise with GCB, Global Trade, EDG, SPG, Credit Risk, Loan & Agency Services, and external clients. Leverage syndicated loan operational experience, understanding of credit agreement, strong leadership, and communication skills.istern

Compensation
Not specified

Currency: Not specified

City
Not specified
Country
United Kingdom

Full Job Description

Location: LONDON, United Kingdom

Lead complex syndicated/bilateral loan closings, manage CPs/KYC, review docs & funds flows, mitigate risk.

As a Loan Transaction Coordinator Associate within the Wholesale Lending Services team, you will be involved in the coordination of complex syndicated and bilateral loans for the Corporate & Investment Banking, Corporate and Commercial Banking, and Trade Finance sectors. You will work closely with the JPM origination businesses, reviewing all necessary information for operational feasibility and optimal execution. You will also collaborate with various internal and external parties, including Global Corporate Banking, Global Trade, Equity derivatives, SPG, Credit Risk, Loan and Agency Services, Legal, as well as JPM Borrowers and Lender Clients. Additionally, you will interact with international counterparts on cross-border transactions, originating out of EMEA.

Job responsibilities

  • Acts as senior single point of contact within Wholesale Lending to proactively manage and maintain a portfolio of complex structured leveraged and high grade loan transactions for the Investment and Commercial Banks
  • Supports multiple lines of business including CIB EMEA GCB, Global Trade, EDG, SPG and CB CCBSI coordinating the execution and closing of complex structured loan transactions, including, but not limited to, new deals, refinancing, amendments, cross-border transactions, acquisition financings, and cashless roll repricing
  • Provides ownership and completes operational oversight on syndicated loan transaction closing mechanics to ensure all closing requirements such as closing documentation, regulatory requirements (KYC, FinCEN) and conditions precedent are met prior to deal execution
  • Reviews and comments on funds flows and legal loan documentation for operational feasibility (funding mechanics, booking locations, regional and currency policies), optimal execution mechanics, regulatory requirements and mitigation of operational risk
  • Liaises and coordinates pre-closing requirements with internal and external clients (i.e GCB & Specialized industries, Credit Risk, Loan and Agency Services, Product Control, Legal, Trade Settlements, ClearPar, Borrowers, Arrangers, and Lenders); schedule internal conference calls to ensure pre-closing requirements have been met and resolve / escalate any outstanding issues
  • Executes best practices and control, risk mitigation and escalation point of contact
  • Leads and acts as SME in projects and provide valuable input with various working groups created to enhance performance and efficiency

Required qualifications, capabilities, and skills

  • Syndicated Loan operational and coordination experience 
  • Knowledge of the loan product / Syndicated Loan business, including an understanding of a credit agreement, loan funding mechanics, complex deal structure, ticking fees, funds flows, etc
  • Ability to multi-task and drive execution and activities of supporting teams through the practice of strong leadership, time management, and organizational skills in a demanding, high energy, and fast paced environment
  • Proven ability to communicate and highlight detailed closing requirements to senior management and business partners with a keen attention to detail, strong oral and written communication skills, and strong analytical capability
  • Proven ability to review / comment / negotiate operational and regulatory terms within legal loan documentation (e.g., Credit Agreements, Term Sheets, Amendments, A&R Credit Agreements, Waivers, and Fee Letters)
  • 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; motivated, pro-active individual who works well under pressure
     

Preferred qualifications,  capabilities, and skills

  • Syndicated loan operational experience
  • Loans Documentation experience
  • Language skills 
Are you enthusiastic about loans and are motivated by tight deadlines? Join our Lending Services team and utilise your skills!

Loan Transaction Coordinator Associate

Compensation

Not specified

City: Not specified

Country: United Kingdom

J.P. Morgan logo
Bulge Bracket Investment Banks

7 days ago

No clicks

at J.P. Morgan

ExperiencedNo visa sponsorship

**Loan Transaction Coordinator Associate (EMEA, London)** - Coordinate complex syndicated/bilateral loan closings, manage CPs/KYC, review docs & funds flows, mitigate risk within Wholesale Lending's Corporate & Investment Banking sector. Liaise with GCB, Global Trade, EDG, SPG, Credit Risk, Loan & Agency Services, and external clients. Leverage syndicated loan operational experience, understanding of credit agreement, strong leadership, and communication skills.istern

Full Job Description

Location: LONDON, United Kingdom

Lead complex syndicated/bilateral loan closings, manage CPs/KYC, review docs & funds flows, mitigate risk.

As a Loan Transaction Coordinator Associate within the Wholesale Lending Services team, you will be involved in the coordination of complex syndicated and bilateral loans for the Corporate & Investment Banking, Corporate and Commercial Banking, and Trade Finance sectors. You will work closely with the JPM origination businesses, reviewing all necessary information for operational feasibility and optimal execution. You will also collaborate with various internal and external parties, including Global Corporate Banking, Global Trade, Equity derivatives, SPG, Credit Risk, Loan and Agency Services, Legal, as well as JPM Borrowers and Lender Clients. Additionally, you will interact with international counterparts on cross-border transactions, originating out of EMEA.

Job responsibilities

  • Acts as senior single point of contact within Wholesale Lending to proactively manage and maintain a portfolio of complex structured leveraged and high grade loan transactions for the Investment and Commercial Banks
  • Supports multiple lines of business including CIB EMEA GCB, Global Trade, EDG, SPG and CB CCBSI coordinating the execution and closing of complex structured loan transactions, including, but not limited to, new deals, refinancing, amendments, cross-border transactions, acquisition financings, and cashless roll repricing
  • Provides ownership and completes operational oversight on syndicated loan transaction closing mechanics to ensure all closing requirements such as closing documentation, regulatory requirements (KYC, FinCEN) and conditions precedent are met prior to deal execution
  • Reviews and comments on funds flows and legal loan documentation for operational feasibility (funding mechanics, booking locations, regional and currency policies), optimal execution mechanics, regulatory requirements and mitigation of operational risk
  • Liaises and coordinates pre-closing requirements with internal and external clients (i.e GCB & Specialized industries, Credit Risk, Loan and Agency Services, Product Control, Legal, Trade Settlements, ClearPar, Borrowers, Arrangers, and Lenders); schedule internal conference calls to ensure pre-closing requirements have been met and resolve / escalate any outstanding issues
  • Executes best practices and control, risk mitigation and escalation point of contact
  • Leads and acts as SME in projects and provide valuable input with various working groups created to enhance performance and efficiency

Required qualifications, capabilities, and skills

  • Syndicated Loan operational and coordination experience 
  • Knowledge of the loan product / Syndicated Loan business, including an understanding of a credit agreement, loan funding mechanics, complex deal structure, ticking fees, funds flows, etc
  • Ability to multi-task and drive execution and activities of supporting teams through the practice of strong leadership, time management, and organizational skills in a demanding, high energy, and fast paced environment
  • Proven ability to communicate and highlight detailed closing requirements to senior management and business partners with a keen attention to detail, strong oral and written communication skills, and strong analytical capability
  • Proven ability to review / comment / negotiate operational and regulatory terms within legal loan documentation (e.g., Credit Agreements, Term Sheets, Amendments, A&R Credit Agreements, Waivers, and Fee Letters)
  • 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; motivated, pro-active individual who works well under pressure
     

Preferred qualifications,  capabilities, and skills

  • Syndicated loan operational experience
  • Loans Documentation experience
  • Language skills 
Are you enthusiastic about loans and are motivated by tight deadlines? Join our Lending Services team and utilise your skills!