Job Description

Are you enthusiastic about loans and are motivated by tight deadlines? Join our Lending Services team and utilise your skills!


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 Debt Capital Markets (DCM), 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.


We operate in a control-focused environment ensuring that new loan agreements and amendments are viable from an operational standpoint and in line with JPM's preferred language, recorded accurately, and any exceptions are managed accordingly.

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 Debt Capital Markets and CB CCBSI in 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. Debt Capital Markets, Syndicate, 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 Extensive 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