JPMorgan Chase & Co.

Syndicated Loan Transaction Coordinator – Debt Capital Markets – Middle Office | New York

Posted on: 27 Jan 2021

Jersey City, New Jersey

Job Description

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.6 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the worlds most prominent corporate, institutional and government clients under its JPMorgan Chase & Co brands.

Wholesale Loan 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.

The Transaction Coordinators, as a team within WLS, are responsible for coordinating complex syndication and bi-lateral 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.

Responsibilities:

* Manage and maintain an individual pipeline of active syndicated transactions for both the Corporate Investment and Commercial Banks
* Support Leverage Finance and DCM with the execution and closing of complex loan transactions, including but not limited to, new deals, refinancing and amendments. This includes liaising and coordinating all pre-closing requirements with various internal and external teams (i.e. Legal, Credit Risk, Trade Settlements, Coverage and Onboarding, and Central Insurance Team)
* Collect and review legal loan documentation, ensuring operational standards are met.
* Assist with ad-hoc inquiries from Borrowers, Lenders, and Arrangers pertaining to the closing process and ongoing maintenance of the deal.
* Participate in projects and provide valuable input with various working groups created to enhance performance and efficiency

Required:

* Undergraduate degree or equivalent experience
* Proficiency with Microsoft Office Suite (Excel, Word, and PowerPoint)
* Excellent oral and written communication skills
* Ability to take initiative and self-motivate, as well as work as part of a team

Preferred:

* 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
* Critical decision-making abilities including the ability to identify, escalate, and propose solutions to problems
* Ability to multi-task through the practice of strong organizational and time management skills

JPMorgan Chase & Co.

New York, New York

JPMorgan Chase & Co. operates as a financial services company worldwide. It operates in four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers deposit and investment products and services to consumers; lending, deposit, and cash management and payment solutions to small businesses; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit card, payment processing, auto loan, and leasing services.

The CIB segment provides investment banking products and services, including corporate strategy and structure advisory, and equity and debt markets capital-raising services, as well as loan origination and syndication; cash management and liquidity solutions; and cash securities and derivative instruments, risk management solutions, prime brokerage, and research.

This segment also offers securities services, including custody, fund accounting and administration, and securities lending products for asset managers, insurance companies, and public and private investment funds. The CB segment provides financial solutions, including lending, treasury, investment banking, and asset management to corporations, municipalities, financial institutions, and nonprofit entities, as well as financing to real estate investors and owners.

The AWM segment offers investment and wealth management services across equities, fixed income, alternatives, and money market fund asset classes; multi-asset investment management services; retirement products and services; and brokerage and banking services comprising trusts, estates, loans, mortgages, and deposits. The company also provides ATM, digital covering online and mobile, and telephone banking services. JPMorgan Chase & Co. has a collaboration agreement with Chicagoland Chamber of Commerce. The company was founded in 1799 and is headquartered in New York, New York.

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