Syndicated Loan Transaction Coordinator – Middle Office

Be a key partner with a dynamic team, managing a portfolio of active leveraged and high grade loan transactions for the Corporate Investment and Commercial Banks. 

Job Description:

As a Syndicated Loan Transaction Coordinator, you will work closely with the JP Morgan origination businesses, ensuring that all necessary information is reviewed for operational feasibility and optimal execution. You will partner 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. You will also interact with stakeholders internationally on cross-border transactions, originating out of North America.

Job Responsibilities:

• Collect and review legal loan documentation ensuring operational standards are met, while assisting internal colleagues with fee documentation and recognition
• 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)
• Assist with ad-hoc inquiries from Borrowers, Lenders, and Arrangers pertaining to the closing process and ongoing maintenance of the deal
• Initiate and coordinate trade settlement process with ClearPar and internal trade settlement team for Institutional Term Loan transactions
• Assist internal colleagues with fee documentation and recognition
• Execute best practices and control, risk mitigation and escalation point of contact
• Participate in projects and provide valuable input with various working groups created to enhance performance and efficiency

Required Qualifications, Capabilities, and Skills:

• Undergraduate degree or equivalent experience
• Proficiency with Microsoft Office Suite (Excel, Word, and PowerPoint)
• Excellent oral and written communication skills
• Proven ability to collaborate with team members and senior management across and within the lines of business with a keen attention to detail, 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

Preferred Qualifications, Capabilities, and Skills:

• Minimum of 1 year of Syndicated Loan experience is preferred
• Demonstrated understanding of financial services, specifically within Investment Banking

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