Loan Origination Analyst

As a Syndicated Loans Execution Coordinator within the Loan Transaction Team, you will work alongside Transaction Coordinators to manage complex syndicated and bilateral loans for Global Investment Bank and Trade Finance. This role involves close collaboration with origination and various internal and external partners to ensure all processes are thoroughly reviewed for optimal execution. You will also be a key liaison with Deal Teams, Credit Risk, Legal, KYC, Loan and Agency Services, and Lenders and clients.

Job Responsibilities

• Deal Information Management: Accurately extract and record critical deal information from credit agreements into the Firm’s systems.
• KYC Coordination: Oversee and engage in KYC processes for Lenders, Borrowers, Guarantors, and Agents, coordinating with relevant teams to ensure timely completion before signing or funding.
• Documentation and Reporting: Maintain precise documentation of processes and procedures, conduct regular reviews, and upload information promptly. Establish and report metrics for management and stakeholders.
• Cross-Functional Problem Solving: Work closely with Legal, Business, and Operations departments to resolve issues and suggest process improvements.
• Relationship Building: Foster relationships within WLS and across different teams to ensure streamlined communication and teamwork.
• Technology and Process Enhancements: Identify, prioritize, and implement relevant technological upgrades to improve operations.
• Project Leadership: Take a leadership role in projects, contributing as a subject matter expert to enhance process efficiency.

Required Qualifications and Skills

• Experience: Demonstrated experience in loan operations or transaction management within syndicated or bilateral loan environments, particularly in loan origination. Knowledge of loan products and syndicated loan business is essential.
• Documentation Review Skills: Ability to review legal loan documents, identifying critical KYC and deal-related details.
• KYC Expertise: Knowledge of corporate KYC requirements and ability to manage KYC workflows.
• Technical Proficiency: Skilled in Excel, Word, and PowerPoint for data manipulation, analysis, and presentation.
• Project and Workflow Management: Proven ability to manage complex workflows, communicate effectively across teams, and complete assignments accurately on time.
• Communication Skills: Strong written and verbal communication skills for collaborating with team members and senior management. High attention to detail.
• Team Leadership and Collaboration: Experience leading initiatives, meeting milestones, and thriving in a team-oriented environment.

About JPMorgan Chase & Co.

With over 200 years of history, JPMorgan Chase & Co. is a global leader in financial services, providing solutions to a wide range of clients under the J.P. Morgan and Chase brands. The firm offers a total rewards package, including competitive base salary, discretionary incentive compensation, and benefits like comprehensive health care, retirement savings, wellness centers, and backup childcare.

Diversity and Inclusion

JPMorgan Chase & Co. values diversity and inclusion, providing equal employment opportunities and accommodations for all, including those with disabilities and veterans. The firm believes that diverse talents are fundamental to its success and actively promotes an inclusive environment.