Loan Origination Analyst

The Syndicated Loans Execution Coordinator within JPMorgan Chase’s Loan Transaction Team plays a key role in supporting Transaction Coordinators with the management of complex syndicated and bilateral loans for the Global Investment Bank and Trade Finance Lines of Business. The role involves collaborating closely with multiple internal and external stakeholders to ensure that necessary information is reviewed for operational feasibility and optimal execution. You will also help drive process improvements and manage complex workflows in the loan operations and transaction management space.

Key Responsibilities:

• Data Management: Extract critical deal information from credit agreements and input into the firm’s systems of record.
• KYC Coordination: Collaborate with Deal Team, Deal Services, and KYC teams to monitor and complete KYC processes for Lender, Borrower, Guarantor, and Agent before signing/funding.
• Documentation: Maintain accurate documentation of processes and procedures, ensuring timely review and updates.
• Metrics Reporting: Establish and report relevant metrics to management and external stakeholders.
• Cross-Department Collaboration: Work with Legal, Business, and Operations teams to resolve problems and propose process enhancements.
• Process Improvement: Participate in projects and act as a subject matter expert in working groups to enhance process efficiency.
• Technology Enhancements: Help prioritize relevant technology upgrades and improvements.

Required Qualifications:

• Experience: Background in loan operations/transaction management, particularly in the origination space, with knowledge of loan products and syndicated loan business.
• KYC Expertise: Familiarity with Corporate KYC requirements and the ability to review legal loan documentation to identify relevant deal information.
• Skills: Strong proficiency in Excel, Word, and PowerPoint, with the ability to interpret and present data effectively.
• Project Management: Proven experience in managing complex workflows across teams, with strong communication skills to meet deadlines and ensure accuracy.
• Leadership: A track record of leading initiatives and achieving milestones in a team environment.

About JPMorgan Chase:

JPMorgan Chase is one of the world’s oldest financial institutions and provides innovative financial solutions to a broad client base. They are a leader in investment banking, consumer banking, commercial banking, financial transaction processing, and asset management. JPMorgan Chase fosters diversity and inclusion and values the unique talents its employees bring to the table.

Compensation and Benefits:

• Competitive salary based on experience and location, with the potential for discretionary incentive compensation.
• Comprehensive benefits package, including healthcare, wellness programs, retirement savings, mental health support, tuition reimbursement, and more.
• Additional benefits and compensation details will be provided during the hiring process.

Diversity and Equal Opportunity:

JPMorgan Chase is committed to diversity and inclusion in the workplace and is an Equal Opportunity Employer. They provide reasonable accommodations for applicants and employees with disabilities or religious practices.

The Team:

Commercial Banking at JPMorgan Chase focuses on helping clients succeed by offering credit, treasury, international banking, and real estate services. Operations teams work on innovative, secure service solutions, driving growth through technology-driven customer experiences.

This position offers an excellent opportunity for individuals with expertise in loan operations and syndicated loan transactions, providing exposure to global financial markets and cross-departmental collaboration in a dynamic, fast-paced environment.