Syndicated Loan Transaction Coordinator

Posted Date 02 Jan 2024



Experience Icon Experience 3 Years Salary Salary 74100USD - 100000USD
Job Type Icon Job Type Full Time Company Company JPMorgan Chase & Co
Job Category Icon Job Category Real Estate Qualification Icon Qualification BS Business
Gender IconGender Both Date Last Date 01 Apr
Vacancies IconVacancies 1 Remote IconRemote No
Location Location(s) New Jersey , United States

Description Job Description



Job Responsibilities:

  • Support Leverage Finance and Debt Capital Markets with the execution and closing of complex loan transactions, including but not limited to, new deals, refinancing and amendments, manage and maintain an individual pipeline of active syndicated transactions for both the Corporate Investment and Commercial Banks
  • Collect and review legal loan documentation for operational feasibility, optimal execution mechanics, regulatory requirements, and mitigation of operational risk. Execution of best practices and control, risk mitigation and escalation point of contact
  • Review internal loan related spreadsheets (e.g., funds flows) for accuracy and completeness and review and advise on funding mechanics and operational 
  • requirements⠀as it⠀pertains⠀to⠀internal⠀booking⠀locations,⠀regional⠀and⠀currency⠀policies
  • 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).⠀Coordinate⠀internal⠀KYC review⠀and Flood⠀due⠀diligence
  • Initiate⠀and⠀coordinate⠀trade⠀settlement⠀process⠀with⠀ClearPar⠀and⠀internal⠀trade⠀settlement⠀team for⠀Institutional⠀Term Loan⠀transactions
  • Assist⠀with⠀ad-hoc⠀inquiries⠀from⠀Borrowers,⠀Lenders,⠀and⠀Arrangers⠀pertaining⠀to the⠀closing⠀process⠀and⠀ongoing⠀maintenance⠀of the⠀deal and⠀schedule⠀internal⠀conference⠀calls to⠀ensure⠀pre-closing⠀requirements⠀have been⠀met and⠀resolve /⠀escalate⠀any⠀outstanding⠀issues
  • Participate⠀in⠀projects⠀and⠀provide⠀valuable⠀input with⠀various⠀working⠀groups⠀created to⠀enhance⠀performance⠀and⠀efficiency

Required Qualifications, Skills and Capabilities:

  • Undergraduate⠀degree or⠀equivalent⠀experience⠀and 3-5⠀years of⠀Syndicated⠀Loan⠀experience⠀and⠀understanding⠀of⠀financial⠀services,⠀specifically⠀within⠀Investment⠀Banking.
  • 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
  • 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⠀and⠀ability to⠀multi-task⠀through⠀the⠀practice⠀of strong⠀organizational⠀and time⠀management⠀skills
  • Proficiency⠀with⠀Microsoft⠀Office⠀Suite⠀(Excel,⠀Word, and⠀PowerPoint),⠀with⠀excellent⠀oral and⠀written⠀communication⠀skills.⠀Ability to⠀take⠀initiative⠀and⠀self-motivate,⠀as well as⠀work as⠀part of a⠀team
ABOUT US
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⠀recognize⠀that our⠀people are⠀our⠀strength⠀and the⠀diverse⠀talents⠀and⠀perspectives⠀that 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. In⠀accordance⠀with⠀applicable⠀law, we⠀make⠀reasonable⠀accommodations⠀for⠀applicants’⠀and⠀employees’⠀religious⠀practices⠀and⠀beliefs,⠀as well as⠀any mental⠀health or⠀physical⠀disability⠀needs. (If⠀you are a⠀US or⠀Canadian⠀applicant⠀with a⠀disability⠀and wish⠀to request⠀an⠀accommodation⠀to⠀complete⠀the⠀application⠀process,⠀

ABOUT⠀THE⠀TEAM
Commercial⠀Banking is⠀focused on⠀helping⠀our⠀clients⠀succeed⠀and making⠀a positive⠀difference⠀in our⠀communities.⠀We provide⠀credit and⠀financing,⠀treasury⠀and⠀payment⠀services,⠀international⠀banking⠀and real⠀estate⠀services⠀to clients⠀including⠀corporations,⠀municipalities,⠀institutions,⠀real⠀estate⠀investors⠀and⠀owners,⠀and⠀nonprofit⠀organizations.

Operations⠀teams⠀develop⠀and manage⠀innovative,⠀secure⠀service⠀solutions⠀to meet⠀clients’⠀needs⠀globally.⠀Developing⠀and using⠀the latest⠀technology,⠀teams work⠀to deliver⠀industry-leading⠀capabilities⠀to our⠀clients⠀and⠀customers,⠀making it⠀easy and⠀convenient⠀to do⠀business⠀with the⠀firm.⠀Teams also⠀drive⠀growth by⠀refining⠀technology-driven⠀customer⠀and client⠀experiences⠀that put⠀users⠀first,⠀providing⠀an⠀unparalleled⠀experience.

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