Meeting Room Coordinator jobs at Jpmorgan in United Kingdom, London

As a Loan Transaction Coordinator Associate within the Wholesale Lending Services team, you will be involved in the coordination of complex syndicated and bilateral loans for the Corporate & Investment Banking, Corporate and Commercial Banking, and Trade Finance sectors. You will work closely with the JPM origination businesses, reviewing all necessary information for operational feasibility and optimal execution. You will also collaborate with various internal and external parties, including Debt Capital Markets (DCM), Credit Risk, Loan and Agency Services, Legal, as well as JPM Borrowers and Lender Clients. Additionally, you will interact with international counterparts on cross-border transactions, originating out of EMEA.

We operate in a control-focused environment ensuring that new loan agreements and amendments are viable from an operational standpoint and in line with JPM’s preferred language, recorded accurately, and any exceptions are managed accordingly.

Job responsibilities

• Acts as senior single point of contact within Wholesale Lending to proactively manage and maintain a portfolio of complex structured leveraged and high grade loan transactions for the Investment and Commercial Banks
• Supports multiple lines of business including CIB EMEA Debt Capital Markets and CB CCBSI in coordinating the execution and closing of complex structured loan transactions, including, but not limited to, new deals, refinancing, amendments, cross-border transactions, acquisition financings, and cashless roll repricing
• Provides ownership and completes operational oversight on syndicated loan transaction closing mechanics to ensure all closing requirements such as closing documentation, regulatory requirements (KYC, FinCEN) and conditions precedent are met prior to deal execution
• Reviews and comments on funds flows and legal loan documentation for operational feasibility (funding mechanics, booking locations, regional and currency policies), optimal execution mechanics, regulatory requirements and mitigation of operational risk
• Liaises and coordinates 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, ClearPar, Borrowers, Arrangers, and Lenders); schedule internal conference calls to ensure pre-closing requirements have been met and resolve / escalate any outstanding issues
• Executes best practices and control, risk mitigation and escalation point of contact

• Leads and acts as SME in projects and provide valuable input with various working groups created to enhance performance and efficiency

Required qualifications, capabilities, and skills

• Syndicated Loan operational and coordination experience
• Extensive knowledge of the loan product / Syndicated Loan business, including an understanding of a credit agreement, loan funding mechanics, complex deal structure, ticking fees, funds flows, etc
• Ability to multi-task and drive execution and activities of supporting teams through the practice of strong leadership, time management, and organizational skills in a demanding, high energy, and fast paced environment
• Proven ability to communicate and highlight detailed closing requirements to senior management and business partners with a keen attention to detail, strong oral and written communication skills, and strong analytical capability
• Proven ability to review / comment / negotiate operational and regulatory terms within legal loan documentation (e.g., Credit Agreements, Term Sheets, Amendments, A&R Credit Agreements, Waivers, and Fee Letters)
• 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; motivated, pro-active individual who works well under pressure

We operate in a control-focused environment ensuring that new loan agreements and amendments are viable from an operational standpoint and in line with JPM’s preferred language, recorded accurately, and any exceptions are managed accordingly.

Job responsibilities

• Extract critical deal information from credit agreement and record in the Firm’s systems of record
• Engage with Deal Team, Deal Services and KYC Teams for all aspects of Lender, Borrower and Agent KYC and monitor KYC through to completion ahead of signing/funding
• Maintain accurate process and procedure documentation in a timely manner and be responsible for periodic review and upload of document
• Establish, interpret and report relevant metrics to the WLS Management Team and external stakeholders
• Partner across Legal, Business, and Operations departments to resolve problems and recommend enhancements to existing processes, as appropriate
• Build and maintain relationships across WLS teams
• Understand and prioritise relevant technology enhancements
• Lead or, where needed, participate in projects and act as subject matter expert in working groups across the Firm to enhance process efficiency
• Assign deals and queries from the group mailbox and resolve or redirect queries as needed
• Support Transaction Coordinators in tasks such as Anacredit, Loss Sharing and other task-based items

Required qualifications, capabilities, and skills

• Experience in a loan operations / transaction management, specially in the origination space, including knowledge of the loan product and syndicated loan business
• A proven ability to review legal loan documentation (e.g., Credit Agreements, Term Sheets, Amendments, A&R Credit Agreements, Waivers, and Fee Letters) to identify critical operational, KYC and other relevant deal-related information
• An understanding of Corporate KYC requirements across the UK, EU and other EMEA jurisdictions
• Strong Excel, Word and Powerpoint skills, VBA and Alteryx
• Ability to manipulate, interpret and present a story from underlying data
• Able to manage and coordinate complex workflow across multiple teams, communicate effectively across the business and complete assignments accurately and within designated, often pressurised, time frames
• A proven track record of leading initiatives, hitting milestones, and succeeding in a team environment
• Strong oral and written communication skills and a proven ability to collaborate with team members and senior management across and within the lines of business with a keen attention to detail

Job summary

As a Sales Analyst in the Payments Corporate Sales team, you will be responsible for providing support to the Payments Sales Managers covering various industries to manage client relationships and drive sales. This encompasses client and market intelligence for new and existing clients along with supporting the sales team's various requirements, such as managing pipeline report, deal execution, pricing and fee billing support, preparing client pitching materials and other related matters. This position also provides an excellent opportunity to obtain front office experience interacting with clients, corporate bankers, product, client service, implementation and other functions. You will be part of a wider team of Payments Corporate Sales team in Asia-Pacific and will interact, learn and develop with them. The position is based in Mumbai.

Sales and Deal Support:

• Assist the Sales team with sales pitch materials, RFP/RFI submissions, and preparation of proposals for internal approvals. Build and understand pricing and profitability models.
• Conduct research on existing client portfolios and prospective clients. Prepare client research, industry analysis, and provide fundamental research on market sizing by region.
• Review and analyze transactional data to identify key trends, risks, and pricing/billing inefficiencies.
• Support the end-to-end sales cycle, including client onboarding, pricing, fee billing setup, and deal execution. Understand client account structures, cash flow, product usage, and regional/global setups.
• Prepare client account plans, briefing memos, and portfolio management reports. Take ownership of business and control processes relevant to client administration and reporting needs.
• Work closely with a global network of corporate bankers and Payments colleagues to support business activities.
• Assist Sales team to ensure that clients are receiving agreed services
• Stay informed about regional developments, including regulatory changes, political background, and market trends.

Client/Market Intelligence:

• Analyze key revenue, pipeline data in order to deliver reports to senior management
• Partner internal teams in their client account planning process
• Keeping abreast of ongoing developments in the areas impacting clients based in India, such as regulatory developments, political background or market trends in the industry
• Developing deep knowledge of Payments products & JPMorgan key value propositions in order to pitch solutions which suit client requirements, as well as to back up Payments Sales Managers in addressing client queries

Required qualifications, capabilities, and skills

• Minimum of 2 years of professional experience
• Strong communication skills, with the ability to synthesize complex problems into concise conclusions.
• Goal-driven and results-oriented, with the ability to foster innovation and solve problems creatively.
• Excellent time management, organizational, and planning skills, with the ability to manage multiple priorities and ensure follow-up coordination.
• Able to operate in a matrix environment, working closely with bankers to achieve business goals. Able to collaborate across the Bank with other teams including Product, Service, Operations & Compliance partners
• Ability to mobilize internal networks and resources effectively.
• Aspiration to develop sales and technical skills for a future Sales/Business Development role.
• Results oriented. Able to work under pressure within tight timeframes.
• Proficient in Microsoft Excel, PowerPoint, and Word.
• Minimum Bachelor’s degree or equivalent.

Preferred qualifications, capabilities, and skills

• Cash management experience preferred

Job Responsibilities:

• Staff the Conference & Client Centre Reception Desks during opening hours, ensuring coverage and adherence to procedures.
• Manage meeting and event enquiries through the online booking system, ensuring accuracy and timely confirmations.
• Plan and coordinate events from reservation to billing, as assigned by the Business Manager or Event Planners.
• Liaise with bookers to confirm event requirements and take ownership of event logistics.
• Prepare detailed daily set-up work sheets for Operations, Audio Visuals, and Food & Beverage teams.
• Coordinate client and host needs, managing changes and cancellations with relevant teams.
• Seek opportunities to enhance service delivery and introduce innovative ideas.
• Provide accurate and timely information, seeking specialist support when necessary.
• Review upcoming event details during daily function meetings.

Required Qualifications, Capabilities, and Skills:

• Experience in customer-facing roles.
• Strong interpersonal and communication skills, both oral and written.
• Highly organized with the ability to manage multiple tasks and prioritize effectively.
• Flexibility to thrive in a fast-paced, dynamic environment.
• Self-motivated, collaborative, and results-driven team player.
• Ability to perform well under pressure and meet deadlines.
• Ability to foster positive working relationships within a diverse team.
• Proactive, polite, and solutions-focused approach to resolving issues.
• Proven track record of delivering high-quality service.

Preferred Qualifications, Capabilities, and Skills:

• Experience working within a busy and diverse team.
• Demonstrates a proactive approach to enhancing service delivery.
• Ability to independently resolve issues and appropriately escalate when necessary.
• Experience in event planning and coordination.
• Familiarity with online booking systems.
• Strong attention to detail and problem-solving skills.
• Ability to adapt to changing priorities and work environments.