Closing Coordinator jobs at Jpmorgan

Job Responsibilities:

• Coordinate and track the Global DCM Bridge Book, managing excess and underwritten debt commitments across all regions.
• Collaborate with DCM, Capital Markets, and Credit Risk teams to run severe stress models for all DCM transactions.
• Oversee preferred and common equity fundings within the DCM Merchant Bank portfolio.
• Reconcile observed fees on bridge transactions with the WLS Fee Team and Finance & Business Management teams.
• Serve as the primary resource for inquiries on individual bridge deal details.
• Conduct regular reporting on underwritten positions.
• Participate in projects to automate and enhance reporting processes.

Required Qualifications, Capabilities, and Skills:

• Undergraduate degree or equivalent experience with a minimum of 3 years in Syndicated Loan experience.
• Extensive knowledge of the loan product/Syndicated Loan business.
• Proven ability to influence and partner with team members and senior management.
• Strong leadership, time management, and organizational skills.
• Excellent oral and written communication skills.
• Ability to operate in a challenging and rapidly changing environment.
• Critical decision-making abilities and strong organizational skills.

Preferred Qualifications, Capabilities, and Skills:

• Experience in coordinating global loan commitments.
• Familiarity with DCM transactions and stress modeling.
• Ability to manage complex deal structures and reconcile financial data.
• Experience in process automation and enhancement.

Job Summary:

As a Loan Origination Specialist in Wholesale Loan Services, you will coordinate post-approval activities with Credit Risk Officers, Bankers, and other areas to ensure all loans are closed and funded to meet our client’s expectations.

Job Responsibilities:

• Manage and maintain an individual pipeline of active commercial loans.
• Collect and review legal loan documentation for operational feasibility, optimal execution mechanics, regulatory requirements, and mitigation of operational risk.
• Review and advise on funding mechanics and operational requirements relating to products, processes, and policies.
• Coordinate flow of post-approval tasks from mandate to booking.

Required Qualifications, Capabilities, and Skills:

• Strong oral and written communication skills.
• Excellent attention to detail.
• Ability to multi-task through strong organizational and time management skills.
• Minimum of 4 years’ experience in commercial loan products and documentation.

Preferred Qualifications, Capabilities, and Skills:

• College degree or equivalent work experience.

As a Client Center Meeting Coordinator within our Amenity Services, you will play an integral role in creating a positive and lasting impression of our organization for both employees and clients. Your role extends beyond managing the front desk and you will be the embodiment of our commitment to hospitality and exceptional customer service. Your responsibilities will include escorting clients to their meeting rooms, providing meeting planning support, and assisting with meeting inquiries.

Job Responsibilities

• Stand, greet, and welcome all clients to the Client Center throughout the day.
• Escort clients to the appropriate meeting room or space, offering coat room and bag check services to enhance their comfort.
• Assist, tend to, and anticipate guest needs on the floor, ensuring a seamless and pleasant experience for all visitors.
• Work closely with JPMorgan Chase's internal and external partners, including catering, security, audio-visual, events, and facility teams, to ensure smooth operations and exceptional service delivery
• Manage essential front desk functions, including answering phones, promptly returning emails, reviewing and analyzing meeting room requests, and understanding the schedule of events taking place.
• Join Event Planners on pre-conference calls for events, assist with data entry, and support the execution of events, ensuring all details are meticulously managed.
• Check meeting rooms to ensure that catering, audio-visual, and room setups match the Banquet Event Order (BEO), guaranteeing that all client specifications are met.
• Master the usage of EMS (Event Management System) to detail reservations, review incoming requests, and manage all event logistics efficiently.
• Understand meeting room capabilities and catering offerings to provide informed assistance to clients and employees.
• Take the lead in planning and coordinating small events, ensuring that all logistical details are handled with precision and that the events run smoothly.
• Provide support to Event Planners in the execution of larger events, assisting with coordination and ensuring that all aspects of the event are aligned with client expectations.

Required qualifications , capabilities and skills

• Bachelor’s degree required
• 3+ plus years’ experience in the Hospitality Industry, 5-Star Hotels, Event Planning and Food & Beverage with high touch customer service, demonstrating a strong foundation in customer service and organizational skills
• Excellent interpersonal and communication skills, with the ability to engage with clients and colleagues professionally and warmly
• Ability to effectively manage guest experiences and expectations using a high level of tact and diplomacy
• Highly organized, with the ability to multitask and prioritize tasks effectively
• Working knowledge of audio-visual systems. Familiarity with Microsoft Office is essential
• Flexibility to thrive in a fast-paced and diverse environment
• Willingness to work flexible shifts to cover conference center hours and locations

Preferred qualifications , capabilities and skills

• knowledge of the EMS booking system is a plus

The corporate access coordinator is responsible for arranging corporate & expert access events for institutional investor & corporate client partners. In this role, you will work directly with research, sales, banking & events team to understand their needs, select venues, coordinate logistics, manage budgets and ensure the successful execution of J.P.Morgan events. Experienced self-starter that can quickly begin to contribute and manage events independently. Access events can include investor tours, conference meetings and non-deal roadshows.

Job Responsibilities:

• Collaborate with Corporate Meetings & Events teams to promote events, manage registration & client communications around investor meetings.
• Meet with JPMorgan event hosts/sponsors to understand their objectives, requirements, and budget.
• Research and select appropriate venues (in-house or external), negotiate contracts, and manage relationships with vendors.
• Develop and manage event budgets, ensuring cost-effectiveness and adherence to financial constraints and following required expense management procedures.
• Manage communications with corporate and investor clients to organize investor meetings.
• Manage all logistics associated with events: obtaining compliance approval, transportation, catering, audiovisual equipment, and other necessary services.
• Liaise with company management teams, research, and institutional sales to develop and execute corporate access events.
• Effectively market Corporate Access events internally to research sales and sales trading.
• Work closely with research sales and sales trading to monetize Corporate Access events.
• Conduct post-event evaluations to gather feedback and assess the success of the event, making recommendations for future improvements.
• Ensure all events follow J.P. Morgan legal, compliance and expense policies.
• On-site staffing of events to ensure seamless execution and manage client inquiries and requests.

Require qualifications, capabilities, and skills:

• Experience in meeting management at an investment bank required.
• Strong front office experience and knowledge across markets business preferred.
• Detail oriented and self-motivated.
• Excellent communication skills, both verbal and written, can engage and influence partners and stakeholders.
• Thrive in a fast-paced environment of real-time market pressures and easily remain focused on client needs.
• Microsoft Excel, PowerPoint and MS Word proficiency
• Demonstrate good judgment - decision-making is your strongpoint.
• Strong interpersonal skills - you listen and communicate in a direct, succinct manner.
• Experience with virtual and hybrid event planning.

Preferred qualifications, capabilities, and skills:

• Experience with event management platforms such as BTS is ideal.
• Ability to travel as needed for site visits and event execution.
• Flexibility to work evenings and weekends as required by event calendar.

Job Responsibilities:

• Develop and implement strategic event plans that enhance client relationships and promote J.P. Morgan's brand.
• Partner with JPMorgan event hosts/sponsors to define objectives, requirements, and budgets, ensuring alignment with business goals.
• Research and select venues, negotiate high-value contracts, and manage strategic relationships with vendors.
• Develop and oversee event budgets, ensuring cost-effectiveness and adherence to financial constraints, while optimizing resource allocation.
• Direct communications with corporate and investor clients to organize investor meetings, ensuring high-level engagement and satisfaction.
• Manage all logistics associated with events, including compliance approval, transportation, catering, audiovisual equipment, and other necessary services.
• Collaborate with company management teams, research, and institutional sales to design and execute innovative corporate access events.
• Strategically market Corporate Access events internally to research sales and sales trading, driving participation and engagement.
• Work closely with research sales and sales trading to monetize Corporate Access events, identifying opportunities for revenue generation.
• Conduct post-event evaluations to gather feedback, assess success, and implement strategic improvements for future events.
• Ensure all events adhere to J.P. Morgan's legal, compliance, and expense policies, maintaining the highest standards of integrity.
• Provide on-site support during events to ensure seamless execution and address client inquiries and requests.

Required Qualifications, Capabilities, and Skills:

• Substantial experience in meeting management at an investment bank, with a proven track record of strategic planning.
• Strong front office experience and knowledge across markets business
• Exceptional communication skills, both verbal and written, with the ability to engage and influence partners and stakeholders.
• Thrive in a fast-paced environment of real-time market pressures, with a focus on strategic client engagement.
• Proficiency in Microsoft Excel, PowerPoint and the ability to leverage technology for strategic planning.
• Demonstrate excellent judgment and decision-making skills, with a focus on strategic outcomes.
• Strong interpersonal skills, with the ability to listen and communicate in a direct, succinct manner.
• Experience with virtual and hybrid event planning, with the ability to innovate and adapt to changing environments.

Preferred Qualifications, Capabilities, and Skills:

• Experience with event management platforms such as BTS, with the ability to leverage technology for strategic advantage.
• Ability to travel as needed for site visits and event execution, with a focus on strategic client engagement.
• Flexibility to work evenings and weekends as required by event calendar, with a commitment to strategic outcomes.

As a Syndicated Loan Transaction Coordinator within the Leverage Finance and Debt Capital Markets team, you will support the execution and closing of complex loan transactions. You will manage a pipeline of active syndicated transactions and assist with inquiries from Borrowers, Lenders, and Arrangers.

Job Responsibilities:

• Support execution and closing of complex loan transactions, including new deals, refinancing, and amendments.
• Collect and review legal loan documentation for operational feasibility and risk mitigation.
• Review internal loan-related spreadsheets for accuracy and advise on funding mechanics.
• Coordinate pre-closing requirements with internal and external clients.
• Initiate and coordinate trade settlement processes for Institutional Term Loan transactions.
• Assist with inquiries related to the closing process and schedule conference calls.
• Participate in projects to enhance performance and efficiency.

Required Qualifications, Skills, and Capabilities:

• Undergraduate degree or equivalent experience with a minimum of 3 years in Syndicated Loan experience.
• Knowledge of Syndicated Loan products and business, including Credit Agreements and deal structures.
• Experience in collecting and reviewing pre-syndicated loan documentation.
• Ability to collaborate with team members and senior management with strong communication skills.
• Ability to operate in a challenging environment and learn new systems quickly.
• Critical decision-making abilities and strong organizational skills.
• Proficiency with Microsoft Office Suite and ability to work as part of a team.

Preferred Qualifications, Skills, and Capabilities:

• Experience in investment banking or financial services.
• Familiarity with trade settlement processes and regulatory requirements.
• Strong analytical capability and attention to detail.