Job responsibilities
- Maintain and review credit agreement terms across loan structures to ensure JPM standards are followed and track points of contention and drivers to identify market trends and document JPM preferences
- Review, advise, and escalate on product related terms to ensure operational feasibility (currency, pricing, timings, structure, etc.)
- Advise and provide expertise across operations on Credit Agreement provision impacts to workflow
- Tracking and monitoring of each request from inception to completion working to time-critical delivery deadlines
- Partnering across Legal, Business, and Operations departments to resolve problems and recommend enhancements to existing processes, as appropriate
- Building and maintaining relationships with all Lines of Business
- Understanding and prioritising relevant technology enhancements
- Maintaining accurate process and procedure documentation in a timely manner
- Taking the lead or, where needed, participate in projects and act as subject matter expert in working groups across the Firm to enhance process efficiency
Required qualifications, capabilities, and skills
- Experience in a loan operations / transaction management in the origination space, including knowledge of the loan product and syndicated loan business, and an understanding of Credit Agreements
- A proven ability to review legal loan documentation (e.g., Credit Agreements, Term Sheets, Amendments, A&R Credit Agreements, and Fee Letters)
- 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
- The 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 independently identify, escalate, and propose solutions to problems
- A proven track record of leading initiatives, hitting milestones, and succeeding in a team environment
- A 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
- Lead by example; set high standards of performance for self and others
Preferred qualifications, capabilities, and skills