As an Execution Coordinator, within the Loan Transaction Team you will be responsible for supporting Transaction Coordinators in managing complex syndicated and bilateral loans for the Global Investment Bank and Trade Finance Lines of Business. You will work closely with the origination businesses, ensuring that all necessary information is reviewed for operational feasibility and optimal execution and partners with various internal and external parties, including but not limited to, Deal Teams, Credit Risk, Legal, KYC, Loan and Agency Services, as well as Lender and JPM clients. You will also interact with counterparts internationally 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
- Extracts critical deal information from credit agreement and record in the Firm’s systems of record
- Engages with Deal Team, Deal Services and KYC Teams for all aspects of Lender, Borrower, Guarantor and Agent KYC and monitor KYC through to completion ahead of signing/funding
- Maintains accurate process and procedure documentation in a timely manner and be responsible for periodic review and upload of document
- Establishes, interprets and reports relevant metrics to the WLS Management Team and external stakeholders
- Partners across Legal, Business, and Operations departments to resolve problems and recommend enhancements to existing processes, as appropriate.
- Builds and maintains relationships across WLS teams
- Understands and prioritises relevant technology enhancements
- Takes the lead or, where needed, participates in projects and act as subject matter expert in working groups across the Firm to enhance process efficiency
- Assigns deals and queries from the group mailbox and resolve or redirect queries as needed
- Supports Transaction Coordinators in tasks such as Anacredit, Loss Sharing and other task-based items
Required qualifications, capabilities, and skills
- Experience in loan operations / transaction management especially 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. 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
Preferred qualifications, capabilities, and skills