Wholesale Lending Loan Origination Analyst - JPMorgan Chase Bank, N.A.
Newark, DE 19702
About the Job
Job Summary:
As a Syndicated Loans Execution Coordinator in the Loan Transaction Team, you will support Transaction Coordinators in managing complex syndicated and bilateral loans for the Global Investment Bank and Trade Finance Lines of Business. You will collaborate closely with origination businesses, ensuring all necessary information is reviewed for operational feasibility and optimal execution. You will partner with various internal and external parties, including Deal Teams, Credit Risk, Legal, KYC, Loan and Agency Services, as well as Lender and JPM clients.
Job Responsibilities:
- Extract critical deal information from credit agreements and record in the Firm's systems of record.
- Engage with Deal Team, Deal Services, and KYC Teams for all aspects of Lender, Borrower, Guarantor, and Agent KYC, monitoring through to completion ahead of signing/funding.
- Maintain accurate process and procedure documentation, ensuring timely review and upload.
- 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 process enhancements.
- Build and maintain relationships across WLS teams.
- Understand and prioritize relevant technology enhancements.
- Lead or participate in projects and act as a subject matter expert in working groups to enhance process efficiency.
Required Qualifications, Capabilities, and Skills:
- Experience in loan operations/transaction management, especially in the origination space, with knowledge of loan products and syndicated loan business.
- Proven ability to review legal loan documentation to identify critical operational, KYC, and other relevant deal-related information.
- Understanding of Corporate KYC requirements.
- Strong skills in Excel, Word, and PowerPoint, with the ability to manipulate, interpret, and present data effectively.
- Ability to manage and coordinate complex workflows across multiple teams, communicate effectively, and complete assignments accurately within designated time frames.
- Proven track record of leading initiatives, achieving milestones, and succeeding in a team environment.
- Strong oral and written communication skills, with the ability to collaborate with team members and senior management across and within lines of business, with keen attention to detail.
JPMorganChase, 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents 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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans