Loans Transaction Management Specialist
- On-site
- Full-time
About this role
Are you interested in transaction management and are passionate about loan documentation? Then you have found the right team!
As a Loans Transaction Management Specialist within the Credit Products Delivery team, you will serve as a middle office transaction management partner for clients of the Corporate & Investment Bank, Commercial Bank. Your role will involve providing expertise in the negotiation and review of facility documentation and managing end-to-end transactions for Loan products. You will work closely with JPMorgan's client coverage teams, external legal counsel, and facility agents.
Job responsibilities
- Deliver best-in-class loan documentation execution for credit facilities and ancillary legal documentation, particularly for corporate clients, including oversight of the deal closing process
- Face Clients (or their counsel) in close partnership with Front Office and Credit to review and support the negotiation of legal documentation for financings, with a focus on bilateral and syndicated loan facilities
- Liaise with internal/external counsel in the review of facility documentation
- Draw on transactional expertise to suggest solutions for appropriate stakeholders (Bankers, Credit, Tax, Ops etc) as necessary, ensuring they are brought into the debate in a timely manner to reach a resolution
- Manage to the internal controls framework, reporting and escalation for transaction execution, including preparing and coordinating the approval of documentation deviations during negotiations
- Actively contribute to and drive wider team projects & initiatives
Required qualifications, capabilities, and skills
- Advanced technical knowledge and understanding of loan documentation
- Excellent understanding of lending products and associated legal agreements (Investment Grade & Non-Investment Grade, Acquisition Finance)
- Solid understanding of investment grade and leveraged loans, transaction management, lending products more broadly, and banking processes
- Solid decision-making capabilities and the ability to identify problems and drive to a resolution
- Excellent coordination skills and a strong control mindset
- Demonstrated ability to manage relationships, both internally and externally
- Proven organization skills, and ability to work well under pressure and to tight deadlines, including strong prioritization skills
- Excellent verbal, written and interpersonal communication skills; ability to interact professionally and confidently with the Front Office and functional partners globally
- Lead by example, set high standards of performance for self and others
- Ability to adapt to a rapidly changing business and technology environment
- Think strategically and tactically to design process improvement ideas with the flexibility to adjust to new innovations, regulations, and priorities
Preferred qualifications, capabilities, and skills
- Prior experience working with emerging markets borrowers
- Candidates from law firms and/or with in-house counsel/paralegal backgrounds
- Language skills welcomed