Loans Transaction Management Specialist - Associate/Vice President

J.P. Morgan; London; On-site; GBP 50,000 - 70,000; Full time

Job summary

Join a leading global financial institution as a Loans Transaction Management Specialist, supporting the Commercial & Investment Bank. This role emphasizes loan documentation management, client interaction, and transaction oversight, requiring strong legal understanding and coordination skills in a fast-paced environment.

Qualifications

• In-depth knowledge of loan documentation and financial agreements.
• Experience managing deadlines and working under pressure.
• Strong organizational and communication skills.

Responsibilities

• Manage negotiation and review of loan documentation.
• Collaborate with clients' legal counsel and internal stakeholders.
• Oversee compliance and internal control requirements.

Skills

Risk and Controls

Interpersonal Communication

Coordination

Organizational Skills

Technical Knowledge of Loan Documentation

Problem Solving

Adaptability

Proactiveness

Strategic Thinking

Education

Background in Law or Related Field

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Job description

Join the team that supports your career growth, advancement and expanding opportunities! At JPMorgan Chase we take pride in valuing our employees’ individualities, while supporting an inclusive culture of teamwork.

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 Commercial & Investment Bank. Your role will involve providing expertise in the negotiation and review of credit facility documentation and managing end-to-end transactions for Loan products.You will work closely with JP Morgan's client coverage teams, external legal counsel, and agent banks.

Job responsibilities

• Delivers best-in-class management of loan documentation negotiations as an integral component of the broader transaction execution process for credit facilities and ancillary legal documentation, particularly for corporate clients, and including oversight of the deal-closing process
• Faces Clients (or their legal counsel) in close partnership with key internal stakeholders such as Front Office and Credit Risk Officers to review and support the negotiation of legal documentation, either for bilateral and/or syndicated loan facilities
• Liaises with internal/external counsel in the review of facility documentation on behalf of JP Morgan
• Draws on transactional, geographic and/or sectoral expertise to suggest mitigants/solutions for internal stakeholders as necessary, ensuring their timely involvement to reach resolutions
• Operates to the requirements of the internal controls framework, including the preparation and coordination of approvals for documentation deviations during negotiations
• Contributes and drives wider WLS projects and initiatives

Required qualifications, capabilities, and skills

• In-depth technical knowledge and understanding of loan documentation (in particular, LMA Syndicated Facilities;and Financial Sponsor precedent terms, for Leveraged Loans)
• Strong understanding of lending products and associated legal agreements (Investment Grade & Non-Investment Grade; Acquisition Finance and Infrastructure finance)
• Ability to identify problems and escalate them promptly
• Excellent coordination skills and a strong focus on risk & controls
• Proven organisation skills, 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 other stakeholders globally
• Confident, proactive, assertive where required, and energetic
• Ability to adapt to a rapidly-changing business and technological environment
• Ability and willingness to train junior colleagues
• Think strategically and tactically to generate ideas around process improvement, with the flexibility to adjust to new innovations, regulations, and priorities
• Good working knowledge of Microsoft applications, especially Excel, Word, and PowerPoint

Preferred qualifications, capabilities, and skills

• Candidates from law firms and/or with in-house counsel/paralegal backgrounds
• Language skillswelcomed