Loans Transaction Management Specialist - Associate / Vice President

JPMorgan Chase & Co.; United Kingdom; On-site; GBP 100,000 - 125,000; Full time

Job summary

A global financial services leader in London is seeking a Loans Transaction Management Specialist. The role involves managing loan documentation negotiations and ensuring compliance with legal agreements. Ideal candidates will have in-depth knowledge of loan documentation, excellent communication, and coordination skills. Join a team that values individualities and promotes career growth.

Qualifications

• In-depth understanding of loan documentation, especially for syndicated facilities.
• Ability to identify problems and escalate promptly.
• Willingness to train junior colleagues.

Responsibilities

• Manage loan documentation negotiations effectively.
• Collaborate with internal and external stakeholders throughout the process.
• Ensure compliance with internal control frameworks.

Skills

In-depth knowledge of loan documentation

Strong understanding of lending products

Excellent communication skills

Proven coordination skills

Ability to work under pressure

Good working knowledge of Microsoft applications

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Job description

Overview

Loans Transaction Management Specialist - Associate/Vice President

LONDON, LONDON, United Kingdom

Job Information

• Job Identification
• Job Category Loan Operations
• Business Unit Commercial & Investment Bank
• Posting Date 05/30/2025, 08:38 AM
• Locations LONDON, LONDON, United Kingdom
• Job Schedule Full time

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.

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

About Us

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world\'s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

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 ourFAQs for more information about requesting an accommodation.

About the Team

J.P. Morgan\'s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.