Wholesale Lending Services Associate

JPMorgan Chase & Co.; Bournemouth; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading global financial institution is seeking experienced Associates for its Wholesale Lending Services team in Bournemouth. The role will involve supporting the lifecycle of loan transactions and collaborating with various stakeholders to ensure operational excellence. Ideal candidates will have a background in financial services, solid analytical skills, and a strong attention to detail. Join us to shape the future of lending services while developing your career in a dynamic environment.

Qualifications

• Experience in financial services or banking operations is required.
• Solid analytical and interpretation skills for complex documentation.
• Eagerness to learn and develop foundational skills.

Responsibilities

• Support execution, servicing, and origination of loan transactions.
• Collaborate with stakeholders for seamless transaction processing.
• Review and interpret loan documentation for operational feasibility.
• Participate in projects for process improvement and efficiency.
• Maintain a strong controls environment and adhere to policies.
• Contribute to excellent client service and process enhancements.
• Foster collaboration and knowledge sharing within the team.

Skills

Analytical skills

Problem-solving skills

Communication skills

Interpersonal skills

Time management

Attention to detail

Tools

Microsoft Office Suite

Job description

Wholesale Lending Services (WLS) is expanding its footprint in Bournemouth and is seeking experienced Associates to support operational functions across a range of lending services. Join us in Bournemouth and help shape the future of Wholesale Lending Services.

As an Wholesale Lending Services Associate in Wholesale Lending Services, you will play a vital role in supporting the full lifecycle of loan transactions, servicing, and origination activities. You will collaborate with colleagues and stakeholders across the firm, contributing to operational excellence, process improvements, and client satisfaction. This is an opportunity to develop your career in a dynamic environment, gain exposure to a range of lending products, and work alongside industry leaders.

Job responsibilities

• Support the execution, servicing, and origination of syndicated and bilateral loan transactions, ensuring accuracy, compliance, and timely delivery across the loan lifecycle.
• Collaborate with internal and external stakeholders, including clients, legal, credit, operations and trading teams, to resolve inquiries and facilitate seamless transaction processing.
• Review and interpret loan documentation, applying attention to detail and analytical skills to ensure operational feasibility and risk mitigation.
• Participate in team projects and initiatives focused on process improvement, automation, and operational efficiency.
• Maintain a strong controls environment, adhering to established procedures and policies, and escalating issues as appropriate.
• Contribute to a culture of excellent client service, supporting programs to enhance processes, reduce risk, and increase scalability.
• Foster collaboration and knowledge sharing within the team, supporting the development and engagement of colleagues.
• Review Loan Market Association (LMA) standard documents and other legal documents including trade confirms, assignment agreements, and related agreements.

Required qualifications, capabilities and skills

• Experience in financial services, banking operations, or lending services, with a developing understanding of loan products and transaction management.
• Solid analytical and problem-solving skills, with the ability to interpret complex documentation and manage multiple tasks effectively.
• Eagerness to learn and develop, with a focus on building foundational skills.
• Excellent communication and interpersonal skills, with the ability to build relationships and collaborate across teams.
• Proficiency in time management, organisation, and prioritisation, working well under pressure and to tight deadlines.
• Demonstrated control mindset and attention to detail, ensuring accuracy and compliance in all activities.
• Proficiency with Microsoft Office Suite and ability to learn new systems and technologies.

Preferred qualifications, capabilities and skills

• Experience in syndicated lending, loan servicing, or transaction execution within a financial institution.
• Familiarity with trade settlement processes, regulatory requirements, and operational risk management.
• Experience with LMA standard documentation and knowledge of the LMA Standard Terms and Conditions.
• Strong data and technology literacy, with the ability to analyse data and implement innovative solutions.
• Interest in participating in process automation, continuous improvement, and change management initiatives.
• Willingness to learn from and be coached by more senior team members.
• Developing proficiency in leveraging technology, including AI/ML, to create innovative lending, and trading solutions.
• Experience in preparing quantitative reports and supporting strategic planning efforts.