Associate - Syndicated Loan Transaction Coordinator

JPMorganChase; Jersey City (NJ); On-site; USD 95,000 - 125,000; Full time

Job summary

JPMorganChase in Jersey City, NJ seeks an Associate to coordinate complex syndicated loans and LC transactions within Wholesale Lending Services. You will align with Origination Businesses to review documents, ensure regulatory compliance, and mitigate operational risks while supporting broad internal partnerships.

The role requires an undergraduate degree plus at least 2 years of syndicated loan experience, with the ability to lead with precision and collaborate across Debt Capital Markets,

Qualifications

• Undergraduate degree with 2+ years syndicated loan experience.
• Strong understanding of credit agreements, loan funding mechanics, and deal structures.
• Experience coordinating with clients and internal teams to review pre-syndicated loan documentation.
• Ability to adapt to a rapidly changing environment and make critical decisions.

Responsibilities

• Assign, Manage, and maintain Investment and Commercial Bank transaction pipeline.
• Ensure understanding of loan products to assist junior analysts as escalation point.
• Collect and review legal loan documentation for regulatory and execution feasibility.
• Coordinate and review internal closing documentation with multiple departments.
• Discuss and advise funding mechanics and internal booking locations per policy.
• Initiate trade settlement processes and coordinate with trade settlement teams.
• Communicate and coordinate fee documentation and ensure risk mitigation.
• Address control gaps by engaging global partners and proposing solutions.
• Participate in cross-border deal coordination with international counterparts.

Skills

Syndicated Loan experience

Credit agreement knowledge

Investment Banking knowledge

Pre-syndicated loan documentation

Collaboration

Adaptability to change

Critical decision-making

Education

Undergraduate degree

Job description

Job Description

You have an undergraduate degree plus a minimum of 2 years of Syndicated Loan experience. Join a team that supports your career growth, advancement and expanding opportunities! At JPMorganChase we take pride in valuing our employees' individualities, while supporting an inclusive culture of teamwork. This is the team for you.

Job Description

You have an undergraduate degree plus a minimum of 2 years of Syndicated Loan experience. Join a team that supports your career growth, advancement and expanding opportunities! At JPMorganChase we take pride in valuing our employees' individualities, while supporting an inclusive culture of teamwork. This is the team for you.

As a Syndicated Loan Transaction Coordinator – Associate within the Wholesale Lending Services team at JPMorganChase, you will be responsible for coordinating complex syndicated loans, and letter of credit transactions for the Corporate Investment and Commercial Banks. You will work closely with the JPMorganChase Origination Businesses, ensuring all required documents, reference data, and critical information are reviewed for operational feasibility, optimal execution mechanics, regulatory requirements and mitigation of operational risk.

The Wholesale Lending Services team partners with various internal and external parties including, but not limited to, Debt Capital Markets, Credit Risk, Loan and Agency Services, Product Control, Legal, Trade Settlements, as well as JPM Borrowers and Lender Clients. The team also interacts with their international counterparts in Europe and the Asia Pacific on cross-border deals originating out of North America.

Job Responsibilities

• Assign, Manage, and maintain Investment and Commercial Bank transaction pipeline.
• Ensure a broad understanding of the loan products, and the overall industry in order to effectively assist the junior analysts on the team, acting as the point of escalation.
• Collect and review legal loan documentation for operational feasibility, optimal execution mechanics, regulatory requirements and mitigation of operational risk.
• Coordinate and review of internal closing documentation with Debt Capital Markets, Credit Risk, Loan and Agency Services, Product Control, Legal, Trade Settlements, as well as Borrowers and Lenders.
• Discuss and advise funding mechanics and operational requirements as it pertains to internal booking locations, regional, and currency policies.
• Initiate trade settlement process and coordinate with trade settlement teams for Institutional Term Loan transactions.
• Provide effective communication and coordination of fee documentation and recognition and execute best practices and control, risk mitigation and elevate point of contact.
• Identify and address control gaps by engaging global partners. Propose solutions to improve the process at a global scale.
• Participate with various working groups created to enhance performance and efficiency and interact/coordinate with international counterparts on cross-border deals originating out of North America.

Required Qualifications, Capabilities, And Skills

• Undergraduate degree plus a minimum of 2 years of Syndicated Loan experience.
• Knowledge of the Loan product / Syndicated Loan business, including a strong understanding of a credit agreement, loan funding mechanics, deal structure, ticking fees, funds flows, etc.
• Demonstrated understanding of financial services, specifically within Investment Banking.
• Prior experience working with clients to collect and review pre-syndicated loan documentation ahead of closing large syndicated structures.
• Proven ability to collaborate with team members and senior management across and within the lines of business with a keen attention to detail and strong analytical capability.
• Demonstrated experience operating in a challenging and rapidly changing environment with a desire to accept new assignments and the ability to learn new principles and dynamic systems quickly.
• Critical decision-making abilities including the ability to identify, elevate, and propose solutions to problems.

ABOUT US

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.

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.