Supports execution of complex syndicated and bilateral loans within EMEA Wholesale Lending Services. Responsibilities include maintaining transaction pipeline data, extracting deal terms from credit agreements, coordinating KYC completion, managing documentation and shared mailboxes, resolving operational queries, collaborating with global stakeholders, and contributing to process improvement and control-enhancement initiatives.
Join our Wholesale Lending Services Middle Office (WLS MO) who is part of WLS and provides global end-to-end loan origination, servicing, restructuring, and trading support. Services are tailored to the needs of the client and lines of business, ranging from bilateral to large, syndicated loan agreements. Services provided include Loan Origination, Deal Closing and Funding, Documentation Review, Core Loan Servicing, Loan Closing and Trade Settlement.
As an Execution Coordinator Associate within the EMEA WLS Originations team, you will support Transaction Coordinators in the execution of complex syndicated and bilateral loans for the Commercial & Investment Bank (CIB) and Trade Finance Lines of Business. You will work closely with the origination businesses, helping to ensure all necessary information is reviewed for operational feasibility and optimal execution, and partnering with internal and external stakeholders including (but not limited to) Deal Teams, Credit Risk, Legal, KYC, Loan and Agency Services, and Lenders. You will also interact with counterparts internationally on cross-border transactions originating out of EMEA. We operate in a control-focused environment, helping to ensure new loan agreements and amendments are operationally viable, aligned to JPM's preferred language, recorded accurately in our systems, and that any exceptions are appropriately captured and escalated.
Job responsibilities
- Support the Origination Pipeline system by helping to ensure real-time recording of transaction details through the origination lifecycle, with strong data quality across all datapoints and effective pipeline management.
- Extract critical deal information from credit agreements and record it in the Firm’s systems of record.
- Liaise with Transaction Coordinators to help ensure Borrower KYC completion ahead of signing/funding.
- Maintain accurate process and procedure documentation in a timely manner, including periodic review and upload of documents.
- Monitor the group mailbox by assigning deals and queries, and resolving or redirecting queries as needed in line with agreed processes.
- Partner across Operations and wider WLS teams globally to help resolve issues, identify alignment opportunities, and contribute ideas to enhance existing processes, as appropriate.
- Build and maintain effective working relationships across WLS teams.
- Participate/lead projects and working groups across the Firm to support process efficiency and control enhancement, contributing as a developing subject matter resource.
Required qualifications, capabilities, and skills
- Experience in loan operations, lending, agency/loan servicing, or transaction support; interest in origination and syndicated loans.
- Comfortable reading legal loan documentation (e.g., Credit Agreements) to locate key operational and deal terms, with guidance/training.
- Proficient in Excel, Word, and PowerPoint (able to work with formulas, format tables, and build clear trackers/presentations).
- Strong attention to detail and ability to follow defined processes in a control-focused environment.
- Ability to manage multiple tasks and deadlines, escalate issues appropriately, and work well as part of a team.
- Clear written and verbal communication skills and willingness to collaborate with stakeholders across the business.
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.
JPMorganChase New York, New York, USA Office
270 Park Avenue, New York, NY, United States, 10017-2014
JPMorganChase New York, New York, USA Office
4 Metrotech Center, New York, NY, United States, 11201
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