Join a 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 Third Party Loan Document Review Specialist within the Loan Trading Documentation team, you will be responsible for the review, coordination, and settlement of third-party assignments. Our team, part of the Wholesale Lending Services Middle Office, primarily supports the North America Credit Trading, Loan Total Return Swap, and Syndicated Leverage Finance businesses within the Corporate and Investment Bank. We are responsible for primary and secondary trade closing support and Third Party Agency Review.
Job responsibilities
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- Work with front office, clients, counsel and operations to settle third party assignments
- Establish and maintain strong working relationships with clients/counterparts
- Manage heavy trade portfolio across various lines of business while maintaining a clean ageing profile
- Review loan syndication standard documents and credit agreements
- Identify and escalate issues to the front office, in-house legal counsel and management, when necessary.
- Prepare daily/weekly commentary for all open items to measure risk
Required qualifications, capabilities, and skills
- Bachelor's degree
- Proficiency with Microsoft Office Suite (Excel, Word, and PowerPoint)
- General understanding of syndicated loans and trade lifecycle
- Prior knowledge of loan products or trading operations including experience with Loan Syndication Trade Associate "LSTA" standard documentation and standard terms and conditions
- Excellent oral and written communication skills
- Excellent analytical and critical thinking skills
- Highly motivated with a team-oriented mindset
Preferred qualifications, capabilities, and skills
- Familiarity with loan-based software (LoanIQ, ClearPar)
- Syndicated Loan experience
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.