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Syndicated Loan Deal Closing Coordinator – Debt Capital Markets – Middle Office

Req #: 170117514
Location: New York, NY, US
Job Category: Relationship Management/Sales
Potential Referral Amount: 0 US Dollar (USD)

Syndicated Loan Closing Coordinator – Debt Capital Markets

Middle Office


Wholesale Loan Operations (WLO) services several lines of businesses within JPMorgan Chase, including Business Banking, Global Wealth Management, Investment Banking and Commercial Banking.  The group consists of approximately 1,300 employees worldwide and is responsible for over $500 billion in loans outstanding. Core Loan Operation is a part of WLO and provides global end to end loan origination, servicing, restructuring and trading support. Services are tailored to meet the needs of the clients and line of businesses including, but not limited to, Loan Origination, Deal Closing & Funding, Collateral/Document Review/Doc Workflow Management, Loan Servicing, Trade Confirmations & Settlement, Special Credit Services, and Syndicated/Agent Bank Booking and Servicing.


The Deal Closing Coordinators are broadly responsible for coordinating complex syndicated and bi-lateral loans, and letter of credit transactions for the Corporate Investment and Commercial Banks.  The Team works closely with JPM 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 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 EMEA and APAC on cross-border deals originating out of North America.

  • Manage and maintain a portfolio of active leveraged and high grade loan transactions for the Investment and Commercial Bank
  • Support Leveraged Finance and Debt Capital Markets with the execution and closing of complex loan transactions, including, but not limited to new deals, refinancing, amendments, cross-border transactions, acquisition financings, and cashless roll repricings
  • Collect and review legal loan documentation for operational feasibility, optimal execution mechanics, regulatory requirements and mitigation of operational risk
  • Review internal loan related spreadsheets (e.g. funds flows) for accuracy and completeness
  • Liaise and coordinate pre-closing requirements with internal and external clients (i.e. Debt Capital Markets, Syndicate, Credit Risk, Loan and Agency Services, Product Control, Legal, Trade Settlements, Borrowers and Lenders)
  • Review and advise on funding mechanics and operational requirements as it pertains to internal booking locations, regional and currency policies
  • Initiate and coordinate trade settlement process with ClearPar and internal trade settlement team for Institutional Term Loan transactions
  • Coordinate internal KYC review and Flood due diligence
  • Assist with ad-hoc inquiries from Borrowers, Lenders, and Arrangers pertaining to the closing process and ongoing maintenance
  • Schedule internal conference calls to ensure pre-closing requirements have been met and resolve / escalate any outstanding issues
  • Assist internal colleagues with fee documentation and recognition
  • Execution of best practices and control, risk mitigation and escalation point of contact
  • Participate in projects and provide valuable input with various working groups created to enhance performance and efficiency

  • Undergraduate degree plus 1- 3 years of Syndicated Loan experience or equivalent is required
  • Knowledge of the Loan product / Syndicated Loan business, including an 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, strong oral and written communication skills, and strong analytical capability
  • Ability to operate 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, escalate, and propose solutions to problems
  • Ability to multi-task through the practice of strong organizational and time management skills

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