Full Job Description
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
• 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 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
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.
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.
