CB - Transaction Management Specialist -Loans - Vice President - London

Commercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide credit and financing, treasury and payment services, international banking and real estate services to clients including corporations, municipalities, institutions, real estate investors and owners, and non-profit organizations.

Wholesale Lending Services (WLS) is a division within the Commercial Bank’ Global Services department, which supports clients in Corporate & Investment Bank; Asset Management; Commercial Banking and Business Banking. The group consists of approximately 2,200 employees and is responsible for 300,000 loans in excess of $500 billion.

Employer Description

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

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. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.

Job Description

CB - Transaction Management Specialist - Loans - Vice President

The transaction management team is known as Credit Products Delivery team, a middle office transaction management partner for clients of the Global Corporate Bank, Commercial Bank and Global Trade Finances Businesses. Credit Products Delivery provides expertise in the negotiation and review of facility documentation and end-to-end transaction management for Loans (and Traditional Trade Finance products). The Credit Products Delivery team partners closely with JPMorgan’s Coverage teams, as well as internal/external legal counsel and facility agents.

Primary responsibilities:

• Deliver best-in-class documentation negotiation management and transaction execution of credit facilities and ancillary documentation. Maintain oversight of the deal closing process
• Review and support front office in negotiating legal documentation across corporate lending categories, with a focus on bilateral and Investment Grade & Non-Investment Grade syndicated working capital facilities for EMEA clients
• Liaising with internal/external counsel to prepare and review transactional documentation
• Draw on expertise to suggest solutions for appropriate stakeholders (Bankers and/or Debt Capital Markets, Credit, Legal, Compliance, Tax, etc) as necessary, ensuring they are brought into the debate in a timely manner to reach a resolution
• Manage controls framework, reporting and escalation for transaction execution; including preparing and coordinating documentation deviations and approvals during negotiations
• Drive WLS wider projects & initiatives

• Demonstrated knowledge and understanding of LMA documentation, and auxiliary documentation
• Strong understanding of lending products and agreements (Investment Grade & Non-Investment Grade, Acquisition Finance)
• Solid understanding of credit execution, transaction management and banking processes
• Solid decision-making capabilities and the ability to identify problems and drive to a resolution
• Excellent coordination skills and a strong control mindset
• Demonstrated ability to manage relationships, both internally and externally
• Good organization skills, and ability to work well under pressure and to tight deadlines, including strong prioritization skills
• Excellent verbal, written and interpersonal communication skills; ability to interact professionally and confidently with senior deal team members within the Front Office globally
• Confident, self-starter, assertive and energetic
• Lead by example; set high standards of performance for self and others
• Ability and willingness to train junior colleagues
• Ability to adapt to a rapidly changing business and technology environment
• Think strategically and tactically to design process improvement ideas with the flexibility to adjust to new innovations, regulations, and priorities

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

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. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.