Job description
Loans Agency Client Account Manager - Associate
Are you a strategic thinker, and a passionate self-starter? Then you have found the right team within our Wholesale Lending Services.
You will join our Loans Agency which is a multi-faceted, client facing and deadline driven role. You will be a part of the team which is responsible for certain activities of an operational nature in relation to syndicated credit facilities where JPMorgan has been appointed Facility Agent. The Agent has a duty to provide a high quality service to all parties through the administration of accurate funds movement and timely information flows. The Facility Agent’s roles and responsibilities are defined in the loan agreement which is broadly based on LMA-style documentation.
Job responsibilities:
- Manage a portfolio of clients, supporting Lines of Business (LOBs) such as Export Finance, Debt Capital Markets (DCM), Equity Derivatives Group (EDG), Specialised Products Group (SPG), Global Corporate Bank (GCB).
- Responsible for all syndicate notifications related to daily processing, including distribution of information on data room sites. Acting as first point of contact for both Borrower and syndicate lenders for all queries in relation to a specific deal.
- Manage waiver coordination.
- Review and interpret all operational aspects of loan documentation during the life of the facility.
- Work with the deal team during a refinancing to ensure the structure is operationally feasible, responsibility includes review of loan documentation and funds flow management.
- Liaison with external clients and internal teams including Credit, Origination, Treasury, Compliance, Legal and Secondary Loan Trading.
- Facilitating lender presentations and meetings.
Required qualifications, capabilities, and skills:
- Self-starter with the ability to work independently using initiative.
- Ability to manage multiple demands in a fast-changing environment.
- Manages and prioritizes multiple tasks and uses sound judgement to escalate issues timely.
- Strong communication skills and confidence speaking to external clients.
- Analytically minded with strong technical prowess in relation to manipulating data.
- Attention to detail; understanding of the risks and downstream impacts of inaccurate data capture.
- Excellent problem solving skills; the ability to identify the root cause.
Preferred qualifications, capabilities, and skills:
- Proficiency to communicate in at least one foreign language.
- Loan IQ knowledge is preferred.
- Experience in syndicated loans preferred.
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.
ABOUT THE TEAM
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 nonprofit organizations.