What are the responsibilities and job description for the Third Party Loan Document Review Specialist position at JPMorgan Chase?
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
- 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
