Leveraged Loans Transaction Management Specialist

Overview

In this role, you will serve as the transaction-management partner for leveraged loan clients within the Credit Products Delivery team. You provide loan market expertise in negotiating and reviewing credit facility documentation and oversee end-to-end transaction execution. You collaborate with client coverage, Risk, counsel, and agent banks to drive efficient closes. You contribute to cross-functional projects and uphold internal controls while solving documentation challenges. This is an opportunity to shape large, complex facilities for corporate clients in a global banking environment.

Responsibilities

• Lead and manage loan documentation negotiations as part of the transaction execution for credit facilities and related legal docs
• Engage with clients or their counsel alongside Front Office and Credit Risk to support documentation negotiations
• Liaise with internal/external counsel to review facility documentation on JP Morgan’s behalf
• Apply transactional, geographic, or sector expertise to identify mitigants and drive timely resolutions
• Work within the internal controls framework and coordinate approvals for documentation deviations during negotiations
• Contribute to broader projects and initiatives impacting the role and team

Key requirements

• In-depth technical knowledge of loan documentation (LMA Syndicated Facilities; Financial Sponsor precedent terms)
• Strong understanding of lending products and related legal agreements
• Ability to identify problems and escalate promptly
• Excellent coordination with a strong focus on risk and controls
• Proven organizational skills under tight deadlines and good prioritization
• Excellent verbal, written, and interpersonal communication with global stakeholders
• Confident, proactive, assertive, and energetic
• Ability to adapt to a rapidly-changing business and regulatory environment
• Strategic and tactical thinking for process improvement and adapting to new priorities
• Good working knowledge of Microsoft Excel, Word, and PowerPoint

• proactive communication
• assertiveness
• ability to work under pressure
• LMA Syndicated Facilities terms
• Financial Sponsor precedent terms
• Microsoft Excel

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