Deal Closing - Externally Agented - Team Leader

The Deal Closer, you'll provide operational support to the Commercial & Investment Bank for syndicated credit structures where JPMorgan is a Lending Bank. You are responsible for entire post-origination cycle which involves gathering the credit and regulatory and compliance requirements and subsequent detailed review of the credit agreement followed by set up of the Credits in firms Book Keeping System

Job Summary

As a Deal Closer within the Commercial & Investment Bank, you will provide operational support for syndicated credit structures where JPMorgan is a Lending Bank. Your responsibilities will encompass the entire post-origination cycle, which includes gathering credit, regulatory, and compliance requirements. You will also conduct a detailed review of the credit agreement, set up the credits in the firm's Book Keeping System, and hand over the credits to the Loan Servicing Team. In this role, you will have direct contact with Agents, Borrowers, and Business Partners while performing Loan Closing duties.

Job Responsibilities:

• Read and interpret complex legal credit agreements and related documentation, working with attorneys when applicable
• Negotiating with customers, bankers, underwriters and legal counsel on legal and policy components of loan documents
• Reviewing case and documentation summaries prepared by analysts
• Initiate credit set up as per credit agreements and loan activity (fundings, payments) as instructed by the Agent in accordance with credit agreements
• Initiate and reconcile automated funds' movements in accordance with client/agent instructions
• Regularly updating closing database to reflect closing status and assisting in the creation of departmental procedures. 
• Provide information as requested by agent, business partners, middle office
• Monitor control reports and update applicable comments
• Participate in system testing as needed, which may occur during non-business hours
• Assist with any administrative tasks associated with the terms of a Credit Agreement
• Perform quality control on new deals, restructures, and amendments by thoroughly understanding the credit agreement and verifying system set up accuracy
• Back up co-workers and work with various special projects or other tasks as assigned

Required Qualifications, Skills and Capabilities

• Minimum Graduate Degree from an accredited university, majoring in accounting, finance, economics or math. Related job and industry experience can be accepted as a substitute (4+ years)
• Minimum 4 Years of Loans/Syndicated Loans experience or loan operations (LoanIQ Experience)
• General to intermediate accounting knowledge
• Ability to manage concurrent assignments in an effective, efficient, and organized manner
• Ability to work independently within a team environment
• Excellent oral and written communications skills and strong interpersonal/client servicing skills
• Strong analytical, problem solving, and proven decision-making skills
• Solid working knowledge of Microsoft Office applications (i.e. Excel, Word and PowerPoint)
• Experience with reading and interpreting loan documentation or related experience dealing with legal documentation is preferred. Multicurrency loan products and intricate pricing knowledge.
• Should be comfortable for Night shifts

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.