Client Service Associate - Syndicated Lending

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As a Client Service Associate in Wholesale Lending Services (WLS), you will support the largest and most sophisticated corporate loan transactions in the market as the primary loan servicing contact for internal/external clients for issues and resolutions.

You will primarily provide operational support for syndicated credit structures agented by JPMorganChase or bilateral loans extended to a borrower solely by JPMorganChase.

This is a client facing role with direct contact with borrowers, lenders, and business partners while performing loan servicing facets.

Job Responsibilities


* Provide deal origination and execution support to Syndicated deal teams as the primary loan servicing contact for internal/external clients for issues and resolutions.


* Provide feedback to deal structuring team on operational market trends and any preferred deal structure


* Read and interpret complex legal credit agreements and related documentation working with attorneys when applicable


* Perform quality control on new deals, restructures and amendments by thoroughly understanding the credit agreement verifying system set up accuracy


* Initiate loan activity (funding, re-pricings, payments) as instructed by the client in accordance with credit agreements


* Calculate and track complex interest and fee accruals at various rate levels across changing lender distributions


* Reconcile daily funding and payment activity to account for all daily cash transactions, Initiate and reconcile automated funds movement, monitor and escalate past due principal, interest, & fees and assist in loan operations projects as needed

Required qualifications, capabilities and skills


* 3+ years as a business professional with proven and related Client Management/Interaction experience OR related Operations experience.


* Will also consider candidates with related Bachelor's Degree with proven ability through Internship or related work experience


* Excellent interpersonal and written/verbal communication skills


* Strong analytical thinker who can identify connections between various pieces of data and systems and quickly articulate client impact as well as the ability to effectively multi-task and prioritize competing demands


* Strong organizational skills with the ability to function efficiently in a high volume, fast-paced, deadline-oriented environment while maintaining service level agreements


* Exceptional customer service and communication skills


* Proficiency in Microsoft Office applications with strong Excel skills

Preferred qualifications, capabilities and skills


* Commercial Loan/Lending Operations experience, ideally with knowledge of reading and interpreting syndicated credit agreements (pre/post-close)
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