Job Description
At JPMorgan Chase, we value our employees' individualities and support an inclusive culture of teamwork. Apply today to join an exciting team making impactful change!
Job Summary:
As a Deal Set Up and Funding Analyst in Wholesale Lending Services, your primary focus will be supporting the facilitation of syndicated loans for Fortune 500 companies through the deal closing process, ensuring they reach their financial goals. You will focus on partnerships between the front office, legal, transaction coordinators, and account servicing teams to deliver a first-class client experience.
Job Responsibilities:
- Initiate collaboration across multiple teams to interpret loan documentation for accurate processing of new deals.
- Own coordination of principal and fee-related closing payments.
- Maintain accountability for gathering all required documentation prior to deal closing while working with Transaction Coordinators and other partners.
- Actively manage and prioritize a pipeline of assigned transactions.
- Govern and reconcile exception reports related to recently closed transactions.
- Analyze amendments made to existing agreements and/or deal structure characteristics and communicate changes to account managers.
- Consistently provide accurate data while maintaining a low quality control error rate.
Required Qualifications, Capabilities, and Skills:
- General understanding of Finance and Loan products.
- Basic understanding of Microsoft Office.
- Self-motivated with a team-oriented mindset.
- Strong organizational skills with the ability to effectively prioritize.
- Ability to foster and maintain professional relationships.
- Exceptional communication skills.
Preferred Qualifications, Capabilities, and Skills:
- Commercial Banking experience.
- Syndicated Loan experience.
- LOAN IQ experience.
About Us
JPMorganChase, 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
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What We Do
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.
Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.
Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.
©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
Why Work With Us
Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.
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