Global Banking Client and Deal Support - Credit Product Delivery - Transaction Execution - Vice President
Aumni
Credit Product Delivery (CPD) is a middle office transaction management function within Global Banking, dedicated to supporting lending and trade finance products. The team’s mission is to deliver superior client experience through timely, client-focused service, while maintaining a robust risk and control framework. CPD partners with regional and global teams, working closely with Bankers, Trade Sales, Credit, Legal, Compliance, and Operations to ensure seamless execution and consistent delivery across J.P. Morgan’s Commercial & Investment Bank.
You will play a leading role in managing the full lifecycle of lending and trade finance transactions, from documentation drafting and negotiation to deal closure, whilst building strong stakeholder relationships in partnering with various functional teams. This position is ideal for individuals with strong leadership potential who aspire to progress to future management roles. The role requires a proactive, client-centric mindset, strong organizational and communication skills, and a commitment to developing both yourself and the team.
Responsibilities:
- Credit Product Delivery (CPD) is a middle office transaction management function within Global Banking, dedicated to supporting lending and trade finance products. The team’s mission is to deliver superior client experience through timely, client-focused service, while maintaining a robust risk and control framework. CPD partners with regional and global teams, working closely with Bankers, Trade Sales, Credit, Legal, Compliance, and Operations to ensure seamless execution and consistent delivery across J.P. Morgan’s Commercial & Investment Bank.
- You will play a leading role in managing the full lifecycle of lending and trade finance transactions, from documentation drafting and negotiation to deal closure, whilst building strong stakeholder relationships in partnering with various functional teams. This position is ideal for individuals with strong leadership potential who aspire to progress to future management roles. The role requires a proactive, client-centric mindset, strong organizational and communication skills, and a commitment to developing both yourself and the team.
- Responsibilities:
Team Leadership and Build-out
- Lead, grow, and inspire a newly formed, high‑performing team with a global remit.
- Provide day‑to‑day people leadership (goal setting, coaching and performance management), fostering a diverse, inclusive, and high‑engagement culture.
- Building and managing overall team resource plan, including recruitment where required and capacity planning in a changing environment
- Development and ownership of team performance based metrics in support of established business & operational goals
- Promote a culture of continuous improvement and support the professional development of team members.
- Transaction Management
- Lead and oversee end-to-end execution of lending and trade finance transactions, ensuring transparency, accountability, and timely resolution across bilateral and syndicated facilities.
- Oversee the negotiation, drafting, review, and execution of legal documentation, including facility agreements, credit support, security documents, corporate authorizations, and ancillary finance documents.
- Manage the deal closing process, including sourcing and reviewing client constitutional documents and performing conditions precedent checks.
- Liaise directly with clients and their legal counsel, external law firms, facility agents and internal stakeholders including Banker/Sales, Credit Risk, Legal, Tax, and Operations to support the negotiation and execution of documentation for bilateral and syndicated facilities.
- Operate within the internal controls framework, preparing and coordinating approvals for documentation deviations.
- Coordinate and lead deal teams as needed, facilitating smooth execution and transaction completion.
- Serve as the subject matter expert for credit documentation and provide training and guidance to junior team members, fostering a collaborative and high-performing team environment.
- Provide guidance and support to bankers and stakeholders, ensuring clear communication and effective problem resolution.
- Operate within the internal controls framework; prepare and coordinate approvals for documentation deviations and exceptions, ensuring audit‑ready documentation.
- Stakeholder Partnership and Governance
- Serve as the senior point of contact partnering with business partners and stakeholders across regions to align priorities and remove blockers across time zones.
- Ensure adherence to standard operating procedures and regulatory requirements by identifying and resolving issues promptly.
- Actively contribute to wider CPD projects and initiatives, identify opportunities for process optimization and efficiency.
- Chair or represent CPD in relevant governance forums and working groups; drive alignment on policy, standards, and control outcomes.
Required qualifications, capabilities & skills :
- 10-15 years’ experience in deal execution and transaction management, legal documentation, or related fields.
- Knowledge of lending and trade finance products, and associated legal agreements (understanding of LMA style documentation is a plus).
- Proven leadership with direct people management experience; track record of building and scaling teams with a global remit and developing, mentoring, and advancing talent across multiple career stages.
- Strong stakeholder management and influence skills across regions and functions; able to drive outcomes without direct authority and navigate ambiguity in a matrixed environment.
- Excellent knowledge of credit documentation; strong commercial judgment and practical risk approach balancing client experience and control obligations.
- Ability to work shift hours, as needed, to support APAC or EMEA time zones in fast‑moving, multi‑deal environments.
- Excellent organizational skills, attention to detail, and ability to prioritize under pressure.
- Strong verbal, written, and interpersonal communication skills, with the ability to influence and build consensus.
- Proactive, confident, and energetic approach; able to work independently and as part of a team.Strong decision making capabilities and the ability to identify problems and propose solutions.
- High standards of performance and adaptability to a rapidly changing environment.
- Think strategically and tactically to generate ideas around process improvement; comfortable leading change and driving adoption of new processes and tools.
- Proficiency with Microsoft Office applications (Excel, Word, PowerPoint).
Preferred qualifications, capabilities & skills :
- Bachelor’s degree or higher.
- Experience working in law firms, in-house legal teams, in legal support teams or in paralegal roles.
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Proficiency in European languages is an advantage.
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 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.
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.
This is a middle office transaction management function within Global Banking, dedicated to support lending & trade finance products