Loan Trading Services Associate
bournemouth, uk
Posted on Jul 8, 2026
Are you looking for a new challenge? Then you found the right position for you! Process loan transfers/trades, solve inquiries fast, and enhance controls in a high-pressure team.
As a Loan Trading Services Associate within the Wholesale Lending Services (WLS) team, you'll serve as a vital resource for the EMEA Agency Trading team. Your role includes the investigation of inquiries, reviewing lender transfer requests and the fundamental understanding of our trading platforms and systems. You will be expected to provide and communicate solutions (in person, by phone, and by email) in a fast-paced, high-pressure environment.
Job responsibilities
- Review and process Lender submitted Loan Syndication Transfer Requests, ensuring adherence to specific transfer provisions as outlined in the underlying Loan Credit Agreement
- Ensure accurate and timely capture of all new external primary and secondary loan trades in agent books and records
- Review credit agreements, specifically assignability language
- Prepare daily/monthly MIS reporting to track the status of open items and measure risk
- Assist the team in ad-hoc requests including technology enhancements / UAT exercises
- Provide support for non-BAU projects and initiatives designed to improve automation and strengthen the team’s control environment
- Contribute to WLS wider projects & initiatives
Required qualifications, capabilities, and skills
- Ability to identify problems and escalate them promptly
- Good organization and prioritization skills
- Ability to work well under pressure and to tight deadlines
- Strong verbal, written and interpersonal communication skills
- Confident, self-starter, assertive and energetic who sets high standards of performance for self
- Personal motivation and drive to deliver excellence and make a difference every day
- Excellent analytical and problem-solving skills
- Extremely detailed and control orientated
- Keen to understand the detail
Preferred qualifications, capabilities, and skills
- Familiarity with loan-based software (LoanIQ, ClearPar)
- Knowledge of the trade lifecycle and/or experience supporting a trading business
- Prior knowledge of loan products or trading operations
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
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.
Join the team and ensure accurate trade capture, review transfers, and drive automation and controls.
