Global Banking Client and Deal Support -… at JPMorganChase · Mumbai

This is a middle office transaction management function within Global Banking, dedicated to support lending & trade finance products

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:

• Lead end-to-end execution of lending and trade finance transactions, ensuring transparency, accountability, and timely resolution.

• 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.

• Build and maintain strong relationships with business partners, clients, and internal teams across regions.

• Provide guidance and support to bankers and stakeholders, ensuring clear communication and effective problem resolution.

• Actively contribute to wider CPD projects and initiatives, identify opportunities for process optimization and efficiency.

• Ensure adherence to standard operating procedures and regulatory requirements by identifying and resolving operational, financial, and technology issues promptly.

• Demonstrate leadership by setting high standards of performance, promoting a culture of continuous improvement, and supporting the professional development of team members.

Required qualifications, capabilities & skills :

• 4 – 6 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).

• Demonstrated leadership skills, with experience mentoring or guiding junior colleagues.

• Ability to work shift hours, as needed, to support APAC or EMEA time zones.

• 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.

• Ability to identify and escalate problems promptly, driving them to resolution.

• High standards of performance and adaptability to a rapidly changing environment.

• Think strategically and tactically to generate ideas around process improvement, with the flexibility to adjust to new innovations, regulations, and priorities.

• Good working knowledge of 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.

• Proficiency in European languages is an advantage.

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.

About the Company

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.