Wholesale Lending Services Associate

Wholesale Lending Services Associate – Bournemouth

Wholesale Lending Services (WLS) is expanding its footprint in Bournemouth and is seeking experienced Associates to support operational functions across a range of lending services.

As a Wholesale Lending Services Associate you will play a vital role in supporting the full lifecycle of loan transactions, servicing, and origination activities. You will collaborate with colleagues and stakeholders across the firm, contributing to operational excellence, process improvements, and client satisfaction.

• Support the execution, servicing, and origination of syndicated and bilateral loan transactions, ensuring accuracy, compliance, and timely delivery across the loan lifecycle.
• Collaborate with internal and external stakeholders, including clients, legal, credit, operations and trading teams, to resolve inquiries and facilitate seamless transaction processing.
• Review and interpret loan documentation, applying attention to detail and analytical skills to ensure operational feasibility and risk mitigation.
• Participate in team projects and initiatives focused on process improvement, automation, and operational efficiency.
• Maintain a strong controls environment, adhering to established procedures and policies, and escalating issues as appropriate.
• Contribute to a culture of excellent client service, supporting programs to enhance processes, reduce risk, and increase scalability.
• Foster collaboration and knowledge sharing within the team, supporting the development and engagement of colleagues.
• Review Loan Market Association (LMA) standard documents and other legal documents including trade confirms, assignment agreements, and related agreements.

• Experience in financial services, banking operations, or lending services, with a developing understanding of loan products and transaction management.
• Solid analytical and problem‑solving skills, with the ability to interpret complex documentation and manage multiple tasks effectively.
• Eagerness to learn and develop, with a focus on building foundational skills.
• Excellent communication and interpersonal skills, with the ability to build relationships and collaborate across teams.
• Proficiency in time management, organisation, and prioritisation, working well under pressure and to tight deadlines.
• Demonstrated control mindset and attention to detail, ensuring accuracy and compliance in all activities.
• Proficiency with Microsoft Office Suite and ability to learn new systems and technologies.

• Experience in syndicated lending, loan servicing, or transaction execution within a financial institution.
• Familiarity with trade settlement processes, regulatory requirements, and operational risk management.
• Experience with LMA standard documentation and knowledge of the LMA Standard Terms and Conditions.
• Strong data and technology literacy, with the ability to analyse data and implement innovative solutions.
• Interest in participating in process automation, continuous improvement, and change management initiatives.
• Willingness to learn from and be coached by more senior team members.
• Developing proficiency in leveraging technology, including AI/ML, to create innovative lending, and trading solutions.
• Experience in preparing quantitative reports and supporting strategic planning efforts.

• Seniority level:
  Not Applicable
• Employment type:
  
  Full‑time
• Job function:
  Other

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…