CIB Loan Origination Analyst – Syndicated Lending at JPMorganChase (2025-09 – Present)
- Manage end-to-end execution across a $100B+ syndicated loan pipeline, coordinating across investment banking, credit risk, legal, and agency teams to drive deals from credit approval through closing — consistently meeting execution timelines on multicurrency, multi-borrower facilities
- Conduct KYC and structural analysis across complex multi-borrower facilities, resolving entity hierarchy and booking structure determinations that directly impact regulatory alignment and funding readiness
- Analyzing credit agreements while building and maintaining Proposal Release Checklists (PRCs) to support credit underwriting, confirming documentation completeness, risk approvals, and operational readiness ahead of deal execution.
- Monitoring and maintaining physical and electronic collateral across syndicated credit facilities and the securitization of these facilities through bond and note issuances; conducting collateral placements, releases, and cash collateral adjustments, ensuring accurate reflection of lien structures, margin requirements, and legal terms within internal loan and workflow systems.
- Interpret and operationalize key underwriting elements within complex syndicated multicurrency, multi-borrower, credit facilities — including tranche structures, swingline and L/C mechanics, leverage & financial covenant considerations, and collateralization terms — supporting seamless execution from credit approval through closing and post-funding lifecycle management.
- Liaise between internal trading desk and external agent banks to resolve settlement discrepancies, track outstanding confirmations, and ensure timely funding across primary and secondary market syndicated loan transactions
- Coordinate trade execution and settlement across syndicated loan transactions, interfacing directly with the trade desk, agent banks, and sell-side counterparties to ensure accurate and timely completion of loan assignments and transfers using ClearPar and LSTA documentation standards
Relationship Banker at Bank of America (2024-06 – 2025-08)
- Serving as an intermediary between clients and Merrill financial solutions advisors, brought in over $20 million in new deposits, opened multiple managed investment accounts, facilitated numerous IRA rollovers, and helped clients secure higher-yield savings through CD placements.
- Conducted financial discovery with a diverse client base to assess needs and recommend appropriate solutions, including investment products, contributing to deep understanding of client behavior and financial decision-making.
- Managed personal and small business accounts while ensuring compliance with all Bank of America policies and federal banking regulations, minimizing risks and ensuring operational accuracy.
- Recognized for an analytical approach to assessing client needs and for consistently exceeding performance benchmarks.
