1. 555 W 23rd
St, New York NY/ Justin.m.snell@gmail.com/Tel: (781) 264-6691
OBJECTIVE: To use my education, experience and interests to continue my career within the
financial marketplace
EDUCATION:
SYRACUSE UNIVERSITY 8/07- 6/11
Martin J. Whitman School of Management
Syracuse, NY
Bachelor of Arts in Finance & Marketing
EXPERIENCE:
JPMorgan Chase New York, NY
Transaction Coordinator - Associate 1/15 – Present
Coordinated the closing and processing of a wide range of financial products
between front office leveraged finance team and wholesale loan operations team,
including revolving, term, bridge and bilateral loans.
Responsible for the collection and review of legal loan documentation for
operational feasibility, optimal execution mechanics, regulatory requirements and
mitigation of operational risk
Worked closely with a variety of groups internal to JPM on the closing process
including but not limited to debt capital markets, credit risk, loan and agency
services, product control, legal, trade settlements and client onboarding.
Interaction and coordination with JPM counterparts on cross-border deals
originating out of North America
Management and maintenance of Investment and Commercial Bank transaction
pipeline.
Barclays Capital Services New York, NY
Analyst 11/13-
1/15
Maintained my existing duties and portfolio of agency clients while taking on 5-10
additional clients
Worked closely with the sales and trade closing team to review and execute third
party assignments
Reconciled all incoming and outgoing cash related to my portfolio on a daily
basis
Assumed a leadership role on more advanced projects such as clients
undergoing bankruptcy or clients in the process of an acquisitions.
Provided auditors of both borrowers and lenders with up to date information
regarding balances, payments, statements, etc.
Assisted in the collection and verification of tax forms, payment instructions, and
contact information for new lenders or clients to my portfolio.
Helped clients understand obligations and regulations stipulated in their legal
documents such as credit agreements, fee letters, borrowing notifications,
payment notifications, etc.
Prospect 33 New York, NY
2. Consultant at Barclays Capital 11/11-11/13
Primary operations contact on 12-15 agency deals, responsible for daily activities
such as rollovers, interest payments, prepayments, fee calculations, etc
Constructed and provided notices, invoices, audit confirmations and interest
calculations for borrowers, lenders and third parties
Coordinated within Barclays and with borrowers, lenders and counsel on closing
new deals as well as refinancing and amendments to existing deals
Worked closely with borrowers and lenders to resolve position or payment
discrepancies
ACTIVITIES:
AMERICAN CANCER SOCIETY Syracuse, NY
Volunteer 8/09–
Present
Generated patient information packets
Assisted in direction of nonprofit events