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Transaction Management Analyst responsible for supporting loan lifecycle processes including closing, servicing, client onboarding, data management, and quality control. Works closely with various teams to ensure compliance, efficiency, and transparency.
Job Responsibility:
Support loan origination and lifecycle management
assist with creation of processes, standards, procedures, and controls
aid in technology design and implementation including testing and rollout
provide training and support to transaction management staff
ensure compliance with regulatory requirements
work with business lines and loan operations to implement metrics and reviews
improve processes and controls
participate in system testing and migrations
manage and maintain loan transaction pipeline
coordinate and close loan transactions and lifecycle events
troubleshoot and perform quality control
assess and manage operational risks
Requirements:
Minimum 1-2 years of experience
excellent communication, organizational, and interpersonal skills
ability to work under tight deadlines and manage priorities
quantitative skills with high proficiency in Excel and other Microsoft-based programs
familiarity with Tableau or visualization tools
experience with Loan IQ, transaction capture tools
keen attention to detail
developed analytical and problem-solving abilities
client relationship and solution skills
Nice to have:
Experience within a large global team supporting wholesale lending
knowledge of wholesale loan (syndicated/bilateral) product and business including legal loan documentation and deal structure
experience working with clients under time constraints
proven ability to collaborate with team members, senior management, and other business constituents
critical decision-making capabilities
ability to manage multiple concurrent deadlines
understanding and awareness of corporate and regulatory policies in relation to Lending
deep understanding of operational processes supporting wholesale lending
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