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Transaction Management will support multiple aspects of the lending lifecycle, including loan closing and servicing coordination, client onboarding, data management, and quality control. The team will oversee loan transactions to ensure internal and external requirements are met. Responsibilities include process improvement, control definition, stakeholder collaboration, and operational supervision.
Job Responsibility:
Contribute to the build and development team to support loan origination and lifecycle management
assist with the creation of processes, standards, procedures, controls, training, and implementation of transaction management
aid in the design and implementation of technology including testing and rollout
provide training and support to transaction management staff and business constituents
partner with originating and coverage business lines, credit risk, operations, legal, etc.
ensure quality of data, controls, and processes meet internal policies and regulatory requirements
define and implement operational metrics and risk and control reviews
improve processes, controls, and efficiencies
participate in projects to enhance performance and efficiency
manage and maintain a deal closing pipeline of loan transactions
coordinate and close loan transactions/lifecycle events, perform quality control
assess risk in business decisions
report control issues with transparency
Requirements:
Minimum 4-6 years of experience
excellent communication, organizational and interpersonal skills
ability to work well under tight deadlines
quantitative skills with proficiency in Excel and other Microsoft programs
familiarity with Tableau or visualization tools
experience with Loan IQ and transaction capture tools
keen attention to detail
developed analytical and problem-solving abilities
client relationship and solution skills
experience supporting wholesale lending at a large financial institution
knowledge of wholesale loan products and business, including legal loan documentation
experience working with clients under time constraints
proven ability to collaborate with team members, senior management, and business constituents
critical decision-making abilities
ability to manage multiple concurrent deadlines
understanding of corporate and regulatory policies related to lending
deep understanding of operational processes supporting wholesale lending
focus on achieving/exceeding key operating standards
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