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Transaction Management will be responsible for supporting multiple aspects of the lending lifecycle including, but not limited to loan closing and servicing coordination, facilitating complex client onboarding, data management, and quality control. The team will be accountable for operational oversight of loan transactions to ensure internal and external requirements are met.
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
work with lines of business and stakeholders to define and implement operational metrics
improve processes, controls and efficiencies within the group and loan lifecycle
participate in projects to enhance performance and efficiency
take part in loan remediation and loan system testing/migrations
actively manage and maintain a deal closing pipeline of loan transactions
coordinate and close loan transactions/lifecycle events and perform quality control
Requirements:
Minimum 1-2 years of experience
excellent communication, organizational and interpersonal skills
ability to work under tight deadlines and manage priorities
high proficiency with Excel and other Microsoft-based programs
Tableau or visualization tool familiarity
experience with Loan IQ or transaction capture tools
keen attention to detail
developed analytical and problem-solving abilities
client relationship and solution skills
English fluency is required
Nice to have:
Experience within a large global team supporting wholesale lending
knowledge of wholesale loan (syndicated/bilateral) product and business
experience working with clients under time constraints to facilitate a transaction or process
collaboration with team members, Senior management, and other business constituents
critical decision-making capabilities
ability to manage multiple concurrent deadlines
understanding of corporate and regulatory policies in relation to Lending
deep understanding of operational processes supporting wholesale lending
focus on achieving/exceeding key operating standards in a KPI/metrics-driven culture
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