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Transaction Management supports the full lending lifecycle, including loan closing, servicing coordination, complex client onboarding, data management, and quality control. The team provides operational oversight for all loan transactions within its supported business division, ensuring compliance with internal and external requirements.
Job Responsibility:
Loan execution, funding and lifecycle management for syndicated, bilateral, corporate, structured lending and trade facilities
Manage deal closing pipeline
Coordinate lifecycle events (covenants and collateral)
Capture data
Store documentation
Troubleshoot
Perform quality control
Work to operational metrics and risk/control reviews for end-to-end transparency
Partner with business lines, credit risk, operations, and legal to align with strategic vision
Assess and manage risk
Ensure compliance, ethical conduct, and transparent control issue escalation
Ensure data quality, controls, and processes meet internal policies and regulatory requirements
Assist with refining processes, standards, procedures, controls, and training for transaction management
Help design, implement, test, and roll out technology solutions as required
Train and support transaction management staff and business constituents
Continuously help to improve processes, controls, and efficiencies across the loan lifecycle
Lead projects for performance and efficiency enhancement as necessary
Serve as escalation point for loan remediation and system testing/migrations
Requirements:
Extensive experience with LMA loan documentation
Extensive experience with syndicated transactions
Extensive experience with transaction/data capture tools
Extensive relevant work experience
Excellent communication, organizational, and interpersonal skills
Ability to work under tight deadlines
Ability to manage priorities
Ability to work independently
High proficiency in Excel and other Microsoft Office programs
Familiarity with Tableau or other visualization tools
Strong attention to detail
Strong analytical abilities
Strong problem-solving abilities
Client relationship and solution skills
Bachelor's/University degree or equivalent work experience required
What we offer:
Competitive base salary (annually reviewed)
Hybrid working model (up to 2 days working at home per week)
Benefits that support you and your family to be well, live well and save well
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