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Transaction Management will be responsible for supporting multiple aspects of the lending lifecycle including loan closing, servicing coordination, facilitating complex client onboarding, data management, and quality control. The team will oversee operational aspects of loan transactions to ensure all requirements are met.
Job Responsibility:
Contribute to build and development team to support loan origination and lifecycle management
assist with creation of processes, standards, procedures, controls and training
aid in design and implementation of technology including testing and rollout
provide training and support to staff and business constituents
partner with originating and coverage business lines, credit risk, operations, and legal
ensure quality of data, controls, and processes meet internal policies and regulatory requirements
work with stakeholders to define and implement operational metrics and control reviews
constantly improve processes, controls, and efficiencies across the loan lifecycle
participate in projects to enhance performance and efficiency
take part in loan remediation and system testing/migrations
actively manage deal closing pipeline
coordinate and close loan transactions, capture data, store documentation, troubleshoot issues, and perform quality control
assess risk and ensure compliance with laws, policies, and regulations
Requirements:
Minimum 1-2 years of experience
excellent communication, organizational and interpersonal skills
ability to work well under tight deadlines and manage priorities
quantitative skills with high proficiency with Excel and Microsoft-based programs
keen attention to detail
developed analytical and problem-solving abilities
client relationship and solution skills
English is mandatory
Nice to have:
Tableau or visualization tool familiarity
experience within a large global team supporting wholesale lending at a large financial institution
knowledge of wholesale loan (syndicated/bilateral) products and business
experience working with clients under time constraints
proven ability to collaborate with team members, senior management, and business constituents
critical decision-making capabilities
ability to manage multiple concurrent deadlines
understanding of appropriate corporate and regulatory policies related to lending
deep understanding of operational processes supporting wholesale lending
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