Officer - Transaction Manager
Core
Support the lending lifecycle including loan closing, servicing coordination, complex client onboarding, data management, and quality control for corporate, commercial, real estate, structured lending, and trade transactions.
Role type
Transaction Manager (Lending Operations)
Builds
Loan origination and lifecycle management processes for wholesale lending
Domain
Financial Services / Wholesale Lending
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
Loan lifecycle management, syndicated and bilateral loan mechanics, data management, quality control, process improvement, risk assessment, regulatory compliance, stakeholder coordination, Excel proficiency, Tableau familiarity, Loan IQ experience
Preferred skills
Experience in large global wholesale lending teams, legal loan documentation knowledge, deal structure understanding, funds flows management, operational metrics definition, loan remediation, system testing and migrations
Technologies
Excel, Microsoft Office Suite, Tableau, Loan IQ, transaction capture tools
Responsibilities
Coordinate and close loan transactions/lifecycle events, capture data, store documentation, troubleshoot issues, perform quality control, design and implement technology solutions, provide training to staff, partner with business lines and risk/legal, define operational metrics, improve process efficiencies, manage deal closing pipeline, assess risk and ensure regulatory compliance
Seniority
Mid-level, hands-on IC