Transaction Manager - Loan Syndication
Core
Support the lending lifecycle including loan closing, servicing coordination, client onboarding, data management, and quality control for syndicated and bilateral loans.
Role type
Transaction Manager (Loan Syndication)
Builds
Operational oversight of loan transactions and lifecycle management
Domain
Banking / Wholesale Lending
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
Preferred skills
Experience in wholesale lending at large financial institutions, knowledge of legal loan documentation and deal structures, loan system testing and migration, operational metrics definition
Technologies
Loan IQ, Tableau, Microsoft Excel, loan capture tools
Responsibilities
Coordinate and close loan transactions and lifecycle events, manage deal closing pipeline, implement transaction management processes and controls, provide training to staff, partner with business lines and credit risk, ensure data quality and regulatory compliance, participate in loan remediation and system migrations, define operational metrics and risk reviews
Seniority
Mid-level (2-5 years experience)