Officer, Transaction Services Intermediate Analyst, Operations
Core
Supporting the lending lifecycle including loan closing, servicing coordination, complex client onboarding, data management, and quality control for wholesale lending transactions.
Role type
Intermediate Transaction Services Analyst (Operations)
Builds
Operational oversight and execution for syndicated and bilateral loan transactions
Domain
Wholesale lending / Corporate & Commercial Finance
Deliverable
Production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
Credit documentation review, Credit protection/collateral/covenants review, Agreement and credit approval consistency review, Data registration and validation, Operational instruction coordination, Process improvement, Risk assessment, Analytical and problem-solving abilities
Preferred skills
Loan IQ and transaction capture tools experience, Tableau or visualization tool familiarity, Large global team wholesale lending experience, Legal loan documentation and deal structure knowledge
Technologies
Loan IQ, Transaction capture tools, Excel, Microsoft Office Suite, Tableau
Responsibilities
Review credit documentation packages for accuracy and compliance; Assess credit protection elements including collateral and covenants; Verify consistency between legal agreements and credit approvals; Register and validate data in internal systems; Provide operational instructions to servicing teams; Design and implement transaction management processes and controls; Participate in loan remediation and system migrations; Manage deal closing pipeline; Drive compliance with laws and regulations.
Seniority
Intermediate, hands-on IC