Associate, Transaction Management
Core
Manage complex lending transactions (Leveraged Finance, Structured Finance) from approval through closing, booking, funding, and lifecycle handoff.
Role type
Associate individual contributor transaction management specialist
Builds
Closed and booked lending deals for US SCIB Lending Solutions
Domain
Financial services / Syndicated and Structured Finance
Required skills
Transaction execution, KYC/AML compliance, closing checklist management, stakeholder coordination, credit agreement review, funds flow tracking, operational setup, lifecycle event management, process improvement
Preferred skills
Loan IQ or comparable loan booking platforms
Technologies
Loan IQ
Responsibilities
Coordinate closing checklists, conditions precedent, and documentation status; Review and track approvals, KYC/AML diligence, and legal documentation; Support execution of amendments, waivers, and repricings; Contribute to development of procedures and training materials; Communicate transaction status and blockers to cross-functional stakeholders
Seniority
Associate, individual contributor