Job Description
Transaction Management will be responsible for supporting multiple aspects of the lending lifecycle including but not limited to loan closing and servicing coordination, facilitating complex client onboarding, data management, and quality control. The team will be accountable and responsible for operational oversight of the closing and servicing of all loan transactions of the business division being supported to ensure all internal and external requirements are met. Responsibilities:Perform leadership role relevant to the build and development of the team supporting loan origination and lifecycle management which includes large complex syndicated and bilateral loans covering but not limited to corporate, commercial, real estate, structured lending and trade.Create processes, standards, procedures, controls, training, and implementation of transaction management.Design and implement technology including testing and rollout.Produce and provide training and support to transaction management staff and business constituents.Partner with each of the originating and coverage business lines, credit risk, operations, legal, etc to ensure strategic vision is enabled.Ensure that quality of data, controls and processes performed meet internal policies and regulatory requirements/expectations, via staff management.Work with lines of business, transaction management, and loan operations to define and implement operational metrics and risk and control reviews to ensure all stakeholders have end to end transparency.Constantly improve processes, controls and efficiencies within the group and front to back across loan lifecycle.Lead projects to enhance performance and efficiency.Leadership role and serve as escalation relevant to loan remediation and loan system testing / migrations.
Responsibilities + Skills
Experience with Loan IQ, transaction capture tools, etc.Keen attention to detailDeveloped analytical and problem-solving abilitiesClient relationship and solution skills
Education
Individual must have excellent communication, organizational and interpersonal skills.Individual must work well under tight deadlines, manage priorities, and complete assigned tasks with minimal management follow up.Candidate has quantitative skills with a high proficiency with Excel and other Microsoft based programs.Tableau or visualization tool familiarity
Experience