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Tier-1 brand, metro location, and a generalist operations role increase applicant competition.
Role requires wholesale lending product knowledge and Loan IQ experience, limiting cross-industry transferability.
Explicit years, regulated banking environment, and mandatory loan tools and controls drive strict shortlisting.
Own operational oversight and coordination of loan closing and servicing for syndicated and bilateral loans across corporate, commercial, real estate, structured lending, and trade portfolios.
Develop and implement transaction management processes, controls, and technology solutions, including testing and rollout, to support loan origination and lifecycle management.
Manage deal closing pipeline, ensure data quality, compliance with internal policies and regulatory requirements, and collaborate with business lines, credit risk, operations, and legal stakeholders.
1-2 years experience in transaction management or related lending support roles.
Bachelor's or equivalent degree required.
Proficiency in Excel and Microsoft Office; familiarity with Tableau or similar visualization tools preferred.
Experience with loan transaction systems like Loan IQ or transaction capture tools.
Experienced in wholesale lending operations with an understanding of syndicated/bilateral loan products, legal documentation, and deal structures.
Ability to manage multiple priorities in a KPI/metrics-driven, fast-changing environment with strong organizational skills.
Skilled in cross-functional collaboration and communicating with senior management, business lines, credit risk, and legal teams.