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Transaction Manager
CSCTransaction Manager supporting delivery of loan agency services with underlying assets for client portfolios. Managing end-to-end execution of loan transactions including documentation, coordination, and reporting.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in loan transaction management, including lifecycle processing, cash management, and compliance tracking. Proficient in stakeholder reporting and operational risk reduction within structured finance operations.
Highest-signal resume keywords
Loan Lifecycle ProcessingCash ManagementStakeholder ReportingBilateral And Syndicated Loan StructuresClient Due Diligence
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Loan Transaction ExecutionFacility Documentation ReviewWaterfall/IPD CalculationsInterest And Fee CalculationsCovenant Tracking
Soft Skills
Attention To DetailStrong CommunicationStakeholder ManagementIssue Investigation And ResolutionAbility To Manage Multiple Deadlines
Tools & Technologies
Microsoft OfficeLoan Administration ToolsBanking Platforms
Industry Keywords
Loan AgencyStructured Finance OperationsCorporate BankingAML/KYC Documentation
About the role
Key responsibilities & impact- Manage loan transaction execution, including coordination of closings, amendments, consents, and ongoing lifecycle events with lenders, borrowers, agents, and legal counsel.
- Prepare, review, and track transaction and facility documentation to ensure accuracy, completeness, and alignment with loan agreements and internal controls.
- Set up and maintain loan facilities in loan administration systems; process drawdowns, rollovers, repayments, interest and fee calculations, and related events in line with governing documentation.
- Monitor and maintain deal records, including covenant tracking, compliance events, outstanding conditions, and documentation status throughout the transaction lifecycle.
- Perform and maintain waterfall/IPD calculations and reporting, and validate key loan-related events (e.g., coupons, rollovers, deposits, IPDs) for accuracy.
- Execute and authorize settlements and payments (e.g., loan settlements, invoices, fees) and manage cash positions across multiple jurisdictions, bank accounts, and platforms.
- Produce timely, accurate stakeholder reporting on balances, interest rates, fees, cash movements, and upcoming events, escalating issues and risks as appropriate.
- Support client onboarding and ongoing requirements, including client due diligence and AML/KYC documentation, working with internal partners as needed.
- Contribute to process improvement initiatives, operational risk reduction, and ad hoc projects to support team capacity and service quality.
Requirements
What you’ll need- 5+ years of experience in loan agency, loan operations, structured finance operations, or corporate banking within a controlled operational environment
- Strong working knowledge of bilateral and syndicated loan structures, facility/loan agreements, and the roles of key transaction parties
- Proven experience with loan lifecycle processing (drawdowns, rollovers, repayments, interest/fees) and a strong understanding of cash flow mechanics
- Experience with payments, settlements, cash management, and reconciliation processes, including issue investigation and resolution
- High numeracy and attention to detail, with the ability to manage multiple deadlines and priorities in a fast-paced environment
- Strong communication and stakeholder management skills, including confidence interacting with internal teams and external counterparties
- Proficiency with Microsoft Office (especially Excel); comfort working with data from banking platforms and loan administration tools.
Benefits
Comp & perks- Annual success-sharing bonuses or commission plans based on individual performance
- Range of support to colleagues with disabilities