Seeking a highly motivated, dynamic individual to fill a Transaction Manager position to manage a variety of agency and fiduciary relationships and support the organization on complex accounts that focus on syndicated loans, direct lending loans, loan bankruptcy/default, bond financing, loan and bond restructurings and escrow agency.
Team members support our focus on building strong customer relationships balanced with a compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.
Requirements / Qualifications:
5+ years of experience in one or a combination of the following: loan agency, corporate bond finance, financial services, or account management.
Experience reading, negotiating, and interpreting complex legal documents including Indentures, Loan Agreements, Collateral Agreements, Exchange and Tender Agent Agreements, and Escrow Agreements.
Experience managing KYC and client on-boarding with the ability to coordinate the process with our clients and internal compliance team.
Knowledge and ability to work comfortably with systems of Solvas, Debt Domain, DTCC, Euroclear, Clearstream and Transtar.
Superior customer service focus with experience actively listening, eliciting information, comprehending customer issues/needs, and recommending solutions.
Ability to navigate multiple computer systems and applications along with intermediate Microsoft Office (Word, Excel, and Outlook) skills.
Comfort dealing with clients, treasurers, CFO’s, bankers, attorneys, bondholders, lenders, and depositories.
Ability to work independently, proactively, innovatively, and creatively while exercising sound judgment.
Effective organizational, multi-tasking, and prioritizing skills.
Excellent verbal, written, and interpersonal communication skills.
Solid problem solving and decision-making skill and a great understanding of risk.
Strong analytical skills with high attention to detail and accuracy.