22 Energy And Utilities Transaction Manager jobs in the United Kingdom

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:**
+ Contribute to the build and development team to support 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.
+ Assist with the creation of processes, standards, procedures, controls, training, and implementation of transaction management.
+ Aid in the design and implementation of technology including testing and rollout.
+ 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.
+ Ensure that quality of data, controls and processes performed meet internal policies and regulatory requirements/expectations.
+ 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
+ Participate in projects to enhance performance and efficiency.
+ Take part in loan remediation and loan system testing / migrations.
+ Actively manage and maintain a deal closing pipeline of loan transactions.
+ Coordinate and close loan transactions/lifecycle events, capture data, store documentation, troubleshoot issues/roadblocks, perform quality control
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
**Qualifications:**
+ 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 with Loan IQ, transaction capture tools, etc.
+ Keen attention to detail
+ Developed analytical and problem-solving abilities
+ Client relationship and solution skills
Additional non-core qualifications which will be considered are:
+ Experience within a large global team supporting wholesale lending at large financial Institution
+ Knowledge of wholesale loan (syndicated / bilateral) product and business, including an understanding of legal loan documentation, loan / funding mechanics, deal structure, funds flows, etc.
+ Experience working with clients under time constraints to facilitate a transaction or process.
+ Proven ability to collaborate with team members, Senior management and other business constituents
+ Critical decision-making capabilities including the ability to identify, escalate, and propose solutions to problems
+ Ability to multi-task through the practice of strong organizational and time management skills with experience in continuously following-up with various stakeholders
+ Understanding and awareness of appropriate corporate and regulatory policies in relation to Lending
+ Deep understanding of operational processes supporting Wholesale lending
+ Focus on achieving/exceeding key operating standards within a KPI/metrics driven culture
+ Ability to work in an environment where priorities are frequently changing
**Education:**
+ Bachelors/University degree or equivalent experience
---
**Job Family Group:**
Operations - Transaction Services
---
**Job Family:**
Transaction Capture Services
---
**Time Type:**
Full time
---
**Most Relevant Skills**
Please see the requirements listed above.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review_ _Accessibility at Citi ( _._
_View Citi's_ _EEO Policy Statement ( _and the_ _Know Your Rights ( _poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Our client requires a Business Manager / Transaction Manager to join their successful sales department in the Weston-Super-Mare area

Working for an Automotive Dealer Group, the successful Business / Transaction Manager will become an integral cog in this dual-franchise site.

You can expect On Target Earnings of £56,000 with a base salary of £0,000 with the working hours of Mon-Sat with one scheduled day off in the week and 1 in 2 Sun required.
 
Benefits:

• Basic salary of £ ,000 per annum.
• An uncapped and realistic on-target-earnings of 7,000+ per annum based on sales performance.
• Access to personal company car.
• 30 days annual leave as well as a day's leave for your birthday.
• Access to full manufacturer-approved training and career development.
• Pension scheme with employer contributions.
• Various company benefits including staff purchase discounts, long service and loyalty awards competitions, shared parental leave and life assurance amongst others
• Chance to work with one of the UK's most popular car brands boasting a diverse product range and a focus on bringing new electric/hybrid vehicle products to the market.
• Working hours from Monday to Friday 8:30am-6:00pm with one scheduled day off in the week. Saturdays are 8.30am-5.00pm and Sundays are 10.00am-4.00pm with 1 in 2 Sundays required.

Duties:

• Understanding all aspects of financial and insurance product regulation
• Monitoring Finance and Insurance performance against company budget
• Supporting the Car Sales staff on a daily basis
• Build a rapport with Customers

Requirements:

• Have a previous experience within a Dealership environment
• Excellent Customer Service Skills
• A proven Career History as a Business / Transaction Manager– with figures to prove it
• Experience in managing and supporting a car sales team

If you are interested in hearing more or wish to apply for this Business / Transaction Manager job please send your CV to Hamish Lowrie quoting the job followed by the reference number.

© Perfect Placement UK Ltd – See our website for details
 

Finance Transaction Manager

£50,000 basic with £60,000 OTE

Chelmsford

Permanent

Monday to Friday 9am to 5.30pm (Due to the nature of the business you will be expected to work outside of these hours when events are on and clients are still in attendance. There may also be some weekend working at events but not every weekend)

Our client, a fast-paced and high growth company, is the UK’s leading training organisation helping thousands of Business Owners, Entrepreneurs and Celebrities build, grow and scale the business.

Based in the Chelmsford location they are on the lookout for a customer focussed and engaging Transaction Manager to join their sales team.  

They are looking for a candidate who is not only, very organised and great with paperwork but is also brilliant with people, is comfortable negotiating and is able to gain trust when talking clients through payment plan and finance options.

This is a fantastic opportunity to join a successful sales team, be part of a great company culture and work within a forward thinking and growing business!

 Duties & Responsibilities of an Events Senior Sales Executive:

• Engaging with clients face to face at events with regards to payment plan and/or finance options for their business to pay for their training and coaching needs.
li>Understanding the clients’ needs, checking out their affordability and finding them the best solution for their payment needs. < i>Controlling the quality of the sales completed by the sales team and seeing them through to payment.
• Taking payment from clients face to face or on the phone to complete the sale.
• Chasing up clients after events to complete the set up of payment plans and finance options.
• Completing and filing finance and payment plan paperwork and making sure the business is compliant with all the correct documents signed. 

 Your Background & Skill:

< i>This role would suit someone who has done a Business Manager or Transaction Manager role in the car dealer network or a similar role in other industries.
• Experience within finance or payment plan sign-ups with face to face customers.
• Ability to empathise with business owners and establish affordability and talk through finance options.   
< i>You need passion, confidence, drive, energy, talent and character.
• You must be well presented with a desire and attitude to succeed.
• You will have the ability to quickly establish and build rapport with customers face to face or over the phone.

If you would like to hear more about this Finance Transaction Manager vacancy, please submit your CV to ACS Recruitment Consultancy

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:**
+ Contribute to the build and development team to support 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.
+ Assist with the creation of processes, standards, procedures, controls, training, and implementation of transaction management.
+ Aid in the design and implementation of technology including testing and rollout.
+ 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.
+ Ensure that quality of data, controls and processes performed meet internal policies and regulatory requirements/expectations.
+ 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
+ Participate in projects to enhance performance and efficiency.
+ Take part in loan remediation and loan system testing / migrations.
+ Actively manage and maintain a deal closing pipeline of loan transactions.
+ Coordinate and close loan transactions/lifecycle events, capture data, store documentation, troubleshoot issues/roadblocks, perform quality control
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
**Qualifications:**
+ 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 with Loan IQ, transaction capture tools, etc.
+ Keen attention to detail
+ Developed analytical and problem-solving abilities
+ Client relationship and solution skills
Additional non-core qualifications which will be considered are:
+ Experience within a large global team supporting wholesale lending at large financial Institution
+ Knowledge of wholesale loan (syndicated / bilateral) product and business, including an understanding of legal loan documentation, loan / funding mechanics, deal structure, funds flows, etc.
+ Experience working with clients under time constraints to facilitate a transaction or process.
+ Proven ability to collaborate with team members, Senior management and other business constituents
+ Critical decision-making capabilities including the ability to identify, escalate, and propose solutions to problems
+ Ability to multi-task through the practice of strong organizational and time management skills with experience in continuously following-up with various stakeholders
+ Understanding and awareness of appropriate corporate and regulatory policies in relation to Lending
+ Deep understanding of operational processes supporting Wholesale lending
+ Focus on achieving/exceeding key operating standards within a KPI/metrics driven culture
+ Ability to work in an environment where priorities are frequently changing
**Education:**
+ Bachelors/University degree or equivalent experience
---
**Job Family Group:**
Operations - Transaction Services
---
**Job Family:**
Transaction Capture Services
---
**Time Type:**
Full time
---
**Most Relevant Skills**
Please see the requirements listed above.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review_ _Accessibility at Citi ( _._
_View Citi's_ _EEO Policy Statement ( _and the_ _Know Your Rights ( _poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

About the company Join a trailblazing financial services company that’s transforming financial inclusion across Africa and beyond. Ranked as the fastest-growing company in Africa by the Financial Times in 2024, this innovative firm is backed by global fintech giants and has already brought banking, payments, and lending solutions to millions. With a solid foundation in Nigeria, the company is now setting its sights on international expansion, launching its UK headquarters to connect businesses worldwide with African markets. This is the perfect time to become part of an exciting journey as the company accelerates its growth on the global stage.

This is not just another leadership role. As the Senior Manager for Transaction Monitoring & Investigations , you’ll be stepping into an extraordinary opportunity to build and lead a crucial department for the company’s UK entity—entirely from scratch. You’ll have the freedom to craft a high-performing team, shape strategy, and truly own the function from day one. If you’re looking for autonomy, impact, and the chance to leave your mark on a rapidly expanding global company, this is it!

What you’ll do:

Build and shape the Transaction Monitoring department for the UK entity, creating and leading teams across multiple locations.Develop and execute a vision for the team, aligning with the company’s larger growth and compliance goals.Drive a culture of high performance, ensuring the team meets both strategic and operational objectives.Collaborate closely with operations and quality assurance teams to drive continuous improvement.Stay on top of UK financial crime regulations, applying them proactively to mitigate evolving risks.Partner with cross-functional teams—product, operations, and compliance—to keep monitoring controls sharp and effective.Work with the Second Line of Defence to turn policy decisions into daily operational success.Coach and mentor your team, providing regular feedback and fostering growth in both technical skills and leadership.Balance the dual objectives of delivering exceptional customer service and managing financial crime risks, while maintaining adherence to SLAs.Track KPIs meticulously to ensure top-tier performance across the team.Be the face of transaction monitoring, handling stakeholder relationships with finesse and navigating challenges with expertise.Requirements

Why this opportunity stands out:

People-first culture: Join a company where your voice matters, collaboration thrives, and respect is at the core of everything.Learning and growth: With a strong focus on development, the company offers opportunities for continuous learning, regular training, and knowledge-sharing sessions to help you expand your skills.Exciting rewards: Competitive salary, up to 10% pension matching, health insurance, equity, and annual bonuses ensure you’re well compensated for your contributions.

If you’re looking for a role where you can lead with impact, drive innovation, and be a key part of a company’s global success story, this is your moment. 

Manager - Agency Transaction Management
Bromley, United Kingdom
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( Description:**
**Job Title:** **Manager - Agency Transaction Management**
**Corporate Title: Vice President**
**Location: Bromley**
**Company Overview:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Location Overview:**
Join our bustling Bromley office, situated in one of London's greenest boroughs. Here you'll find plentiful and easy commuting routes, with central London just 15 minutes away by train.
**Role Description:**
The successful individual is required to have a solid understanding of project management, credit agreement (LMA), credit underwriting process and risk methodology risk culture. Our offshore team in India also plays a major part in day to day transaction processing therefore regular contact is maintained with this team to ensure client satisfaction is maintained.
This job is responsible for managing a unit for a site, region, or product line within the bank's internal operations. Key responsibilities include identifying, analysing, and resolving highly complex problems, ensuring compliance with policies, and developing and implementing new processes to improve operating efficiency and ensure accuracy of workflow. Job expectations include managing employee performance, development, talent planning, and overseeing the budget, expenses, reporting, and forecasting.
**Responsibilities:**
- Ongoing review of syndicated loan and supporting finance & security documentation
- Covenant monitoring through the collection and analysis of financial statements and information, with immediate distribution and posting of required documentation to the wider lender group.
- Facilitating deal amendments and handling the collection of lender votes within required timeframes
- Manages staffing levels and capacities, prioritizes employee development by providing effective coaching and training, and shares constructive feedback to drive Operational Excellence
- Oversees end-to-end processes and ensures adherence to bank and regulatory policy and procedures when making decisions that impact various operations and product lines
- Develops and analyses procedures to enhance unit and/or product-related activities and oversees budget and expense management, reporting, and forecasting for designated areas
- Implements improvements to drive the growth to the overall processes and identifies data, metrics, and key performance indicators to measure process effectiveness
- Aligns bank priorities and strategies to employee metrics and goals, evaluates employee progress, and strives to recognize, encourage, and improve team performance to support an inclusive work environment
**Managerial Responsibilities:**
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
- Breaks down barriers to create a more inclusive environment that supports company D&I goals
- Challenges end-to-end process efficiency and effectiveness, champion data driven decision-making and removes obstacles to optimize operations
- Contributes to enterprise strategy and influence messaging to connect team contributions to business purpose, results, and success
- Inspects and challenges risk controls, governance and culture to ensure the timely identification, escalation, debate and remediation of risk across the organization
- Coaches to sustain and elevates organizational performance while differentiating to ensure pay for performance
- Efficiently allocates and manages resources across the organization to drive short- and long-term profitability
- Inspects and manages the health of the bench to ensure succession for the organization, while supporting enterprise talent needs
- Mobilizes organizational resources to deliver the full range of the bank's capabilities to meet client needs and to gain competitive advantage
**What we are looking for:**
- Responsible for the ongoing management of a portfolio of syndicated loans
- Extensive people management experience
- Loan Administration/ Loans & Agency Documentation Experience is Essential
- Loan product knowledge preferable
- Loan IQ experience
- Great customer and client Focus
- Good project management skills
- Engaged from a O&I standpoint
- Experience with stakeholder engagement
- Knowledge of risk methodology risk culture
- Experience with process improvement delivery
- Good communication skills.
**Skills that will help:**
- Microsoft Excel experience will be an advantage
- Excellent organisational and prioritisation skills
- Excellent communication skills at all levels
- Attention to detail
- Adaptability
**Benefits of working at Bank of America:**
**UK**
- Private healthcare for you and your family plus an annual health screen to help you manage your physical wellness with the option to purchase a screen for your partner
- Competitive pension plan, life assurance and group income protection cover if you become unable to work as a result of a disability or health reasons
- 20 days of back-up childcare including access to school holiday clubs and 20 days of back-up adult care per annum
- The ability to change your core benefits as well as the option of selecting a variety of flexible benefits to suit your personal circumstances including access to a wellbeing account, travel insurance, critical illness etc.
- Access to an emotional wellbeing helpline, mental health first aiders and virtual GP services.
- Access to an Employee Assistance Program for confidential support and help for everyday matters
- Ability to donate to charities of your choice directly through payroll and the bank will match your contribution
- Opportunity to access our Arts & Culture corporate membership program and receive discounted entry to some of the UK's most iconic cultural institutions and exhibitions.
- Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local community.
**Bank of America:**
Good conduct and sound judgment is crucial to our long term success. It's important that all employees in the organisation understand the expected standards of conduct and how we manage conduct risk. Individual accountability and an ownership mind-set are the cornerstones of our Code of Conduct and are at the heart of managing risk well.
We are an equal opportunities employer and ensure that no applicant is subject to less favourable treatment on the grounds of sex, gender identity or gender reassignment, marital or civil partner status, race, religion or belief, colour, nationality, ethnic or national origins, age, sexual orientation, pregnancy or maternity, socio-economic background, responsibility for dependants or physical or mental disability. The Bank selects candidates for interview based on their skills, qualifications and experience.
We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE .
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.