34 Transaction jobs in the United Kingdom
Manager - Agency Transaction Management
Bromley, London
Bank of America
Posted today
Job Viewed
Job Description
Manager - Agency Transaction Management
Bromley, United Kingdom
**To proceed with your application, you must be at least 18 years of age.**
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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.
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.
This advertiser has chosen not to accept applicants from your region.
0
Vice President, Securitised Products - Transaction Management
London, London
MUFG
Posted today
Job Viewed
Job Description
**Do you want your voice heard and your actions to count?**
Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 120,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.
With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.
Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.
**OVERVIEW OF THE DEPARTMENT/SECTION**
Mitsubishi UFJ Financial Group ("MUFG") is one of the world's leading financial groups. Headquartered in Tokyo and with approximately 350 years of history, MUFG is a global network with around 2,300 offices in over 50 countries including the Americas, Europe, the Middle East and Africa, Asia and Oceania, and East Asia. The group has over 150,000 employees, offering services including commercial banking, trust banking, securities, credit cards, consumer finance, asset management, and leasing.
As one of the top financial groups globally with a vison to be the world's most trusted, we want to attract, nurture and retain the most talented individuals in the market. The size and range of MUFG's global business creates opportunities for our employees to stretch themselves and reap the rewards, whilst our common values, to behave with integrity and responsibility, and to build a culture which is fair, transparent, and honest, underpin everything that we do.
We aim to be the financial partner of choice for our clients, whatever their requirements, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.
MUFG's shares trade on the Tokyo, Nagoya, and New York (NYSE: MTU) stock exchanges. The group's operating companies include, but are not limited to, MUFG Bank, Ltd., Mitsubishi UFJ Trust and Banking (Japan's leading trust bank), Mitsubishi UFJ Securities Holdings (one of Japan's largest securities firms), and MUFG Americas Holdings.
Please visit our website for more information - mufgemea.com.
**NUMBER OF DIRECT REPORTS**
None
**MAIN PURPOSE OF THE ROLE**
MUFG Bank entity responsibilities:
Support the Portfolio Management and Conduit Funding activities of Securitised Products & Supply Chain Finance ("SP&SCF").
Specific responsibility for (i) the renewals of all existing securitisation facilities (ii) managing any amendments / waivers (in collaboration with structuring lead) on existing securitisation facilities, (iii) support SP&SCF Management with timely transaction information e.g. transaction profitability, market research, concentrations etc to assist in the strategic direction of the SP&SCF team and (iii) general support to the SP&SCF Portfolio Management team, where applicable.
MUFG Securities entity responsibilities:
Support team members with Public ABS transaction execution.
**KEY RESPONSIBILITIES**
**MUFG Bank Portfolio Management & Conduit Funding**
+ Lead the renewals of all existing securitisation facilities, including liaison with all internal and external stakeholders, including but not limited to the client, credit, legal, the relevant origination and structuring deal lead, and operations.
+ Lead the review of transaction ratings on an annual basis for all existing securitisation facilities, including the preparation of credit papers.
+ Manage any amendments / waivers (in collaboration with the origination & structuring lead) on existing securitisation facilities, including the negotiation with all stakeholders and preparing relevant credit memos and documentation.
**Coordination**
+ Support SP&SCF Management with external market information and timely transaction information e.g. transaction profitability, asset class composition, to assist in the strategic direction of the SP&SCF team.
+ Attend industry wide conferences, access external sources of data and provide research and asset class reports to SP&SCF Management and credit.
+ Support and/or oversee SP&SCF product initiatives and projects, including all reporting requirements.
+ Coordinate the collaboration and sharing of information affecting the securitisation business on a global basis (with other MUFG securitisation teams in NY, Singapore and Tokyo).
**General**
+ General support to the SP&SCF Portfolio Management team, where applicable, including but not limited to:
+ Management information
+ Budgeting / Revenue tracking
+ Assist on agency transactions
**MUFG Securities (as required)**
+ Support team members with Public ABS transaction execution.
**PERSONAL REQUIREMENTS**
+ Education: Degree Level educated or equivalent
+ Minimum 2-3 year track record of working on securitisation transactions in EMEA in a structuring / execution capacity.
+ Experience of securitization, structured finance or working capital finance.
+ Credit, Legal or accounting background desirable.
+ Commercial acumen and negotiation skills.
+ Interpersonal and networking skills and the ability to work in a diverse team environment.
+ Excellent knowledge and skill working with Microsoft PowerPoint and Microsoft Excel.
+ Fluency in German or French (and other European languages) desirable but not essential.
We are open to considering flexible working requests in line with organisational requirements.
MUFG is committed to embracing diversity and building an inclusive culture where all employees are valued, respected and their opinions count. We support the principles of equality, diversity and inclusion in recruitment and employment, and oppose all forms of discrimination on the grounds of age, sex, gender, sexual orientation, disability, pregnancy and maternity, race, gender reassignment, religion or belief and marriage or civil partnership.
We make our recruitment decisions in a non-discriminatory manner in accordance with our commitment to identifying the right skills for the right role and our obligations under the law.
At MUFG, our colleagues are our greatest assets. Our Culture Principles provide a roadmap for how each of our colleagues must think and act to become more client-obsessed, inclusive and innovative. They reflect who we are, who we want to be and what we expect from one another. We are excited to see you take the next step in exploring a career with us and encourage you to spend more time reviewing them!
**Our Culture Principles**
+ Client Centric
+ People Focused
+ Listen Up. Speak Up.
+ Innovate & Simplify
+ Own & Execute
Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 120,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.
With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.
Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.
**OVERVIEW OF THE DEPARTMENT/SECTION**
Mitsubishi UFJ Financial Group ("MUFG") is one of the world's leading financial groups. Headquartered in Tokyo and with approximately 350 years of history, MUFG is a global network with around 2,300 offices in over 50 countries including the Americas, Europe, the Middle East and Africa, Asia and Oceania, and East Asia. The group has over 150,000 employees, offering services including commercial banking, trust banking, securities, credit cards, consumer finance, asset management, and leasing.
As one of the top financial groups globally with a vison to be the world's most trusted, we want to attract, nurture and retain the most talented individuals in the market. The size and range of MUFG's global business creates opportunities for our employees to stretch themselves and reap the rewards, whilst our common values, to behave with integrity and responsibility, and to build a culture which is fair, transparent, and honest, underpin everything that we do.
We aim to be the financial partner of choice for our clients, whatever their requirements, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.
MUFG's shares trade on the Tokyo, Nagoya, and New York (NYSE: MTU) stock exchanges. The group's operating companies include, but are not limited to, MUFG Bank, Ltd., Mitsubishi UFJ Trust and Banking (Japan's leading trust bank), Mitsubishi UFJ Securities Holdings (one of Japan's largest securities firms), and MUFG Americas Holdings.
Please visit our website for more information - mufgemea.com.
**NUMBER OF DIRECT REPORTS**
None
**MAIN PURPOSE OF THE ROLE**
MUFG Bank entity responsibilities:
Support the Portfolio Management and Conduit Funding activities of Securitised Products & Supply Chain Finance ("SP&SCF").
Specific responsibility for (i) the renewals of all existing securitisation facilities (ii) managing any amendments / waivers (in collaboration with structuring lead) on existing securitisation facilities, (iii) support SP&SCF Management with timely transaction information e.g. transaction profitability, market research, concentrations etc to assist in the strategic direction of the SP&SCF team and (iii) general support to the SP&SCF Portfolio Management team, where applicable.
MUFG Securities entity responsibilities:
Support team members with Public ABS transaction execution.
**KEY RESPONSIBILITIES**
**MUFG Bank Portfolio Management & Conduit Funding**
+ Lead the renewals of all existing securitisation facilities, including liaison with all internal and external stakeholders, including but not limited to the client, credit, legal, the relevant origination and structuring deal lead, and operations.
+ Lead the review of transaction ratings on an annual basis for all existing securitisation facilities, including the preparation of credit papers.
+ Manage any amendments / waivers (in collaboration with the origination & structuring lead) on existing securitisation facilities, including the negotiation with all stakeholders and preparing relevant credit memos and documentation.
**Coordination**
+ Support SP&SCF Management with external market information and timely transaction information e.g. transaction profitability, asset class composition, to assist in the strategic direction of the SP&SCF team.
+ Attend industry wide conferences, access external sources of data and provide research and asset class reports to SP&SCF Management and credit.
+ Support and/or oversee SP&SCF product initiatives and projects, including all reporting requirements.
+ Coordinate the collaboration and sharing of information affecting the securitisation business on a global basis (with other MUFG securitisation teams in NY, Singapore and Tokyo).
**General**
+ General support to the SP&SCF Portfolio Management team, where applicable, including but not limited to:
+ Management information
+ Budgeting / Revenue tracking
+ Assist on agency transactions
**MUFG Securities (as required)**
+ Support team members with Public ABS transaction execution.
**PERSONAL REQUIREMENTS**
+ Education: Degree Level educated or equivalent
+ Minimum 2-3 year track record of working on securitisation transactions in EMEA in a structuring / execution capacity.
+ Experience of securitization, structured finance or working capital finance.
+ Credit, Legal or accounting background desirable.
+ Commercial acumen and negotiation skills.
+ Interpersonal and networking skills and the ability to work in a diverse team environment.
+ Excellent knowledge and skill working with Microsoft PowerPoint and Microsoft Excel.
+ Fluency in German or French (and other European languages) desirable but not essential.
We are open to considering flexible working requests in line with organisational requirements.
MUFG is committed to embracing diversity and building an inclusive culture where all employees are valued, respected and their opinions count. We support the principles of equality, diversity and inclusion in recruitment and employment, and oppose all forms of discrimination on the grounds of age, sex, gender, sexual orientation, disability, pregnancy and maternity, race, gender reassignment, religion or belief and marriage or civil partnership.
We make our recruitment decisions in a non-discriminatory manner in accordance with our commitment to identifying the right skills for the right role and our obligations under the law.
At MUFG, our colleagues are our greatest assets. Our Culture Principles provide a roadmap for how each of our colleagues must think and act to become more client-obsessed, inclusive and innovative. They reflect who we are, who we want to be and what we expect from one another. We are excited to see you take the next step in exploring a career with us and encourage you to spend more time reviewing them!
**Our Culture Principles**
+ Client Centric
+ People Focused
+ Listen Up. Speak Up.
+ Innovate & Simplify
+ Own & Execute
This advertiser has chosen not to accept applicants from your region.
1
Loans Agency Transaction Management Vice President
London, London
Citigroup
Posted today
Job Viewed
Job Description
**Key responsibilities are** :
+ Involvement with senior stakeholders/business heads to discuss new deal flows and attending front office pipeline meetings
+ Liaise with arrangers, lawyers and the originating business areas in the review and negotiation of complex draft loan / credit documentation from an operational, legal and agent's role perspective. Provide comments, requests for amendments, and feedback as necessary.
+ Act as an escalation point within the team when staff need assistance
+ Review the most complex facility documentation, particularly with new types of product, negotiate the terms and conditions, and establish the procedures to handle them, providing a template for future deals of a similar structure.
+ Attend meetings/calls with front office personnel to ensure understanding of the responsibilities of the agent role for individual transactions.
+ Review and manage complex waiver/amendment/restructuring requests
+ Manage complex actual or potential events of default. Take the lead in negotiating on syndicate's behalf where necessary, and oversee calls and meetings with syndicate
+ Co-ordinate and lead event driven calls with lenders/lawyers
+ Take a key role as a senior SME and have the necessary technical skills to build relationships with stakeholders, help manage the workflows across the team, providing guidance to, sharing knowledge with, and mentoring the less experienced members of the team
+ Provide information, instructions and guidance to the agency operations team to enable deal onboarding and loan booking.
**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.
+ Keen attention to detail
+ Developed analytical and problem-solving abilities
+ Client relationship and solution skills
Experience required includes:
+ Responsibilities of the facility agent, and any legal, regulatory, credit, or financial restrictions
+ Risks the facility agent is exposed to
+ LMA and LSTA loan documentation
+ Common market and business practices
+ Structure of the different types of facility
+ Commercial aspects of the different types of business
+ Roles of other parties to syndicated loan documentation e.g. Security Agent, Account Bank, Intercreditor Agent, Arranger
+ Debt workout situations
+ Treatment of L/Cs, guarantees, and ancillary facilities,
Additional non-core qualifications which will be considered are:
+ Knowledge of withholding tax rules and regulations, particularly treatment of FATCA.
+ Understanding of other products and how they may integrate with the loans product
+ knowledge of operational procedures such as rate fixings, rollovers and payments
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**Job Family Group:**
Operations - Transaction Services
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**Job Family:**
Transaction Capture Services
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**Time Type:**
Full time
---
**Most Relevant Skills**
Please see the requirements listed above.
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**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
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_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.
+ Involvement with senior stakeholders/business heads to discuss new deal flows and attending front office pipeline meetings
+ Liaise with arrangers, lawyers and the originating business areas in the review and negotiation of complex draft loan / credit documentation from an operational, legal and agent's role perspective. Provide comments, requests for amendments, and feedback as necessary.
+ Act as an escalation point within the team when staff need assistance
+ Review the most complex facility documentation, particularly with new types of product, negotiate the terms and conditions, and establish the procedures to handle them, providing a template for future deals of a similar structure.
+ Attend meetings/calls with front office personnel to ensure understanding of the responsibilities of the agent role for individual transactions.
+ Review and manage complex waiver/amendment/restructuring requests
+ Manage complex actual or potential events of default. Take the lead in negotiating on syndicate's behalf where necessary, and oversee calls and meetings with syndicate
+ Co-ordinate and lead event driven calls with lenders/lawyers
+ Take a key role as a senior SME and have the necessary technical skills to build relationships with stakeholders, help manage the workflows across the team, providing guidance to, sharing knowledge with, and mentoring the less experienced members of the team
+ Provide information, instructions and guidance to the agency operations team to enable deal onboarding and loan booking.
**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.
+ Keen attention to detail
+ Developed analytical and problem-solving abilities
+ Client relationship and solution skills
Experience required includes:
+ Responsibilities of the facility agent, and any legal, regulatory, credit, or financial restrictions
+ Risks the facility agent is exposed to
+ LMA and LSTA loan documentation
+ Common market and business practices
+ Structure of the different types of facility
+ Commercial aspects of the different types of business
+ Roles of other parties to syndicated loan documentation e.g. Security Agent, Account Bank, Intercreditor Agent, Arranger
+ Debt workout situations
+ Treatment of L/Cs, guarantees, and ancillary facilities,
Additional non-core qualifications which will be considered are:
+ Knowledge of withholding tax rules and regulations, particularly treatment of FATCA.
+ Understanding of other products and how they may integrate with the loans product
+ knowledge of operational procedures such as rate fixings, rollovers and payments
---
**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.
This advertiser has chosen not to accept applicants from your region.
2
Transaction Manager
Somerset, South West
£50000 - £55000 Annually
The Solution Auto
Posted 18 days ago
Job Viewed
Job Description
Transaction Manager
Franchised Motor Dealership
Weston-Super-Mare
Our client is looking to recruit a highly experienced and qualified Transaction Manager to join their team.
They are looking for someone who is driven to take on this position with passion and enthusiasm
Job Role:
To maximise sales opportunities for the dealership by offering finance solutions & add on products to customers and to ensure each customer receives excellent customer service
Working closely with Sales Manager to deliver excellent business results.
Key Objectives:
To sell finance solutions to customers thereby ensuring an efficient and profitable contribution to the dealership
Identify customer needs using effective questioning and listening techniques.
Present features and benefits of the different finance products to the customer.
Maintain effective relationships with finance company representatives.
Ensure all documentation, quotes, proposals etc. are completed and processed accurately.
Confirm any financial settlement on all vehicles taken in part exchange and arrange settlement on completion.
Keep fully up to date with product knowledge on the full suite of finance products available.
Maintain product knowledge and that of its competitors.
Maintain supportive relationships with the sales team
Maintain safe working practices at all times as detailed by the dealership.
About You:
To be an accomplished and successful Transaction Manager with a main dealership
Passionate and driven, motivated to succeed
To have excellent communication skills
The key for this role is an individual that is driven to sell, engages with the Sales team and wants to earn strong commission
You will have experience working in an automotive retail environment in a similar role or looking for your next move within your career progression.
30k Basic Salary
55k OTE
Hours:
Mon - Fri - 8.30am - 6.00pm
Sat - 9am - 5.00pm
Sun - 10.00am - 4.00pm
Working every Saturday with one off per month, every other Sunday, with a day off every week.
Interested? Apply today in the strictest of confidence
Who are you applying to?
The Solution Automotive Recruitment have been placing candidates into the UK Motor Trade since 1999. We have a fantastic relationship with all our clients and candidates across the country, many very long standing relationships. If you are skilled and experienced Automotive candidate, we want to hear from you and rest assured, you'll be dealing with a person, not just a consultant!
Unfortunately due to the volume of applications we get, we can only respond to the candidates who match the criteria set for this vacancy. We will retain your CV on our database and make contact as and when suitable vacancies arise. We will NEVER send your CV anywhere without your permission
This advertiser has chosen not to accept applicants from your region.
3
Transaction Manager
Belfast, Northern Ireland
Citigroup
Posted today
Job Viewed
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:**
+ 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.
**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.
This advertiser has chosen not to accept applicants from your region.
4
Transaction Manager
The Solution Automotive Limited
Posted 17 days ago
Job Viewed
Job Description
Transaction Manager
Franchised Motor Dealership
Weston-Super-Mare
Our client is looking to recruit a highly experienced and qualified Transaction Manager to join their team.
They are looking for someone who is driven to take on this position with passion and enthusiasm
Job Role:
To maximise sales opportunities for the dealership by offering finance solutions & add on products to customers and to ensure .
This advertiser has chosen not to accept applicants from your region.
5
Transaction Manager
Somerset, South West
£30000 - £56000 annum
Perfect Placement
Posted 13 days ago
Job Viewed
Job Description
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:
© Perfect Placement UK Ltd – See our website for details
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.
- 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
- 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
© Perfect Placement UK Ltd – See our website for details
This advertiser has chosen not to accept applicants from your region.
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6
Finance Transaction Manager
Essex, Eastern
£50000 - £60000 Annually
ACS Automotive Recruitment
Posted 7 days ago
Job Viewed
Job Description
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
This advertiser has chosen not to accept applicants from your region.
7
Transaction Monitoring Analyst
Greater London, London
£40000 Annually
Additional Resources
Posted 18 days ago
Job Viewed
Job Description
We are currently recruiting for a Transaction Monitoring Analyst / AML Analyst to join a well-established, FCA- and PRA-regulated bank for a 3-month maternity cover contract. Reporting to the Head of Transaction Monitoring , you’ll be a key part of the team ensuring robust AML compliance and timely investigation of potentially suspicious transactions.
This is an ideal opportunity for a professional with strong AML experience looking to make an impact in a collaborative and regulated environment, with the possibility of extension beyond the initial contract term. This is a office-based role with flexibility for 2 remote days a month role offering salary up to £40,000 and benefits.
You will be responsible for:
- Monitor and review transactions to identify unusual or suspicious activity. li>Investigate AML and sanctions alerts using SWIFT TSS/SAS systems and discount or escalate matches accordingly.
- Prepare and submit Suspicious Activity Reports (SARs) in line with internal procedures.
- Conduct detailed investigations into flagged transactions and customer profiles.
- Respond to money laundering-related queries from Correspondent and Respondent Banks.
- Maintain awareness of current AML legislation, typologies, and regulatory expectations.
- Collaborate with internal teams (e.g. compliance, operations, and RMs) to support investigations.
- Support AML training and contribute to policy awareness and updates.
- Prepare regular reports for AML Oversight Committee and BRCC meetings.
What we are looking for:
- Previously worked as a Transaction Monitoring Analyst, AML Analyst, AML Compliance Analyst, AML Compliance Officer, Financial Crime Analyst, Compliance Analyst, Compliance Officer, Transaction Monitoring Officeror in a similar role.
- Strong understanding of AML regulations, sanctions requirements, and best practice in investigations
- Hands-on experience using monitoring tools such as SWIFT TSS/SAS
- Skilled in drafting SARs and working to tight deadlines with minimal supervision
- Clear communicator with the ability to collaborate across departments
- A relevant qualification in AML, Law, or Compliance is desirable
This is an excellent opportunity to join a leading international bank and play a critical role in the ongoing integrity of its financial crime framework.
Apply now to join a trusted team and make a meaningful contribution in this short-term but high-impact opportunity.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information, see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR, please contact us.
Additional Resources are an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
This advertiser has chosen not to accept applicants from your region.
8
Transaction Manager - BELFAST
Belfast, Northern Ireland
Citigroup
Posted today
Job Viewed
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:**
+ 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.
**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.
This advertiser has chosen not to accept applicants from your region.
9