Job Description
Our client, a leading financial institution, is seeking an experienced **Agency Transaction Manager (Agency TM* to oversee the full deal life cycle of syndicated transactions. The Agency TM will manage facility origination post-financial close, ensure proper facility management, and handle document coordination on the banks syndication platform. This role requires exceptional coordination, attention to detail, and interaction with multiple stakeholders.
Key Responsibilities:
– Coordinate the end-to-end deal life cycle, ensuring efficient facility management in line with legal agreements.
– Ensure clients and transactions are appropriately loaded onto the system, reflecting the correct structure and terms.
– Manage project accounts as per legal agreements and ensure appropriate access for all stakeholders.
– Handle document management, ensuring all legal agreements and transaction-related documents are properly recorded.
– Act as the liaison between lenders, borrowers, and internal teams, resolving deal-specific queries and coordinating meetings.
– Oversee loan utilizations, ensuring compliance with facility limits, KYC, and financial documentation.
– Coordinate amendments, refinancing, and extensions of existing deals with all relevant parties.
– Ensure accurate facility management, including updates to limits, maturity dates, and investor participation.
– Support business projects, system testing, and team collaboration efforts.
Minimum Requirements:
– Undergraduate degree in Commerce, Business Science, or equivalent.
– Experience in Finance, Internal Audit, Credit Management, or completion of Articles with a bank/auditing firm.
– Strong financial and numerical skills.
– Risk and project management experience.
– Proficiency in reading and interpreting legal documents.
– Excellent communication skills, both verbal and written.
Skills and Competencies:
– Analytical and detail-oriented with a focus on the bigger picture.
– Ability to manage multiple projects and deadlines in a high-pressure environment.
– Tenacious, assertive, and self-motivated with a strong results-oriented approach.
– Strong relationship management and stakeholder engagement skills.
– Proactive and able to work independently while maintaining collaboration across teams.
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