Agency Transaction Manager (6-month-contract)

SUMMARY:
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POSITION INFO:

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 bank’s 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.