Agency Transaction Manager x2

SUMMARY:
Agency Transaction Manager

POSITION INFO:
Our client in the financial services is looking for a highly organized and detail-oriented Agency Transaction Manager to join their team. This role involves managing the full transaction lifecycle, ensuring smooth operations while adhering to legal, regulatory, and operational requirements.

Key Responsibilities:

• Transaction Setup: Ensure transactions are processed efficiently in the client's systems with minimal manual input.
• Document Management: Review and manage finance documents and set up all facilities on the client's system (ACBS).
• Account Management: Open and manage Project Accounts as per agreements and ensure correct access for clients.
• Deal Handover: Prepare deal summaries and ensure a smooth handover to the Loans Admin team.
• Facility Utilization: Oversee facility utilization, ensure compliance with KYC, and process payments on time.
• Deal Amendments: Manage changes, waivers, extensions, and refinances with stakeholders.
• Ongoing Deal Management: Ensure facility limits and maturity dates are correct and manage deal covenants.
• Stakeholder Coordination: Arrange meetings, handle early repayments, and ensure the return of security upon repayment.
• Regulatory Compliance: Ensure compliance with all regulations and maintain records.
• Continuous Improvement: Contribute to special projects and support team development.

Key Performance Metrics:

• Efficient deal management within the company's operating capabilities.
• Successful recovery of agency fees.
• Minimization of governance issues and operational risks.

Required Skills and Qualifications:

• Undergraduate Degree in Commerce, Business Science, or a related field.
• Experience with financial transactions and systems (ACBS, Debt Domain).
• Strong Communication Skills for coordinating with internal and external teams.
• Attention to Detail to ensure accurate processing and compliance.
• Problem-Solving Skills for resolving transaction issues.
• Leadership Experience in managing teams and collaborating across departments.

Join The Team!