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.
