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Job Summary
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!
If you are a proactive and detail-focused professional, we encourage you to apply.
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