Introduction
A top bank
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 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 utilisations, 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.