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Skills
Analysis Skillsunmatched
Customer Support/Serviceunmatched
Document Managementunmatched
Financial Complianceunmatched
Financial Transactionsunmatched
Fundingunmatched
Investment Managementunmatched
Legal Support Skillsunmatched
Loan Operationsunmatched
Loansunmatched
Maintain Complianceunmatched
Operational Supportunmatched
Post Closingunmatched
Problem Solving Skillsunmatched
Process Improvementunmatched
Riskunmatched
Risk Managementunmatched
Sales Closing Skillsunmatched
Technical Operationsunmatched
Time Managementunmatched
Transaction Processing/Managementunmatched
Description
Support the end-to-end lifecycle of complex lending transactions, including pre-closing, closing, funding, ongoing monitoring, and repayment activities.
Partner with lending, operations, and support teams to ensure accurate and timely execution of financing transactions.
Serve as an operational liaison and subject matter resource for front office teams throughout the transaction lifecycle.
Review transactions to ensure compliance with internal policies, procedures, and risk management standards.
Monitor collateral, covenant compliance, and other post-closing requirements to identify and escalate potential risks.
Coordinate with legal, risk, finance, compliance, technology, and operations teams to facilitate transaction processing and issue resolution.
Communicate directly with clients regarding financing requests, transaction servicing, and ongoing portfolio activities.
Support operational controls, documentation requirements, and portfolio monitoring processes.
Assist with process improvement initiatives designed to enhance efficiency, controls, and client service.
Contribute to special projects and operational enhancement efforts across lending and portfolio management functions.