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Asim Kazi
Recruiting Lead - Financial & Banking Service At Motion Recruitment
JOB Details:
Job title: Transaction Manager
Duration: 4 to 6 Months
Location: New York, NY (Hybrid – 3 days onsite)
What You Will Be Doing
Assist with the Amendment process for Columbia Trust mandates.
Assist with SNC tracking and reporting.
Assist in the implementation and maintenance of Corporate Special Agency (Escrow, PF, Insurance, Loans).
Assist Transaction Managers with managing client day-to-day activities related to their transactions.
Assist with supporting the distribution of relevant notices.
Assist Transaction Managers in completion of internal projects related to their transactions and to the company.
Address transactional inquiries from both internal and external Agency & Trust clients in connection with transactions.
Adhere to company Agency & Trust policies and procedures for client onboarding, deal implementation, account opening, deal payment processing and deal maintenance.
Coordinate with Operations and clients for transaction set-up, activity and reporting.
Coordinate with Operations for inquiries from clients.
Required Skills & Experience
Bachelor’s degree.
2 to 5 years of experience (e.g., operations, transaction management, product management).
Demonstrated experience in deal implementation, deal maintenance, and direct interaction with clients.
Intermediate level of expertise with Microsoft Excel and general computer knowledge.
Employment type
Contract
Job function
Finance, Analyst, and Other
Industries
Banking, Financial Services, and Investment Banking
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