Description
The Transaction Management role supports the lending lifecycle, including loan closing and servicing coordination, complex client onboarding, data management, quality control, process and control design, technology implementation, training, and operational oversight. The position leads transaction-management teams and projects, manages loan transaction pipelines, coordinates lifecycle events, and ensures compliance with internal policies and regulatory requirements. It requires 6–10 years of experience, strong communication and organizational skills, quantitative and Excel proficiency, familiarity with Tableau or visualization tools, and experience with Loan IQ or transaction-capture tools.
