Transaction Coordination Group Analyst

About the role

As part of the transaction coordination group, you will support our Leveraged Debt Capital Markets (LDCM) business by coordinating the loan closing process and managing our loan pipeline. In this role, you’ll be responsible for coordinating the client onboarding/know-your-client (KYC) process within Investment Banking & Capital Markets (IBCM) by working closely with the Business, external clients, the client onboarding team, and anti-financial crime (AFC) team. This is a great opportunity to build relationships, expand your skillset, and gain product knowledge within one of our key front office businesses.

Responsibilities

• Coordinate the loan closing process amongst counsel/borrower, LDCM, coverage, credit/market risk, finance, KYC, anti-money laundering, and loan operations, including managing all necessary approvals, dealing with lender queries, capturing transaction details, and performing functional risk controls
• Serve as a central point of contact for external clients, receiving and posting financials to agency sites and coordinators; engage with clients to address and resolve issues pertaining to invoicing and trade settlement
• Proactively identify upcoming client needs and maintain a high level of due diligence for clients, focusing on clarity, transparency, and expedience
• Maintain active deal pipelines, capital projections, and portfolio metrics with commitment to accuracy and timeliness
• Coordinate and produce reporting deliverables for regulatory bodies
• Participate in initiatives to develop and enhance controls and efficiency, including process/workflow improvement and technology solutions

Skills

• Proven ability to leverage AI tools to enhance productivity, optimize workflows to solve business problems, while applying critical judgment to ensure responsible and ethical use of data and AI outputs

Qualifications

• Bachelor’s degree required
• Excellent communication skills, both written and spoken
• Self-motivated and proactive

Pay

The salary range for this position in Jacksonville, FL is $70,000 to $80,000. Actual salaries may be based on a number of factors including, but not limited to, a candidate’s skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration.