Transaction Manager

About the role

The Transaction Manager provides superior customer service to our corporate trust clients through effective account administration. This includes monitoring contract provisions and responding to customer inquiries quickly and accurately. The TM works closely with the Transaction Analysts and will process all related transactions, including Account Setup/Termination, collecting critical documents, cash disbursements, and other critical functions related to Escrow and Project Finance products.

Responsibilities

• Review and process account requests. This includes preparation of system direction to the TM’s or Operations team to execute transactions such as initiating wire and check requests while ensuring all account actions are in accordance with department procedures
• Receive and record incoming assets ensuring deposits are completed promptly and accurately
• Communicate with clients regarding specific account information including upcoming deliverable dates, distributions, events, notices and generating client statements
• Organize the account set-up process, update appropriate spreadsheets and ticklers
• Manage the billing and collection of client fees
• Maintain an accurate and up-to-date record of all transactions and communicate with clients regarding account status
• Monitor ticklers and collect required items from our clients
• Complete reconciliations timely and accurately
• Promote a positive team culture and participate in projects as needed
• Take the initiative to review client requests against the deal documentation to ensure the basic requirements are met and escalate, as needed
• Handle day-to-day requests from clients and work with TM’s, to provide excellent client service

Requirements

• Bachelor’s Degree Preferred
• Excellent verbal and written English communication skills
• High level of organizational, multitasking, and problem-solving skills
• Computer skills including Microsoft Office
• Maintain a strong attention to detail and analytical ability when working under pressure
• Previous experience in the financial services industry a plus
• Business level fluency in Spanish and/or Portuguese a plus
• Ability to maintain tact, composure and professionalism when situations may become stressful
• Willingness to take on additional responsibilities as needed

Qualifications

• Ability to work independently and manage multiple tasks simultaneously
• Strong interpersonal and communication skills
• Knowledge of financial services and transaction processing
• Experience with project finance and escrow processes
• Proficiency in Microsoft Office Suite

Skills

• Customer Service
• Account Management
• Financial Analysis
• Project Management
• Communication Skills
• Attention to Detail

Benefits

CSC is committed to creating a feeling of belonging through a diverse and growth-oriented environment where everyone is valued. CSC colleagues have global career opportunities and excellent benefits, including annual success-sharing bonuses or commission plans based on individual performance.

Pay

Compensation is commensurate with experience.

Schedule

This role is hybrid: Monday to Friday, 8:00 a.m. to 5:00 p.m.

About Us

CSC is a global business, legal, and financial services company based in Wilmington, Delaware, USA, providing knowledge-based solutions to clients worldwide. We have offices and capabilities in over 140 jurisdictions in the Americas, Europe, Asia Pacific, and the Middle East, and more than 8,000 colleagues. We are the business behind business.® Visit our careers site to learn more about CSC and our commitment to our clients, communities, and each other.

Our Commitment

CSC is committed to creating a feeling of belonging through a diverse and growth-oriented environment where everyone is valued. CSC colleagues have global career opportunities and excellent benefits, including annual success-sharing bonuses or commission plans based on individual performance. To learn more, visit cscglobal.com/service/careers.

Disclaimer

The information above describes the general nature and level of work performed by employees in this role. It is not intended to describe all duties, responsibilities, and qualifications. About The Team At CSC®, we’re always looking ahead, finding ways to innovate, challenge the status quo, and anticipate the needs of our clients. We exceed expectations by adapting client ambitions and goals as our own. This Fierce Client Spirit has helped us adapt and create solutions that have enabled businesses to run smoother and smarter for more than 125 years. It’s also the reason we’re the trusted partner of many of the world’s most successful organizations. CSC is committed to attracting, developing, and retaining talented people whose values align with ours. We empower our colleagues to bring the right solutions to market to meet client demand. That’s why we are the leading provider of business administration and compliance solutions. CSC is a great place to work with smart and dedicated people. We have won several employer recognition awards, including Top Workplace USA, Great Places to Work India, and Built In’s Best Places to Work. We offer fulfilling work and career opportunities. Most positions are filled with internal moves and employee referrals. Employees are eligible for Success Sharing, bonuses, or commission plans based on role and individual performance. CSC offers a competitive and comprehensive benefits package that includes annual leave, tuition reimbursement, referral bonuses, and more. As business needs allow, CSC offers hybrid or remote work schedules in alignment with local regulations. Specific details for this position will be discussed during the interview process.