Jobs · Finance · Wisconsin

VP, Transaction Manager - SCIB Lending Products

Santander · Madison, WI · Yesterday
Finance$185k/yrFull-time

About the role

The SCIB Transaction Manager - SCIB Lending (incl. Leveraged Finance and Structured Finance) is a Vice President individual contributor role within US SCIB COO Lending Solutions. This role supports end-to-end execution of SCIB lending transactions (incl. Leveraged Finance and Structured Finance), from pre-approval through closing, booking, funding, settlement and lifecycle handoff.

Responsibilities

  • Coordinate assigned Leveraged Finance, Structured Finance, syndicated, bilateral, club, participant and amendment transactions from post-approval through close.
  • Maintain closing checklists, track conditions precedent, coordinate signature page release readiness, monitor documentation status and follow up on transaction blockers.
  • Partner with Front Office, Advisory, Legal, Credit, Compliance, Capital Markets, Agency, Treasury, Finance, Operations and Back Office to support closing readiness.
  • Booking and Funding Readiness:
    • Validate that required approvals, KYC/AML evidence, documentation, borrower/guarantor/lender onboarding, collateral, insurance, covenant, flood, UCC/lien, pricing, fee and operational setup requirements are complete or escalated.
    • Prepare and review booking instruction packages and support Back Office, Treasury and Operations in resolving deal setup or funding questions.
    • Track post-close obligations, documentation gaps and booking defects through completion.
  • Amendments and Lifecycle Support:
    • Capture and coordinate amendments, waivers, assignments, repricings, extensions, incremental facilities and other lifecycle events in partnership with Portfolio Management, Advisory, Credit, Legal, Agency and Operations.
    • Escalate changes that may require new approvals or system updates.
    • Support handoff of covenant, collateral, monitoring and servicing obligations after closing.
  • Team Build-out and Training Support:
    • Contribute to procedures, checklists, status reporting, process maps, quality control routines and training materials for the Transaction Management team.
    • Aid in training new joiners on closing workflow, control standards, documentation tracking, booking instructions and escalation protocols.
    • Identify opportunities to improve workflow transparency, data quality, system handoffs and control evidence.
  • Governance and Controls:
    • Maintain accurate execution records, issue logs, exception tracking and evidence of approvals and control completion.
    • Support audit, regulatory, credit review and internal control requests related to assigned transactions.

Requirements

  • Bachelor degree or equivalent work experience.
  • Strong knowledge of corporate lending execution, with preferred experience in Leveraged Finance, Structured Finance, syndicated loans, credit documentation, KYC/AML, booking, funding and operational handoffs.
  • Strong organizational, analytical, execution and problem-solving skills.
  • Ability to manage multiple active closings and amendments with clear status reporting.
  • Working knowledge of credit agreements, closing checklists, CPs, borrower onboarding, collateral, covenants, fees and booking mechanics.
  • Loan IQ or comparable platform experience preferred.

Qualifications

  • 7-10 years of relevant experience in CIB lending execution, transaction management, Leveraged Finance, Structured Finance, loan operations, agency, middle office or credit administration.

Skills

  • Strong ownership and follow-through.
  • Ability to escalate issues clearly and timely.
  • Collaborative style with Front Office, Credit, Legal, Compliance and Operations.
  • Attention to detail and comfort operating in time-sensitive deal environments.

Benefits

We offer a comprehensive benefits package including health insurance, retirement plans, and paid time off. Santander also provides a variety of professional development opportunities and encourages a positive work environment where diversity and inclusion are valued.

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