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.