Transaction Management Specialist - Assistant Vice President

Publix Serving (Civica)

Tampa, Florida, United States
Base: $79,120.00 - $118,680.00; bonus/equity: disc...
Loan closing and servicing coordination
Complex client onboarding
Data management and quality control
Support multiple aspects of the lending lifecycle including loan closing and servicing coordination, complex client onboarding, data management, and quality control

Job Summary

  • Support multiple aspects of the lending lifecycle including loan closing and servicing coordination, complex client onboarding, data management, and quality control.
  • Contribute to the build and development of a team supporting deal origination and lifecycle management for large complex syndicated and bilateral loans.
  • Partner with originating and coverage business lines, credit risk, operations, and legal to ensure quality of data, controls, and processes meet internal policies and regulatory requirements.

Matching Summary

Support multiple aspects of the lending lifecycle including loan closing and servicing coordination, complex client onboarding, data management, and quality control.

Salary

Base: $79,120.00 - $118,680.00; Bonus/Equity: Discretionary and formulaic incentive and retention awards; Benefits: Medical, dental & vision coverage; 401(k); life, accident, and disability insurance; wellness programs; paid time off packages

Skills & Requirements

Must-have

  • Loan closing and servicing coordination
  • Complex client onboarding
  • Data management and quality control
  • Operational oversight of loan/bond transactions
  • Syndicated and bilateral loan support
  • Process, standards, and control development
  • Technology design and implementation
  • Risk and control reviews
  • Process improvement and efficiency enhancement
  • Deal closing pipeline management
  • Capturing capital contribution funding
  • Review legal loan documentation

Nice-to-have

  • Collaborate with business lines and operations
  • Define and implement operational metrics
  • Enhance performance and efficiency through projects
  • Work with clients under time constraints
  • Critical decision-making capabilities
  • Prioritize through strong organizational skills
  • Awareness of corporate and regulatory policies

Key Requirements

  • 2-5 years of experience
  • Excellent communication, organizational, and interpersonal skills
  • Work well under tight deadlines and manage priorities
  • Quantitative skills with high proficiency in Excel
  • Familiarity with Tableau or visualization tools
  • Experience with Loan IQ or transaction capture tools
  • Keen attention to detail
  • Developed analytical and problem-solving abilities
  • Client relationship and solution skills
  • Bachelors/University degree or equivalent experience

Work Rights

Not specified

Tailored Resume

Cover Letter