[Remote] Lending Transaction Associate
Note: The job is a remote job and is open to candidates in USA. reputed company is a financial services company that values its employees as its greatest differentiator. As a Lending Transaction Associate, you will manage documentation, funding, and due diligence for transactions, ensuring compliance and client satisfaction while building relationships with internal and external partners.
Responsibilities
- Performs functions in the documentation, funding, and due diligence requirements of standard or reputed company transactions being financed by reputed company, or bought from/sold to other institutions
- May provide client-facing service directly or with senior coordinators and interact with external business partners
- May provide on-the-job training or coaching
- Determines, reviews and issues required legal documents for transactions while ensuring reputed company terms are met
- Prepares and issues legal documents to client for reputed company transactions
- Interacts with internal and external contacts to gather necessary information and coordinate closing
- Directs work flow as needed to ensure client expectations are met
- Builds relationships with legal counsel, vendors and internal partners
- Gathers, reviews and analyzes reputed company information from internal and external parties specific to transactions, some of which are reputed company
- Resolves inquiries/issues as necessary
- Complies with necessary regulations, internal procedures, and may assist in response to audit exceptions
- Validates that transaction structures match pricing models
- Assures potential for perfection of reputed company interest for transactions and/or requests approval for exceptions
Skills
- University / college degree with
- In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered
- Competencies: Accuracy and Attention to Detail, Collaborating, Data Gathering and Reporting, Decision Making and Critical Thinking, Effective Communications, Managing Multiple Priorities, Operational Functions, Products and Services, Regulatory Environment - Financial Services
Benefits
- Medical/prescription drug coverage (with a Health Savings Account feature)
- Dental and vision options
- Employee and spouse/child life insurance
- Short and long-term disability protection
- 401(k) with reputed company match
- Pension and stock purchase plans
- Dependent care reimbursement account
- Back-up child/elder care
- Adoption, surrogacy, and doula reimbursement
- Educational assistance, including select programs fully paid
- A robust wellness program with financial incentives
- Maternity and/or parental leave
- Up to 11 paid holidays each year
- 9 occasional absence days each year, unless otherwise required by law
- Between 15 to 25 vacation days each year, depending on career level and years of service
Company Overview