Transaction Manager

Transaction Manager, Project Finance Unit

Hybrid: Wilmington, DE

Monday to Friday, 8:00 a.m. to 5:00 p.m.

Summary:

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.

 Some of the things you will be doing:

• 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

• 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. 

What technical skills, experience and qualifications do you need?

• 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

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