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Transaction Manager

Salary undisclosed

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Contract Duration: 5+ Months

Required Skills & Experience

  • Bachelor’s degree.
  • 2 to 5 years of experience (e.g. operations, transaction management, product management).
  • Demonstrated experience in deal implementation, deal maintenance, and direct interaction with clients.
  • Intermediate level of expertise with Microsoft Excel and general computer knowledge.
  • Consistently demonstrates clear and concise written and verbal communication skills.

What You Will Be Doing

  • Assist in the implementation and maintenance of Corporate Special Agency (Escrow, PF, Insurance, Loans).
  • Assist Transaction Managers with managing client day-to-day activities related to their transactions.
  • Assist with the Amendment process for Columbia Trust mandates.
  • Assist with SNC tracking and reporting.
  • Assist with supporting the distribution of relevant notices.
  • Assist Transaction Managers in completion of internal projects related to their transactions and to the company.
  • Address transactional inquiries from both internal and external Agency & Trust clients in connection with transactions.
  • Adhere to the company’s Agency & Trust policies and procedures for client onboarding, deal implementation, account opening, deal payment processing and deal maintenance.
  • Coordinate with Operations and clients for transaction set-up, activity and reporting.
  • Coordinate with Operations for inquiries from clients.