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- Tasks: Manage and monitor Asset Finance transactions, ensuring smooth operations and compliance.
- Company: Join a leading corporate banking and capital markets organisation in London.
- Benefits: Enjoy opportunities for professional growth, mentorship, and a collaborative work environment.
- Why this job: Be part of a dynamic team, enhancing your skills while making a real impact in finance.
- Qualifications: University degree required; advanced qualifications like CIMA/ACA preferred with relevant banking experience.
- Other info: Opportunity to train and mentor junior team members while working on diverse projects.
The predicted salary is between 48000 - 72000 £ per year.
A leading corporate banking and capital markets organisation is seeking a Transaction Management Senior Specialist to join their team in London.
Main Purpose of this role: A Transaction Management specialist works directly with Product Specialists, Relationship Managers and Clients to manage and monitor new and existing Asset Finance transactions. They provide monitoring expertise and detailed technical knowledge of the Banks processes to ensure that transactions are effectively managed throughout their life cycle.
Responsibilities include:
- Coordinating with all relevant internal teams to steer transactions through applicable transactional approval processes, ensuring adherence to all relevant terms & conditions throughout the deal tenor.
- Actively analysing financial results for CC Lending and preparing management information and reports as required.
- Ensuring that all business activities conducted are in compliance with the applicable policies of the Bank.
Key Activities and Competencies:
- Ensure the smooth day to day running of the Transaction Management function within CC Lending London.
- Support Transaction Management in other locations where needed.
- Collaborate with the Product Teams in CC Lending and participate in initial structuring discussions concerning trade capture, control, reporting and support subsequent approval process where required (i.e. NPP).
- Understand the teams portfolio of existing and new transactions and serve as a liaison point for functions within the Bank e.g. Finance, Risk, Operations, Compliance, Legal to ensure transactions are properly approved and reflected in the banks systems.
- Assist the preparation, review and presentation of management information (MI) for senior management and play an active part in streamlining MI reporting within CC Lending.
- Ensure CC Lending revenues, costs, and capital charges are correctly reflected in the teams management accounts.
- Update relevant processes and procedures, continually enhance established processes within the team and support ad hoc projects.
- Respond to day-to-day requests by team members by providing information and advice, ensuring that issues are appropriately resolved.
- Comply with all Group and Divisional policies and standards including, but not limited to, Compliance, Risk, Human Resources and Finance and to adhere to ComWert.
- Train and mentor junior team members.
- Offer expert advice in area of specialisation, demonstrating technical and product knowledge.
Key Requirements:
- Formal education: University degree or equivalent; advanced degree preferred.
- Further professional qualification advisable (CIMA/ACA).
- Broad knowledge and expertise based on sufficient years of professional experience in Accounting/Banking.
- Strong analytical and problem-solving abilities.
- Capability to understand and explain concepts and ideas to diverse audiences including senior management.
- Ability to mentor junior team members.
- Excellent organisational, communication and diplomacy skills (both written and oral).
- Capacity to work independently as well as collaboratively.
- Ability to perform effectively under time pressure.
Transaction Management Senior Specialist employer: Levelup Talent Solutions Ltd
Contact Detail:
Levelup Talent Solutions Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Transaction Management Senior Specialist
✨Tip Number 1
Network with professionals in the corporate banking and capital markets sector. Attend industry events or webinars where you can meet people who work in transaction management or related fields. Building these connections can provide valuable insights and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the specific processes and systems used in transaction management within banks. Understanding the technical aspects of asset finance transactions will give you an edge during interviews, as you'll be able to speak confidently about how you can contribute to the team.
✨Tip Number 3
Prepare to discuss your analytical skills and problem-solving abilities in detail. Think of examples from your past experience where you've successfully navigated complex financial situations or improved processes, as these will resonate well with the hiring team.
✨Tip Number 4
Showcase your ability to mentor and train others. Since the role involves supporting junior team members, be ready to share your experiences in leadership and how you've helped others grow in their roles, which will demonstrate your fit for the position.
We think you need these skills to ace Transaction Management Senior Specialist
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in transaction management, asset finance, and corporate banking. Use specific examples that demonstrate your analytical skills and ability to manage transactions effectively.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Highlight your understanding of the responsibilities and how your background aligns with the key activities mentioned in the job description.
Showcase Relevant Qualifications: Clearly list your educational qualifications and any professional certifications (like CIMA or ACA) that are relevant to the position. Emphasise your years of experience in accounting or banking to strengthen your application.
Demonstrate Soft Skills: In your application, provide examples of your organisational, communication, and mentoring skills. Mention instances where you successfully collaborated with teams or trained junior members, as these are crucial for the role.
How to prepare for a job interview at Levelup Talent Solutions Ltd
✨Showcase Your Analytical Skills
As a Transaction Management Senior Specialist, strong analytical abilities are crucial. Be prepared to discuss specific examples where you've successfully analysed financial results or solved complex problems in previous roles.
✨Demonstrate Technical Knowledge
Familiarise yourself with the bank's processes and regulations. During the interview, highlight your understanding of asset finance transactions and how you have applied this knowledge in past experiences.
✨Emphasise Collaboration Experience
This role requires working closely with various teams. Share instances where you've effectively collaborated with Product Specialists, Relationship Managers, or other departments to achieve successful outcomes.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills under pressure. Think of scenarios where you had to manage multiple tasks or resolve conflicts, and be ready to explain your thought process and actions.
