[Remote] Lending Transaction Associate
Note: The job is a remote job and is open to candidates in USA. reputed company is a leading financial services institution dedicated to providing exceptional customer experiences. The Lending Transaction Associate role involves managing documentation, funding, and due diligence for transactions, ensuring compliance with regulations, and fostering relationships with clients and 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
- 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 reputed company 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
Company Overview