Transaction Execution Associate - Credit Product Delivery

Job Responsibilities:

• Deliver best-in-class transaction execution and documentation negotiation management for credit facilities and ancillary documentation, ensuring accuracy, timeliness, and stakeholder alignment across the transaction lifecycle.
•  Review and support bankers in negotiating legal documentation across a range of credit products, providing clear guidance and timely escalation where appropriate.
•  Draw on subject-matter expertise to propose practical solutions, engaging the appropriate stakeholders (Bankers and/or Trade Sales, Credit, Legal, Compliance, Tax, etc.) promptly to drive resolution.

• Manage the execution controls framework, including reporting and escalation, and prepare and coordinate documentation deviations and approvals during negotiations in line with internal policies.

   

• Manage the deal closing process end-to-end by coordinating closing activities with internal and external parties, performing conditions precedent checks, and ensuring all other required closing items are in place for timely completion.
• Ensure transparent communication and prompt issue resolution with all stakeholders to deliver a consistent client experience from negotiation through closing and post-closing.
• Provide post-closing support, coordinating outstanding deliverables, documentation updates, and operational follow-through.
•  Effectively manage the deal pipeline by prioritizing milestones, tracking progress, and ensuring each transaction closes on time and to required standards.
• Support broader projects and initiatives, identifying opportunities to streamline processes, enhance efficiency, and strengthen risk and control outcomes.
•  Collaborate effectively across time zones and regions, scheduling and communicating proactively to meet global stakeholder and client needs.

 

Required qualifications, capabilities, and skills 

• Minimum 5 years of experience in documentation negotiation management and transaction execution coordination for credit facilities.
•  Solid understanding of credit execution, transaction management, and core banking processes.
•  Strong decision-making skills with the ability to identify issues, prioritize risks, and drive timely resolution.
•  Excellent coordination skills and a strong control mindset.
• Demonstrated ability to build and manage relationships with internal and external stakeholders.
•  Strong organizational skills with the ability to work effectively under pressure and to tight deadlines, including excellent prioritization skills.

 

Preferred qualifications, capabilities, and skills 

• Bachelor’s degree in Finance, Business Management,  and/or Law
• Excellent working knowledge of Microsoft Excel, Word, and PowerPoint
• Effective systems adoption and responsible use of AI tools, demonstrating integrity and adherence to controls
• Fluent in English; Spanish is an advantage