About The Position

The Vice President will lead transaction lifecycle management for Sponsor Finance & Direct Lending (SF&DL) deals, ensuring seamless coordination across legal, compliance, operations, and front office teams. This role will report into SF&DL, and will oversee closing execution, regulatory adherence, lifecycle monitoring, and post-closing servicing, while driving process improvements and managing team deliverables.

Requirements

  • 7+ years of experience in leveraged finance, loan closing, or credit operations.
  • Proven leadership in managing complex transactions and cross-functional coordination.
  • Deep understanding of regulatory frameworks, credit risk, and operational workflows.
  • Strong analytical, communication, and project management skills.
  • Experience with internal systems (GCARS, Optimist, Salesforce) and regulatory tools.

Responsibilities

  • Oversee review of legal documents and ensure accurate entry of facility terms into GCARS and other systems.
  • Manage coordination with KYC, Legal, and Sponsor Coverage teams for client onboarding and MNPI compliance.
  • Supervise completion of credit application forms and ensure consistency with internal templates and regulatory requirements.
  • Lead finalization of BR and LGD ratings and ensure environmental risk assessments are completed.
  • Oversee creation of CHUB profiles, Midcorp/COI cases, and document validation for new and existing clients.
  • Ensure readiness for funding by confirming checklist completion and wire execution.
  • Coordinate with GRM team for O&D deal screening and closing.
  • Lead monitoring of lifecycle events and servicing requests, ensuring accuracy and timeliness.
  • Manage client expectations and inquiries for post-closing servicing.
  • Oversee manual vs. STP processes and ensure accuracy of manual workflows.
  • Maintain and remediate issues log with cross-functional partners.
  • Monitor compliance with Flood/UCC terms, renewals, and expirations.
  • Oversee document storage, payoff documentation, and covenant tracking.
  • Maintain robust understanding of MUFG systems and process limitations to guide operational improvements.
  • Compile and present portfolio data for management reporting.
  • Ensure communication of account information across constituencies and compliance with regulatory requirements.

Benefits

  • The typical base pay range for this role is between $120k-$140k depending on job-related knowledge, skills, experience and location.
  • This role will be eligible for certain discretionary performance-based bonus and/or incentive compensation.
  • our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays.

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Industry

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

Education Level

No Education Listed

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