SCIB Lending Solutions - Transaction Management, Executive Director

Santander

1d • $146,250 - $235,000 • Onsite

About The Position

The SCIB Transaction Manager – SCIB Lending (incl. Leveraged Finance and Structured Finance) is an Executive Director individual contributor role within US SCIB COO Lending Solutions. The role is responsible for managing complex lending transactions from approval through closing, booking, funding, settlement and lifecycle handoff, with a primary focus on SCIB lending transactions (incl. Leveraged Finance and Structured Finance). The role is not a Head of function role, but is a senior execution and control specialist expected to support the build-out of the US Transaction Management team, establish execution standards, coordinate complex deal closings and amendments, train new team members, and serve as a senior escalation point for high-priority transactions. Objectives are to 1) ensure lending transactions are closed and booked in accordance with approvals, executed documentation, KYC/AML requirements and operational readiness standards, 2) support front-to-back coordination across Business Lines, Advisory, Credit, Legal, Compliance, Agency, Capital Markets, Treasury, Finance, Operations and Back Office, and 3) strengthen the US SCIB Lending Solutions control environment.

Requirements

• Bachelor’s Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Required
• 10-15 years of relevant experience in CIB lending execution, Leveraged Finance, Structured Finance, transaction management, loan operations, agency, credit administration, legal execution or middle office.
• Strong transaction execution, issue resolution, stakeholder management and control judgment.
• Ability to manage multiple complex closings and amendments under time pressure.
• Strong understanding of Lev Fin and Structured Finance structures, credit agreements, funds flows, allocations and agency processes.
• Senior individual contributor credibility with Front Office, Advisory, Credit, Legal, Compliance, Operations and Finance.
• Excellent attention to detail, escalation discipline and ownership mindset.
• Ability to train team members and help institutionalize repeatable execution standards.
• Balanced commercial orientation and first line control discipline.

Nice To Haves

• Experience with Loan IQ or comparable loan booking / servicing platforms preferred.
• Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.

Responsibilities

• Lead execution coordination for complex Leveraged Finance, Structured Finance, syndicated, bilateral, club, participant, left lead and amendment transactions from pre-approval through close.
• Coordinate closing checklists, conditions precedent, documentation status, approval evidence, funds flow, allocations, operational setup, and stakeholder readiness.
• Ensure material changes to approved terms are identified, escalated and re-approved where required before signing, closing, booking or funding.
• Partner with Advisory, Legal and Front Office during documentation negotiation to identify operational, control, booking, agency, collateral, covenant and funding implications.
• Confirm that approvals, KYC/AML diligence, borrower/guarantor/lender onboarding, legal documentation, collateral/security requirements, insurance, UCC/lien perfection, flood diligence, covenant setup, risk system updates, deal capture and booking data are complete or appropriately escalated.
• Prepare or validate booking instructions and coordinate with Middle Office, Back Office, Treasury, Finance, Agency and Operations to support accurate system setup and funding readiness.
• Track and resolve booking defects, documentation gaps, post-close items and control exceptions.
• Coordinate transaction amendments, waivers, extensions, repricings, incremental facilities, assignments, paydowns and other lifecycle events requiring cross-functional execution.
• Ensure amendments that require credit, business, legal, compliance or operational approvals are routed appropriately and evidenced before implementation.
• Support clean handoff to Portfolio Management, Agency, Operations and Servicing for covenant, collateral, monitoring and servicing obligations.
• Support the build-out of the US Transaction Management team by developing procedures, playbooks, closing standards, training materials, issue logs and quality control routines.
• Train and mentor new and junior team members on deal mechanics, Lev Fin and Structured Finance transaction structures, closing protocols, documentation review, booking controls and escalation standards.
• Identify recurring issues and recommend process, technology, data quality and control enhancements.
• Act as a trusted execution partner to Leveraged Finance, Structured Finance, IG, GTB, Capital Markets, Credit, Legal, Compliance, Agency, Treasury, Finance, Operations, and Client Lifecycle Management stakeholders.
• Communicate clearly on transaction status, blockers, risks, decisions, dependencies and escalation items.
• Support audit, regulatory, credit review and internal control requests related to transaction execution and closing evidence.

Benefits

• A fair and competitive rewards package that reflects the impact you create and the value you deliver.
• Benefits are designed to support you, your family and your well-being, now and into the future.

What This Job Offers

• Job Type: Full-time
• Career Level: Executive