Agency Transaction Manager

2 months ago


Montreal, Quebec, Canada Société Générale Assurances Full time
Agency Transaction Manager

Société Générale Assurances is seeking a highly skilled Agency Transaction Manager to join our team in Montreal, Canada.

About the Role

The Agency Transaction Manager will be responsible for managing transactions and portfolios pre to post and closing for Project Finance, Leveraged Finance, Media & Telecom Finance, Commercial Real Estate, Metals & Mining Finance, Aircraft Finance, and Export Finance.

Key Responsibilities
  • Agency Management support for Project Finance, Leveraged Finance, and Digital Infrastructure business lines
  • Review legal documentation for Agent role pre-closing
  • Collaborate closely with sub-agents and oversee their functions
  • Manage amendments, waivers, and consents for assigned transactions
  • Handle CP process for draw requests and term conversion
  • Create deal sites in Debtdomain and post documentation
  • Review and validate withdrawal transfer certificates
  • Organize lender calls, bank meetings, and site visits
  • Manage KYC requests from lenders
  • Coordinate with lenders for payoffs and release of security packages
  • Serve as the first point of contact for lender queries on transactions
  • Assist in internal and external audits and examinations of portfolios
Requirements
  • Minimum 5 years of banking experience in a structured finance environment
  • Experience in Agency Management with club-deals and broadly syndicated transactions
  • Strong agency administration experience
  • Knowledge of Leveraged Lending, Project Finance, and Asset-Based Finance
  • Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook
  • Experience with Agency platforms
  • Experience with legal documentation review
Competencies
  • Highly organized, self-starter
  • Strong client relationship skills
  • Excellent interpersonal and communication skills
  • Strong problem-solving and organizational skills; ability to prioritize and multitask
  • Ability to work in a dynamic, deadline-focused environment
  • Experience working with Export Credit Agencies on multi-agency transactions
What We Offer

Société Générale Assurances offers a competitive compensation and benefits package, including:

  • Minimum of 20 Vacation days + 4 personal days
  • Supportive Maternity, paternity, parental and adoption leave policy
  • Health spending ($2,000/year) and personal spending ($1,000/year) accounts with 75+ eligible reimbursement categories
  • Fully sponsored virtual healthcare assistance and Employee Assistance Program
  • Various Employee Resource Groups (ERG) to engage with

We are an equal opportunities employer and welcome applications from diverse candidates.



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