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Agency Transaction Manager

2 months ago

Montreal, Quebec, Canada Société Générale Assurances Full time
About the Role

The Agency Transaction Manager will play a key role in the Structured Finance Middle Office team, 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
Why Join Us

Société Générale Assurances offers a competitive compensation and benefits package, including a minimum of 20 vacation days, supportive maternity and paternity leave policy, health spending account, and personal spending account. We also offer a culture of continuous development, with various training programs and employee resource groups.