Transaction Manager Job Description

Transaction Manager Job Description

172 votes for Transaction Manager
Transaction manager provides clients with strategic reviews that detail their lease portfolio, consolidated real estate costs, and real estate metrics.

Transaction Manager Duties & Responsibilities

To write an effective transaction manager job description, begin by listing detailed duties, responsibilities and expectations. We have included transaction manager job description templates that you can modify and use.

Sample responsibilities for this position include:

Conduct periodic product performance reviews with key stakeholders (plan vs
For all assigned loan acquisition transactions, work with seller and Acquisitions Transaction Manager to develop plan for delivery of collateral documents, including assignments and allonges
For all assigned loan sale transactions, work with purchaser and Loan Sale area to develop plan for delivery of collateral to purchaser
Participate in meetings and conference calls with target company management and with client personnel, and the will serve as a secondary point of contact for client personnel with respect to day-to-day execution matters
Serve as main contact for a portfolio of clients
Process multiple files at the same time at different stages from the approval process to closing
Manage and hold accountable the underwriters, closers, and appraisal personnel for the timeliness and quality of work on each file
Analyze and evaluate business due diligence materials, including property, Borrower and Guarantor level information, to identify potential problems and recommend solutions
Establish rapport with borrowers/brokers and deliver excellent customer service
Represent the borrower/broker’s side when dealing with Silver Hill departments and be able to respond with in-depth knowledge to the borrower/broker on any issues which cannot be resolved in their favor

Transaction Manager Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Transaction Manager

List any licenses or certifications required by the position: LEED, CPA, CA, UCC, CDCS

Education for Transaction Manager

Typically a job would require a certain level of education.

Employers hiring for the transaction manager job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Business, Finance, Real Estate, Accounting, Education, MBA, Law, Economics, Management, Business/Administration

Skills for Transaction Manager

Desired skills for transaction manager include:

Microsoft Office
Real estate leases and accounting procedures is imperative
Real estate leases and accounting procedures
Macro and micro elements affecting multifamily industry locally and nationally
Compliance issues
Commercial Real estate markets and trends

Desired experience for transaction manager includes:

Play a key role in practice development including developing, coaching and managing associates and executives, evaluating and appraising performance and driving a culture of best practice
Researching, preparing and supporting presentations / sales pitches for new business
Preferably graduate and Qualified Chartered Accountant with a mimum of 1 - 2 years in transaction services
Experience operating at Manager/ junior manager level in one of the leading accounting firms
Track record of execution of due diligence assignments
Self -starter with energy to work long, flexible hours and to tight deadlines

Transaction Manager Examples


Transaction Manager Job Description

Job Description Example
Our company is looking to fill the role of transaction manager. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for transaction manager
  • Monitors lease expirations
  • Assist with collateral perfection pre and post loan closing
  • Order fraud detection reports and analyze all documents for fraud risk
  • Resolve all loan level file issues to get the loan funded, or deny the loan
  • Verify all documents and conditions have been met prior to closing and schedule a closing date
  • Manage the daily, weekly, monthly production goals, while ensuring the level of expected service, quality and integrity of the loans are maintained
  • Act in accordance with Silver Hill guidelines, policies and procedures
  • Provide feedback and weekly production reports to Senior Management
  • May be required to manage junior staff
  • Manage and oversee key project activities MiFiD 2 impact analysis, gap analysis, solution definition and selection, target operating model definition and delivery of functional and technical specifications
Qualifications for transaction manager
  • Cash Management product experience is preferable
  • Reporting to Partner managing financial due diligence assignments providing commercial, deal relevant transaction advice on buy - and sell - side transactions and bank financings
  • Supporting the partner team in new business generation
  • Displays high level of accuracy, diligence and integrity
  • Commercially minded and a critical thinker
  • Very Good Knowledge of ICC publications like UCP 600, ISP 98, URDG 758

Transaction Manager Job Description

Job Description Example
Our company is hiring for a transaction manager. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for transaction manager
  • Coordinating the signing and closing process handover of post closing items/ongoing obligations to the client services and accounting teams
  • Assume key international transaction responsibilities for a national strategic client
  • Lead a team of approximately 28 full time employees
  • Assume ownership and accountability for the performance of the team
  • Ensure adherence of Operations Risk, Compliance policies, processes and procedures as per “Folio” guidelines to mitigate operational/credit risk
  • Work closely with various partners to build, implement and sustain strong operational control of client business account requirements
  • Reporting/ WIP Calls – Update data weekly
  • Managing Projects - Coordinates all projects and where applicable in associate with the Account Lead or Account Manager
  • Innovation/ Thought Leadership - Seeks to apply knowledge and experience to new tasks and client situations
  • Invoices and Admin systems - Enters data and raises bills as applicable to specific projects and in accordance with monthly timetable
Qualifications for transaction manager
  • Experience of full project lifecycle (requirements, design, development, testing and deployment) and delivering with a global team
  • Experience of managing global stakeholders, project governance and software development lifecycle
  • Excellent verbal and written communication skills are necessary in order to produce high quality governance and project management deliverables
  • Good understanding of the current regulatory environment and transaction reporting requirements
  • Experience of managing an Application team
  • Demonstrated ability to implement business project(s) on time and within budget

Transaction Manager Job Description

Job Description Example
Our innovative and growing company is hiring for a transaction manager. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for transaction manager
  • Selling more services (existing accounts) - Asks questions related to or edging beyond level of learning
  • Increasing revenue (existing and new accounts) - Compiles client and sector research, news, etc and circulates to all on a monthly basis
  • Business Development (new accounts) - Assists with data and research exercises as required
  • You will manage and lead a team consisting of around 20 staff
  • You should demonstrate key professional managerial qualities at all times
  • Provide control, direction & motivation to team members
  • Review of performance plans
  • Act as high level source of technical expertise to all incumbents within the Transaction Management, Client Operations group
  • You will maintain good working relationship with the Oversight teams & business partners
  • Represent RBCI&TS at various Client Ops related forums
Qualifications for transaction manager
  • Financial, accounting, tax, economic, legal, political environment
  • Knowledge of credit markets and financial modeling
  • Must have the ability to identify and understand loan and borrower documentation including but not limited to tax returns, operating statements, bank statements, paystubs, W2s/1009, organizational documents, appraisals and title
  • Associate’s Degree in business, economics, finance or equivalent combination of education/experience preferred
  • Minimum of 5 years of residential and/or commercial processing experience preferred
  • Oversight of daily processing volumes & workflows ensuring that performance is in line with KPI / KRI Indicators specific Client SLA / SLS

Transaction Manager Job Description

Job Description Example
Our growing company is looking for a transaction manager. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for transaction manager
  • Responsibility for the development of the TM, Client Ops team, ensuring the progress and direction of the department is aligned to business strategies and plans
  • Assist with preparation of transaction documents( case studies) needed for new business pursuits
  • Implements retail real estate plans with an understanding of the client's strategic real estate goals
  • Concurrently acts as landlord/seller agent and tenant/buyer agent and effectively negotiates the business terms and conditions for retail real estate products
  • To elaborate afirst draft (under the supervision of a Senior Transaction Manager) of thecredit proposal mainly for group reviews / annual reviews of less complex(credit wise) customers or transactions or customers representing a smallershare of income
  • Is responsibleto gather the information and input data elaboration of financialanalyses required by the Senior Transaction Managers to complete their own creditproposal
  • Prepare, deliver, and manage critical date repots for Client portfolio
  • Responsibility for the Accounts Payable and Receivable functions
  • Management of the Accounts Payable and Receivable teams
  • Ensure completeness and accuracy of the financial ledgers
Qualifications for transaction manager
  • Six to ten years of relevant work experience with national or regional retailer
  • Five years of relevant work experience with at least two years as a Transaction Manager
  • Ability to travel 20%- 30% of the time, sometimes with short notice
  • Real estate brokerage or salespersons license
  • Effective collaboration with Complex Contracting leads to determine appropriate match of demand and supply across the Scope of Control
  • Track record of managing individual’s and team’s scope to budget while maintaining quality

Transaction Manager Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of transaction manager. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for transaction manager
  • To liaise externally with Issuers and Originators, Arrangers, Law Firms, International Clearing Systems, Financial Regulators during the review of the documentation and, as the case may be, the duration of the issues
  • To ensure that the documentation on both conventional and structured transactions complies with our risk policy, correctly reflects the characteristics of the transaction and meets the clients’ needs
  • To participate to project linked to the activity or its development
  • Review all transaction documents for completeness
  • Responsible for efficient and effective end to end co-ordination and service delivery for high risk, high complex
  • Acts as advocate for the client experience using resources and analytical techniques to investigate and evaluate complex issues which may be outside of policy/process/procedural guidelines in order to satisfy the client needs/client escalation
  • Provides ongoing coaching for Leasing Sales Managers as required to ensure credit and operational risks and workflow processes are understood and followed
  • Works on several bank/leasing applications, synergy, CMS, EDGE, ASSET e-mail
  • Concurrently acts as landlord/seller agent and tenant/buyer agent and effectively negotiates the business terms and conditions for a wide variety of commercial real estate products, including industrial
  • Maintain all transaction and forms files
Qualifications for transaction manager
  • 5-8 years commercial real estate transaction experience
  • Transaction experience with medical / clinical assets strongly preferred
  • Bachelor's degree, specialization in real estate or finance preferred
  • Active real estate salesperson/broker's license in good standing
  • Highly organized with commitment to quality and accuracy while handling multiple tasks and transactions simultaneously
  • Client-first mindset, team oriented

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