Financial Transaction Expert

3 days ago

Sydney, New South Wales, Australia beBeeCredit Full time $60,000 - $120,000
Job Description:

The role of Credit Product Delivery Associate under Global Services is to provide a superior client experience by ensuring timely client-focused service while retaining a strong risk and control framework locally and partnering with regional and global teams to deliver consistently across the Corporate & Investment Bank and Commercial Bank.

The team supports the bankers and trade sales, working closely with business partners across credit, legal, compliance, and line-of-business operations to deliver a client-focused support model and seamless execution.

  • Partner with and support business partners across global banking, credit, product, legal, and line-of-business operations
  • Drive the end-to-end transaction execution process across support teams ranging from front office (including credit risk, bankers, sales) to back office (including documentation, collateral, and core transaction processing teams) providing leadership, transparency, and accountability
  • Deliver best-in-class credit documentation processes including managing the preparation, negotiation, and execution of credit/product agreements, deal closing process, ownership of sourcing and reviewing client constitutional documents and conditions precedent
  • Manage controls framework, reporting, and escalation for transaction execution, including preparing and coordinating documentation deviations and approvals during negotiations
  • Partner with business and technology partners in setting priorities within competing business strategies
  • Collaborate across functional areas to ensure all operational, financial, and technology risks have been addressed
Required Qualifications, Capabilities, and Skills:

A bachelor's degree with minimum 5 years' experience in either credit and transaction management, credit execution, front office, credit, or legal documentation space.

  • Strong credit and documentation knowledge across core lending products/agreements (e.g., loans, trade finance, specific local market knowledge where required)
  • Strong relationship management and partnership with the business, technology, and corporate groups
  • Flexibility to handle multiple tasks and changing priorities
  • Strong decision-making capabilities and the ability to identify problems and drive to resolution
  • Proactive/self-starter with the ability to deliver value-added support to business partners and clients in a dependable, timely, and accurate manner
About Us:

A global leader in financial services, providing strategic advice and products to prominent corporations, governments, wealthy individuals, and institutional investors.

We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

Our diverse talents are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company.

Seniority Level, Employment Type, Job Function:

Not applicable, full-time, finance and sales.

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