
Job Summary
As a Vice President Deal Set Up Funding Manager in the Deal Set Up and Funding team, you will lead professionals facilitating syndicated loans for Fortune 500 companies through the deal closing process. You will drive operational excellence, foster cross-functional partnerships, and ensure a first-class client experience. Your leadership will be instrumental in developing talent, optimizing processes, and delivering results aligned with the firm’s strategic objectives.
Job Responsibilities
Lead, coach, and develop a team of Deal Set Up and Funding professionals, fostering a culture of high performance and continuous improvement
Oversee collaboration across multiple teams to ensure accurate interpretation and processing of loan documentation for new deals and amendments
Provide strategic oversight of closing-related fees and principal payments, ensuring compliance and accuracy
Manage and prioritize the team’s pipeline of transactions, addressing complex and high-value deals
Review and govern exception reports related to recently closed transactions, driving resolution and process enhancements
Monitor and report on team performance metrics, maintaining a low quality control error rate
Serve as a subject matter expert, providing guidance, training, and secondary approvals as needed
Build and maintain strong relationships with front office, legal, transaction coordinators, and account servicing teams to deliver exceptional client service
Required Qualifications, Capabilities, and Skills
Bachelor’s degree in Finance, Business, or related field
Strong understanding of finance and loan products, with experience in syndicated loans
Demonstrated leadership experience, including managing teams and driving results
Exceptional communication and interpersonal skills, with the ability to influence across all levels
Preferred Qualifications, Capabilities, and Skills
Commercial banking experience, preferably in a leadership role
Syndicated loan experience
LOAN IQ experience
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Job Responsibilities
Lead, coach, and develop a team of Deal Set Up and Funding professionals, fostering a culture of high performance and continuous improvement
Oversee collaboration across multiple teams to ensure accurate interpretation and processing of loan documentation for new deals and amendments
Provide strategic oversight of closing-related fees and principal payments, ensuring compliance and accuracy
Manage and prioritize the team’s pipeline of transactions, addressing complex and high-value deals
Review and govern exception reports related to recently closed transactions, driving resolution and process enhancements
Monitor and report on team performance metrics, maintaining a low quality control error rate
Serve as a subject matter expert, providing guidance, training, and secondary approvals as needed
Build and maintain strong relationships with front office, legal, transaction coordinators, and account servicing teams to deliver exceptional client service
Required Qualifications, Capabilities, and Skills
Bachelor’s degree in Finance, Business, or related field
Strong understanding of finance and loan products, with experience in syndicated loans
Demonstrated leadership experience, including managing teams and driving results
Exceptional communication and interpersonal skills, with the ability to influence across all levels
Preferred Qualifications, Capabilities, and Skills
Commercial banking experience, preferably in a leadership role
Syndicated loan experience
LOAN IQ experience
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