Transaction Manager, Corporate & I-Banking Lending Products – Executive Director

Santander

. Manage complex lending transactions from approval through closing, booking, funding, settlement and lifecycle handoff .

Posted 10/14/2026full-timeUnited StatesLead💰 $200,000 - $260,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive experience in managing complex lending transactions, including Leveraged Finance and Structured Finance, with a strong focus on transaction execution, stakeholder management, and compliance. Proficient in coordinating documentation, approvals, and operational processes while ensuring quality control and training for team members.

Highest-signal resume keywords

CIB Lending ExecutionLeveraged FinanceStructured FinanceLoan IQTransaction Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Transaction ExecutionIssue ResolutionStakeholder ManagementCredit ApprovalsLoan DocumentationKYC/AMLCollateral ManagementFunds Flow ManagementBooking and SettlementAmendments and Waivers

Soft Skills

Attention to DetailEscalation DisciplineOwnership MindsetTraining and MentoringCommercial Orientation

Tools & Technologies

Loan IQMiddle Office Systems

Industry Keywords

Syndicated Loan ProcessesCredit AdministrationLegal ExecutionAgency ProcessesControl Judgment

About the role

Key responsibilities & impact

Manage complex lending transactions from approval through closing, booking, funding, settlement and lifecycle handoff
Lead execution coordination for Leveraged Finance, Structured Finance, syndicated, bilateral, club, participant, left lead and amendment transactions
Coordinate closing checklists, conditions precedent, documentation status, approval evidence, funds flow, allocations, operational setup and stakeholder readiness
Identify, escalate and obtain re-approval for material changes to approved terms when required
Partner with Advisory, Legal and Front Office during documentation negotiation
Confirm completion of approvals, KYC/AML diligence, onboarding, legal documentation, collateral/security, insurance, UCC/lien perfection, flood diligence, covenant setup, risk system updates, deal capture and booking data
Prepare or validate booking instructions and coordinate with Middle Office, Back Office, Treasury, Finance, Agency and Operations
Track and resolve booking defects, documentation gaps, post-close items and control exceptions
Coordinate amendments, waivers, extensions, repricings, incremental facilities, assignments, paydowns and other lifecycle events
Support handoff to Portfolio Management, Agency, Operations and Servicing
Develop procedures, playbooks, closing standards, training materials, issue logs and quality control routines
Train and mentor new and junior team members
Identify recurring issues and recommend process, technology, data quality and control enhancements
Communicate transaction status, blockers, risks, decisions, dependencies and escalation items
Support audit, regulatory, credit review and internal control requests

Requirements

What you’ll need

Bachelor degree or equivalent work experience
10-15 years of relevant experience in CIB lending execution, Leveraged Finance, Structured Finance, transaction management, loan operations, agency, credit administration, legal execution or middle office
Knowledge of Leveraged Finance and Structured Finance lending transactions, syndicated loan processes, credit approvals, loan documentation, KYC/AML, collateral, covenants, booking, funding, settlement and servicing handoffs
Middle office experience
Strong transaction execution, issue resolution, stakeholder management and control judgment
Ability to manage multiple complex closings and amendments under time pressure
Strong understanding of Lev Fin and Structured Finance structures, credit agreements, funds flows, allocations and agency processes
Experience with Loan IQ or comparable loan booking / servicing platforms preferred
Senior individual contributor credibility with Front Office, Advisory, Credit, Legal, Compliance, Operations and Finance
Excellent attention to detail, escalation discipline and ownership mindset
Ability to train team members and help institutionalize repeatable execution standards
Balanced commercial orientation and first line control discipline
Legally authorized to work in the United States on a full-time basis without requiring employer sponsorship

Benefits

Comp & perks

Fair and competitive rewards package
Benefits designed to support employees, their families, and well-being