Real Estate Transaction Lead

HSBC; Birmingham; On-site; GBP 65,000 - 90,000; Full time

Benefits offered by this job

Private healthcare for UK employees

Enhanced maternity & adoption pay

Contributory pension scheme

Job summary

HSBC in the United Kingdom is seeking an experienced Transaction Manager to support a team of Relationship Directors in all transaction and execution dealings. The role involves reviewing terms sheets, due diligence, and legal documentation to ensure high-quality underwriting and adherence to HSBC UK policies.

Base locations include London, Birmingham or Manchester. You will coordinate with professionals, monitor the REF portfolio, and focus on delivering compliant, client‑centric solutions

Qualifications

• Experience of managing complex relationships.
• Excellent planning, organisation and time management abilities with the ability to manage competing priorities of multiple deals.
• Strong communication skills both written and verbal.
• Strong analytical skills.
• Strong ‘team’ skills promoting an environment of co-operation and trust, overcoming resistance where encountered.
• Experience of efficient and effective completion of customer lending transactions ensuring the high-quality underwriting and due diligence standards are maintained whilst adopting a commercial approach with customers and professional advisors.
• Experience in the Real Estate segment with understanding of process, transaction execution and operational functions.
• Knowledge of bank lending documentation and the risks of real estate lending.
• Understanding of Real Estate policies, procedures and guidelines to ensure Bank’s property lending and reputational risk is effectively managed and controlled.
• Experience of working in a transaction management or an origination role would be advantageous.
• Knowledge of Loan Market Association facility agreement documentation would be advantageous.

Responsibilities

• Project manage real estate finance transactions from approval to completion of the documentation and drawdown.
• Instruct, monitor and liaise with professionals in respect of the preparation of due diligence reports and legal documentation.
• Review, analyse and report to Regional Directors on property valuations and project monitor reports.
• Review heads of terms for prospective customers and work closely with relationship directors, professionals and our customers to ensure legal documentation reflects credit approved terms and HSBC UK policies.
• Review and liaise with professionals and our customers to ensure legal documentation reflects credit approved terms and HSBC UK policies.
• Manage lifecycle work and instruct professionals in relation to the existing REF portfolio.
• Ensure consistent application of Group Policy and adhere to regulatory, financial, and legal standards to minimise business and reputational risks.
• Collaborate with Group and Legal colleagues to deliver solutions for customers.
• Support customers and place their needs at the forefront of all that we do, setting world class standards and ensuring fair customer treatment and delivery of customer satisfaction.

Skills

Relationship management

Planning & time management

Communication skills

Analytical skills

Team collaboration

Lending transactions

Real estate knowledge

Bank lending documentation

Regulatory awareness

Transaction management experience

Job description

HSBC in the United Kingdom is seeking an experienced Transaction Manager to support a team of Relationship Directors in all transaction and execution dealings. The role involves reviewing terms sheets, due diligence, and legal documentation to ensure high-quality underwriting and adherence to HSBC UK policies.

Base locations include London, Birmingham or Manchester. You will coordinate with professionals, monitor the REF portfolio, and focus on delivering compliant, client‑centric solutions