Transaction Manager

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

If you’re looking for a career that will help you stand out, join HSBC, and fulfil your potential – whether you want a career that could take you to the top, or an exciting new direction, we offer opportunities, support and rewards that will take you further. We’re one of the largest banking and financial services organisations in the world, with a network that covers more than 50 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people fulfil their hopes and realise their ambitions.

We’re currently seeking an experienced professional to join our team in the role of Transaction Manager. This role can be based out of London, Birmingham or Manchester.

The Transaction Manager role is to actively support a team of Relationship Directors (RD) in all transaction and execution dealings; to ensure consistent, high quality due diligence is undertaken, and that all transactions are executed in accordance with HSBC UK’s quality standards. On a day-to-day basis, this role has diverse and varied duties. You will work closely with RD’s in the transaction execution process, reviewing terms sheets, preparing professional instructions, reviewing due diligence reports and legal documentation and monitoring and liaising with professionals throughout the transaction process.

As an HSBC employee in the UK, you’ll have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all UK-based employees, enhanced maternity and adoption pay and support when you return to work, and a contributory pension scheme with a generous employer contribution.

In This Role You’ll

• 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

To be successful in this role you should meet the following requirements:

• 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

Opening up a world of opportunity.

Being open to different points of view is important for our business and the communities we serve. At HSBC, we’re dedicated to creating diverse and inclusive workplaces - no matter their gender, ethnicity, disability, religion, sexual orientation, socio-economic background or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best. We take pride in being a Disability Confident Leader and will offer an interview to people with disabilities, long term conditions or neurodivergent candidates who meet the minimum criteria for the role.

If you have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk via [e-mail].