Transaction Manager - Loan Agency

Apex Group; Greater London; Presencial; GBP 85.000 - 120.000; Jornada completa

Descripción de la vacante

Apex Group is seeking a Transaction Manager to oversee complex syndicated lending across multiple jurisdictions. You will manage the full lifecycle of agency duties, review financing agreements, close deals, and coordinate with borrowers, lenders and advisors.

The role demands meticulous attention to settlements, fees, interest, and repayments, plus ensuring regulatory compliance and timely reporting. Senior stakeholder coordination and mentoring juniors are essential.

Formación

• 5+ years of experience in banking, finance, or legal advisory.
• Experience with syndicated lending processes and loan administration is preferred.
• Strong communication, coordination, and multitasking abilities.

Responsabilidades

• Review financing agreements and assist in closing deals.
• Support lenders in decision-making and consult on financing matters.
• Calculate settlements, interest, fees, and principal repayments.
• Close and manage complex transactions; coordinate with IT for in-house tools.
• Coordinate agency duties across Loans Administration and Business Development.
• Manage communications among borrowers, lenders, advisers and internal teams.
• Organize meetings and conference calls for day-to-day agency management.
• Ensure client obligations meet deadlines and regulatory requirements.
• Coordinate amendments or waivers and manage loan transfers.
• Oversee KYC for lenders and borrowers on new transactions.
• Support junior team members and contribute to process improvements.

Conocimientos

Syndicated Lending

Loan Administration

Stakeholder Coordination

KYC

Documentation

Amendments & Waivers

Attention to Detail

Descripción del empleo

The Transaction Manager plays a central role in overseeing and executing complex syndicated lending and financing transactions across multiple jurisdictions. This position is responsible for managing the full lifecycle of agency duties—from reviewing financing agreements and closing deals, to coordinating communications among borrowers, lenders, advisors, and internal teams. You will lead the operational management of amendments, waivers, loan transfers, KYC processes, and compliance monitoring, ensuring all actions align with contractual, regulatory, and best‑practice standards.

In this senior capacity, you will calculate and validate settlements, fees, interest, and repayments; manage syndicated guarantee and factoring facilities; and ensure the accurate delivery of all documentation and reporting obligations. You will also contribute to the development of internal systems by collaborating with the IT team, while supporting and mentoring junior colleagues within the department.

This role is ideal for an experienced professional with a strong background in banking, finance, or legal advisory, who thrives in a fast‑paced environment, excels in stakeholder coordination, and brings a meticulous, proactive approach to managing high‑value transactions.

Job Specification

• Actively participate in the review of the financing Agreements and in closing deals.
• Assist the lenders in the decision-making processes when such intermediation is required and, in general, in any consultation related to the Financing;
• Calculate settlements / amounts to be paid by the borrowers and lenders in accordance to the agreements such as fees, interest, and principal repayments/redemptions;
• Close and manage complex transactions;
• Cooperate with IT team in developing in-house software.
• Coordinate the agency duties with the Loans Administration and Business Development department and support the activity of the Loans Administration department when required.
• Coordinate, manage and register the communications and issues raised among borrowers, lenders, obligors and advisers of the Financing.
• Coordinate, organize and participate in meetings and conference calls required by the day-to-day management of the Agency Department.
• Ensure that client responsibilities are managed effectively and to agreed client, best practice, regulatory and statutory deadlines;
• Manage and coordinate amendments or waiver processes until resolution;
• Manage and coordinate loan transfers between existing and new incoming lenders;
• Manage and coordinate our KYC requirements in respect of all lenders and borrowers for any new transaction;
• Management and coordination of Syndicated Guarantees Facilities and Factoring Facilities.
• Management of communications / to be delivered to the borrowers and lenders, and the different Loan Admin. departments, according to the financing Agreements.
• Management of the Loan Administration for different jurisdictions: As a global financial services provider, Apex provides Agency services in a variety of jurisdictions.
• Monitor and control the periodic or one-off compliance by the borrower of all obligations and compulsory actions and milestones set forth in the financing agreements.
• Set up new transactions using our Agency Management Monitoring Tool;
• Support and training of more junior members of the Team.

Skills Required

• 1-3 years of experience in the banking / financial / legal advisory sector;
• Excellent work attitude, quick and willing learner and proficient team player;
• Eagerness to pay attention to detail and going the extra mile in all aspects of the role;
• Syndicated Lending Experience, ideally Middle office, Loan Administration background is a plus;
• Experience with Intralinks / Debt domain or similar loans communication tools is an advantage;
• Excellent communication skills and professionalism;
• Ability to work under pressure and to prioritize tasks accordingly;
• Ability to take initiative and multitasking;
• Strong work ethic, a proactive approach and can-do mindset;
• Willingness to learn and get relevant experience in the syndicated lending sector.

What you will get in return:

• A genuinely unique opportunity to be part of an expanding large global business.
• To grow professionally together with a young and dynamic workforce.
• Be part of an experienced and growing team and be part of a world-class centre of excellence.