Strategic VP/Director, Agency & Transaction Management

Crédit Agricole

New York (NY)

On-site

USD 130,000 - 170,000

Full time

14 days+

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Job summary

Crédit Agricole Group is seeking a VP/Director in the Financing & Client Services – Agency and Transaction Management (ATM) group in the Americas. The role leads Administrative Agent functions, coordinates funding across institutions, and oversees a portfolio through inception to termination while performing portfolio monitoring and oversight duties.

Responsibilities include managing client and transaction participants, reviewing financing provisions, and ensuring timely, professional

Responsibilities

  • Deliver Administrative Agent function across an assigned portfolio of transactions, including coordination of funding across institutions and CACIB's Back Office.
  • Review and provide feedback on draft financing agreement provisions related to agency functions at transaction inception.
  • Track, evaluate, and distribute borrower deliverables and compliance obligations (financial statements, covenants, UCC filings, insurance).
  • Maintain an organized deal site for lender access and reference and monitor guarantees and collateral throughout transaction lifecycles.
  • Coordinate loan assignments, liaise with sponsors, lenders, legal counsel, independent engineers, and other deal advisors.
  • Negotiate waivers and amendments; manage end‑to‑end approval processes with bank groups and lead meetings/calls.
  • Collaborate cross-functionally with Front Office, Back Office, Legal, and Credit Risk; support data integrity in multiple systems.
  • Oversee termination documentation at repayment and manage portfolio monitoring for bilateral and participant transactions.

Job description

Crédit Agricole Group is seeking a VP/Director in the Financing & Client Services – Agency and Transaction Management (ATM) group in the Americas. The role leads Administrative Agent functions, coordinates funding across institutions, and oversees a portfolio through inception to termination while performing portfolio monitoring and oversight duties.

Responsibilities include managing client and transaction participants, reviewing financing provisions, and ensuring timely, professional

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