Transaction Coordinator - Analyst

Posted 21 Days Ago
Be an Early Applicant
Columbus, NY
In-Office
45K-100K Annually
Entry level
Fintech • Financial Services
The Role
As a Transaction Coordinator Analyst, you will manage the loan closing process, coordinate client onboarding, maintain deal pipelines, and engage with clients to resolve issues.
Summary Generated by Built In
Job Description:

Job Title: Transaction Coordinator

Corporate Title: Analyst

Location: New York, NY or Jacksonville, FL

Overview

As part of the transaction coordination group, you will support our Leveraged Debt Capital Markets (LDCM) business by coordinating the loan closing process and managing our loan pipeline. In this role, you’ll be responsible for coordinating the client onboarding/know-your-client (KYC) process within Origination and Advisory (O&A) by working closely with the Business, external clients, the client onboarding team, and anti-financial crime (AFC) team. This is a great opportunity to build relationships, expand your skillset, and gain product knowledge within one of our key front office businesses.

What We Offer You

  • A diverse and inclusive environment that embraces change, innovation, and collaboration
  • A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days
  • Employee Resource Groups support an inclusive workplace for everyone and promote community engagement
  • Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits
  • Educational resources, matching gift, and volunteer programs

What You’ll Do

  • Coordinating the loan closing process amongst counsel/borrower, LDCM, coverage, credit/market risk, finance, KYC, anti-money laundering, and loan operations. This includes managing all necessary approvals, dealing with lender queries, capturing transaction details, and performing functional risk controls
  • Serve as a central point of contact for external clients, receiving and posting financials to agency sites and coordinators; you’ll also engage with clients to address resolve issues pertaining to invoicing, trade settlement
  • Proactively helps identify upcoming client needs and maintain a high level of due diligence for clients, focusing on clarity, transparency, and expedience
  • Maintaining active deal pipelines, capital projections, and portfolio metrics, with commitment to metrics and projections
  • Coordinate and produce reporting deliverables for regulatory bodies
  • Actively participate in initiatives to develop and enhance controls and efficiency (i.e., process/workflow improvement and technology solutions)

Skills You’ll Need

  • Coordinating the loan closing process amongst counsel/borrower, LDCM, coverage, credit/market risk, finance, KYC, anti-money laundering, and loan operations. This includes managing all necessary approvals, dealing with lender queries, capturing transaction details, and performing functional risk controls
  • Serve as a central point of contact for external clients, receiving and posting financials to agency sites and coordinators; you’ll also engage with clients to address resolve issues pertaining to invoicing, trade settlement
  • Proactively help identify upcoming client needs and maintain a high level of due diligence for clients, focusing on clarity, transparency, and expedience
  • Maintaining active deal pipelines, capital projections, and portfolio metrics, with commitment to metrics and projections
  • Coordinate and produce reporting deliverables for regulatory bodies, and actively participate in initiatives to develop and enhance controls and efficiency (i.e., process/workflow improvement and technology solutions)

Skills That Will Help You Excel

  • Bachelor’s degree is required
  • Excellent communication skills, both written and spoken
  • Self-motivated
  • Self-starter

Expectations

It is the Bank’s expectation that employees hired into this role will work in the New York, NY or Jacksonville, FL office in accordance with the Bank’s hybrid working model.

Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion.

The salary range for this position in New York, NY is $65K to $100K and Jacksonville, FL is $45K to $80K. Actual salaries may be based on a number of factors including, but not limited to, a candidate’s skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration.

Deutsche Bank Benefits

At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That’s why we are focused on providing benefits and perks that enable our colleagues to live authenti­cally and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more!

Learn more about your life at Deutsche Bank through the eyes of our current employees:  https://careers.db.com/life

The California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Bank’s California Privacy Notice, please email [email protected].

#LI-HYBRID

We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.

Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.

We welcome applications from all people and promote a positive, fair and inclusive work environment.

Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law. Click these links to view Deutsche Bank’s Equal Opportunity Policy Statement and the following notices: EEOC Know Your RightsEmployee Rights and Responsibilities under the Family and Medical Leave Act; and Employee Polygraph Protection Act.

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The Company
HQ: Frankfurt am Main
68,787 Employees

What We Do

At Deutsche Bank, we give original thinkers the space and support they need to shine. Merging local knowledge with global vision, in-depth insight with industry-leading digital expertise, if you’re an innovator by nature, we can help you to unleash your potential.

We see things differently at Deutsche Bank – and we’re proud of our fresh perspective. Today, we’re driving growth through our strong client franchise, investing heavily in digital technologies, prioritising long-term success over short term gains, and serving society with ambition and integrity.

Wherever your interests lie – in investment banking, trading, private wealth, asset management, retail banking - or many of the infrastructure functions that support them – you’ll discover resources, training and opportunities designed to keep you ahead of the curve.

Intelligence has no boundaries: we welcome high-achieving, talented individuals from any background.

If you’re full of imagination, enjoy solving problems and respond positively to complex challenges, discover a career to look forward to and join us!

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