Commercial Transaction Coordinator
Job Summary
The Commercial Transaction Coordinator II supports the documentation and information required to fund vendor finance transactions. This role is responsible for reviewing and processing complex transaction documentation, ensuring accuracy, and collecting necessary supporting materials. You will coordinate with internal and external partners to manage transaction lifecycles and ensure compliance with policies.
Responsibilities
- Prepare and review complex transaction documentation
- Maintain legal document files and onboard transactions
- Coordinate with internal/external partners for information gathering
- Ensure compliance with credit approvals and company policies
- File security documentation to perfect collateral interest
Required Skills
- Documentation preparation and review
- Critical thinking and decision making
- Financial operations knowledge
- Data gathering and reporting
- Attention to detail
Job Details
Job Description
Prepares documents to match specifications of credit approval, deal requirements, and policies for complex transactions. May provide client-facing service directly or with senior coordinators and interact with external business partners. May provide on-the-job training or coaching.
Creates and maintains legal document files required for complex transactions. Coordinates with Servicing to onboard and accurately book transactions into accounting system.
Prepares and issues legal documents to client for transactions. Reviews client-executed documents for compliance. Prepares requests to release client funds.
Satisfies documentation due diligence for standard transactions. Interacts professionally with internal and external contacts to gather necessary information. Identifies exceptions, escalates when necessary and resolves appropriately.
Prepares and files security documentation for standard transactions required to perfect interest in the collateral.
Qualifications
- Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role.
- Associates or equivalent degree as well as related experience or product knowledge (Typically 4+ years of related business or functional experience).
- Strong organizational skills, attention to detail, critical thinking, and the ability to manage multiple priorities and deadlines.
- Preferred skills: Complex Transactions, Documentation Preparation, Documentation Review, Due Diligence, Financial Operations, Sales Support.