Industry Closing Manager

WHAT IS THE OPPORTUNITY? The Industry Closing Manager (ICM) is a key

The Industry Closing Manager (ICM) is an individual contributor in the closing of the deal and a key member of the client team. Manage the due diligence and closing process for complex commercial lending transactions, including reviewing and analyzing sophisticated loan, security, and other legal agreements to identify closing requirements, key terms, conditions precedent, and information that must be communicated to the client team and other internal partners. The ICM will coordinate directly with outside counsel and the client team regarding documentation, outstanding requirements, and other matters necessary to move the financing and closing process through successful closing and funding. Serve as the primary closing contact for outside counsel, the client team, and internal partners in a highly dynamic, transaction-intensive, and deadline-driven environment. The ICM must be able to manage multiple complex transactions and competing priorities simultaneously while maintaining accuracy, sound judgment, responsiveness, and a high level of service. Support complex financings involving sophisticated institutional borrowers, including large private equity firms, asset managers, and other complex commercial organizations, requiring a strong understanding of each transaction’s structure and closing requirements. Directly manage the activities of the Loan Closing Specialists, assisting with the closing of transactions and providing guidance and direction throughout the closing process. Work with Relationship Managers, Credit Products, Legal Counsel, and other internal partners to review legal documentation and confirm that credit approval terms, closing conditions, and operational requirements are accurately reflected and satisfied. Be accountable and responsible for issuing "Clear to Close" to confirm that all required conditions have been satisfied prior to execution of legal documents to allow funding to commence. ”Clear to Close” is a critical control within the Wholesale Bank and an important component of the Bank’s overall control environment. Play a key role in supporting a positive onboarding and closing experience for our clients, while ensuring adherence to Bank policies, procedures and controls. INDUSTRY CLOSING MANAGER - Fund Finance The Industry Closing Manager (ICM) is an individual contributor in the closing of the deal and a key member of the client team. Manage the due diligence and closing process for complex commercial lending transactions, including reviewing and analyzing sophisticated loan, security, and other legal agreements to identify closing requirements, key terms, conditions precedent, and information that must be communicated to the client team and other internal partners. The ICM will coordinate directly with outside counsel and the client team regarding documentation, outstanding requirements, and other matters necessary to move the financing and closing process through successful closing and funding. Serve as the primary closing contact for outside counsel, the client team, and internal partners in a highly dynamic, transaction-intensive, and deadline-driven environment. The ICM must be able to manage multiple complex transactions and competing priorities simultaneously while maintaining accuracy, sound judgment, responsiveness, and a high level of service. Support complex financings involving sophisticated institutional borrowers, including large private equity firms, asset managers, and other complex commercial organizations, requiring a strong understanding of each transaction’s structure and closing requirements. Directly manage the activities of the Loan Closing Specialists, assisting with the closing of transactions and providing guidance and direction throughout the closing process. Work with Relationship Managers, Credit Products, Legal Counsel, and other internal partners to review legal documentation and confirm that credit approval terms, closing conditions, and operational requirements are accurately reflected and satisfied. Be accountable and responsible for issuing "Clear to Close" to confirm that all required conditions have been satisfied prior to execution of legal documents to allow funding to commence. ”Clear to Close” is a critical control within the Wholesale Bank and an important component of the Bank’s overall control environment. Play a key role in supporting a positive onboarding and closing experience for our clients, while ensuring adherence to Bank policies, procedures and controls.

Previous experience as a Paralegal or part of Law Firm is preferred. Client facing presence and experience Project Management skills, ability to prioritize tasks and adapt to changing priorities Organizational and time management skills Recommended experience: Prior closing experience, paralegal (i.e., understand legal language and docs), commercial credit experience or understanding of experience Understanding of bank policies and procedures relating to the satisfaction of loan closing conditions, documents, and services Demonstrated experience interpreting complex loan, security and related legal agreements to identify key busines and operational terms, recognize potential issues or inconsistencies, and communicate critical requirements to Legal Counsel and/or Loan Operations to support accurate loan setup and ongoing servicing.