Transaction Management Analyst

The Transaction Management Analyst is primarily responsible for working collaboratively with numerous groups within the organization to support the onboarding, preparation to close, and post-credit approval closing processes for all complex and unique business transactions. This role primarily acts as a support function to the organization’s business lines.

The ideal candidate must have strong interpersonal skills, possess a desire to work in a developing function, and can engage with numerous people within the organization of all levels.

The position will report directly to the Manager - Institutional Transactions. The position will liaison with members of the Business Development, Rural Infrastructure, Credit, Finance, Operations, Servicing, Information Technology, Accounting, and Legal departments. In addition, the position will collaborate with external stakeholders such as appraisal reviewers, external legal counsel, seller financial institutions, and other counter parties.

The position will be either a hybrid if one is in the area of Farmer Mac Washington, D.C. headquarters or remote if outside of that area. Core business hours are Monday through Friday 8:00 am to 5:00 p.m. EST. Work outside of these times may be required for planned and unplanned activities to complete time-sensitive projects or to attend off-site meetings or events.

Periodic travel is expected of this position to meet with internal and external stakeholders.

• Runs and oversees the timelines/deadlines of the post-credit approval through pre-closing processes for multiple lines of business.
• Analyzes the nature of new or modified business transactions and how they may align with existing business processes and systems.
• Works collaboratively with Business Development, Credit, and external groups to facilitate the preparation to close complex, unique transactions.
• Properly communicate unique aspects of the transaction to internal and external stakeholders and provide input into the business process from a transaction management perspective.
• Drives risk control with advance notification of upcoming transactions; facilitates wire request and authorization process, as needed.
• Documents the process to onboard new transactions with an emphasis on transaction management considerations, quality controls, and validation techniques with input from other internal stakeholders.
• Partners with business areas to enhance business processes to accommodate unique transactions (i.e., new templates, system changes, etc.).
• Completes callback of reporting requirements and financial covenant tickler input in Salesforce to ensure accurate internal tracking and reporting.
• Analyzes, researches, and documents the potential resolution of complex workflow issues.
• Manages the closing checklist for complex transactions and works with multiple groups to confirm all conditions to close have been met before loan close.
• Prepares the term sheet that is used by multiple groups in the onboarding process of unique and complex transactions onto the appropriate platform.
• Manages the transaction documentation and makes sure items identified on the closing checklist are saved and distributed as needed.
• Inputs loan terms and closes the transactions in the Salesforce platform and finalizes key data points.

• Experience with review and analysis of loan and collateral documentation, reporting, and loan closing practices
• Knowledge of syndication, participation, and/or project finance-related transactions is preferred
• Experience in managing and organizing documents and coordinating messaging across teams
• Experience in project management in support of process improvements
• Skills in organization, proactive initiative, attention to detail, consistent accuracy, and strong verbal and written communication
• Capacity to quickly shift from one task to another to keep up with the fast-paced working environment
• Ability to recommend, maintain, and improve highly effective processes
• Advanced skills using MS Office applications (MS Access, Word, Excel, PowerPoint)