Associate, Transaction Management (Fintech)

Location: Miami, United States. Full-time onsite role. Applicants must already be legally authorized to work full-time in the United States without employer sponsorship.

Base pay: $107,500–$132,500 annually.

Company

Financial services organization transforming into a technology-driven, customer-centric banking business.

What you will do

• Manage complex leveraged finance, structured finance, syndicated, bilateral, club, participant, left-lead, and amendment transactions from pre-approval through closing.
• Coordinate closing checklists, conditions precedent, documentation, approvals, funds flows, allocations, operational setup, and stakeholder readiness.
• Review approval-to-book controls, including KYC/AML, onboarding, legal documentation, collateral, insurance, lien perfection, covenant setup, risk-system updates, and booking data.
• Prepare booking instructions and coordinate with Middle Office, Back Office, Treasury, Finance, Agency, and Operations to support accurate setup and funding.
• Support amendments, waivers, extensions, repricings, incremental facilities, assignments, paydowns, and other lifecycle events.
• Contribute to procedures, playbooks, training materials, quality controls, process improvements, and audit or regulatory requests.

Requirements

• Bachelor’s degree or equivalent work experience.
• 3–6 years of relevant experience in portfolio management, credit analysis, financial spreading, lending, agency, credit administration, risk management, or related roles.
• Strong understanding of leveraged finance and structured finance structures, credit agreements, funds flows, allocations, and agency processes.
• Ability to manage multiple complex closings and amendments under time pressure with strong attention to detail and escalation discipline.
• Ability to collaborate effectively with Front Office, Advisory, Credit, Legal, Compliance, Operations, Finance, Treasury, and other stakeholders.
• Legal authorization to work full-time in the United States without employer sponsorship is required.

Nice to have

• Experience with Loan IQ or a comparable loan booking or servicing platform.
• Experience developing execution standards, training materials, process improvements, and control enhancements.

Culture & Benefits

• Risk-focused environment with proactive accountability for risk management.
• Competitive rewards package and benefits supporting employees, families, and well-being.
• Inclusive and accessible application process with accommodation support available.
• Equal opportunity workplace.