PNC · 7 hours ago

Commercial Transaction Coordinator III

United States

Full-time

Remote

Entry, Mid Level

2+ years exp

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Responsibilities

Creates and maintains legal document files required for complex transactions.

Satisfies documentation due diligence for complex transactions following standard operating procedures. Interacts professionally with internal and external contacts to gather necessary information. Identifies exceptions, escalates when necessary and resolves appropriately.

Participates in calls with internal contacts to ensure accuracy of information between approvals and core systems.

Achieve and maintain established quality thresholds.

Independently and proactively manage a pipeline including consistent follow up with internal and external partners as needed.

Follow all established job aids and procedures.

Works with internal and external legal counsel on complex transactions requiring additional documentation guidance and legal review.

Acts as mentor to new hires.

Ability to take on stretch assignments within and outside of the department.

Ability to document for specialty lines of business requiring non-standard documentation.

Knowledge of Florida doc stamp tax.

Ability to manage multiple transactions for various clients within the pipeline.

Performs functions in the documentation, funding, and due diligence requirements of standard or complex transactions being financed by PNC, or bought from/sold to other institutions. Provides client-facing service. May provide on-the-job training or coaching.

Determines, reviews and issues required legal documents for transactions while ensuring all terms are met. Negotiates documentation revisions and drafts changes independently, or in collaboration with client's counsel if necessary. Identifies deficiencies in documents for transactions being sold to or bought from institutions.

Interacts with internal and external clients to coordinate a closing schedule for transactions. Directs work flow as needed to ensure client expectations are met. Builds relationships with clients, legal counsel, vendors and internal partners.

Gathers, reviews and analyzes all information from internal and external parties specific to transactions. Resolves inquiries/issues as necessary. Complies with necessary regulations, internal procedures, and may assist in response to audit exceptions.

Validates that transaction structures match pricing models. Assures perfection of security interest for transactions and/or requests approval for exceptions.

Qualification

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Complex TransactionsDue DiligenceDocumentationsFinance StrategyFinancial OperationsPublic AccountingData GatheringManaging Multiple PrioritiesOperational FunctionsRegulatory Environment - Financial ServicesCollaboratingEffective Communications

Required

Ability to document for specialty lines of business requiring non-standard documentation.

Knowledge of Florida doc stamp tax.

Ability to manage multiple transactions for various clients within the pipeline.

Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Bachelors