Transaction Manager, Project Finance Unit
Hybrid: Wilmington, DE
Monday to Friday, 8:00 a.m. to 5:00 p.m.
Summary:
The Transaction Manager provides superior customer service to our corporate trust clients through effective account administration. This includes monitoring contract provisions and responding to customer inquiries quickly and accurately. The TM works closely with the Transaction Analysts and will process all related transactions, including Account Setup/Termination, collecting critical documents, cash disbursements, and other critical functions related to Escrow and Project Finance products.
Some of the things you will be doing:
Review and process account requests. This includes preparation of system direction to the TM’s or Operations team to execute transactions such as initiating wire and check requests while ensuring all account actions are in accordance with department procedures
Receive and record incoming assets ensuring deposits are completed promptly and accurately
Communicate with clients regarding specific account information including upcoming deliverable dates, distributions, events, notices and generating client statements.
Organize the account set-up process, update appropriate spreadsheets and ticklers
Manage the billing and collection of client fees
Monitor ticklers and collect required items from our clients
Complete reconciliations timely and accurately
- Promote a positive team culture and participate in projects as needed. Take the initiative to review client requests against the deal documentation to ensure the basic requirements are met and escalate, as needed. Handle day-to-day requests from clients and work with TM’s, to provide excellent client service.
What technical skills, experience and qualifications do you need?
Bachelor’s Degree Preferred
Excellent verbal and written English communication skills
High level of organizational, multitasking, and problem-solving skills
Computer skills including Microsoft Office
Maintain a strong attention to detail and analytical ability when working under pressure
Previous experience in the financial services industry a plus
Business level fluency in Spanish and/or Portuguese a plus
Ability to maintain tact, composure and professionalism when situations may become stressful. Willingness to take on additional responsibilities as needed
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About Us
CSC is a global business, legal, and financial services company based in Wilmington, Delaware, USA, providing knowledge-based solutions to clients worldwide. We have offices and capabilities in over 140 jurisdictions in the Americas, Europe, Asia Pacific, and the Middle East, and more than 8,000 colleagues. We are the business behind business.®
Visit our careers site to learn more about CSC and our commitment to our clients, communities, and each other.
CSC is committed to creating a feeling of belonging through a diverse and growth-oriented environment where everyone is valued.
CSC colleagues have global career opportunities and excellent benefits, including annual success-sharing bonuses or commission plans based on individual performance. To learn more, visit cscglobal.com/service/careers.
We offer a range of support to colleagues with disabilities, ensuring people have the necessary resources to thrive in their roles. We encourage candidates to work closely with our talent acquisition partners to convey their specific needs. Our commitment to accessibility reflects our broader dedication to diversity and belonging,
CSC only accepts resumes from employment agencies that are part of our approved supplier program. Resumes submitted from other agencies either to talent acquisition, our hiring leaders, employees, or through any other mechanism other than our supplier process, will not be eligible to claim related fees and the submitted resumes will be considered property of CSC.
We encourage candidates to apply directly to our website and not through third-party sources.
Disclaimer: The information above describes the general nature and level of work performed by employees in this role. It is not intended to describe all duties, responsibilities, and qualifications.
- CSC is a great place to work with smart and dedicated people.
- We have won several employer recognition awards, including Top Workplace USA, Great Places to Work India, and Built In’s Best Places to Work.
- We offer fulfilling work and career opportunities. Most positions are filled with internal moves and employee referrals.
- Employees are eligible for Success Sharing, bonuses, or commission plans based on role and individual performance.
- CSC offers a competitive and comprehensive benefits package that includes annual leave, tuition reimbursement, referral bonuses, and more.
- As business needs allow, CSC offers hybrid or remote work schedules in alignment with local regulations. Specific details for this position will be discussed during the interview process.
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