The Senior Executive in the Transactional Execution Team (TET) plays a critical role in supporting the end-to-end execution of lending transactions. The role involves working closely with deal teams, legal counsel, credit, and external stakeholders to ensure timely and accurate deal closing, documentation, and post-sanction execution.
Key Responsibilites:
Required Skills & Experience
Preferred Qualifications
Key Competencies
Why Join OakNorth
Transaction Execution
Support end-to-end execution of lending transactions from sanction to disbursement
Coordinate with internal stakeholders (Credit, Legal, Risk, Operations) to progress deals efficiently
Track deal milestones and ensure adherence to timelines
Documentation & Compliance
Review and manage loan documentation, ensuring alignment with sanction terms
Liaise with external legal counsel to finalize facility agreements and security documents
Ensure all conditions precedent (CPs) are satisfied prior to disbursement
Stakeholder Management
Act as a key point of contact between internal teams and external stakeholders (borrowers, lawyers, advisors)
Facilitate smooth communication to resolve execution-related issues
Disbursement & Post-Execution
Coordinate disbursement processes and ensure accuracy of fund flows
Maintain transaction records and ensure proper documentation filing
Support ongoing monitoring of covenants and post-disbursement requirements
Process Improvement
Identify opportunities to streamline execution workflows and improve efficiency
Contribute to building scalable processes and best practices within the team
2–5 years of experience in banking, financial services, transaction execution, or loan operations
Strong understanding of lending products (term loans, structured finance, etc.)
Familiarity with loan documentation and legal processes
Excellent attention to detail and organizational skills
Strong communication and stakeholder management abilities
Ability to manage multiple transactions simultaneously under tight deadlines
Experience in credit operations, loan syndication, or structured finance
Exposure to working with legal documentation and external counsel
Professional qualifications (CA, CFA, MBA) are a plus
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