Dudley Ventures Transaction Coordinator - Phoenix, United States - Valley National Bank

Valley National Bank

Verified Company

Phoenix, United States

2 weeks ago

Posted by:

Mark Lane

beBee recruiter

Responsibilities include but are not limited to:

Attend pre-closing and closing calls. Identify post-call deliverables that need action and ensure coordination with the be addressed and coordinate with team to action.
Document call recaps for team distribution.
Maintain closing checklists, as applicable.
Maintain and review due diligence files, including preparation of DV internal checklist.
Perform postclosing tasks and followups, ensuring deposits are returned immediately after closing, preparing and delivering original signature pages and promissory notes to external parties, saving signed closing documents and reviewing closing binder.
Coordinate with Manager, Transaction Services of all bank account openings.
Draft internal documents (e.g., entity resolutions, community benefits agreements, etc.) to be reviewed by transaction manager.
Assist transaction manager in other tasks and responsibilities related to syndication and advisory services arrangements.

Requirements:

Required Skills:

Ability to work independently to drive results.
Sound judgement to execute on deliverables both internally and externally.
Strong verbal and written communication skills.
Ability to work under tight deadlines and shifting priorities.
Strong MS Office skills
Excel and PowerPoint.
Ability to multitask and work effectively both independently and as part of a team.
Strong organizational skills, ability to prioritize multiple efforts, track and coordinate followups.

Required Experience: