Product Manager - New York, United States - Pinnacle Group, Inc.
Description
Job Title: Product Manager (Transaction)
Location: New York, NY 10013(Hybrid 3 days onsite)
Contract to Hire
Job Description:
The position is implementation and maintenance of Corporate Agency & Trust transactions.
The position will assist in implementing, maintaining new, and existing transactions.
Responsibilities:
o Assist with the Amendment process for Columbia Trust mandates
o Assist with SNC tracking and reporting
o Assist in the implementation and maintenance of Corporate Special Agency (Escrow, PF, Insurance, Loans).
o Assist Transaction Managers with managing client day-to-day activities related to their transactions.
o Assist with supporting the distribution of relevant notices
o Assist Transaction Managers in completion of internal projects related to their transactions.
o Address transactional inquiries from both internal and external Agency & Trust clients in connection with transactions.
o Adhere to Agency & Trust policies and procedures for client onboarding, deal implementation, account opening, deal payment processing and deal maintenance.
o Coordinate with Operations and clients for transaction set-up, activity and reporting.
o Coordinate with Operations for inquiries from clients.
o In all matters, demonstrate particular consideration for the banks reputation and safeguarding, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.