Transaction Manager Real Estate Finance

Transaction Manager Real Estate Finance

As an HSBC employee in the UK, you will have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all UK-based employees, enhanced maternity and adoption pay and support when you return to work, and a contributory pension scheme with a generous employer contribution

The Transaction Manager role is to actively support a team of Relationship Directors (RDs) in all transaction and execution dealings; to ensure consistent, high quality due diligence is undertaken, and that all transactions are executed in accordance with HSBC UK’s quality standards.

This role is diverse and varied and you will work closely with RD’s in the transaction execution process, reviewing terms sheets, preparing professional instructions, reviewing due diligence reports and legal documentation and monitoring and liaising with professionals throughout the transaction process. The Transaction Manager is responsible for the efficient and effective completion of customer lending transactions ensuring the high-quality underwriting and due diligence standards are maintained whilst adopting a commercial approach with customers and professional advisors.

In this role, you will :

• Prepare and review heads of terms for prospective customers, an collaborate with Group and Legal colleagues to deliver solutions for customers
• Instruct, monitor and liaise with professionals in respect of the preparation of due diligence reports and legal documentation.
• Review, analyse and report to RDs on property valuations and project monitor reports, and, project manage REF transactions from structuring to completion of the documentation and drawdown
• Review and liaise with professionals and our customers to ensure legal documentation reflects credit approved terms and HSBC UK policies.
• Manage lifecycle work and instruct professionals in relation to the existing REF portfolio and ensure consistent application of Group Policy and adhere to regulatory, financial, and legal standards to minimise business and reputational risks.

To be successful in this role you should meet the following requirements:

• Experience of structuring and managing complex relationships with excellent planning, organisation, analytical and time management abilities.
• Ability to manage the competing priorities of multiple deals with a strong ‘team’ skills promoting an environment of co-operation and trust, overcoming resistance where encountered.
• Experience of efficient and effective completion of customer lending transactions ensuring the high quality underwriting and due diligence standards are maintained whilst adopting a commercial approach with customers and professional advisors.
• Experience in the Real Estate segment with understanding of process, transaction execution and operational functions.
• Knowledge of bank lending documentation and the risks of real estate lending and knowledge of Loan Market Association facility agreement documentation would be advantageous.
• Understanding of Real Estate policies, procedures and guidelines to ensure Bank’s property lending and reputational risk is effectively managed and controlled.

The is a hybrid role based from either Birmingham, London or Manchester with flexible travel as and when required.

Being open to different points of view is important for our business and the communities we serve. At HSBC, we’re dedicated to creating diverse and inclusive workplaces - no matter their gender, ethnicity, disability, religion, sexual orientation, or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best. We take pride in being a Disability Confident Leader and will offer an interview to people with disabilities, long term conditions or neurodivergent candidates who meet the minimum criteria for the role.

If you have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk:

Email: hsbc.recruitment@hsbc.com

Telephone: +44 207 832 8500