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:
- 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
- Execution excellence and ownership mindset
- Problem-solving and analytical thinking
- Strong coordination and multitasking ability
- High attention to detail and accuracy
- Work with a high-growth, entrepreneurial bank
- Exposure to complex and high-value transactions
- Collaborative and fast-paced environment
- Opportunities for career growth and learning
Required Skills & Experience
Preferred Qualifications
Key Competencies
Why Join OakNorth
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Key team members
Rishi Khosla
Praveen Agrawal
Sudhanshu Kwatra
Jing Zhang
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