Team Lead, Project Finance Agency - Vice President
California/Santa Ana
Job Description:
Job Title Team Lead, Project Finance Agency
Corporate Title Vice President
Location Santa Ana, CA
Overview
As the Team Lead in Project Finance Agency within the Corporate Bank, you will manage a team of Client Services Specialists providing agency services on a diverse portfolio of project finance/structured finance transactions including construction bridges, syndicated loans, international cross-border financings, and export credits in the renewable energy, infrastructure, energy transition, and telecom sectors. You will manage a portfolio of both domestic and international clients. You will collaborate with internal/external stakeholders, to deliver an exceptional client experience.
What We Offer You
A diverse and inclusive environment that embraces change, innovation, and collaboration
A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days
Employee Resource Groups support an inclusive workplace for everyone and promote community engagement
Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits
Educational resources, matching gift, and volunteer programs
What You’ll Do
Manage a wide range of transactions for international and domestic clients, varying in complexity. Roles include account bank, collateral agent, administrative agent, trustee, and intercreditor agent
Work with Transaction Management Group to ensure that all new transaction documents are finalized to clearly reflect Project Finance Agency Services team’s roles and duties
Manage portfolio in compliance with operational policies, procedures, and metrics. Prepare periodic administrative reviews of entire portfolio
How You’ll Lead
Manage a team of Client Services Specialists based in New York, Florida, and California
Supervise, coach, and train the team in their functions:
Identify, receive, transfer, invest and disburse trust and agency funds pursuant to the terms of the legal contracts (investment using internal and external investment firms, money movement via Fed Wires, Swift and ACH, approval of payments)
Monitor transactions to verify borrower compliance with governing documents including provisions related to budget, base case, insurance, security arrangements, Events of Default, and reporting requirements
Review and approve disbursement requests, monitor draw procedures, manage flow of funds mechanics and internal loan administration
Responsible for processing amendments, waivers, and consents requests
Manage all interactions between borrowers, lenders, independent engineers, legal counsels, and internal units
Skills You’ll Need
Bachelor’s degree in business or related
Relevant experience in Project Finance and/or Corporate Trust
Experienced in trust accounts’ daily activity management
Knowledge of syndicated loan structures, collateral & security trustee services and administrative agent functions
Understanding of legal deal documentation
Skills That Will Help You Excel
Experience in team management
Strong interpersonal and verbal/written communication skills
Ability to multi-task and excellent attention to detail
Expectations
It is the Bank’s expectation that employees hired into this role will work in the Santa Ana or Jacksonville office in accordance with the Bank’s hybrid working model.
Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion.
The salary range for this position in California is $115,000 to $185,000. Actual salaries may be based on a number of factors including, but not limited to, a candidate’s skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration.
Deutsche Bank Benefits
At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That’s why we are focused on providing benefits and perks that enable our colleagues to live authentically and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more!
Learn more about your life at Deutsche Bank through the eyes of our current employees: https://careers.db.com/life
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We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.
Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.
We welcome applications from all people and promote a positive, fair and inclusive work environment.
We are an Equal Opportunity Employer - Veterans/Disabled and other protected categories. Click these links to view the following notices: EEOC Know Your Rights; Employee Rights and Responsibilities under the Family and Medical Leave Act; Employee Polygraph Protection Act and Pay Transparency Nondiscrimination Provision.
ApplyJob Profile
Hybrid working model Must work in Santa Ana or Jacksonville office
Benefits/PerksCompetitive compensation Competitive compensation packages Diverse and inclusive environment Educational resources Employee Resource Groups Family building benefits Generous vacation Health and Wellbeing Benefits Hybrid work Hybrid working model Parental leave Personal and volunteer days Retirement savings plans Volunteer programs
Tasks- Ensure compliance with policies
- Manage client services team
- Oversee project finance transactions
- Team Management
ACH Administrative agent Administrative agent functions Attention to detail Business Client Services Collateral agent Collateral trustee services Communication Compliance Documentation Excel Finance Initiative Interpersonal Legal Documentation Loans Multi-tasking Payments Project finance Reporting Security Structured finance Swift Syndicated loans Team Management Transaction Management Trust Trust accounts Trustee services
Experience5 years
EducationBachelor's degree Business Finance
TimezonesAmerica/Anchorage America/Chicago America/Denver America/Los_Angeles America/New_York Pacific/Honolulu UTC-10 UTC-5 UTC-6 UTC-7 UTC-8 UTC-9