Director of Transaction Management responsible for trade contracts and loan sales processes. Leading a team in managing investor relations and trade settlements in the mortgage sector.
About the role
- Managing Director overseeing fiduciary and investment accounts for U.S. Bank. Leading the Trust team in Illinois Market with a focus on administration, risk management, and compliance.
Responsibilities
- Responsible for oversight and leadership of the administration, risk management and relationship management of fiduciary and investment accounts for the Trust team in the Illinois Market.
- Serves as a resource and coach to the Trust Officers and addresses escalated issues.
- Primary attributes include the leadership and diplomacy to coordinate multiple parties of interest, including beneficiaries, relationship managers, attorneys, accountants and advisors.
- Provides expert fiduciary advice, demonstrates fiduciary document interpretation acumen as well as knowledge and application of relevant trust law.
- Must possess the force of personality and leadership ability to be regarded as a senior fiduciary expert and problem resolution resource for her/his teams.
- Performs routine hr duties such as reviews, hiring and corrective coaching.
- Responsible for meeting all corporate and regulatory compliance standards.
Requirements
- Bachelor's degree, or equivalent experience
- Advanced degree or applicable professional designation such as CTFA or CFP
- Eight or more years of experience in financial services, with an emphasis on trust servicing and/or administration
- Two or more years in a leadership or management role
- Thorough knowledge of the Trust services, its products, processes, and related bank and regulatory regulations and fiduciary responsibilities
- Excellent written and verbal communication skills for use to both internal and external groups
- Strong Leadership and management skills to include planning, budgeting, and people management
- Excellent analytical and problem-solving skills
Benefits
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
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