Agency Transaction Manager

Permanent contract|Montreal|Banking operations processing

Agency Transaction Manager

  • Montreal, Canada
  • Permanent contract
  • Banking operations processing



The aim of Global Business Service Unit (GBSU) Canada is to deliver day-to-day services to Société Générale investment and corporate bank units and their clients to accelerate their transformation. GBSU differentiates itself from competitors with the pace of the agile transformation delivered, spreading the technology and data culture, shortening the decision-making process, and adopting a true industrial approach, leveraging on different teams either transversal or aligned to the different sub business units.

Financing and Transaction Banking is a global organization covering the management of structured finance transactions. Within our organization, the Structured Finance Middle Office team manage transactions/portfolios pre to post and closing for Project Finance, Leveraged Finance, Media & Telecom Finance, Commercial Real Estate, Metals & Mining Finance, Aircraft Finance and Export Finance. The group supports the business lines in all aspects of portfolio and transaction management, including operational responsibilities, agency management, credit risk monitoring and client relationship support.


What will be your DAY-TO-DAY?

  • Agency Management support for Project Finance, Leveraged Finance, and Digital Infrastructure business lines
  • Review legal documentation for Agent role pre-closing
  • Collaborate closely with sub-agents and oversee their functions
  • Manage amendments, waivers, and consents for assigned transactions
  • Handle CP process for draw requests and term conversion
  • Create deal sites in Debtdomain and post documentation
  • Review and validate withdrawal transfer certificates
  • Organize lender calls, bank meetings, and site visits
  • Manage KYC requests from lenders
  • Coordinate with lenders for payoffs and release of security packages
  • Serve as the first point of contact for lender queries on transactions
  • Assist in internal and external audits and examinations of portfolios

Profile required

Skills and Qualifications:

Must Have:

  • Minimum 5 years of banking experience in a structured finance environment
  • Experience in Agency Management with club-deals and broadly syndicated transactions
  • Strong agency administration experience
  • Knowledge of Leveraged Lending, Project Finance, and Asset-Based Finance
  • Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook
  • Experience with Agency platforms
  • Experience with legal documentation review


  • Highly organized, self-starter
  • Strong client relationship skills
  • Excellent interpersonal and communication skills
  • Strong problem-solving and organizational skills; ability to prioritize and multitask
  • Ability to work in a dynamic, deadline-focused environment
  • Experience working with Export Credit Agencies on multi-agency transactions

Nice to Have:

  • Experience with Debtdomain
  • Experience with troubled credits, including workouts


  • Bachelor’s degree
  • MBA, CFA, considered a plus

Languages: French, English

Ability to communicate in English, both orally and in writing, is a requirement as the person in this position will need to collaborate regularly with colleagues and partners in the United States.

Due to US Federal Securities law applying to this position, candidates who will apply for this position will be required to submit to an enhanced background screening, including the collection of their fingerprints by a third-party vendor selected by the Financial Industry Regulatory Authority (“FINRA”).

Why join us



Competitive compensation & benefits offering, including but not limited to:

  • Minimum of 20 Vacation days + 4 personal days 
  • Supportive Maternity, paternity, parental and adoption leave policy 
    • Health spending ($2,000/year) and personal spending ($1,000/year) accounts with 75+ eligible reimbursement categories (health, training, electronics etc.)
    • Fully sponsored virtual healthcare assistance and Employee Assistance Program to you and your immediate family
    • Various Employee Resource Groups (ERG) to engage with such as Pride and Allies, American Women Network, Black Leadership Network, One planet, etc. 
  • A culture of continuous development by encouraging our employees various training programs (online training and coaching platform such as Coursera, GoFluent, Pluralsight, First Finance, and others)

Business insight

At Societe Generale, we live by our 4 core values of commitment, responsibility, team spirit and innovation. We are engaged and demonstrate consideration for others. We act ethically and with courage. We focus our talent and energy on collective success. We experiment and propose new ideas. This way, we maximize our ability to serve client needs and anticipate market changes. Societe Generale is committed to strengthening bonds with colleagues, communities, and the world in which we live, because relationships are at the heart of how we operate.
For more information about our Culture and Conduct initiatives, please visit this link (
Our Diversity & Inclusion Mission: Recruit, develop, advance, and retain a diverse workforce that is united in our efforts to enhance our competitive position and deliver innovative solutions to our clients.

Our Diversity & Inclusion Vision: 
•     Engaged workforce that is demographically diverse in a way that reflects the communities in which we operate
•     Inclusive culture and workplace that recognizes employees' unique needs and utilizes their diverse talents 
•     Engage our community and marketplace, and position the organization to meet the needs of all its clients

For more information about our D&I initiatives, please visit this link (

Societe Generale offers a hybrid work arrangement that offers employees the flexibility to work remotely, as well as on-site, in order to promote interaction and collaboration with colleagues while adhering to all SG standard protocols.  Hybrid work arrangements vary based on business area.  The applicable Business lines will determine and communicate the work arrangements that best meet their business needs.

Societe Generale is an equal opportunity employer and we are proud to make diversity a strength for our company. We are committed to recognizing and promoting the talents and achievements of our employees and staff, regardless of race, religion, color, national origin, sex, disability, age, gender, sexual orientation, and any other characteristic or status protected under applicable law.
We strive to write our postings as inclusively as possible. If, however, one gender is used alone in this display, it designates persons of all gender identities.

Reference: 24000GAK
Starting date: 2024/08/26
Publication date: 2024/06/17