Lead FI Transaction Management - Director

Lead FI Transaction Management – Director

We are seeking a senior lending professional to join Transaction Management (TM) as Team Lead for our specialised lending activities to Financial Institutions. This role sits within the front office and covers Insurance Sector Finance, Funds Finance, and adjacent Private Markets‑driven opportunities.

As Team Lead, you will operate in a player‑coach capacity—executing key transaction processes while guiding a team of experienced and junior bankers. You will work closely with client relationship managers, sector specialists, Credit Risk, Legal and Deal Execution to originate and execute lending transactions in a fast‑paced and dynamic environment.

The role offers significant client exposure, responsibility across the full transaction lifecycle, and the opportunity to shape team capabilities and processes.

Key Responsibilities

Core Transaction Management Activities

• Prepare and process credit approval packages and supporting documentation.

• Build and review financial models, including sensitivity analyses.

• Run internal models (risk ratings, pricing) and coordinate with Risk Management.

• Support loan operations and ensure compliance with internal policies.

• Manage all aspects of deal closing including CPs and final documentation.

• Prepare marketing materials and lending analytics for clients.

• Review and negotiate term sheets.

• Analyse transaction structures and provide recommendations.

• Conduct business comparables, debt structure analysis and pricing reviews.

• Participate in client meetings, due diligence and transaction discussions.

• Ensure adherence to organisational policies across Risk, Legal and other functions.

• Identify and implement process improvements and efficiency opportunities.

Team Lead Responsibilities

• Day‑to‑day leadership of the FI pillar within TM, including deal staffing and workflow oversight.

• Manage recruitment, performance appraisals, resource allocation and workload balancing.

• Oversee training and development of junior and mid‑level team members.

• Ensure consistently high‑quality output and policy compliance.

• Foster a cohesive, collaborative and inclusive team culture.

• Liaise with FI Sector colleagues on sector developments and opportunities.

• Drive idea generation for cross‑sell opportunities and client engagement.

• Oversee Greenlight memos, presentations and Risk Management discussions.

• Supervise internal modelling, pricing and risk appetite alignment.

• Partner with the Head of TM on strategic workstreams including outsourcing, process optimisation and operational enhancements.

Qualifications

Essential

• University degree in Finance, Economics, Accounting, Management, Engineering or related discipline.

Desirable

• CFA designation.

Experience & Knowledge

Essential

• 8+ years of relevant banking experience at ING or a comparable international financial institution.

Desirable

• Experience covering Financial Institutions (FI) clients.

Personal Competencies

• Strong leadership and people‑development skills.

• Effective collaborator with an inclusive, cross‑cultural mindset.

• Demonstrated ability in both corporate and project finance loan origination and execution.

• Excellent credit skills and analytical capabilities; strong financial modelling understanding.

• Knowledge of debt capital markets.

• Confident communicator with strong presentation skills.

• Self‑motivated, resilient and able to manage multiple priorities in a deadline‑driven environment.

• High professional standards, strong work ethic and positive attitude.

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