Capital Markets Transaction Associate

GreenSky® is seeking a Capital Markets Transaction Associate in Sandy Springs, GA, for a hybrid role (2 days in-office, 3 days remote). The position involves supporting the lifecycle of Capital Markets transactions, managing schedules, coordinating with stakeholders, and preparing marketing materials. The role requires strong relationship management skills and focuses on transaction development across credit facilities and asset-backed securities.
About GreenSky:

GreenSky LLC, headquartered in Atlanta, is a leading technology company Powering Commerce at the Point of Sale® for a growing ecosystem of merchants, consumers, and banks. GreenSky’s highly scalable, proprietary and patented technology platform enables merchants to offer frictionless promotional payment options to consumers, driving increased sales volume and accelerated cash flow. The GreenSky® Program is operated on behalf of, and financing is offered and made by, federally insured, federal or state chartered financial institutions, which leverage GreenSky’s technology to offer and make loans to primarily super-prime and prime consumers nationwide. Since GreenSky’s inception, nearly 6 million consumers have financed more than $50 billion of commerce using GreenSky’s real time “apply and buy” technology.

Position: Associate – Transaction Development & Management

(Member of the Capital Markets Team within Strategic Relations, reporting to the Vice President of Capital Markets)

Location: Hybrid (Sandy Springs, GA) 2 days in the office, 3 days remote

Overview: GreenSky’s Strategic Relations Team integrates the GreenSky® Program’s Bank Partner loan origination efforts and its Capital Markets’ asset funding, distribution and sales processes. The Capital Markets team works closely with internal and external partners to coordinate asset funding and distribution via committed credit facilities, the asset-backed securitization (ABS) market, forward flow sales, bulk sales and other channels.

The role’s responsibilities include a variety of transactional-based initiatives, including:

(a) supporting the lifecycle of GreenSky’s Capital Markets funding and sales transactions from origination through execution and post-closing

(b) with business leads/owners, developing and managing those transactions via time and responsibility (T&R) schedules in coordination with GreenSky management and stakeholders

(c) ensuring GreenSky team members are executing on agreed-upon T&R’s and, with each Capital Markets’ business lead, assisting with external partner coordination to aggressively drive transaction closing

(d) coordinating delivery of information, reports and/or diligence items for investors, lenders and rating agencies for both pre- and post-closing matters

(e) in connection with the above, interacting with key internal and external stakeholders with a particular focus on relationship management among GreenSky’s Capital Markets partners.

Duties & Responsibilities:
• Senior transaction development and management across GreenSky’s credit facilities, ABS, forward flow sales and related transactions.
• Creating transaction and developmental pitchbooks, marketing materials and rating agency presentations in advance of broadly marketed, syndicated or privately-negotiated transactions.
• Designing and fulfil data rooms in connection with those transactions.
• Drafting of term sheets in respect of new issue ABS, forward flow transactions and related.
• Developing internal T&R schedules and, with Capital Markets’ business leads, coordinate and align timelines across GreenSky’s Capital Markets and Legal and Finance teams, among others.
• Ensuring in-flight transaction velocity via GreenSky’s adherence to those T&R schedules as well as external partner coordination toward execution.
• Depending on the nature of the transaction, successfully engage with external partners (e.g., investors and lenders) as well as third parties (e.g., investment banks, lenders, accountants, legal counsel et al.).
• In advance of transaction closing, development of internal closing-related checklists with GreenSky’s Legal and Treasury functions to ensure timely closing (e.g., flow of funds memoranda, warehouse facility payoff mechanics, coordination of third-party invoices, etc.).
• Post-execution transaction maintenance and administration, including the development and oversight of deal-specific “playbooks” to capture ongoing operational, funding, diligence and/or compliance requirements of GreenSky (e.g., monthly sales tracking for forward flow arrangements, delivery of compliance certifications).
• Develop and maintain a robust and interactive investor database that tracks GreenSky’s interaction with ABS, private credit, insurance company and related partners.

Required Skills & Qualifications:
• Bachelor’s degree with 4+ years of experience in specialty finance, consumer- and/or residential mortgage lending.
• Demonstrated experience in transaction/project management and execution, including post-closing relationship management.
• Superior and demonstrable organizational skills, with a particular focus on transaction management capabilities.
• Excellent Microsoft Office and related presentation capabilities.
• Proven ability to coordinate, collaborate and cross-functionally work within a dynamic, fast-paced organization.
• Clear and concise communication skills (written and oral) with exceptional attention to detail.

Preferred Skills & Qualifications:
• 5+ years of capital markets experience in specialty finance lending, structured finance, consumer ABS or residential mortgage securitization.
• Demonstrated experience implementing legal documentation requirements into ongoing reporting metrics (internal or external), operational plans and/or internal processes.
• Successful, prior engagements with ABS issuers, credit rating agencies and/or institutional fixed income investors, particularly in the context of transaction management and due diligence.
• Experience with project management software (e.g., Asana) with application to Capital Markets transactions such as ABS, bulk portfolio sales and forward flows.

Our compensation structure is designed to reflect the cost of labor across various U.S. geographic markets. The base salary for this role ranges from $115,000 per year to $150,000 per year. Compensation will be determined by several factors, including relevant knowledge, skills, and experience. This role is also eligible to receive an annual bonus within a comprehensive total rewards package, alongside a full suite of medical, dental, vision, disability insurance, life insurance, 401k retirement benefits, paid time off, paid holidays, and paid personal/sick time. For further details, please visit https://www.greensky.com/benefits

We anticipate that this position will remain open for at least 5 days, and candidates are encouraged to apply through our internal or external career sites.

If you have any questions about this job posting, please contact recruiting@greensky.com

GreenSky is an equal opportunity employer and will not discriminate against any employee or applicant on the basis of age, color, disability, gender, national origin, race, religion, sexual orientation, veteran status, or any classification protected by federal, state, or local law.

For more information, visit us on the web at www.greensky.com.