Associate Director, Legal and Transaction Management

Associate Director, Legal and Transaction Management

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Join Oak North and help reshape the future of business lending in the US! At Oak North, we’re on the hunt for exceptional talent to join our growing US team and help scale our lending business across the country. Since our launch in 2015, we’ve lent more than $18 billion to ambitious entrepreneurs in the UK – and over $1.5 billion in the US since summer 2023.

Our lending has helped create 36,000 new jobs and 58,000 new homes – and we’re only just getting started. If you’re ready to make an impact, challenge the status quo, and be part of a mission‑driven team transforming commercial banking, we’d love to hear from you.

Oak North is looking for a driven and ambitious In‑House Banking and Finance Legal Transaction Execution Director to join our US Team as we take our lending business across the Atlantic. This is an amazing opportunity to be at the forefront of our US expansion and directly contribute to our growth and success. We’re dedicated to helping trailblazing businesses thrive and our Legal and Transaction Management are integral to our growth.

This role offers the unique opportunity to independently manage client relationships, make impactful decisions, and truly own your space within the company. As you grow, so will your influence and responsibility, shaping not just deals, but the future of Oak North in the US.

• Instruct and manage external counsel on the drafting of finance documents to accurately reflect Credit approvals on all US transactions.
• Manage a number of transactions simultaneously and facilitate all conditions precedent to be satisfied taking a risk‑based approach.
• Manage Paralegals and juniors to facilitate the execution of transactions simultaneously.
• Coordinate with borrowers, co‑lenders and external third parties to deliver an execution product that delights customers.
• Work closely with Business Development, Credit, Operations, and Portfolio teams to structure and finalise deals, ensuring consistency with credit terms.
• Be proficient at transaction management to ensure that all standard operating procedures are complied with.
• Work with prospective borrowers to agree deal structures and advise the Business Development and Credit teams to ensure structures of deals comply with the terms of the credit sanction.
• Manage internal stakeholders to align with business targets.
• Build strong connections with customers and potential customers to develop lasting personal relationships.
• Ensure that Term Sheets are agreed in a time‑efficient manner for transactions to be commenced quickly.
• Advise as to US lending customs and practices.
• Assist with expanding the US lending platform per Oak North’s conveyed strategy.
• Live all Oak North values and be a culture carrier.
• Leverage GenAI tools to increase productivity and enhance decision‑making processes within the role.

• Strong communication and interpersonal skills to build trusted relationships with Exco and senior stakeholders in the US and UK businesses, debt finance originators, operations, portfolio management, customer due diligence, credit, and finance teams.
• Passionate about delivering excellence in service and quality.
• High level attention to detail, project management and organizational ability.
• Outstanding legal and commercial banking expertise across multiple areas of finance (CRE, C&I and structured products including note‑on‑note financings).
• Ability to understand and process information quickly and effectively.
• Ability to work outside of comfort zone and develop new areas of proficiency.
• Proactive and personal drive, results‑driven, team player and ability to be flexible across products and deals.
• Ability to succeed in a culture where change and speed are part of daily work.

• 401k plan with Principal (ON match up to 4%)
• Medical Care (managed through Insperity) – employees can add their family to their plan if needed
• Dental & Vision bundle
• Insperity Health Savings Account Program – tax‑advantaged employee benefit to help manage health care costs by allowing employees to set aside some of their current earnings on a pretax basis for qualified health care expenses during the plan year.
• EAP
• 20 days holiday

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analysing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgement. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.