Commercial Loan Participation & Syndication Specialist

Sunflower Bank, N.A.; Plano (TX); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

401(k) Match

Health Insurance

Life Insurance

Tuition Reimbursement

Fitness Reimbursement

Paid Time Off

Volunteer Leave

Paid Holidays

Job summary

Sunflower Bank, N.A. in Plano, TX is seeking a Commercial Loan Participation & Syndication Specialist to join our growing team. This full-time role focuses on processing participated and syndicated loans, issuing timely notices, and maintaining loan accounting records.

You will serve as the primary contact for participant and syndicate banks, handle disbursements, rate changes, and reporting, while ensuring compliance with bank policies and applicable regulations.

Qualifications

• Bachelor’s Degree in a related field or equivalent work experience.
• Minimum of 5 years of participation and syndication processing experience.
• SNIC processing and reporting preferred.
• Demonstrated agency-side experience.
• Able to review and comprehend complex legal documentation and lead bank notices to translate to loan accounting system.
• Technical training in computer systems, banking applications and lending.
• Must possess exceptional detail and organizational skills.
• Excellent oral and written communication skills.
• Able to work flexible hours.

Responsibilities

• Serve as primary contact for participant and syndicate banks.
• Process monetary transactions as directed by lead banks.
• Process and notify participant and syndicate banks of disbursements, payments, and rate changes posting to loans within the required timeframe and manner of communication as outlined in loan documentation.
• Remit funds to participant and syndicate banks using bank wire software.
• Book all new and renewed participation and syndication loans in loan accounting software.
• Track and report SNIC loans.
• Create, update and maintain procedures and templates/forms for all tasks performed in this position.
• Assist with training additional team members to support this position.
• Assist with Commercial loan booking if/when the need and time/volumes permit.
• Perform the job in accordance with applicable industry laws and regulations as well as the policies and procedures established by the company.

Skills

Detail orientation

Time management

Excellent communication

Legal documentation review

Flexibility in hours

Agency-side experience

Education

Bachelor’s Degree or related field

Job description

At Sunflower Bank, N.A., we’re experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it’s what we do every day for clients and associates. Learn more about Sunflower Bank at sunflowerbank.com.

Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the full-time position of Commercial Loan Participation & Syndication Specialist in Plano, TX.

Description

The Commercial Loan Participation & Syndication Specialist is responsible for processing all transactions for participated and syndicated loans in the Bank’s portfolio. This individual provides accurate, clear and timely notification to participant and syndicate banks. The Specialist books new, renewed, and modified participation and syndication loans in loan accounting software and acts as our primary contact and subject matter expert for bank employees and participant and syndicate bank employees.

Responsibilities

• Serve as primary contact for participant and syndicate banks.
• Process monetary transactions as directed by lead banks.
• Process and notify participant and syndicate banks of disbursements, payments, and rate changes posting to loans within the required timeframe and manner of communication as outlined in loan documentation.
• Remit funds to participant and syndicate banks using bank wire software.
• Book all new and renewed participation and syndication loans in loan accounting software.
• Track and report SNIC loans.
• Create, update and maintain procedures and templates/forms for all tasks performed in this position.
• Assist with training additional team members to support this position.
• Assist with Commercial loan booking if/when the need and time/volumes permit.
• Perform the job in accordance with applicable industry laws and regulations as well as the policies and procedures established by the company.

Education / Experience Preferred

• Bachelor’s Degree in a related field or equivalent work experience.
• Minimum of 5 years of participation and syndication processing experience required.
• SNIC processing and reporting preferred.
• Demonstrated agency-side experience.
• Able to review and comprehend complex legal documentation and lead bank notices to translate to loan accounting system.
• Technical training in computer systems, banking applications and lending.
• Must possess exceptional detail and organizational skills.
• Mus possess excellent time management skills.
• Excellent oral and written communication skills.
• Able to work closely with all levels of bank employees to create productive working relationships.
• Must be able to work flexible hours.

Pay is dependent on knowledge, skills, abilities, experience, and location.

Working Conditions

The physical demands of this position require the ability to perform essential job functions with or without reasonable accommodation. Employees may spend extended periods sitting or standing, using hands to operate computers or other equipment, and reaching for work-related tasks. Regular walking may be required, along with occasional bending, stooping, kneeling, or climbing. The role may involve lifting or moving items weighing up to 10 pounds. Vision requirements include close and distance vision, color and peripheral vision, depth perception, and the ability to adjust focus.

Sunflower Bank Benefits

People choose to “bank” with us, but for those we serve, we’re more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team. Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are:

• Rooted in Strength
• Propelled by Growth
• Individuals in a Great Whole
• Creating Possibility
• Community Focused

Associates enjoy outstanding benefits, including:

• 401(k) Plan with 6% Match
• Health/Dental/Vision Insurance
• Company-paid Life Insurance
• Tuition Reimbursement
• Fitness Reimbursement
• Paid Time Off
• Volunteer Leave
• Paid Holidays
• Plus many more associate perks & incentives!

You’ve never worked anyplace like Sunflower Bank!

EOE/AA: Minorities/Females/Disabled/Vets

Sunflower Bank, N.A. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.

If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our privacy policy.