Syndicated Loan Operations-Agency servicing specialist

Truist; Charlotte (NC); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical benefits

401k plan

Paid vacation and sick days

Job summary

Truist is seeking a client-facing operations professional to provide support for a portfolio of agented syndicated, bilateral, and participated deals across multiple business lines. This role serves as the primary operational contact with borrowers, lenders, counsel, and risk teams, ensuring high-quality service and risk management within a large banking organization.

The role covers portfolios including ASG, ABL, CIB, CCB, Dealer Finance, CRE, and Wealth products, with duties spanning

Qualifications

• Bachelor’s degree or equivalent in Business/Accounting or related field.
• Detail-oriented with proven accuracy.
• Excellent interpersonal, communication, organizational and problem-solving skills.
• Knowledge of complex lending systems (AFS Vision, Loan IQ, SyndTrak, ClearPar, Cognos).
• Ability to multi-task in a fast-paced environment and interpret complex legal docs.
• Proficient in Microsoft Office; able to work independently and in a team.

Responsibilities

• Provide timely and accurate principal, interest, and fee invoices with complex calculations.
• Process loan and letter of credit activity for the portfolio, including payments.
• Analyze and resolve complex issues per bank standards.
• Act as liaison between borrowers and lenders, balancing priorities.
• Interact daily with clients, including executive-level contacts.
• Apply product and system expertise to address non-routine problems.
• Coordinate with Portfolio Management for posting of Financials and Compliance documents.
• Reconcile control reports and monitor Key Risk Indicators.
• Generate reports for amendments, audits, and payment history.

Skills

Attention to detail

Communication skills

Organizational skills

Problem-solving

Multi-tasking

Contract and loan documentation

Microsoft Office

Education

Bachelor’s degree in Business/Accounting or related field

Tools

AFS Vision

Loan IQ

SyndTrak

ClearPar

IBM Cognos

Job description

Regular or Temporary:

Regular

Language Fluency:

English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

This client-facing position provides operational support for Truist’s most sophisticated portfolio of agented syndicated deals as well as bilateral and participated deals originated across multiple business lines. This role constitutes serving as the primary operational point of contact across various internal and external business partners (Borrowers, Lenders, Internal and External Counsel, Credit Risk, Portfolio and Relationship Management Teams, etc.) for an assigned portfolio of clients. Ensures high quality service is administered for all internal and external clients while managing the service delivery framework and associated risks within the supported portfolios for a large, complex banking organization. Portfolios supported are ASG, ABL, CIB, CCB, Dealer Finance, CRE, and Wealth products.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1. 1. Responsible for providing timely and accurate principal, interest, and fee invoices which can often involve complex calculations and require intermediate to advanced accounting and product knowledge.
2. 2. Timely and accurate processing of all loan and letter of credit activity for assigned portfolio, including execution of payments (advances, principal, interest, fees, etc.).
3. 3. Analyze and resolve complex issues efficiently and effectively in accordance with Bank and industry standards.
4. 4. Serve as liaison between Borrower and Lenders. Able to balance competing priorities and meet tight deadlines in a fast-paced environment.
5. 5. Interact daily with internal and external clients. Frequent communication with executive level clients; CFO’s, Treasury Directors, CEO’s, etc.
6. 6. Apply product and system expertise and think creatively to address nuanced, non-routine problems.
7. 7. Partner with Portfolio Management for coordination & posting of Financials and Compliance documents to SyndTrak and monitor/update any required changes to applicable margins.
8. 8. Reconcile control reports and engage leadership daily on Key Risk Indicators.
9. 9. Generate reports/collate data for internal and external business partners to be used for amendment voting, Borrower and Lender audits, accrual/payment history, etc.

QUALIFICATIONS

Required Qualifications:

1. 1. Bachelor’s degree in Business, Accounting or related field or equivalent combination of education and relevant work experience.
2. 2. Extremely detail oriented with a proven track record of accuracy.
3. 3. Excellent interpersonal, communication, organizational, and problem-solving skills.
4. 4. Extensive knowledge of complex lending systems such as: AFS Vision, Loan IQ, SyndTrak, ClearPar, Loan IQ reporting tools / IBM Cognos, etc.
5. 5. Able to multi-task, prioritize, and operate successfully in a fast-paced, high-pressure environment.
6. 6. Able to navigate and interpret complex legal documentation.
7. 7. Intermediate to advanced proficiency with Microsoft Office Suite.
8. 8. Able to work effectively independently as well as in a team environment.

Preferred Qualifications:

1. 9. 2+ years’ work experience in a client-facing role supporting syndicated loan operations.
2. 10. Extensive knowledge of all aspects of the syndicated loan market.
3. 11. 2+ years’ relevant work experience within Loan IQ.

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:

All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

EEO is the Law E-Verify IER Right to Work

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