Syndicated Loan Operations Specialist

Truist; Charlotte (NC); On-site; USD 63,000 - 80,000; Full time

Job summary

Truist Financial Corporation is seeking a client-facing Operations Specialist to provide expert support for a complex portfolio of syndicated and bilateral loans. You will act as the primary operational contact among borrowers, lenders, and internal teams to ensure accurate invoicing, processing of loan activity, and timely reporting.

The role requires extensive knowledge of Loan IQ and related systems, detailed accuracy, and the ability to work under pressure in a fast-paced banking

Qualifications

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

Responsibilities

• Provide timely and accurate invoices including complex calculations.
• Process loan and letter of credit activity for assigned portfolio.
• Analyze and resolve complex issues per standards.
• Serve as liaison between Borrower and Lenders.
• Communicate daily with executive level clients (CFOs, Treasury Directors, CEOs).
• Coordinate posting of Financials and Compliance docs to SyndTrak.
• Reconcile control reports and monitor Key Risk Indicators.
• Generate reports for amendments, audits, and history.

Skills

Attention to detail

Communication skills

Organizational skills

Problem solving

Multi-tasking

Prioritization

Teamwork

Independent work

Microsoft Office

Education

Bachelor’s degree in Business/Accounting

Tools

Loan IQ

AFS Vision

SyndTrak

ClearPar

IBM Cognos

Job description

Truist Financial Corporation is seeking a client-facing Operations Specialist to provide expert support for a complex portfolio of syndicated and bilateral loans. You will act as the primary operational contact among borrowers, lenders, and internal teams to ensure accurate invoicing, processing of loan activity, and timely reporting.

The role requires extensive knowledge of Loan IQ and related systems, detailed accuracy, and the ability to work under pressure in a fast-paced banking