Syndicated Loan Specialist: Structured Financing Lead

City National Bank; Phoenix (AZ); On-site; USD 43,000 - 69,000; Full time

Benefits offered by this job

Comprehensive healthcare coverage

401(k) company matching

Tuition reimbursement

Career development resources

Time away benefits

Job summary

City National Bank is seeking a Loan Syndication Officer in Phoenix to administer and service syndicated and participated loan activity, including boarding facilities and ensuring regulatory compliance. You will coordinate with lead agents, process funding requests, and manage complex interest and fee accruals.

The role requires deep knowledge of structured financing, loan documentation, and cross-border transactions, with a focus on accuracy, audits, and timely processing.

Qualifications

• Minimum 5 years commercial loan servicing experience.
• Minimum 5 years in agency/structured financing operations.
• Minimum 2 years experience using Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Minimum 5 years Commercial Loan servicing experience with at least two year specialization in operations of structured financing.
• Minimum of 5 years AFS or Metavante experience.

Responsibilities

• Services structured financing and participation loan activity and establishes lead agent relationships.
• Understands documentation for participation and syndication, including complex loan agreements.
• Ensures tax withholding requirements for foreign borrowers.
• Verifies and funds incoming funding from agent banks and calculates breakage costs.
• Receives and accounts for all fees, charges and interest; reconciles revenue items and distributes to participants.
• Resolves inquiries by troubleshooting and researching problems; suggests system improvements.
• Administers servicing of complex production loans and maintains reserves.
• Boards records on system and processes renewals, modifications and maintenance.
• Handles loans in non-dollar currencies and coordinates with International for hedging.
• Supports audits and maintains servicing files.
• Supports CRA and Affirmative Action programs and complies with policies.

Skills

Commercial loan servicing

Agency/structured financing operations

Loan syndication

Client service

Tools

Microsoft Office Suite

Mainframe applications

Job description

City National Bank is seeking a Loan Syndication Officer in Phoenix to administer and service syndicated and participated loan activity, including boarding facilities and ensuring regulatory compliance. You will coordinate with lead agents, process funding requests, and manage complex interest and fee accruals.

The role requires deep knowledge of structured financing, loan documentation, and cross-border transactions, with a focus on accuracy, audits, and timely processing.