Lewis | James Professional
Syndicated Loan Closing Specialist (Charlotte, NC)
Lewis | James Professional, Charlotte, North Carolina, United States, 28245
Syndicated Loan Closing Specialist
Lewis James Professional is a woman-owned staff augmentation, project consulting and direct hire search and placement firm. We are currently seeking a Syndicated Loan Closing Specialist for a contract opportunity with a financial services client.
Responsibilities
Gather and validate required due-diligence items for loan closings and amendments.
Facilitate and verify initial funding activities, ensuring all general ledger entries balance appropriately.
Manage the collection and application of all fees associated with the closing.
Communicate relevant closing updates to partner banks involved in the syndication.
Set up new loan facilities within internal systems and process ongoing maintenance activities.
Coordinate imaging and retention of loan documentation after closing.
Assist in clearing post-closing exceptions and resolving documentation or booking discrepancies.
Strong understanding of loan syndications and participations (e.g., pro-rata allocations, accruals, fee mechanics, takedowns).
Familiarity with syndicated credit structures and legal documentation.
Knowledge of general ledger processes and reconciliation.
Working understanding of real estate due-diligence requirements, including flood compliance.
Qualifications
Strong customer service orientation and ability to work with high-value clients.
Advanced analytical and problem-solving abilities.
Clear, professional written and verbal communication skills.
Proficiency in Microsoft Office, particularly Excel.
Exceptional attention to detail with the ability to identify, troubleshoot, and elevate risks or inconsistencies.
Comfort working through ambiguity and adapting to changing requirements.
Bachelor’s degree in finance or a related field required.
3‑5 years of experience in loan closing, loan operations, due diligence, or loan system administration.
Experience with ACBS or similar commercial loan systems is preferred.
For immediate consideration, please click "Apply" and use Job Code BHJOB11837_4314. You may also send a copy of your resume to: resumes@lewisjamesprofessional.com and enter only the following job code in the subject line: BHJOB11837_4314. Lewis James Professional is an Equal Opportunity Employer. M/F/D/V
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Responsibilities
Gather and validate required due-diligence items for loan closings and amendments.
Facilitate and verify initial funding activities, ensuring all general ledger entries balance appropriately.
Manage the collection and application of all fees associated with the closing.
Communicate relevant closing updates to partner banks involved in the syndication.
Set up new loan facilities within internal systems and process ongoing maintenance activities.
Coordinate imaging and retention of loan documentation after closing.
Assist in clearing post-closing exceptions and resolving documentation or booking discrepancies.
Strong understanding of loan syndications and participations (e.g., pro-rata allocations, accruals, fee mechanics, takedowns).
Familiarity with syndicated credit structures and legal documentation.
Knowledge of general ledger processes and reconciliation.
Working understanding of real estate due-diligence requirements, including flood compliance.
Qualifications
Strong customer service orientation and ability to work with high-value clients.
Advanced analytical and problem-solving abilities.
Clear, professional written and verbal communication skills.
Proficiency in Microsoft Office, particularly Excel.
Exceptional attention to detail with the ability to identify, troubleshoot, and elevate risks or inconsistencies.
Comfort working through ambiguity and adapting to changing requirements.
Bachelor’s degree in finance or a related field required.
3‑5 years of experience in loan closing, loan operations, due diligence, or loan system administration.
Experience with ACBS or similar commercial loan systems is preferred.
For immediate consideration, please click "Apply" and use Job Code BHJOB11837_4314. You may also send a copy of your resume to: resumes@lewisjamesprofessional.com and enter only the following job code in the subject line: BHJOB11837_4314. Lewis James Professional is an Equal Opportunity Employer. M/F/D/V
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