Syndicated Loan Operations-Agency Servicing Specialist
Truist Financial, Charlotte, NC, United States
Syndicated Loan Operations-Agency Servicing Specialist
Company:
Truist Financial
Location:
Charlotte, NC (or other Truist hub locations; in‑office 5 days/week)
Employment Type:
Full Time
Job Description • This client‑facing position provides operational support for Truist’s most sophisticated portfolio of agency‑syndicated deals as well as bilateral and participated deals originated across multiple business lines. The role serves as the primary operational point of contact across various internal and external business partners for an assigned portfolio of clients, ensuring high quality service and risk governance within a large, complex banking organization. Supported portfolios include ASG, ABL, CIB, CCB, Dealer Finance, CRE, and Wealth products.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Provide timely and accurate principal, interest, and fee invoices involving complex calculations that require intermediate to advanced accounting and product knowledge.
Process all loan and letter‑of‑credit activity for the assigned portfolio, including execution of payments (advances, principal, interest, fees, etc.).
Analyze and resolve complex issues efficiently and effectively in accordance with bank and industry standards.
Serve as liaison between borrowers and lenders, balancing competing priorities and meeting tight deadlines in a fast‑paced environment.
Interact daily with internal and external clients, including frequent communication with executive‑level clients such as CFOs, Treasury Directors, and CEOs.
Apply product and system expertise and think creatively to address nuanced, non‑routine problems.
Partner with Portfolio Management for coordination & posting of financials and compliance documents to SyndTrak, monitoring and updating any required changes to applicable margins.
Reconcile control reports and engage leadership daily on key risk indicators.
Generate reports and collate data for internal and external partners for amendment voting, borrower and lender audits, accrual/payment history, etc.
QUALIFICATIONS Required:
Bachelor’s degree in Business, Accounting or related field, or equivalent combination of education and relevant work experience.
Extremely detail‑oriented with a proven track record of 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, and IBM Cognos.
Ability to multi‑task, prioritize, and operate successfully in a fast‑paced, high‑pressure environment.
Ability to navigate and interpret complex legal documentation.
Intermediate to advanced proficiency with Microsoft Office Suite.
Ability to work effectively independently as well as in a team environment.
Preferred:
2+ years of work experience in a client-facing role supporting syndicated loan operations.
Extensive knowledge of all aspects of the syndicated loan market.
2+ years of relevant work experience within Loan IQ.
Benefits All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for a comprehensive benefits package, including medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax‑preferred savings accounts, a 401(k) plan, paid holidays, vacation and sick days, and potentially additional plans such as a defined benefit pension plan, restricted stock units, or a deferred compensation plan based on division and position.
EEO Statement 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.
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Truist Financial
Location:
Charlotte, NC (or other Truist hub locations; in‑office 5 days/week)
Employment Type:
Full Time
Job Description • This client‑facing position provides operational support for Truist’s most sophisticated portfolio of agency‑syndicated deals as well as bilateral and participated deals originated across multiple business lines. The role serves as the primary operational point of contact across various internal and external business partners for an assigned portfolio of clients, ensuring high quality service and risk governance within a large, complex banking organization. Supported portfolios include ASG, ABL, CIB, CCB, Dealer Finance, CRE, and Wealth products.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Provide timely and accurate principal, interest, and fee invoices involving complex calculations that require intermediate to advanced accounting and product knowledge.
Process all loan and letter‑of‑credit activity for the assigned portfolio, including execution of payments (advances, principal, interest, fees, etc.).
Analyze and resolve complex issues efficiently and effectively in accordance with bank and industry standards.
Serve as liaison between borrowers and lenders, balancing competing priorities and meeting tight deadlines in a fast‑paced environment.
Interact daily with internal and external clients, including frequent communication with executive‑level clients such as CFOs, Treasury Directors, and CEOs.
Apply product and system expertise and think creatively to address nuanced, non‑routine problems.
Partner with Portfolio Management for coordination & posting of financials and compliance documents to SyndTrak, monitoring and updating any required changes to applicable margins.
Reconcile control reports and engage leadership daily on key risk indicators.
Generate reports and collate data for internal and external partners for amendment voting, borrower and lender audits, accrual/payment history, etc.
QUALIFICATIONS Required:
Bachelor’s degree in Business, Accounting or related field, or equivalent combination of education and relevant work experience.
Extremely detail‑oriented with a proven track record of 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, and IBM Cognos.
Ability to multi‑task, prioritize, and operate successfully in a fast‑paced, high‑pressure environment.
Ability to navigate and interpret complex legal documentation.
Intermediate to advanced proficiency with Microsoft Office Suite.
Ability to work effectively independently as well as in a team environment.
Preferred:
2+ years of work experience in a client-facing role supporting syndicated loan operations.
Extensive knowledge of all aspects of the syndicated loan market.
2+ years of relevant work experience within Loan IQ.
Benefits All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for a comprehensive benefits package, including medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax‑preferred savings accounts, a 401(k) plan, paid holidays, vacation and sick days, and potentially additional plans such as a defined benefit pension plan, restricted stock units, or a deferred compensation plan based on division and position.
EEO Statement 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
#J-18808-Ljbffr