Southside Bank · 1 month ago
Participation Syndication Loan Servicing Analyst
Fort Worth, TX, US
Full-time
Onsite
Senior Level
5+ years expSouthside Bank is responsible for administering and servicing syndicated and participated loan activity. The Participation Syndication Loan Servicing Analyst will manage loan setups, collateral, fees, and overall maintenance of loans, while coordinating with member banks and ensuring timely funding requests.
BankingFinanceFinancial Services
Responsibilities
Services syndicated and participated loans. Establishes relationships with members and participants for terms conforming to agency relationship as specified in the loan documents. Prioritizes competing demands and timeframes
Understands loan documentation for participation/syndication loans and be able to read and interpret complex Credit Agreements
Coordinate with internal teams to ensure timely funding requests. Requests and collects funds from participant and member banks
Post fees, charges and interest payments when received. Works with Agent bank and/or member banks to reconcile transactions. Distributes fees and payments to participants and/or member banks in a timely manner
Review daily reports to ensure all maintenance, payments, and advances have been completed properly
Resolve customer, agent bank, participating bank inquires and disputes by troubleshooting and researching problems
Boards facilities for syndications/participations to the core system, which includes renewals, modifications, and processes maintenance transactions relating to these facilities
Communicate with lines of business partners, managers, and other operations partners regarding loan transactions, research, and exceptions
Perform routine duties with minimal supervision using standard practices or procedures
Comply with all safety policies, practices and procedures. Report all unsafe activities to supervisor and/or Human Resources
Participate in proactive team efforts to achieve departmental and company goals
Perform duties as assigned to reach team goals
Qualification
Required
Minimum 5 years' experience managing Agent Bank responsibilities for syndicated and/or participated loans within a loan operations environment
Strong understanding of loan syndication/participation processes, booking, and funding procedures
Detail-oriented with strong analytical skills
Ability to work independently and as part of a team
Excellent communication skills
Knowledge of Jack Henry/Silverlake core operating system is a plus
Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals
Ability to write routine reports and correspondence
Ability to speak effectively before groups of customers or employees of organization
Ability to add, subtract multiply and divide in all units of measure, using whole numbers, common fractions, and decimals
Ability to compute rate, ratio, and percent and to draw and interpret bar graphs
Ability to apply common sense understanding to carry out instructions furnished in written, oral or diagram form
Ability to deal with problems involving several concrete variables in standardized situations
Strong skills in Microsoft Windows 7, Word, Excel, and Outlook
Intermediate skills in understanding and working with database input/output
Handle multiple projects simultaneously
Strong interpersonal skills
Highly motivated and a self-starter
Excellent customer service skills, and experience in direct customer interface environments is preferred
Preferred
Knowledge of financial institution policies, procedures and regulations preferred
Benefits
Medical, Prescription Drugs, Dental, and Vision Insurance
Insurance Eligibility for Team Members and Dependents Starting on the First Day of Employment
401(k) with a Match
Basic, Voluntary, and Dependent Life Insurance
Paid Time Off
Paid Bank Holidays
Workplace Wellness Programs
Employee Assistance Programs
Tuition Reimbursement
Company
Southside Bank
Southside Bancshares is a banking company that specializes in personal banking, business banking, mortgage, and equity lending.
501-1000 employees
Funding
Current Stage
Public CompanyTotal Funding
$100M2020-11-18Post Ipo Debt· $100M
1998-05-20IPO
Leadership Team
Keith Donahoe
Chief Executive Officer
Recent News
Southside Bancshares, Inc.
2025-11-07
Southside Bancshares, Inc.
2025-10-24
2025-09-22
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