Truist · 9 hours ago
Syndicated Loan Operations-Agency Closing Specialist
Charlotte, NC
Full-time
Onsite
Mid Level
3+ years expTruist is a large banking organization seeking a Syndicated Loan Operations-Agency Closing Specialist to provide operational support for their agented syndicated deals. The role involves managing complex loan transactions, ensuring high-quality service, and coordinating with various internal and external partners throughout the loan closing process.
BankingFinanceFinancial Services
Responsibilities
Support all LOB’s with the execution and closing of complex syndicated loan transactions, including but not limited to, new deals, refinancing and amendments while managing and maintaining individual pipeline of active syndicated loan transactions
Collect and review legal documentation for operational feasibility, optimal execution mechanics and mitigation of operational risk. Execution of best practices and control, risk mitigation and escalation point of contact
Review internal loan related spreadsheets for accuracy and completeness and review/advise on funding mechanics and operational requirements
Able to balance competing priorities and meet tight deadlines in a fast-paced environment
Liaise and coordinate pre-closing requirements with internal and external clients (LOB’s Credit Risk, Operations, Legal, Trade Settlements, Borrowers, Lenders)
Assist with ad-hoc inquiries from Borrowers, Lenders, Arrangers pertaining to the closing process and ongoing maintenance of the deal. Participate and schedule internal conference calls to ensure pre-closing requirements have been met and resolve/escalate any outstanding issues
Identify areas of improvement to support process enhancement/efficiency
Qualification
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
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., loans funding mechanics, funds flows, etc
Intermediate to advanced proficiency with Microsoft Office Suite
Able to work effectively independently as well as in a team environment
Preferred
3+ years' work experience in supporting syndicated loan operations
Extensive knowledge of all aspects of the syndicated loan market
3+ years' relevant work experience within Loan IQ
Benefits
Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
Vacation
Sick days
Paid holidays
Defined benefit pension plan
Restricted stock units
Deferred compensation plan
Company
Truist
Truist is the sixth-largest commercial bank in the U.S.
10001+ employees
H1B Sponsorship
Truist has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (235)
2024 (248)
2023 (288)
2022 (275)
2021 (278)
2020 (270)
Funding
Current Stage
Late StageTotal Funding
unknown2021-01-01Seed
Leadership Team
Michael Maguire
Chief Financial Officer
James Cordovana
SVP of Cloud Security Enterprise Architect
Recent News
2025-12-18
2025-12-16
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