Truist · 1 day ago
Syndicated Loan Operations-Agency Servicing Specialist
Charlotte, NC
Full-time
Onsite
Entry, Mid Level
2+ years expTruist is a large banking organization seeking a Syndicated Loan Operations-Agency Servicing Specialist to provide operational support for their sophisticated portfolio of agented syndicated deals. The role involves serving as the primary operational point of contact for various internal and external business partners, ensuring high-quality service delivery while managing associated risks.
BankingFinanceFinancial Services
Responsibilities
Responsible for providing timely and accurate principal, interest, and fee invoices which can often involve complex calculations and require intermediate to advanced accounting and product knowledge
Timely and accurate processing of all loan and letter of credit activity for 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 Borrower and Lenders. Able to balance competing priorities and meet tight deadlines in a fast-paced environment
Interact daily with internal and external clients. Frequent communication with executive level clients; CFO’s, Treasury Directors, CEO’s, etc
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 and monitor/update any required changes to applicable margins
Reconcile control reports and engage leadership daily on Key Risk Indicators
Generate reports/collate data for internal and external business partners to be used for amendment voting, Borrower and Lender audits, accrual/payment history, etc
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
Extensive 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
Intermediate to advanced proficiency with Microsoft Office Suite
Able to work effectively independently as well as in a team environment
Position location is open to office locations within Truist's footprint
Preferred
2+ years' work experience in a client-facing role supporting syndicated loan operations
Extensive knowledge of all aspects of the syndicated loan market
2+ years' relevant work experience within Loan IQ
Benefits
Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
10 days of vacation
10 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 (313)
2024 (247)
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
2026-01-16
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2026-01-15
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