Syndicated Loan Operations-Agency Servicing Specialist

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
List the major responsibilities generally associated with the role (5-7 major responsibilities with no more than 10) that an incumbent in this job is expected to accomplish. Please use numbers to separate each distinct responsibility.

1. 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.
2. Timely and accurate processing of all loan and letter of credit activity for assigned portfolio, including execution of payments (advances, principal, interest, fees, etc.).
3. Analyze and resolve complex issues efficiently and effectively in accordance with Bank and industry standards.
4. Serve as liaison between Borrower and Lenders. Able to balance competing priorities and meet tight deadlines in a fast-paced environment. 
5. Interact daily with internal and external clients. Frequent communication with executive level clients; CFO’s, Treasury Directors, CEO’s, etc. 
6. Apply product and system expertise and think creatively to address nuanced, non-routine problems.
7. Partner with Portfolio Management for coordination & posting of Financials and Compliance documents to SyndTrak and monitor/update any required changes to applicable margins. 
8. Reconcile control reports and engage leadership daily on Key Risk Indicators. 
9. Generate reports/collate data for internal and external business partners to be used for amendment voting, Borrower and Lender audits, accrual/payment history, etc.

QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor’s degree in Business, Accounting or related field or equivalent combination of education and relevant work experience. 
2. Extremely detail oriented with a proven track record of accuracy. 
3. Excellent interpersonal, communication, organizational, and problem-solving skills.
4. Extensive knowledge of complex lending systems such as: AFS Vision, Loan IQ, SyndTrak, ClearPar, Loan IQ reporting tools / IBM Cognos, etc.
5. Able to multi-task, prioritize, and operate successfully in a fast-paced, high-pressure environment. 
6. Able to navigate and interpret complex legal documentation.
7. Intermediate to advanced proficiency with Microsoft Office Suite.
8. Able to work effectively independently as well as in a team environment. 

*** Position location is open to office locations within Truist's footprint.
If located in a Truist hub city location, the work style will be: In Office (5 days/week) ​

Preferred Qualifications:
9. 2+ years’ work experience in a client-facing role supporting syndicated loan operations. 
10. Extensive knowledge of all aspects of the syndicated loan market. 
11. 2+ years’ relevant work experience within Loan IQ. 
 

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.