Senior Specialist, Syndicated Loan Agency Specialist

Senior Specialist, Syndicated Loans / Agency Specialist

We're seeking a future team member for the role of Senior Specialist, Syndicated Loans / Agency Specialist to join our Loans Enablement Platform team. This role is located in Houston, Texas

In this role, you'll make an impact in the following ways:

· Manages the day-to-day servicing needs for a portfolio of syndicated loans.

· Responsible for accurately reviewing, researching, and analyzing documentation and data to ensure timely completion of new lender onboarding, and to ensure accurate set-up in the system of record.

· Confirm pertinent information for lender validations to ensure timely processing of loan trades.

· Obtain formation, corporate documents and tax forms from lenders and review for accuracy.

· Research and resolve loan related issues, handles complex client inquiries and requests, identifies, investigates and resolves escalated and/or complex problem loans.

· Collaborate with corporate tax, closing, servicing, and trades teams, as necessary.

· Manage complex external client issues (on-going client servicing for various loan structures, resolving operational issues, and technology implementations)

· Assist in communicating needs and issues with internal and external clients.

· Use in-depth area knowledge to apply ingenuity and creativity to problems and determines more permanent resolutions.

· Act as a liaison between lenders and the corporate tax team.

· Facilitate tax withholdings/payments for funds owed to lenders as appropriate.

· May allocate/coordinate work within a team/project, and employ subject matter and industry expertise within defined area/s

· Solve complex problems based on an understanding and knowledge of the intricacies of the loan system.

· Provide technical assistance, training, and operational support to junior level employees.
 

To be successful in this role, we're seeking the following:

· Bachelor's degree or the equivalent combination of education and experience is required.

· Typically, 5-7 years of total work experience is preferred.

· Basic knowledge of tax withholdings and IRS refunds preferred.

· Experience with Loan IQ and ClearPar strongly preferred.

· Ability to manage multiple tasks and work effectively across groups within the organization.

· 3-5 years of directly related experience with Syndicated loans and/or comparable commercial lending experience.

· In-depth knowledge of internal/external audit process experience

· Ability to lead, provide guidance and work under limited supervision