Agency Services Associate

Flagstar Bank

2d

About The Position

The Agency Services Associate is responsible for supporting the management of syndicated loan transactions, ensuring compliance with loan agreement terms and industry expectations for an agent bank, and maintaining strong relationships with internal and external stakeholders. This role involves a variety of syndication-related administrative functions and assisting in the execution of syndication strategies.

Requirements

• College, Vocational or Associates Degree (2 years or equivalent)
• 2+ Years of experience in syndicated loan closing or servicing, portfolio management or secondary loan trading
• Strong understanding of syndicated lending structures and related legal documentation; familiarity with industry norms and LSTA market practices
• Excellent written and verbal communication skills
• Proficiency in Microsoft Office Suite
• Strong organizational skills, ability to prioritize daily work responsibilities
• Strong customer service skills with ability to navigate the organization to address customer and investor requests or complaints
• Demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging cross functional insights.
• Aligns relationship building efforts with enterprise goals to accelerate performance and drive strategic results.
• Builds trusted client relationships, whether internal or external, by identifying needs and delivering tailored solutions to enhance the overall client experience.
• Fosters or supports a positive work culture and productive work environment, displaying importance of effective relationships with customers and stakeholders.

Nice To Haves

• Strong working knowledge of AFS or other loan accounting systems including ACBS and LoanIQ and functional experience working with Debticate, preferred
• Prior exposure to client relationship management in a banking or financial service environment, preferred

Responsibilities

• Support new deal origination by serving as a conduit between Capital Markets and Loan Operations
• Settlement of primary and secondary loan trades via Clearpar and manual; strong understanding of trade processes and calculation methodologies.
• Monitor and manage transaction reporting requirements and covenants to ensure compliance with credit agreement terms and internal policies.
• Distribute documentation to syndicate investors via the Debticate platform; manage all Debticate-related functions including workspace and contact management.
• Create and maintain all CUSIP-related transactions; support vendor management reviews.
• Ownership of league table reporting activities including: monitoring internal reports, reporting to a variety of league table agencies, working with internal stakeholders to identify eligible transactions.
• Collaborate with syndication teams, internal lines of business, and external lenders to support the portfolio and represent Flagstar brand to the market.
• Respond to inquiries from internal stakeholders and external syndicate lenders; escalate investor inquiries to ensure timely responses.
• Support audit and regulatory requirements by maintaining accurate documentation and reporting.
• Performs special projects, and additional duties and responsibilities as required.
• Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings.
• Accountable to maintain compliance with applicable federal, state and local laws and regulations.

Benefits

• Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree