Loan Syndications Agency Services Analyst - Charlotte, NC

Zions BancorporationCharlotte, NC
Onsite

About The Position

Zions Bancorporation is seeking a Loan Syndication Agency Services Officer in Charlotte, NC. This role is within Zions Capital Markets, which provides financing and advisory solutions to companies. The platform aims to bring "bulge bracket" solutions to business customers and is expanding its product capabilities. The Agency Services Officer will work directly with the Loan Syndications Group, lending teams, participant banks, and clients on agented transactions, providing support throughout the closing process and managing day-to-day operations to ensure timeliness and quality.

Requirements

  • Requires a bachelor's degree in finance, business or a related field and 2+ yrs of loan processing, loan operations and credit analysis or other directly related experience.
  • A combination of education and experience may meet requirements.
  • Working knowledge of lending operations, processing, documentation, loan processes and procedures, laws and regulations.
  • Solid analysis and problem resolution skills.
  • Ability to maintain working relationships with clients, participant banks, internal lenders, LSG team members and management.
  • Good leadership skills and ability to focus on goals and operational efficiency.
  • Solid organizational, project management, follow-up and communication skills, both verbal and written.
  • Uses judgement and creativity within policies and practices.
  • Ability to view and solve problems from customer's perspective.
  • Ability to manage and prioritize multiple projects and track details.
  • Must be detailed oriented.
  • Ability to meet deadlines.
  • Knowledge of various software applications including word processing and spreadsheets.

Responsibilities

  • Works directly with Loan Syndications Group, lending teams, participant banks and clients on the company's agented transactions.
  • Assists with Pre-Closing, Closing, and Post-Closing Support on Agented transactions and funds amounts as needed.
  • Functions as a liaison for day-to-day operations of the Agency Services Group to ensure timeliness and quality in all aspects of Agency Services Group.
  • Walks clients thru how the process works and functions as the intermediator between the clients and syndications.
  • Handles transactions, renews contracts and process thru system, get pricing from credit agreements and system.
  • Continuously works with the Loan Syndications Group to evaluate the Agency Services Group tasks and functions to provide customer service to internal bank partners, external bank partners and clients.
  • Resolves problems and issues with team members to accomplish established objectives.
  • Other duties as assigned.

Benefits

  • Medical & Dental Insurance
  • Vacation
  • Profit Sharing
  • 401(k) plan
  • Competitive compensation
  • Sales bonuses
  • Monthly incentives
  • Annual discretionary bonus
  • Mileage pay
  • Travel time pay
  • Parking waivers
  • Paid Training
  • Paid Holidays
  • Promotional opportunities offered from within
  • Tuition Reimbursement
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