Senior Loan Agency Operations Specialist

CSC•Wilmington, NC

19h•Hybrid

About The Position

The Senior Loan Agency Operations Specialist is a senior member of the Loan Operations team, supporting a growing portfolio of complex capital markets transactions. The role manages the day-to-day administration of an assigned book of business, whose volume fluctuates quarterly, and works with investment banks, private equity and private credit funds, law firms, audit firms, and other stakeholders. Direct interaction with client CFOs and Treasury Managers is possible, requiring professionalism, attention to detail, and strong communication skills. The position reports to the Head of Loan Operations. It is based in Wilmington, Delaware, with a hybrid schedule requiring three days in the office each week. Hours are Monday to Friday, 8 a.m. to 5 p.m. Eastern Time.

Requirements

Bachelor’s degree required.
At least 5 years of banking and/or relevant financial services experience in loan operations.
Proven experience leading and managing teams, ideally in financial services.
In-depth knowledge of loan facility agreements and the roles involved in bilateral loans, syndicated loans, and project finance.
Solid understanding of financial markets and products, and experience using payment systems to confirm and settle these products.
Comprehensive understanding of the loan operations lifecycle and ability to identify and resolve issues related to client loan activities.
Familiarity with deal structuring, distribution, documentation, funding, and post-closing management.
Strong attention to detail when reviewing financial documents, structuring deals, and calculating rates, fees, and payouts.
Ability to work effectively with numbers, identify discrepancies, and maintain accuracy in all tasks.
Ability to generate ad hoc customer or client calculations, including interest, paydown, pro-rata split, per diem, and payoff-letter calculations.
Commitment to robust quality checks and maintaining accuracy and compliance.
Proficiency with Microsoft Office applications, particularly Excel.
Strong communication skills and professionalism when working with stakeholders, including client CFOs and Treasury Managers.

Nice To Haves

Experience with bonds or structured finance.
Experience using WSO, Loan IQ, DebtDomain, iLEVEL, ClearPar, or a similar loan or banking platform.

Responsibilities

Review and quality-check transaction processing, including rollovers.
Review and quality-check issuer and borrower invoicing, letter of credit activity, payment processing, and unscheduled repayments and borrowings.
Review and quality-check daily, weekly, monthly, quarterly, and ad hoc reporting.
Maintain data governance and database accuracy.
Handle inbound and outbound communications with internal and external stakeholders by email and phone.
Conduct internal and external stakeholder meetings and communicate status updates about the business or assigned book of business.
Manage deal closing execution and funding.
Train the team on industry best practices and company policies.
Maintain and update operational procedures to support consistency and compliance.
Oversee day-to-day operations while driving strategic initiatives.
Identify and resolve issues related to client loan activities, and help ensure compliance with regulatory and internal standards.
Prepare ad hoc customer or client calculations, including interest, paydown, pro-rata split, per diem, and payoff-letter calculations.
Conduct thorough quality checks across loan processing activities, maintaining accuracy and compliance.