Senior Operations Specialist, Syndicated Loans Agency Operations

S&P Global • Andover, MA

2d • $70,000 - $90,000

About The Position

We are seeking a motivated Senior Operations Specialist, Syndicated Loans Agency Operations to lead a team within the Agent Services administering the lending portfolios for our client base. The individual will be responsible for the lifecycle events of the deals, communicating with our clients, their borrowers and the lending syndicate members. Additional responsibilities include partnering with other S&P Global business lines to drive continued progress of the regions to support the global operating model and local client base. The Agent Services team performs as a Syndicated Loans Agency operations team for our client base, performing all operational tasks to support both the borrower and lenders. Acting as an agent is a varied and highly visible role requiring accuracy and the understanding of complex deal mechanics.

Requirements

• Agent-Side Syndicated Loans Experience: Minimum of 3 years of experience supporting agent-side syndicated loan operations. Strong working knowledge of credit agreements, interest and fee processing, borrowings, paydowns, amendments, cash management, and related loan administration activities.
• Client Relationship Management: Proven experience in client-facing roles, including regular interaction with borrowers, lenders, and other stakeholders via phone and email. Ability to build and maintain strong client relationships while delivering exceptional service.
• Communication Skills: Excellent verbal and written communication skills with the ability to effectively communicate with clients, senior management, and cross-functional teams.
• Leadership & People Development: Demonstrated experience leading and developing teams, including direct management responsibility for at least three employees. Proven track record of coaching, training, performance management, and supporting career growth and development.

Nice To Haves

• Loan Trading Knowledge: Familiarity with the syndicated loan trading process, including the review and interpretation of Assignment and Assumption Agreements.
• Loan Operations & Analytical Skills: Demonstrated ability to perform and validate loan-related calculations, including interest, fees, payment amounts, and imputed rate calculations. Advanced Microsoft Excel proficiency, including the use of Pivot Tables for data analysis, reporting, and identifying trends or exceptions within large data sets. Understanding of financial ratio calculations and their application within credit agreements.
• Education: Bachelor's degree in Finance, Accounting, Business, Economics, or a related field, or equivalent relevant experience.
• Industry Systems Expertise: Experience with syndicated loan platforms and market tools such as S&P Market Intelligence products, including WSO, iLEVEL, ClearPar, and DebtDomain.
• Problem-Solving & Organization: Strong analytical, organizational, and critical-thinking skills with the ability to manage multiple priorities while supporting team objectives and team members.
• Process Improvement Mindset: Demonstrated ability to evaluate existing processes, identify opportunities for enhancement, and implement operational improvements.
• Remote & Hybrid Leadership: Ability to effectively lead, engage, and collaborate with team members in both in-office and remote work environments.

Responsibilities

• Executing the operational requirements to manage the lifecycle events of a syndicated loan
• Applying and continuously developing a subject matter expert (SME) level of support within the team, supporting more junior members of staff with any complexities within the deal/portfolio
• Interpreting the underlying legal documents to ensure the deal and its members are managed in compliance with the terms
• Supporting projects and other business initiatives to help further the Agent Services product offering
• Answering client, borrower and lender queries in a timely manner
• Financial analysis of deals to ensure accruals and pricing mechanics are correct
• Management of outstanding work items in line with expected Key Performance Indicators (KPI’s)
• Ensuring a high level of accuracy to minimize operational risk within the lending portfolio

Benefits

• Health care coverage designed for the mind and body.
• Generous time off helps keep you energized for your time on.
• Access a wealth of resources to grow your career and learn valuable new skills.
• Competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
• Perks for your partners and little ones, too, with some best-in class benefits for families.
• Retail discounts to referral incentive awards

What This Job Offers

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