Senior Specialist, Syndicated Loans / Agency Specialist
About The Position
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.
Requirements
- 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.
Responsibilities
- 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.
Benefits
- highly competitive compensation
- benefits
- wellbeing programs
- access to flexible global resources and tools
- generous paid leaves
- paid volunteer time
- medical, dental, vision, and basic life insurance plans
- various paid time off benefits, such as vacation and sick time
- 401(k) plan
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What This Job Offers
Job Type
Full-time
Career Level
Senior
