Syndicated Agent Closer

U.S. Bank • Oshkosh, WI

3d • Hybrid

About The Position

As an Agent Closer on the Syndicated Loan Closing team, responsible for booking and funding new loan originations and amendments. Closer functions include reviewing loan documentation, pricing and structure, booking and funding to system of record, providing operational support and guidance to sales team and business lines, managing cashflows and syndicate lender group. In addition, Closer will actively monitor and settle loan trading activity among lender group.

Requirements

• Bachelor's degree in Accounting, Finance, or Business Management, or equivalent work experience.
• Five to eight years of related experience.
• Thorough knowledge of operational, administrative and accounting requirements for loan closing.
• Ability to understand operational and administrative risk as related to syndicated credits.
• Strong relationship management, analytical and problem-solving skills.
• Ability to manage multiple tasks/projects and deadlines simultaneously with minimal guidance.
• Excellent customer service/relations skills.
• Ability to identify and resolve exceptions and to interpret information.
• Effective verbal and written communication skills.
• Proficient computer navigation skills using a variety of software packages including Microsoft Office applications.
• Experience with administration of syndicated transactions including loan processing and closing mechanics.

Responsibilities

• Booking and funding new loan originations and amendments
• Reviewing loan documentation, pricing and structure
• Booking and funding to system of record
• Providing operational support and guidance to sales team and business lines
• Managing cashflows and syndicate lender group
• Actively monitor and settle loan trading activity among lender group

Benefits

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level