Syndicated Sr Loan Closer
About The Position
Transaction Management supports multiple aspects of the lending lifecycle, including loan closing and servicing coordination, complex client onboarding, data management, and quality control. The team provides operational oversight of loan transaction closings and servicing for its supported business division, ensuring internal and external requirements are met. The Syndicated Sr Loan Closer coordinates and closes loan transactions and lifecycle events, maintains the deal-closing pipeline, captures data, stores documentation, troubleshoots issues, and performs quality control. The role also supports and trains transaction management staff and business constituents; partners with originating and coverage business lines, credit risk, operations, and legal; and helps define operational metrics and risk and control reviews. It contributes to process, control, and efficiency improvements and leads projects to improve performance. The role requires sound risk judgment, compliance with applicable policies and regulations, and transparent escalation and reporting of control issues.
Requirements
- 6–10 years of experience.
- Experience with Loan IQ, transaction capture tools, or similar tools.
- Excellent communication, organizational, and interpersonal skills.
- Ability to work under tight deadlines, manage priorities, and complete assigned tasks with minimal management follow-up.
- Quantitative skills and high proficiency with Excel and other Microsoft-based programs.
- Familiarity with Tableau or another visualization tool.
- Keen attention to detail.
- Developed analytical and problem-solving abilities.
- Client relationship and solution skills.
- Bachelor’s or university degree; a master’s degree is preferred.
Nice To Haves
- Strong knowledge of wholesale syndicated and bilateral lending products and business, including legal loan documentation, loan and funding mechanics, deal structure, and funds flows.
- Substantial experience working with clients under time constraints to facilitate a transaction or process.
- Proven ability to collaborate with team members, senior management, and other business constituents in a steering capacity.
- Critical decision-making ability, including identifying and escalating problems and proposing solutions.
- Strong prioritization, organizational, and time-management skills, including experience consistently following up with stakeholders.
- Comprehensive understanding of corporate and regulatory policies related to lending.
- Deep knowledge of operational processes supporting wholesale lending.
- Focus on achieving or exceeding operating standards in a KPI- and metrics-driven culture.
- Ability to work in an environment where priorities frequently change.
Responsibilities
- Provide training and support to transaction management staff and business constituents.
- Partner with originating and coverage business lines, credit risk, operations, legal, and other groups to enable strategic goals.
- Ensure data quality and that controls and processes meet internal policies and regulatory requirements through staff management.
- Work with business lines, transaction management, and loan operations to define and implement operational metrics and risk and control reviews, providing end-to-end transparency to stakeholders.
- Improve processes, controls, and efficiencies within the group and across the loan lifecycle.
- Lead projects to enhance performance and efficiency.
- Actively manage and maintain a pipeline of loan transactions to be closed.
- Coordinate and close loan transactions and lifecycle events; capture data; store documentation; troubleshoot issues and roadblocks; and perform quality control.
- Assess risk in business decisions, support compliance with applicable laws, rules, regulations, and policies, apply sound ethical judgment, and escalate, manage, and report control issues transparently.
Benefits
- Medical coverage
- Dental coverage
- Vision coverage
- 401(k)
- Life insurance
- Accident insurance
- Disability insurance
- Wellness programs
- Paid time off, including vacation and sick leave
- Paid holidays
- Discretionary and formulaic incentive and retention awards may be available to eligible employees
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What This Job Offers
Job Type
Full-time
Career Level
Senior
