Syndication Services Manager
About The Position
The Syndication Services Manager will serve as a player/coach and will provide leadership to a team while remaining actively engaged in complex syndicated deal execution, including due diligence, documentation, booking, and servicing. The role acts as a key liaison between internal partners, agent and participant banks, and external stakeholders to ensure accurate, timely and compliant transaction processing. The Manager is accountable for maintaining data integrity, ensuring alignment with credit approvals and syndication terms. As a leader within Loan Operations, the role includes recruiting, developing, and mentoring a team, prioritizing workload, resolving operational and technical issues, and building scalable capabilities to support growth. This individual will foster a culture of accountability, precision, and continuous improvement while positioning the team as a trusted partner across the organization.
Requirements
- Bachelor's degree in business or a related field, equivalent education experience can be substituted.
- Minimum 10 years of Commercial Banking experience
- Minimum 5 years of Agented Loan Syndication experience
- Hands-on experience with AFS, ACBS, or Loan IQ
- Knowledge of syndicated loan products: revolvers, term loans, swinglines, letter of credit, and multicurrency transactions
- Must be able to pass a criminal background & credit check
Responsibilities
- Player / Coach that leads a team supporting the closing and servicing of syndicated loans where UC is theAdministrative Agent or Member/Participant.
- Review complex legal documents and commercial loan documents to ensure documentation accurately reflectsthe intentions of the credit approval, complies with bank policies and procedures, industry standards, and isoperationally feasible to support.
- Resolve issues that may impede loan closing and use judgment to involve others when necessary.
- Execute loan closing, funding, booking, and servicing activities in the core loan systems, ensuring accuracy anddata integrity.
- Process and assist with reconcilement of all activities related to syndicated loans, including advances, payments,rollovers, rate changes, fees and interest accruals.
- Responsible for ensuring loan boarding requests and/or loan maintenance requests are prepared, delivered andcompleted according to Bank, regulatory and investor guidelines and forward findings, reports, and documents tolender or specified loan assistant.
- Support reporting and operational tasks related to the syndicated loan portfolio
- Act as a liaison between bank counsel, compliance, RM/LOA, credit, and other internal and external partners andstakeholders.
- Management oversight to include interviewing, hiring, coaching, and training of direct reports.
- Provide world-class service to internal and external customers with a sense of urgency and positive attitude.
- Participate in all required compliance training, including Bank Secrecy Act/anti-money laundering training, as wellas internal and external training programs, online training, meetings, and seminars/conferences, etc.
- Adhere to Corporate and Loan Operations policies and procedures as prescribed.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
