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Loan Syndications Agency Services Specialist

2 months ago


Houston, Texas, United States BankTalent HQ Full time

Job Summary

BankTalent HQ is seeking a highly skilled Loan Syndications Agency Services Analyst to join our team in Houston, TX. As a key member of our Loan Syndications Group, you will work directly with lending teams, participant banks, and clients on agented transactions.

Key Responsibilities

  • Provide pre-closing, closing, and post-closing support on agented transactions and funds amounts as needed.
  • Act as a liaison for day-to-day operations of the Agency Services Group to ensure timeliness and quality in all aspects of Agency Services Group.
  • Assist clients in understanding the transaction process and serve as an intermediary between clients and syndications.
  • Handle transactions, renew contracts, and process through the system, obtain pricing from credit agreements and system.
  • Collaborate with the Loan Syndications Group to evaluate Agency Services Group tasks and functions to provide customer service to internal bank partners, external bank partners, and clients.
  • Resolve problems and issues with team members to accomplish established objectives.

Requirements

  • Bachelor's degree in finance, business, or a related field and 4+ years of loan processing, loan operations, and credit analysis or other directly related experience.
  • Working knowledge of lending operations, processing, documentation, loan processes and procedures, laws and regulations.
  • Knowledge of or experience with Wall Street Office is preferred.
  • Solid analysis and problem resolution skills.
  • Ability to maintain working relationships with clients, participant banks, internal lenders, LSG team members, and management.
  • Good leadership skills and ability to focus on goals and operational efficiency.
  • Solid organizational, project management, follow-up, and communication skills, both verbal and written.
  • Uses judgment and creativity within policies and practices.
  • Ability to view and solve problems from a customer's perspective.
  • Ability to manage and prioritize multiple projects and track details.
  • Must be detail-oriented.
  • Ability to meet deadlines.
  • Ability to lead or train lower-level staff.
  • Knowledge of various software applications, including word processing and spreadsheets.

Benefits

  • Medical, Dental, and Vision Insurance
  • Employer-paid Life Insurance
  • 401(k) plan + generous company matching
  • Competitive compensation commensurate with work experience (some roles include incentives, mileage + travel time pay, and/or parking waivers)
  • Paid Time Off (Vacation, Federal Holidays, Sick)
  • Tuition Reimbursement for qualifying employees
  • Promotional opportunities offered from within
  • Employees may, at the company's discretion, be eligible to receive a bonus award.