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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing syndicated loans, including lender onboarding, tax withholdings, and resolving complex loan-related issues. Proven ability to collaborate across teams and provide operational support while leading and guiding junior employees.
Highest-signal resume keywords
Syndicated Loans ManagementLoan IQ ExperienceClearPar ExperienceTax Withholdings KnowledgeInternal/External Audit Processes
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Loan Documentation AnalysisProblem ResolutionClient Inquiry ResolutionOperational SupportData Research
Soft Skills
Effective CommunicationTeam CoordinationLeadershipCreativity in Problem SolvingMulti-tasking
Industry Keywords
Syndicated LoansCommercial LendingCorporate TaxIRS RefundsClient Servicing
About the role
Key responsibilities & impact- Manage day-to-day servicing needs for a portfolio of syndicated loans
- Review, research, and analyze documentation and data for lender onboarding and system-of-record setup
- Confirm lender validation information for timely loan trade processing
- Obtain and review formation, corporate, and tax documents from lenders
- Research and resolve loan-related issues and complex client inquiries
- Investigate and resolve escalated and complex problem loans
- Collaborate with corporate tax, closing, servicing, and trades teams
- Manage complex external client issues, operational issues, and technology implementations
- Communicate needs and issues with internal and external clients
- Apply in-depth knowledge and creativity to develop permanent problem resolutions
- Act as liaison between lenders and the corporate tax team
- Facilitate tax withholdings and payments owed to lenders
- Allocate or coordinate work within a team or project
- Solve complex problems involving intricacies of the loan system
- Provide technical assistance, training, and operational support to junior employees
Requirements
What you’ll need- Bachelor's degree or equivalent combination of education and experience required
- Typically 7-12 years of total work experience preferred
- Basic knowledge of tax withholdings and IRS refunds preferred
- Experience with Loan IQ and ClearPar strongly preferred
- Ability to manage multiple tasks and work effectively across groups
- Directly related experience with syndicated loans and/or comparable commercial lending experience
- In-depth knowledge of internal/external audit processes
- Ability to lead, provide guidance, and work under limited supervision
Benefits
Comp & perks- Highly competitive compensation
- Flexible global resources and tools
- Wellbeing programs
- Paid leaves, including paid volunteer time
- 401(k) plan
- Company-sponsored medical insurance
- Company-sponsored dental insurance
- Company-sponsored vision insurance
- Basic life insurance for employees and eligible dependents
- Vacation and sick time
- Possible eligibility for an annual discretionary incentive award
