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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates advanced knowledge of syndicated and commercial loan products, with proven experience in managing complex transactions and resolving operational issues. Strong analytical, organizational, and leadership skills are essential for effective cross-team coordination and process improvements.
Highest-signal resume keywords
Syndicated Loan ProductsCommercial Loan ProductsTransaction ManagementOperational Decision-MakingProcess Improvement
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 ReviewTransaction Terms InterpretationAnalytical SkillsProject ManagementOperational Risk Assessment
Soft Skills
LeadershipCoachingProblem-SolvingAttention to DetailEffective Communication
Tools & Technologies
Microsoft ExcelOVSACBSLoan IQClearParSyndTrakIntralinksDebt Domain
Industry Keywords
Syndicated Loan OperationsLoan ClosingAgency ServicesTrade SettlementFinancial Services
About the role
Key responsibilities & impact- Manage complex syndicated and commercial loan transactions through the full closing lifecycle, including member, bilateral, agency, and participation facilities
- Review loan documentation and transaction terms to identify funding, booking, servicing, reporting, system setup, and operational requirements
- Confirm required approvals, sanctions, KYC, documentation, controls, and operational conditions are completed or escalated before closing
- Lead cross-team coordination with business lines, syndications, legal, servicing teams, agent banks, investors, and other stakeholders
- Prioritize workflow, monitor pipeline activity, make operational decisions, and escalate material risks, exceptions, or recommendations to management
- Review and approve Analyst-prepared transaction setups, funding requirements, and deliverables
- Coach and develop Analysts through feedback, training, knowledge sharing, and guidance
- Coordinate trade settlement activity with internal teams, agent banks, investors, and settlement platforms
- Lead resolution of complex documentation, funding, booking, trade settlement, and operational issues
- Support audits, regulatory reviews, process improvements, control enhancements, and efficiency initiatives
Requirements
What you’ll need- Advanced knowledge of syndicated and commercial loan products, market conventions, and administrative agent, member bank, and bilateral lender structures
- Ability to independently review legal loan documentation, interpret transaction terms, assess operational impacts, and identify items requiring clarification, escalation, amendment, or action
- Proven experience managing complex transactions and resolving documentation, funding, settlement, or operational issues
- Strong analytical, organizational, problem-solving, leadership, coaching, and project management skills
- Excellent attention to detail and ability to manage multiple priorities in a fast-paced environment
- Experience supporting operational initiatives, process improvements, control enhancements, audits, regulatory reviews, or department-level projects preferred
- Effective written and verbal communication skills
- Proficiency in Microsoft Office applications, particularly Excel
- Experience with lending, servicing, or settlement platforms such as OVS, ACBS, Loan IQ, ClearPar, SyndTrak, Intralinks, or Debt Domain preferred
- Bachelor’s degree and/or 5+ years of experience in syndicated loan operations, loan closing, agency services, trade settlement, commercial lending, or a related financial services function
Benefits
Comp & perks- Discretionary performance-based bonuses and/or incentive compensation
- Comprehensive health and wellness benefits
- Retirement plans
- Educational assistance and training programs
- Income replacement for qualified employees with disabilities
- Paid maternity and parental bonding leave
- Paid vacation, sick days, and holidays
- Remote work one day per week