Client-facing operational support role within Truist for syndicated loan servicing. Involves complex financial calculations and ongoing interactions with clients and stakeholders.
Responsibilities
Responsible for providing timely and accurate principal, interest, and fee invoices which can often involve complex calculations and require intermediate to advanced accounting and product knowledge.
Timely and accurate processing of all loan and letter of credit activity for assigned portfolio, including execution of payments (advances, principal, interest, fees, etc.).
Analyze and resolve complex issues efficiently and effectively in accordance with Bank and industry standards.
Serve as liaison between Borrower and Lenders. Able to balance competing priorities and meet tight deadlines in a fast-paced environment.
Interact daily with internal and external clients. Frequent communication with executive level clients; CFO’s, Treasury Directors, CEO’s, etc.
Apply product and system expertise and think creatively to address nuanced, non-routine problems.
Partner with Portfolio Management for coordination & posting of Financials and Compliance documents to SyndTrak and monitor/update any required changes to applicable margins.
Reconcile control reports and engage leadership daily on Key Risk Indicators.
Generate reports/collate data for internal and external business partners to be used for amendment voting, Borrower and Lender audits, accrual/payment history, etc.
Requirements
Bachelor’s degree in Business, Accounting or related field or equivalent combination of education and relevant work experience.
Extremely detail oriented with a proven track record of accuracy.
Excellent interpersonal, communication, organizational, and problem-solving skills.
Extensive knowledge of complex lending systems such as: AFS Vision, Loan IQ, SyndTrak, ClearPar, Loan IQ reporting tools / IBM Cognos, etc.
Able to multi-task, prioritize, and operate successfully in a fast-paced, high-pressure environment.
Able to navigate and interpret complex legal documentation.
Intermediate to advanced proficiency with Microsoft Office Suite.
Able to work effectively independently as well as in a team environment.
2+ years’ work experience in a client-facing role supporting syndicated loan operations.
Extensive knowledge of all aspects of the syndicated loan market.
2+ years’ relevant work experience within Loan IQ.
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