Syndicated Loan Operations - Agency Servicing Team Lead
TruistAbout the role
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Regular or Temporary:
RegularLanguage Fluency: English (Required)
Work Shift:
1st shift (United States of America)Please review the following job description:
Position may be located remotely within the Truist footprint.This client-facing position oversees operations for Truist’s most sophisticated portfolio of agented syndicated deals as well as bilateral and participated deals originated across multiple business lines. This role will lead a team of 3-6 entry level, as well as experienced, professional-level staff members. Responsible for recruiting, training, and conducting performance reviews for direct reports. Ensures the team delivers high quality service for all internal and external clients while managing the service delivery framework and associated risks within the supported portfolios for a large, complex banking organization. Portfolios supported are ASG, ABL, CIB, CCB, Dealer Finance, CRE, and Wealth products.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Serve as subject matter expert in complex lending end to end, including syndicated and participated lending, foreign currency, asset finance products, and servicing for large corporate clients.
2. Recruit, develop, and retain optimum talent to meet strategic initiatives and department goals. Perform salary administration, promotions, transfers, succession planning, training, coaching and terminations within established policies and guidelines.
3. Analyze and resolve complex issues efficiently and effectively in accordance with Bank and industry standards.
4. Provide support and oversight for servicing requests, transactions, activities, etc. within relevant service level agreements and in accordance with established policies and procedures.
5. Minimize number and impact of operational incidents and near misses. Proactively manage team’s KRI’s/KPI’s and provide timely resolution and escalation to the Syndicated Loan Operations Group Manager where near misses/operational incidents do occur. Ensure lessons learned are shared with the larger Agency Team via staff meetings to ensure transparency & mitigate reoccurrence.
6. Apply product and system expertise and think creatively to address nuanced, non-routine problems.
7. Stay abreast of market updates, trends, and market initiatives impacting the syndicated loans business and cascade to staff via team meetings. When applicable, take part in working groups and conferences representing department and staff.
8. Identify, own, and deliver process and organizational improvements to tangibly improve processing capacity and risk mitigation within the Agency Team.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor’s degree in Business, Accounting or related field or equivalent combination of education and relevant work experience.
2. 3+ years’ work experience in financial services.
3. 3+ years’ work experience in a client-facing role supporting syndicated loan operations.
4. Excellent interpersonal, communication, organizational, and problem-solving skills.
5. Extensive knowledge of complex lending systems such as: AFS Vision, Loan IQ, SyndTrak, ClearPar, Loan IQ reporting tools / IBM Cognos, etc.
6. Able to multi-task and prioritize in a fast-paced, deadlin
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