Agency Closing Specialist

Responsibilities

• Analyze Credit Documentation and extract the necessary information for deal capture and booking in Lending System.
• Collapse syndicated loan closings, including CP, funding coordination, lender allocations, and initial facility onboarding.
• Process borrowing and payment requests, arrange for funding/break funding, set rates, and renew maturing loan contracts.
• Calculate and bill fees: commitment, unutilized, letter of credit, agency, and fronting fees.
• Set-up and maintain customer records including administrative details and payment instructions (including the collection of original tax forms).
• Manage lifecycle events: amendments, waivers, extensions, repricings, lender assignments, rollovers, and restructurings.
• Review, interpret, and validate credit agreements, fee letters, amendments, joinder, and closing instructions.
• Lead and participate in closing calls with Borrowers, Lenders, Counsel, and internal stakeholders.
• Serve as the primary liaison with Borrowers, Lenders, and internal teams on all Agency matters.
• Monitor commitment limits and expiration dates.
• Monitor daily cash flow and investigate unidentified amounts in suspense account.
• Aid in training junior staff and contribute to process improvement initiatives.
• Aid Manager in any special projects as needed.

Qualifications / Education

• Bachelor’s degree in finance, Accounting, Business, Economics, Mathematics, or closely-related quantitative field from an accredited U.S. school (or equivalent).
• 3+ years of relevant Loan Agency experience supporting syndicated loans.
• Advanced, hands-on experience with Loan IQ (facility onboarding, deal closing setup, events, fee setup, amendments).
• Strong understanding of credit agreements and related loan documentation.
• Experience with ClearPar, or similar platforms a plus.
• Strong analytical skills, attention to detail, and commitment to control and accuracy.
• Ability to operate in a fast-paced environment with shifting priorities.