Commercial Loan Participation & Syndication Specialist
for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must not repeat job title as heading. No Job ID etc. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning, duplicated lines, application instructions. Keep substantive info.
We need to parse the posting.
Content:
- Intro about Sunflower Bank: founding, mission, etc. Could be "About the role"? Actually "About the role" maybe description of role. The posting includes description: "The Commercial Loan Participation & Syndication Specialist is responsible for processing all transactions for participated and syndicated loans in the Bank’s portfolio. This individual provides accurate, clear and timely notification to participant and syndicate banks. The Specialist books new, renewed, and modified participation and syndication loans in loan accounting software and acts as our primary contact and subject matter expert for bank employees and participant and syndicate bank employees."
That's description; could be under "About the role" or maybe "Description". The instruction says use headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we need to map content accordingly.
We have Responsibilities list: bullet points after "Responsibilities". Let's extract:
- Serve as primary contact for participant and syndicate banks.
- Process monetary transactions as directed by lead banks.
- Process and notify participant and syndicate banks of disbursements, payments, and rate changes posting to loans within the required timeframe and manner of communication as outlined in loan documentation.
- Remit funds to participant and syndicate banks using bank wire software.
- Book all new and renewed participation and syndication loans in loan accounting software.
- Track and report SNIC loans.
- Create, update and maintain procedures and templates/forms for all tasks performed in this position.
- Assist with training additional team members to support this position.
- Assist with Commercial loan booking if/when the need and time/volumes permit.
- Perform the job in accordance with applicable industry laws and regulations as well as the policies and procedures established by the company.
That's responsibilities.
Education / Experience Preferred: bullet list:
- Preferred Bachelor’s Degree in a related field or equivalent work experience.
- Minimum of 5 years of participation and syndication processing experience required.
- SNIC processing and reporting preferred.
- Demonstrated agency-side experience.
- Able to review and comprehend complex legal documentation and lead bank notices to translate to loan accounting system.
- Technical training in computer systems, banking applications and lending.
- Must possess exceptional detail and organizational skills.
- Must possess excellent time management skills.
- Excellent oral and written communication skills.
- Able to work closely with all levels of bank employees to create productive working relationships.
- Must be able to work flexible hours.
Also "Pay is dependent on knowledge, skills, abilities, experience, and location." That's pay info but vague; we should not create Pay section unless posting actually states them. It says "Pay is dependent on knowledge, skills, abilities, experience, and location." That's not a specific number or range; it's vague. According to instruction: never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. This is vague but maybe considered filler? It says "Pay is dependent on knowledge, skills, abilities, experience, and location." That's not a specific figure; it's essentially "depends on experience". That could be considered filler. Safer to omit Pay section.
Schedule: Not mentioned. No schedule info. So omit Schedule.
Benefits: There's a Benefits section: "Sunflower Bank Benefits People choose to “bank” with us, but for those we serve, we’re more than a bank. ... Associates Enjoy Outstanding Benefits, Including 401(k) Plan with 6% Match Health/Dental/Vision Insurance Company-paid Life Insurance Tuition Reimbursement Fitness Reimbursement Paid Time Off Volunteer Leave Paid HolidaysPlus many more associate perks & incentives!" That's specific benefits list. So we should include Benefits heading with ul list of those benefits.
Also there is "Working Conditions" section describing physical demands. Could be under maybe "Requirements"? But we have headings: Requirements, Qualifications, Skills. We need to decide where to put education/experience, technical skills, etc. The posting includes "Education / Experience Preferred" and then list of skills. Could map to Requirements (maybe education/experience) and Qualifications (maybe skills) and Skills (maybe soft skills). But we need to avoid thin sections. Perhaps combine into one "Requirements" section that includes education/experience and skills. However instruction: Prefer a few substantive sections over many thin ones. So we could have sections: About the role (description), Responsibilities, Requirements (education/experience + skills), Benefits. That's three substantive sections.
We must not include headings with filler. So we will output:
About the role
... description ...
Responsibilities
- ... ...
Requirements
- Preferred Bachelor’s Degree in a related field or equivalent work experience.
- Minimum of 5 years of participation and syndication processing experience required.
- SNIC processing and reporting preferred.
- Demonstrated agency-side experience.
- Able to review and comprehend complex legal documentation and lead bank notices to translate to loan accounting system.
- Technical training in computer systems, banking applications and lending.
- Must possess exceptional detail and organizational skills.
- Must possess excellent time management skills.
- Excellent oral and written communication skills.
- Able to work closely with all levels of bank employees to create productive working relationships.
- Must be able to work flexible hours.
About the role
At Sunflower Bank, N.A., we’re experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it’s what we do every day for clients and associates. Learn more about Sunflower Bank at sunflowerbank.com. Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the full-time position of Commercial Loan Participation & Syndication Specialist in Plano, TX. The Commercial Loan Participation & Syndication Specialist is responsible for processing all transactions for participated and syndicated loans in the Bank’s portfolio. This individual provides accurate, clear and timely notification to participant and syndicate banks. The Specialist books new, renewed, and modified participation and syndication loans in loan accounting software and acts as our primary contact and subject matter expert for bank employees and participant and syndicate bank employees.
Responsibilities
- Serve as primary contact for participant and syndicate banks.
- Process monetary transactions as directed by lead banks.
- Process and notify participant and syndicate banks of disbursements, payments, and rate changes posting to loans within the required timeframe and manner of communication as outlined in loan documentation.
- Remit funds to participant and syndicate banks using bank wire software.
- Book all new and renewed participation and syndication loans in loan accounting software.
- Track and report SNIC loans.
- Create, update and maintain procedures and templates/forms for all tasks performed in this position.