Jobs · Finance · Texas

Commercial Loan Participation & Syndication Specialist

Sunflower Bank, N.A. · Plano, TX · 3 wk ago
On-siteFinanceFull-time
We need to output HTML fragment only, with sections for headings where there is real content. Use

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.
But we also have Working Conditions physical demands. Could be included under Requirements as well? Might be considered part of job requirements. Could add as list items. However the instruction says preserve ALL substantive information; do not invent or summarize away detail. So we should include physical demands. Where to put? Could be under Requirements as additional items. Or we could create a separate section "Working Conditions" but not in allowed headings list. The allowed headings are only those eight; we should not create other headings. So we must fit it into one of those headings. Perhaps "Requirements" can include physical demands. Or "Skills" could include physical abilities. But better to put under Requirements as they are job requirements. Thus Requirements list will include education/experience, skills, and physical demands. We need to ensure we don't duplicate lines. Let's extract physical demands from Working Conditions: - The physical demands of this position require the ability to perform essential job functions with or without reasonable accommodation. - Employees may spend extended periods sitting or standing, using hands to operate computers or other equipment, and reaching for work-related tasks. - Regular walking may be required, along with occasional bending, stooping, kneeling, or climbing. - The role may involve lifting or moving items weighing up to 10 pounds. - Vision requirements include close and distance vision, color and peripheral vision, depth perception, and the ability to adjust focus. We can turn each into list items. Now Benefits list: extract: - 401(k) Plan with 6% Match - Health/Dental/Vision Insurance - Company-paid Life Insurance - Tuition Reimbursement - Fitness Reimbursement - Paid Time Off - Volunteer Leave - Paid Holidays - Plus many more associate perks & incentives! (maybe we can include as a generic item "Many more associate perks & incentives"). We'll list those. Now About the role: we need to include the description paragraph(s). Also maybe include the intro about Sunflower Bank? The description of the company could be considered "About the role"? Actually "About the role" likely refers to role description. The intro about Sunflower Bank is more about company; could be omitted? The instruction says preserve ALL substantive information; do not invent or summarize away detail. So we should keep the company intro as part of the description maybe under About the role. But the heading "About the role" maybe expects role description; but we can include both company overview and role description under that heading. However we must not repeat job title as heading. It's fine. Thus About the role paragraph(s): - 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. Then the description of the role: "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." That's basically job title and location; we should not repeat job title as heading but we can include location in description. However we should not repeat job title as heading; but we can include it in paragraph. It's okay. Then "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." We'll combine into a paragraph or two. We must not include application instructions: "If you qualify, apply online at www.sunflowerbank.com/careers." etc. Also EEO boilerplate etc. Remove those. Also remove "Open until filled; early application encouraged." etc. Also remove "This vacancy announcement may be used to fill similar positions within 90 days." etc. Also remove California resident privacy notice. Thus final HTML fragment:

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.

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