Senior Specialist, Syndicated Loans / Agency Specialist

About the role

Manages the day-to-day servicing needs for a portfolio of syndicated loans.
Responsible for accurately reviewing, researching, and analyzing documentation and data to ensure timely completion of new lender onboarding, and to ensure accurate set-up in the system of record.
Confirm pertinent information for lender validations to ensure timely processing of loan trades.
Obtain formation, corporate documents and tax forms from lenders and review for accuracy.
Research and resolve loan related issues, handles complex client inquiries and requests, identifies, investigates and resolves escalated and/or complex problem loans.
Collaborate with corporate tax, closing, servicing, and trades teams, as necessary.
Manage complex external client issues (on-going client servicing for various loan structures, resolving operational issues, and technology implementations)
Assist in communicating needs and issues with internal and external clients.

Responsibilities

• Use in-depth area knowledge to apply ingenuity and creativity to problems and determine more permanent resolutions.
• Act as a liaison between lenders and the corporate tax team.
• Facilitate tax withholdings/payments for funds owed to lenders as appropriate.
• May allocate/coordinate work within a team/project, and employ subject matter and industry expertise within defined area/s.
• Solve complex problems based on an understanding and knowledge of the intricacies of the loan system.
• Provide technical assistance, training, and operational support to junior level employees.

Requirements

Bachelor's degree or the equivalent combination of education and experience is required. Typically, 5-7 years of total work experience is preferred. Basic knowledge of tax withholdings and IRS refunds preferred.

Qualifications

Not specified.

Skills

Not specified.

Benefits

Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

Pay

The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting. Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience.

Schedule

Not specified.