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Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)
PLEASE REVIEW THE FOLLOWING JOB DESCRIPTION:
This client-facing position provides operational support for Truist’s most
sophisticated portfolio of agented syndicated deals as well as bilateral and
participated deals originated across multiple business lines. This role
constitutes serving as the primary operational point of contact across various
internal and external business partners (Borrowers, Lenders, Internal and
External Counsel, Credit Risk, Portfolio and Relationship Management Teams,
etc.) for an assigned portfolio of clients. Ensures high quality service is
administered 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.
requires extensive experience in Loan IQ. Other locations will be considered for
individuals with extensive experience within this industry.
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.
List the major responsibilities generally associated with the role (5-7 major
responsibilities with no more than 10) that an incumbent in this job is expected
to accomplish. Please use numbers to separate each distinct responsibility.
1. Responsible for providing timely and accurate principal, interest, and fee
invoices which can often involve complex calculations and require intermediate
to advanced accounting and product knowledge.
2. Timely and accurate processing of all loan and letter of credit activity
for assigned portfolio, including execution of payments (advances, principal,
interest, fees, etc.).
3. Analyze and resolve complex issues efficiently and effectively in
accordance with Bank and industry standards.
4. Serve as liaison between Borrower and Lenders. Able to balance competing
priorities and meet tight deadlines in a fast-paced environment.
5. Interact daily with internal and external clients. Frequent communication
with executive level clients; CFO’s, Treasury Directors, CEO’s, etc.
6. Apply product and system expertise and think creatively to address
nuanced, non-routine problems.
7. Partner with Portfolio Management for coordination & posting of Financials
and Compliance documents to SyndTrak and monitor/update any required changes to
applicable margins.
8. Reconcile control reports and engage leadership daily on Key Risk
Indicators.
9. Generate reports/collate data for internal and external business partners
to be used for amendment voting, Borrower and Lender audits, accrual/payment
history, etc.
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. Extremely detail oriented with a proven track record of accuracy.
3. Excellent interpersonal, communication, organizational, and
problem-solving skills.
4. Extensive knowledge of complex lending systems such as: AFS Vision, Loan
IQ, SyndTrak, ClearPar, Loan IQ reporting tools / IBM Cognos, etc.
5. Able to multi-task, prioritize, and operate successfully in a fast-paced,
high-pressure environment.
6. Able to navigate and interpret complex legal documentation.
7. Intermediate to advanced proficiency with Microsoft Office Suite.
8. Able to work effectively independently as well as in a team environment.
Preferred Qualifications:
9. 2+ years’ work experience in a client-facing role supporting syndicated
loan operations.
10. Extensive knowledge of all aspects of the syndicated loan market.
11. 2+ years’ relevant work experience within Loan IQ.
The annual base salary for this position is $63,000-$80,000 if filled in the
state of Virginia.
General Description of Available Benefits for Eligible Employees of Truist
Financial Corporation: All regular teammates (not temporary or contingent
workers) working 20 hours or more per week are eligible for benefits, though
eligibility for specific benefits may be determined by the division of Truist
offering the position. Truist offers medical, dental, vision, life insurance,
disability, accidental death and dismemberment, tax-preferred savings accounts,
and a 401k plan to teammates. Teammates also receive no less than 10 days of
vacation (prorated based on date of hire and by full-time or part-time status)
during their first year of employment, along with 10 sick days (also prorated),
and paid holidays. For more details on Truist’s generous benefit plans, please
visit our Benefits site [https://benefits.truist.com/]. Depending on the
position and division, this job may also be eligible for Truist’s defined
benefit pension plan, restricted stock units, and/or a deferred compensation
plan. As you advance through the hiring process, you will also learn more about
the specific benefits available for any non-temporary position for which you
apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis
of race, gender, color, religion, citizenship or national origin, age, sexual
orientation, gender identity, disability, veteran status, or other
classification protected by law. Truist is a Drug Free Workplace.
EEO is the Law
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E-Verify
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IER Right to Work
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