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Syndicated Loans Specialist – Agent Services

Syndicated Loans Specialist – Agent Services

CompanyS&P Global
LocationAndover, MA, USA, Dallas, TX, USA
Salary$45790 – $70000
TypeFull-Time
DegreesBachelor’s
Experience LevelJunior

Requirements

  • 6+ months Syndicated Loan experience
  • Client Services experience
  • Strong written and verbal communication skills
  • Organized and detail-oriented
  • Analytical with good problem-solving initiative
  • Team collaboration mindset
  • Microsoft Excel experience

Responsibilities

  • Executing the operational requirements to manage the lifecycle events of a syndicated loan
  • Supporting more junior members of staff with any complexities within the deal/portfolio
  • Interpreting the underlying legal documents to ensure the deal and its members are managed in compliance with the terms
  • Answering client, borrower, and lender queries promptly
  • Financial analysis of deals to ensure accruals and pricing mechanics are correct
  • Management of outstanding work items in line with expected Key Performance Indicators (KPI’s)
  • Ensuring a high level of accuracy to minimize operational risk within the lending portfolio

Preferred Qualifications

  • Banking or investment industry experience
  • S&P Market Intelligence product suite knowledge (WSO, iLevel, Thinkfolio, EDM)
  • BA or BS or equivalent experience