Senior Specialist, Syndicated Loan Agency Specialist

<p><strong>Senior Specialist, Syndicated Loans / Agency Specialist</strong></p><p>We're seeking a future team member for the role of Senior Specialist, Syndicated Loans / Agency Specialist to join our Loans Enablement Platform team. This role is located in <strong>Houston, Texas</strong></p><p><strong>In this role, you'll make an impact in the following ways:</strong></p><p>· Manages the day-to-day servicing needs for a portfolio of syndicated loans.</p><p>· 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.</p><p>· Confirm pertinent information for lender validations to ensure timely processing of loan trades.</p><p>· Obtain formation, corporate documents and tax forms from lenders and review for accuracy.</p><p>· Research and resolve loan related issues, handles complex client inquiries and requests, identifies, investigates and resolves escalated and/or complex problem loans.</p><p>· Collaborate with corporate tax, closing, servicing, and trades teams, as necessary.</p><p>· Manage complex external client issues (on-going client servicing for various loan structures, resolving operational issues, and technology implementations)</p><p>· Assist in communicating needs and issues with internal and external clients.</p><p>· Use in-depth area knowledge to apply ingenuity and creativity to problems and determines more permanent resolutions.</p><p>· Act as a liaison between lenders and the corporate tax team.</p><p>· Facilitate tax withholdings/payments for funds owed to lenders as appropriate.</p><p>· May allocate/coordinate work within a team/project, and employ subject matter and industry expertise within defined area/s</p><p>· Solve complex problems based on an understanding and knowledge of the intricacies of the loan system.</p><p>· Provide technical assistance, training, and operational support to junior level employees.<br>&nbsp;</p><p><strong>To be successful in this role, we're seeking the following:</strong></p><p>· Bachelor's degree or the equivalent combination of education and experience is required.</p><p>· Typically, 5-7 years of total work experience is preferred.</p><p>· Basic knowledge of tax withholdings and IRS refunds preferred.</p><p>· Experience with Loan IQ and ClearPar strongly preferred.</p><p>· Ability to manage multiple tasks and work effectively across groups within the organization.</p><p>· 3-5 years of directly related experience with Syndicated loans and/or comparable commercial lending experience.</p><p>· In-depth knowledge of internal/external audit process experience</p><p>· Ability to lead, provide guidance and work under limited supervision</p><p>&nbsp;</p>

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