Commercial Agency Services Specialist

Citizens Bank
Cleveland, Pittsburgh, Boston
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringExperience: 3+ yearsEducation: bachelorsSkills: ["Attention to detail","Analytical thinking","Problem resolution","Written communication","Verbal communication"]

Manage the closing and ongoing administration of a portfolio of moderate to high syndicated and bilateral loan transactions across business lines. Serve as Administrative Agent by coordinating investor communications, negotiating loan agreements, enforcing risk controls, and ensuring data governance and compliance. Book, fund, and manage distributions within loan accounting/trading systems while reviewing documents for regulatory and operational/reputation risk and partnering with internal teams, counsel, and vendors to execute seamless closings.

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Citizens Bank
Citizens Bank
1 week ago

Commercial Agency Services Specialist

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Job Summary

Manage the closing and ongoing administration of a portfolio of moderate to high syndicated and bilateral loan transactions across business lines. Serve as Administrative Agent by coordinating investor communications, negotiating loan agreements, enforcing risk controls, and ensuring data governance and compliance. Book, fund, and manage distributions within loan accounting/trading systems while reviewing documents for regulatory and operational/reputation risk and partnering with internal teams, counsel, and vendors to execute seamless closings.
Location: Cleveland, Pittsburgh, Boston
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Perform qualitative review of syndicated loan agreements and related documents for compliance with loan approval, policies, and regulations to mitigate operational and reputation risk.
  • •Manage investors as Administrative Agent by ensuring timely, proper, and effective communication using standard processes (SyndTrak).
  • •Book, fund, and manage distribution of assigned transactions in the Bank’s loan accounting and/or loan trading systems.
  • •Ensure the highest-level data quality for the assigned portfolio, including all financial data.
  • •Coordinate with business lines to provide seamless execution of closings and build relationships with internal/external customers, counsel, and vendors.

Key Requirements

  • •3+ years of experience closing and/or administering moderately complex commercial transactions.
  • •Strong understanding of closing and administrative needs for complex transactions.
  • •Demonstrated success across the syndicated loan process (operational, systems, financial, regulatory, accounting, and customer service).
  • •Detail-oriented with high accuracy in execution and data quality.
  • •Analytical and problem-solving ability, with well-developed written and verbal communication skills.
Experience:3+ yearsCommercial bankingSyndicated loansLoan administration
Education:Bachelor's
Skills:Attention to detailAnalytical thinkingProblem resolutionWritten communicationVerbal communication
Tech Stack:SyndTrakLoanIQLoan accounting systemLoan trading systemsMainframePC applicationsDatabase administration

Company Brief

Citizens Bank
Regional bank offering retail and commercial banking, mortgage lending, wealth management, and payment services to individuals and businesses across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Providence, United States
Founded: 1828
Website