Syndicated Loan Operations-Agency servicing specialist

Truist Financial
Charlotte
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: bachelorsSkills: ["Detail orientation","Accuracy","Communication","Organizational skills","Problem-solving"]

Provide client-facing operational support for Truist’s syndicated and bilateral lending portfolio, serving as the primary point of contact for borrowers, lenders, counsel, and internal teams. Ensure accurate, timely invoicing and processing of loan and letter of credit activity, resolve complex issues, and manage service delivery and risk. Partner with portfolio management to coordinate financial and compliance documentation while reconciling control reports and producing audit-ready reporting.

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Truist Financial
Truist Financial
1 week ago

Syndicated Loan Operations-Agency servicing specialist

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Last checked: 21 minutes agoStatus: Live

Job Summary

Provide client-facing operational support for Truist’s syndicated and bilateral lending portfolio, serving as the primary point of contact for borrowers, lenders, counsel, and internal teams. Ensure accurate, timely invoicing and processing of loan and letter of credit activity, resolve complex issues, and manage service delivery and risk. Partner with portfolio management to coordinate financial and compliance documentation while reconciling control reports and producing audit-ready reporting.
Location: Charlotte
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit

Key Responsibilities

  • •Provide timely and accurate principal, interest, and fee invoices using intermediate to advanced accounting and product knowledge.
  • •Process loan and letter of credit activity for the assigned portfolio, including execution of payments (advances, principal, interest, fees).
  • •Analyze and resolve complex issues according to bank and industry standards.
  • •Serve as a liaison between borrowers and lenders, balancing competing priorities and meeting tight deadlines.
  • •Interact daily with internal and external clients, including frequent executive-level communication, and generate reports for audits and amendment voting.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeaveSick DaysPaid HolidaysEquityPension

Key Requirements

  • •Bachelor’s degree in Business, Accounting, or related field (or equivalent combination of education and relevant work experience).
  • •Extremely detail-oriented with a proven track record of accuracy.
  • •Excellent interpersonal, communication, organizational, and problem-solving skills.
  • •Extensive knowledge of complex lending systems such as AFS Vision, Loan IQ, SyndTrak, ClearPar, and Loan IQ reporting tools/IBM Cognos.
  • •Able to multi-task and prioritize in a fast-paced, high-pressure environment and interpret complex legal documentation.
Experience:BankingSyndicated lendingClient-facing operationsLoan operations
Education:Bachelor's in Business, Accounting or related field
Skills:Detail orientationAccuracyCommunicationOrganizational skillsProblem-solving
Languages:English
Tech Stack:AFS VisionLoan IQSyndTrakClearParIBM CognosMicrosoft Office SuiteMicrosoft Excel

Company Brief

Truist Financial
Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.
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: Charlotte, United States
Founded: 2019
WebsiteLinkedIn