Truist
Capital Markets Operations Specialist I or II
Charlotte, NC
Sep 17, 2024
fulltime
Full Job Description

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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:

The Syndicated Loan Servicing Department provides operational support across a wide range of clients and products, mainly Debt Capital Markets aligned with Term Loan B’s/Corporate Institutional debt, Corporate Real Estate, and Asset Based Lending deal structures where Truist Bank is Administrative Agent. The position is responsible for serving as the primary day-to-day contact for internal and external clients and facilitating administrative duties/loan servicing as outlined by Credit Agreements.

ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Interact daily with internal and external clients
  • Navigate and interpret complex legal documentation
  • Timely and accurate processing of all loan and letter of credit activity for assigned portfolio including execution of payments (advances, principal, interest, and fees)
  • Collection and remittance of funds from/to clients and bank group lenders
  • Serve as liaison between Borrower and Syndicate members, providing excellent customer service while meeting tight deadlines
  • Partnering with Portfolio Management team for coordination & posting of Financials and Compliance documents to SyndTrak
  • Reconciliation of control reports and engaging with leadership daily on Key Risk Indicators

Additional duties include:

  • Generating reports/data for clients and internal business partners
  • Adhering to policies and procedures
  • Collating system information for client audit requests

QUALIFICATIONS

Minimum Requirements:

  • BS/BA College Degree or equivalent work experience
  • 2-4 years in a Syndicated Loan Operations role
  • Excellent written and verbal communication skills
  • Ability to multi-task and excel in a fast-paced, time-sensitive, work environment

Preferred Requirements:

  • Loan IQ
  • Ability to work independently as well as in a team environment
  • Ability to extract and apply principles from legal documentation
  • Knowledge of operational, administrative, and accounting requirements for loan servicing
  • Capable of identifying potential risks and having the ability to formulate mitigating solutions
  • Extremely detail oriented with a proven track record of accuracy
  • Comfortable interacting with various stakeholders including Clients, senior management and outside counsel
  • Strong organization and time management skills
  • Team-oriented work ethic that includes willingness to help others
  • Highly proficient in Microsoft Office products
  • Prior experience with creating reports and/or queries for management or financial reporting

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. 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 supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals 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 Pay Transparency Nondiscrimination Provision E-Verify

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Job Information
Job Category:
Administrative and Clerical
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Capital Markets Operations Specialist I or II
Truist
Charlotte, NC
Sep 17, 2024
fulltime
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