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Syndication Services Manager

Key Facts

Full time
Expert & Leadership (>10 years)
68 - 113K yearly
English

Other Skills

  • Decision Making
  • Accountability
  • Communication
  • Leadership
  • Team Management
  • Mentorship

Roles & Responsibilities

  • Bachelor's degree in business or a related field; equivalent education experience substituted
  • Minimum 10 years of Commercial Banking experience
  • Minimum 5 years of Agented Loan Syndication experience
  • Hands-on experience with AFS, ACBS, or Loan IQ

Requirements:

  • Lead a team supporting the closing and servicing of syndicated loans where UC is Administrative Agent or Member/Participant; review complex legal and loan documents for accuracy and compliance
  • Execute loan closing, funding, booking, and servicing activities in core loan systems with focus on accuracy and data integrity; resolve issues impeding loan closing
  • Process and assist with reconciliation of syndicated loan activities (advances, payments, rollovers, rate changes, fees and interest accruals) and manage boarding/maintenance requests per guidelines
  • Act as liaison between bank counsel, compliance, RM/LOA, credit, and other internal/external partners; provide leadership through interviewing, hiring, coaching, and training of direct reports; ensure compliance training

Job description

Overview:

The Syndication Services Manager will serve as a player/coach and will provide leadership to a team while remaining actively engaged in complex syndicated deal execution, including due diligence, documentation, booking, and servicing.  The role acts as a key liaison between internal partners, agent and participant banks, and external stakeholders to ensure accurate, timely and compliant transaction processing.  The Manager is accountable for maintaining data integrity, ensuring alignment with credit approvals and syndication terms.  As a leader within Loan Operations, the role includes recruiting, developing, and mentoring a team, prioritizing workload, resolving operational and technical issues, and building scalable capabilities to support growth. This individual will foster a culture of accountability, precision, and continuous improvement while positioning the team as a trusted partner across the organization.

What You’ll Do:
  • Player / Coach that leads a team supporting the closing and servicing of syndicated loans where UC is the
    Administrative Agent or Member/Participant.
  • Review complex legal documents and commercial loan documents to ensure documentation accurately reflects
    the intentions of the credit approval, complies with bank policies and procedures, industry standards, and is
    operationally feasible to support.
  • Resolve issues that may impede loan closing and use judgment to involve others when necessary.
  • Execute loan closing, funding, booking, and servicing activities in the core loan systems, ensuring accuracy and
    data integrity.
  • Process and assist with reconcilement of all activities related to syndicated loans, including advances, payments,
    rollovers, rate changes, fees and interest accruals.
  • Responsible for ensuring loan boarding requests and/or loan maintenance requests are prepared, delivered and
    completed according to Bank, regulatory and investor guidelines and forward findings, reports, and documents to
    lender or specified loan assistant.
  • Support reporting and operational tasks related to the syndicated loan portfolio
  • Act as a liaison between bank counsel, compliance, RM/LOA, credit, and other internal and external partners and
    stakeholders.
  • Management oversight to include interviewing, hiring, coaching, and training of direct reports.
  • Provide world-class service to internal and external customers with a sense of urgency and positive attitude.
  • Participate in all required compliance training, including Bank Secrecy Act/anti-money laundering training, as well
    as internal and external training programs, online training, meetings, and seminars/conferences, etc.
  • Adhere to Corporate and Loan Operations policies and procedures as prescribed.
  • This job description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities
    that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any
    time with or without notice.
Requirements For Success:
  • Bachelor's degree in business or a related field, equivalent education experience can be substituted.
  • Minimum 10 years of Commercial Banking experience
  • Minimum 5 years of Agented Loan Syndication experience
  • Hands-on experience with AFS, ACBS, or Loan IQ
  • Knowledge of syndicated loan products: revolvers, term loans, swinglines, letter of credit, and multicurrency transactions
Conditions of Employment:
  • Must be able to pass a criminal background & credit check
  • This is a full-time, non-remote position that requires schedule flexibility to work evenings and weekends as needed.


FLSA Status: Exempt

 

Ready to take your career to the next level? Apply now and become a vital part of our team!

 

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.

 

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Pay Range: USD $68,287.00 - USD $113,209.00 /Yr.

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