Syndicated Loan Operations-Agency Closing Specialist
Listed on 2026-01-29
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Finance & Banking
Financial Analyst, Financial Consultant, Banking & Finance, Corporate Finance
Overview
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Syndicated Loan Operations-Agency Closing Specialist
Company: Truist Financial
Location: Charlotte, NC
Employment Type: Full Time
Date Posted: 01/25/2026
Job Categories: Banking, Computers, Software, Finance/Economics, Financial Services, Information Technology
Job Description
Syndicated Loan Operations-Agency Closing Specialist
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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 descriptionPosition location is open to office locations within Truist s footprint. If located in a Truist hub city location, the work style will be:
In Office (5 days/week).
Provides operational support for Truists most sophisticated portfolio of agented syndicated deals as well as bilateral and participated deals originated across multiple business lines. This role constitutes serving as the primary point of contact across various internal and external business partners (Borrowers, Lenders, Internal and External Counsel, Credit Risk, Portfolio and Relationship Management Teams, etc.) as it relates to the execution and closing of complex loan transactions.
Ensures high quality service is administered for all internal and external clients while managing closing framework and associated risks within the supported portfolios for a large, complex banking organization. Portfolios supported are ASG, ABL, CIB, CCB, Dealer Finance, CRE, and Wealth products. Loan IQ and experience with syndication loans.
Essential Duties and Responsibilities
- Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
- 1. Support all LOBs with the execution and closing of complex syndicated loan transactions, including but not limited to, new deals, refinancing and amendments while managing and maintaining individual pipeline of active syndicated loan transactions.
- 2. Collect and review legal documentation for operational feasibility, optimal execution mechanics and mitigation of operational risk. Execution of best practices and control, risk mitigation and escalation point of contact.
- 3. Review internal loan related spreadsheets for accuracy and completeness and review/advise on funding mechanics and operational requirements.
- 4. Able to balance competing priorities and meet tight deadlines in a fast-paced environment.
- 5. Liaise and coordinate pre-closing requirements with internal and external clients (LOBs Credit Risk, Operations, Legal, Trade Settlements, Borrowers, Lenders).
- 6. Assist with ad-hoc inquiries from Borrowers, Lenders, Arrangers pertaining to the closing process and ongoing maintenance of the deal. Participate and schedule internal conference calls to ensure pre-closing requirements have been met and resolve/escalate any outstanding issues.
- 7. Identify areas of improvement to support process enhancement/efficiency.
Qualifications
Required Qualifications:
Preferred Qualifications:
Benefits
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:
All regular teammates (not temporary or contingent workers) working 20 hours or…
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