Syndicated Loan Operations - Loan Trade Settlement Specialist
Listed on 2026-02-05
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Finance & Banking
Financial Consultant, Banking & Finance, Financial Analyst, Risk Manager/Analyst
Overview
Syndicated Loan Operations - Loan Trade Settlement Specialist I
Company: Truist Financial
Location: Charlotte, NC
Employment Type: Full Time
Date Posted: 01/28/2026
Job Categories: Banking, Finance/Economics, Information Technology
Position 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).
Trade confirmations, Assignment Agreements, Participation Agreements and Funding Memos.
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelors Degree or equivalent work experience
2. Knowledge of syndicated loan market: par and distressed loans documentation
3. Ability to read and interpret credit agreements as it pertains to loan settlements
4. Detailed oriented person with the ability to multi-task and work in a fast-paced environment
5. Excellent verbal and written communications skills.
6. Excellent time management skills
Preferred Qualifications:
1. Working knowledge of Loan IQ and Clear Par systems. Ability to book trades in Clear Par and Loan IQ.
2. 1+ years trade closing, trading desk experience or relevant syndicated loan experience
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 Truists generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truists 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.
Equal Opportunity: Truist is an Equal Opportunity Employer that does not discriminate 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, E-Verify, IER Right to Work.
Contact Information: Name, Company Name:
Truist Financial, Phone Number, Contact Email, Website:
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