Syndication Operations Specialist

Tasks

Inside the Role

The Syndication Operations Analyst plays a pivotal role in supporting syndicated loan transactions across both Corporate and Dealer portfolios. This position ensures smooth coordination among internal teams, agent banks, borrowers, and participating lenders. You will maintain accurate records, facilitate clear communication, and support timely processing of all deal activities. As a central liaison, you will help strengthen lender relationships, promote transparency, and ensure efficient, compliant syndication operations.

Posting Information

We provide a scheduled posting end date to assist our candidates with their application planning. While this date reflects our latest plans, it is subject to change, and postings may be extended or removed earlier than expected.

We Take Care of Our Team

Pay offered dependent on knowledge, skills, and experience.

Benefits include annual bonus program; 401k company contribution with company match up to 8% as well as non-elective company contribution of 3 - 7% depending on age; starting at 4 weeks paid vacation; 13+ calendar holidays; 8 weeks paid parental leave; employee assistance program; comprehensive healthcare plans and wellness programs; onsite fitness (at some locations); tuition assistance and volunteer paid time off;

short-term and long-term disability plans.

What you Drive at DTFS

• Review potential syndication targets and collaborate with Fleet Credit to assess financial performance and delinquency risk. Partner with Fleet Workout to evaluate payment relief requests and ensure adherence to Master Assignment Agreements and Specification documents.
• Credit Analysis & Risk Evaluation.
• Conduct detailed credit analysis for Corporate and Dealer syndicated transactions, applying strong financial, collateral, and legal documentation expertise.
• Lender & Partner Relationship Management.
• Manage relationships with banks, insurance companies, and lending partners. Ensure timely delivery of syndication requirements, interpret credit agreements, and support long‑term engagement with existing participants while identifying and recruiting new ones.
• Operational Execution & Reporting.
• Maintain accurate reporting and transaction records, including principal and interest activity. Partner with internal DTFS teams and syndicate participants to ensure timely and accurate settlement processes.
• Deal Structuring & Negotiation Support.
• Support negotiation of credit agreements to ensure alignment with participant expectations and legal requirements. Engage lenders on potential portfolio sales, negotiate rates and terms, and discuss financial performance of sold portfolios.
• Portfolio Review & Compliance Alignment.

Knowledge you should bring:

• 5+ years of relevant experience in credit, lending operations, or syndicated finance.
• Strong credit background in both Fleet Credit (corporate) and Dealer Credit (wholesale).
• Ability to interpret and navigate credit agreements, legal documentation, and syndication requirements.
• Excellent verbal and written communication skills for lender, partner, and internal stakeholder interactions.
• Strong negotiation skills with the ability to influence terms, rates, and deal structures.
• High attention to detail with strong organizational and record-keeping capabilities.
• Ability to collaborate across multiple internal teams and external lending partners.

Exceptional Candidates Might Have:

• Experience working directly with agent banks or within a syndicated lending environment.
• Proven success in building and expanding lender networks or recruiting new syndicate participants.
• Advanced understanding of loan settlement processes, portfolio sales, and secondary market dynamics.
• Strong analytical capability to evaluate financial performance trends and detect early signs of delinquency or agreement violations.
• Ability to influence cross-functional decision-making and drive alignment across legal, credit, and workout teams.

Where We Work

This position is open to applicants who can work in (or relocate to) the following location(s) - Charlotte - DTFS, Fort Mill, SC US. Relocation assistance is not available for this position.

Schedule Type:

Hybrid (4 days per week in-office / 1 day remote). This schedule builds our #One Team Best Team  culture, provides an unparalleled customer experience, and creates innovative solutions through in-person collaboration.

Daimler Truck Financial is the captive financial services provider for the Daimler Trucks North America family of commercial vehicle products, including Freightliner Trucks, Western Star, Selec Trucks, Sprinter Vans, Thomas Built Buses and Fuso. We have specialized in financing commercial vehicles for more than 40 years. This proven experience gives us critical insights into helping businesses overcome challenges unique to the trucking industry.

Additionally, we offer a range of financing solutions that can be customized to meet each individual business's needs, from owner-operators to large fleet managers and nearly every venture…