Syndicated Loan Closing and Agency Operations Specialist (Charlotte, NC)

Syndicated Loan Closing and Agency Operations Specialist

Lewis James Professional is a woman-owned staff augmentation, project consulting and direct hire search and placement firm. We are currently seeking a Syndicated Loan Closing and Agency Operations Specialist for a direct hire opportunity with a financial services client.

Responsibilities:

• Provide operational support across all Lines of Business (LOBs) in the execution and closing of complex syndicated loan transactions, including new originations, refinancings, and amendments, while independently managing a portfolio of active deals.
• Gather, review, and assess legal documentation to ensure operational feasibility, streamline execution logistics, and mitigate risk exposures; serve as a key point of contact for best practice execution, control oversight, and issue escalation.
• Validate the accuracy and completeness of internal loan spreadsheets and advise on funding logistics and operational considerations.
• Manage multiple priorities effectively, delivering high-quality results under tight deadlines in a dynamic, high-volume environment.
• Coordinate pre-closing activities by working closely with internal partners (such as Credit Risk, Operations, Legal, Trade Settlements) and external parties (Borrowers, Lenders).
• Respond to Borrower, Lender, and Arranger inquiries related to closings and post-closing activities; organize and participate in internal calls to ensure all closing requirements are addressed and escalate any unresolved matters as needed.
• Continuously identify opportunities to streamline workflows and improve operational efficiency.
• Lead project-based initiatives aimed at diagnosing problems, enhancing performance, boosting productivity, and improving quality outcomes.
• Conduct Business Unit  Acceptance Testing (UAT) on all system changes impacting the unit; create training materials, update operational procedures, and communicate system updates to stakeholders.
• Build and maintain deep expertise in the business unit’s origination and servicing systems; use this understanding to identify system interdependencies and serve as a Subject Matter Expert for designated platforms and processes.
• Recommend strategies to address and prevent quality control issues; partner with Risk and Compliance to design, implement, and maintain robust quality control processes, making QC activities a core responsibility.
• Display initiative and critical thinking skills to observe operational patterns, analyze case data, review workflows and regulatory requirements, and drive logical problem-solving.
• Demonstrate expert-level knowledge of systems, operations, and risk mitigation practices during internal and external audit activities.
• Maintain a thorough understanding of bank policies and procedures, regulatory and compliance obligations, and cross-functional business impacts, offering expert interpretation across multiple lines of business.
• Proactively advocate for continuous improvement by recommending enhancements to systems, policies, and operational workflows.
• Mentor, coach, and support junior team members to foster consistency, operational excellence, and professional growth.
• Build and maintain strong, collaborative relationships with internal business units to address operational challenges, drive process improvements, and support cross-functional initiatives.

Qualifications:

• Bachelor’s degree in Business, Accounting, or a related discipline, or a comparable combination of education and relevant professional experience.
• Minimum of five years in an analyst, supervisory, or management role.
• Strong proficiency in both written and verbal communication skills.
• Familiarity with complex syndicated loan systems, such as AFS Vision, Loan IQ, SyndTrak, ClearPar, and reporting platforms like IBM Cognos.
• Skilled in interpreting and navigating complex legal loan documentation, funding mechanics, and cash flow structures.
• Intermediate to advanced expertise in Microsoft Office applications (Excel, Word, PowerPoint, Outlook).
• Deep technical knowledge and the ability to apply specialized solutions effectively.
• Advanced skills in issue identification, analytical thinking, problem resolution, and forming sound, logical conclusions.
• Recognized as a leader and role model in adjusting to shifting priorities and evolving business demands.
• Highly adaptable with strong organizational, problem-solving, and time management abilities; capable of working independently in a fast-paced environment.
• Exceptional attention to detail with a demonstrated history of delivering high levels of accuracy.
• Ability to drive positive change, lead initiatives, and provide training or guidance to fellow team members as needed.
• Self-starter who thrives in both independent roles and collaborative, team-based settings.

• Preferred Qualifications:
• 3+ years of hands-on experience supporting syndicated loan operations.
• In-depth understanding of the full lifecycle and mechanics of the syndicated loan market.
• 3+ years of direct, practical experience working within the Loan IQ platform.

For immediate consideration, please click “Apply” and use Job Code BHJOB11837_4244. You may also send a copy of your resume to: resumes@lewisjamesprofessional.com and enter only the following job code in the subject line: BHJOB11837_4244. Lewis James Professional is an Equal Opportunity Employer. M/F/D/V