Capital Markets Product Specialist-Team Lead

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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 description:

This client-facing position oversees operations for Truist’s most sophisticated portfolio of Agented, syndicated deals as well as bilateral and participated deals originated across multiple business lines. This role will lead a team of 3-6 entry level, as well as experienced, professional-level staff members. Responsible for recruiting, training, and conducting performance reviews for direct reports. Ensures the team delivers high quality service for all internal and external clients while managing the service delivery framework and associated risks within the supported portfolios for a large, complex banking organization. Portfolios support ASG, ABL, CIB, CCB, Dealer Finance, CRE, and Wealth products.

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. 

• Serve as subject matter expert in complex lending end to end, including syndicated and participated lending, foreign currency, asset finance products, and servicing for large corporate clients.
• Recruit, develop, and retain optimum talent to meet strategic initiatives and department goals. Perform salary administration, promotions, transfers, succession planning, training, coaching and terminations within established policies and guidelines.
• Minimize number and impact of operational incidents and near misses. Proactively manage team’s KRI’s/KPI’s and provide timely resolution and escalation to the Head of Agency where near misses/operational incidents do occur. Ensure lessons learned are shared with the larger Agency Team via staff meetings to ensure transparency & mitigate reoccurrence.
• Apply product and system expertise and think creatively to address nuanced, non-routine problems.
• Stay abreast of market updates, trends, and market initiatives impacting the syndicated loans business and cascade to staff via team meetings. When applicable, take part in working groups and conferences representing department and staff.
• Identify, own, and deliver process and organizational improvements to tangibly improve processing capacity and risk mitigation within the Agency Team.

• 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.

• Bachelor’s degree in business, Accounting or related field or equivalent combination of education and relevant work experience.
•  3+ years’ work experience in financial services.
• 2+ years’ work experience in a client-facing role supporting syndicated loan operations.
• Excellent interpersonal, communication, organizational, and problem-solving skills.
• Extensive knowledge of complex lending systems such as: AFS Vision, Loan IQ, SyndTrak, ClearPar, Loan IQ reporting tools / IBM Cognos, etc.
• Able to multi-task and prioritize in a fast-paced, deadline-driven environment.
• Able to navigate and interpret complex legal documentation.

Preferred Qualifications:

• 3+ years’ experience managing a client-facing team supporting syndicated loan operations.
• Extensive knowledge of all aspects of the syndicated loan market.
• Loan IQ SME.

  Visual / Audio / Speaking

Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone.

   Manual Dexterity / Keyboarding

Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.

Sitting/Standing/Walking/Bending/Lifting

x       Sitting-     Frequently (25% - 50% of the time)

x       Standing- Frequently (25% - 50% of the time)

x    Walking- Frequently (25% - 50% of the time)    

x      Travel Minimal and up to 10%

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 Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s 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.

Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals 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.

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