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Citizens Financial Group

Runs consumer and commercial banking services

Senior Commercial Agency Services Specialist

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeCleveland, OH, USA$39.90 - $55.76 /hr

About the Job

Requirements

  • At least 5 years of experience in closing and/or administering lead-agent syndicated transactions.
  • Subject-matter expertise in understanding and managing the closing and administrative needs of complex syndicated transactions and trading assets.
  • Proven success across the syndicated loan process, including operational systems, financial, regulatory, accounting, and customer-service aspects.
  • Strong attention to detail to maintain accuracy in execution and data quality.
  • Comprehensive analytical ability to facilitate complex problem resolution.
  • Well-developed written and verbal communication skills.
  • Proficiency with PC and mainframe applications.
  • End-to-end onboard booking experience in the LoanIQ system is preferred.

Responsibilities

  • Close and manage a portfolio of moderately to highly complex lead-agent and member syndicated transactions.
  • Support credit management's strategic goals through loan distribution and manage the reputation and operational risks associated with the transactions.
  • Negotiate loan agreements; communicate with investors, business partners, and counsel; enforce risk controls; maintain data governance; and comply with applicable policies, procedures, laws, and regulations.
  • Qualitatively review syndicated loan agreements, including commercial real estate and construction loan agreements, and related documents for compliance with loan approvals, policies, and regulations, and to mitigate operational and reputational risk.
  • Manage investors as Administrative Agent by ensuring timely, proper, and effective communication using market-standard processes such as SyndTrak.
  • Book, fund, and manage the distribution of assigned transactions within the bank's loan accounting and/or loan trading systems.
  • Ensure the highest level of data quality, including financial data, for the assigned portfolio.
  • Interact with all business lines to provide seamless closing execution.
  • Serve as a resource to junior-level colleagues on processes and procedures; may act as proxy for the Team Leader during absences or meeting conflicts.

Desired Qualifications

  • A bachelor's degree.

About the Company

Citizens Financial Group

Runs consumer and commercial banking services

Citizens Financial Group runs consumer and commercial banking businesses for households, small firms and larger companies, alongside wealth management. Through Citizens Bank, it accepts deposits, processes payments and lends for homes, education and business needs through branches and digital channels. Its commercial teams manage corporate cash flows, arrange financing and advise on mergers and acquisitions, while its private bank serves wealthy families and business owners. The group earns interest on loans and securities, pays interest on deposits and charges fees for financial services and advice. Its banking roots date to 1828, and it is headquartered in Providence, Rhode Island.

Company size
10,001+
Company stage
IPO
Headquarters
Providence, RI
Founded
1828

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