Capital Markets Operations Specialist II at Truist (Charlotte, NC)

| Charlotte, NC
Sorry, this job was removed at 11:27 a.m. (CST) on Tuesday, October 11, 2022
Find out who's hiring in Charlotte, NC.
See all Operations jobs in Charlotte, NC
By clicking Apply Now you agree to share your profile information with the hiring company.
The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.

Need Help?

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility or call 877-891-2510 (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Language Fluency: English (Required)

Work Shift:
1st shift (United States of America)

Please review the following job description:

The Syndicated Loan Closing Department provides administrative and operational syndicated loan closing support across a wide range of clients and products, mainly Debt Capital Markets aligned with Term Loan B's/Corporate Institutional debt, Corporate Real Estate, and Asset Based Lending deal structures where Truist Bank is Administrative Agent.

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.
  • Collection of required documents for deal closings
    • Including:
      • Amendments
      • Refinancing
      • Agency Assumption
      • Assignments pertaining to transfers from bilateral to syndicated status
  • Review of attorney prepared loan documents ensuring the bank can meet all operating requirements prior to closing
  • Attending deal closing calls and ability to speak to any operational issues within documentation
  • Request for CUSIP
  • Input new or amended deal information into Loan IQ
    • Including:
      • Creation of deal summary sheet for handoff to servicing team
      • Input of doc tracking information
      • Set up of agency site on SyndTrak
  • Movement of cash on day of closing
  • Reconciliation of outstanding cash related to closing
  • Participation in post-closing call handoff with client, deal team, PM and servicing contact.
  • Holds post-close meeting with servicing team for operational hand-off
  • Provides ongoing closing support after loan is booked
  • Provide back up support to servicing team when needed

Additional duties include:
  • Departmental or other Truist needs
  • Updating policy/procedure
  • Preparing data for audit requests


Minimum Qualifications
  • BS/BA College Degree or equivalent work experience
  • 2-4 years in a Syndicated Loan Operations role
  • Excellent written and verbal communication skills
  • Ability to multi-task and excel in a fast-paced, time-sensitive, work environment

Preferred Qualifications
  • Ability to function independently as a technical expert
  • Fully knowledgeable of products and businesses
  • 3-5 year's experience in assigned product/functional area
  • Ability to extract and apply principles from legal documentation
  • Knowledge of operational, administrative and accounting requirements for loan servicing
  • Capable of identifying potential issues and risks and formulate mitigating solutions
  • Extremely detailed oriented with a proven track record for accuracy
  • Excellent verbal and written communication skills
  • Comfortable interacting with various stakeholders including Clients, senior management and outside counsel
  • Strong organization and time management skills
  • Team-oriented work ethic that includes willingness to help others
  • Ability to multi-task and work in a fast-paced environment
  • Highly proficient in Microsoft Office products; experience with Loan IQ a plus

Truist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Drug Free Workplace.

EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
More Information on Truist
Truist operates in the Fintech industry. The company is located in Charlotte, NC. Truist was founded in 2019. It has 12339 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability insurance, Dental insurance, Vision insurance, Health insurance and Life insurance. To see all jobs at Truist, click here.
Read Full Job Description
Apply Now
By clicking Apply Now you agree to share your profile information with the hiring company.

Similar Jobs

Apply Now
By clicking Apply Now you agree to share your profile information with the hiring company.
Learn more about TruistFind similar jobs