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Loan Syndication/Document Specialist - BFS (4-20 yrs)
Live Connections
posted 8d ago
Job Responsibilities:
1. Loan Documentation & Syndication Support
- Prepare, review, and verify loan documentation for syndicated loans to ensure accuracy and compliance with legal and regulatory requirements.
- Coordinate with internal and external stakeholders, including lenders, legal teams, and borrowers, to facilitate smooth loan syndication processes.
- Assist in structuring and closing syndicated loan transactions, ensuring all necessary documentation is executed properly.
2. Loan Data Validation & Accuracy
- Validate and reconcile loan data, including loan terms, interest rates, fees, and payment schedules, to ensure consistency across internal systems and documentation.
- Ensure accurate data entry into loan management systems, identifying and resolving discrepancies as needed.
- Monitor loan covenants, collateral, and compliance requirements to prevent errors and mitigate risks.
3. Post-Booking Certification & Loan Servicing Support
- Support post-booking certification processes by verifying that syndicated loan details align with system records and executed agreements.
- Conduct quality checks on booked loans, ensuring adherence to internal policies and regulatory standards.
- Assist in managing amendments, waivers, and consents related to syndicated loan agreements.
4. Compliance & Reporting
- Maintain thorough documentation of all loan transactions, ensuring adherence to internal policies and external regulatory requirements.
- Generate reports on loan portfolios, identifying potential risks and discrepancies.
- Support audits and regulatory reviews by providing accurate loan documentation and data validation reports.
5. Stakeholder Coordination & Process Improvement
- Collaborate with operations, risk, and legal teams to resolve issues related to loan booking and syndication.
- Provide insights and recommendations to enhance loan documentation and validation processes.
- Stay updated on industry regulations, mark
Functional Areas: Other
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