Truist Capital Markets Operations Specialist II 

United States, North Carolina, Charlotte 

623896454

Regular or Temporary:

English (Required)

1st shift (United States of America)

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Interact daily with internal and external clients
• Navigate and interpret complex legal documentation
• Timely and accurate processing of all loan and letter of credit activity for assigned portfolio including execution of payments (advances, principal, interest, and fees)
• Collection and remittance of funds from/to clients and bank group lenders
• Serve as liaison between Borrower and Syndicate members, providing excellent customer service while meeting tight deadlines
• Partnering with Portfolio Management team for coordination & posting of Financials and Compliance documents to SyndTrak
• Reconciliation of control reports and engaging with leadership daily on Key Risk Indicators

Additional duties include:

• Generating reports/data for clients and internal business partners
• Adhering to policies and procedures
• Collating system information for client audit requests

Minimum Requirements:

• 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 Requirements:

• Loan IQ
• Ability to work independently as well as in a team environment
• Ability to extract and apply principles from legal documentation
• Knowledge of operational, administrative, and accounting requirements for loan servicing
• Capable of identifying potential risks and having the ability to formulate mitigating solutions
• Extremely detail oriented with a proven track record of accuracy
• 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
• Highly proficient in Microsoft Office products
• Prior experience with creating reports and/or queries for management or financial reporting