Syndicated Loan Specialist

Title: Syndicated Loan Specialist

Location: 1525 W W T Harris Blvd Charlotte, NC

Duration: 18 months

Work Engagement: W2
Work Schedule: 3 days in office/2 days remote

Benefits on offer for this contract position: Health Insurance, Life insurance, 401K and Voluntary Benefits

Summary:

We are seeking a detail-oriented and technically proficient Syndicated Loans Specialist with strong experience utilizing Loan IQ to support the onboarding, servicing, and maintenance of complex syndicated credit facilities. The ideal candidate will have a solid understanding of syndicated lending products and documentation, with the ability to accurately interpret credit agreements and execute loan lifecycle events.

Responsibilities:

Loan IQ Operations:

• Onboard new credit facilities within Loan IQ, ensuring accuracy in deal setup and compliance with governing documentation.

• Process loan bookings, rate settings, fee setups, restructures, and other lifecycle events.

• Execute funding events including draws, rollovers, repayments, and interest/funding calculations.

• Maintain deal structures, borrower profiles, and facility configurations in accordance with credit agreement terms.

Documentation Review & Interpretation:

• Review and interpret syndicated loan documentation such as credit agreements, term sheets, amendments, waiver requests, and fee letters.

• Translate legal terms into actionable operational requirements for system setup and ongoing servicing.

• Ensure loan structures, pricing, and covenants align with documented terms.
  

Syndicated Product Expertise:

• Work with a wide range of syndicated lending products including:

• Revolving credit facilities

• Term loans

• Delayed draw term loans

• Swinglines

• Letters of credit

• Multi‑currency and cross‑border structures

• Support complex funding structures, interest calculations, and multi‑lender allocations.
  

Operational Excellence:

• Collaborate with internal partners (Agency, Credit, Operations, Treasury) to ensure timely and accurate processing of all loan events.

• Resolve system or data discrepancies and ensure adherence to internal controls and regulatory requirements.

• Provide subject matter expertise on Loan IQ functionality and loan documentation requirements.

Qualifications:

• Applicants must be authorized to work for ANY employer in the U.S. This position is not eligible for visa sponsorship.

• Demonstrated hands-on experience working within Loan IQ, specifically for onboarding credit facilities, booking loans, configuring deal structures, and executing funding events.

• Strong working knowledge of syndicated loan documentation, with proven ability to interpret complex legal documents.

• Solid understanding of syndicated lending products and multi‑currency loan structures.

• Strong analytical and problem‑solving skills with high attention to detail.

• Excellent communication skills and ability to work in a fast-paced, deadline-driven environment.

• Understanding of new loan products and currencies– SOFR, SONA, IBOR.

• Experience using Microsoft Office products (Excel, Word, Outlook, Teams)