Senior Commercial Agency Services Specialist
Apply NowCompany: Capital Markets Placement
Location: Pittsburgh, PA 15237
Description:
Job Description
In the Sr CML Agency Service Specialist role, you are responsible for all aspects of closing and managing a portfolio of simple to medium complexity lead agent syndicated transactions. The position supports the strategic goals of credit management through loan distribution and you will have responsibility for managing the reputation and operational risk associated with these transactions. Additionally, you will negotiate loan agreements; communicate with investors, business partners and counsel; enforce risk controls; maintain data governance and comply with appropriate policies, procedures, laws and regulations.
Primary responsibilities include
Qualifications, Education, Certifications and/or Other Professional Credentials
Education: Bachelor's degree preferred
Hours & Work Schedule
About Us
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens), provides equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability, or history or record of a disability, ethnicity, gender, gender identity or expression, transgendered and transitioning individuals, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens we are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day and where all are expected to be treated with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. We perform our best so we can do more for our customers, colleagues, communities and shareholders.
Equal Employment and Opportunity Employer
Job Applicant Data Privacy Policy
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
In the Sr CML Agency Service Specialist role, you are responsible for all aspects of closing and managing a portfolio of simple to medium complexity lead agent syndicated transactions. The position supports the strategic goals of credit management through loan distribution and you will have responsibility for managing the reputation and operational risk associated with these transactions. Additionally, you will negotiate loan agreements; communicate with investors, business partners and counsel; enforce risk controls; maintain data governance and comply with appropriate policies, procedures, laws and regulations.
Primary responsibilities include
- Perform a qualitative review of syndicated loan agreements, collect and review due diligence and related documents for compliance with the loan approval, adherence to policies and regulations and to mitigate operational and reputation risk.
- Effectively manage, as administrative agent, the investors by ensuring timely, proper and effective communication utilizing market standard processes (Intralinks, etc.).
- Book, fund and manage assignment distribution of assigned transactions within Citizens' loan accounting and/or loan trading systems.
- Ensure the highest level data quality, including all financial data, for assigned portfolio.
- Interact with business partners to provide seamless execution.
- Resource to junior level colleagues with process and procedures.
Qualifications, Education, Certifications and/or Other Professional Credentials
- 5+ years Syndicated credit administration experience required
- 5+ years experience in the closing and administration of lead agent syndicated transactions required
- Subject matter expert for understanding and managing the closing and administrative needs associated with complex syndicated transactions and trading assets
- Proven success in all facets of the syndicated loan process, including operational, systems, financial, regulatory, accounting and customer service.
- Detail oriented to maintain high degree of accuracy in execution and data quality
- Comprehensive analytical ability to facilitate complex problem resolution
- Well developed written and verbal communication skills
- Adept at PC and mainframe applications
- Loan IQ system experience, preferred
Education: Bachelor's degree preferred
Hours & Work Schedule
- Hours per Week: 40
- Work Schedule: 8-5; at least three in office work days a week
About Us
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens), provides equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability, or history or record of a disability, ethnicity, gender, gender identity or expression, transgendered and transitioning individuals, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens we are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day and where all are expected to be treated with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. We perform our best so we can do more for our customers, colleagues, communities and shareholders.
Equal Employment and Opportunity Employer
Job Applicant Data Privacy Policy
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.