Syndicated Loans Analyst

Lee Hecht Harrison

Charlotte, NC

JOB DETAILS
SALARY
SKILLS
Analysis Skills, Banking Services, Best Practices, Commercial Property Loans, Communication Skills, Credit Analysis, Credit Reports, Credit Risk, Customer Support/Service, Data Analysis, Detail Oriented, Establish Priorities, Finance, Financial Analysis, Financial Reporting, Funding, Identify Issues, Industry/Trade Analysis, Information Technology & Information Systems, Legal, Loan Closing, Loan Documents, Loan Policy, Loan Regulations, Loan Review, Loans, Microsoft Product Family, Organizational Skills, Presentation/Verbal Skills, Problem Solving Skills, Regulations, Regulatory Compliance, Risk Analysis, Risk Management, Team Player, Time Management, Underwriting, Writing Skills
LOCATION
Charlotte, NC
POSTED
18 days ago

Syndicated Loans Analyst

LHH Charlotte Metro (Hybrid)

LHH Recruitment Solutions is seeking a Credit Quality Analyst at our top tier banking client in Charlotte, NC. This role involves interaction with internal business partners, external/internal legal counsel where the client could be in attendance. Must be proficient in Excel and attention to detail is crucial. Effective communication with business partners, clients, and peers is essential in order to foster a cohesive environment. Key responsibilities include review credit agreements/internal approval documents/agent bank notices, booking loan information into system of record (Loan IQ), amending existing deals, and managing incoming/outgoing payments.

Ideal candidates will have Syndicated (agented) loan transactions experience. The candidate needs to be familiar with credit agreements. They will need to be comfortable remaining assertive and levelheaded when insisting Business Partners abide by guidelines to mitigate risk.

Required Skills:

  • Attention to Detail: The ability to meticulously review and verify loan documents for accuracy and compliance with regulatory standards.
  • Communication Skills: Strong verbal and written communication skills to interact with internal and external stakeholders, including attorneys, clients, and other departments.
  • Organization: Excellent organizational skills to manage and prioritize a high volume of loan closings efficiently.
  • Problem-Solving: Ability to identify and resolve issues or discrepancies in loan documentation.
  • Software Proficiency: Familiarity with loan management software and related tools commonly used in the financial industry.
  • Time Management: Effective time management to meet tight deadlines and ensure timely loan closings.
  • Customer Service: Providing excellent service to clients and addressing their queries or concerns.
  • Team Collaboration: The capacity to work well in a team, as loan closers often collaborate with underwriters, legal teams, and other departments.
  • Risk Management: Understanding of risk assessment and mitigation within the context of corporate lending.
  • Analytical Skills: Strong analytical abilities for evaluating financial statements, credit reports, and other financial documents.
  • Adaptability: Flexibility to handle changing priorities and evolving lending regulations.
  • Integrity and Confidentiality: Maintaining the highest standards of integrity and respecting the confidentiality of sensitive financial information.
  • Data Analysis: Analytical skills for evaluating financial data and reports.
  • Regulatory Updates: Staying informed about industry trends and regulatory changes related to lending practices.
  • Independence: Must demonstrate the ability to work independently.

Required Skills:

  • Experience with Syndicated (agented) loan transactions- Booking and Funding.
  • LoanIQ Expertise: Proficiency in LoanIQ software or similar loan management systems.
  • Loan Commercial Real Estate Syndication Knowledge: Understanding of syndicated lending processes and best practices.
  • Proficient in MS products
  • Organized
  • Good communication

Desired Skills:

  • Degree or experience in banking and/or finance.
  • Loan Documentation Expertise: Knowledge of loan documentation requirements, including familiarity with syndicated and corporate lending agreements.

Credit Analysis: Ability to assess the creditworthiness of corporate clients

  1. Financial Credit Experience

  2. Problem Solving

  3. Attention to Detail

Equal Opportunity Statement

Equal Opportunity Employer/Veterans/Disabled

To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy

Benefit offerings include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits, and 401K plan. Our program provides employees the flexibility to choose the type of coverage that meets their individual needs.

Pay Details: $30.22 per hour

Search managed by: Bert Baloga

Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.

Equal Opportunity Employer/Veterans/Disabled

Military connected talent encouraged to apply

To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy

The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

  • The California Fair Chance Act
  • Los Angeles City Fair Chance Ordinance
  • Los Angeles County Fair Chance Ordinance for Employers
  • San Francisco Fair Chance Ordinance

Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

About the Company

L

Lee Hecht Harrison